- IQVIA (Durham, NC)
- …must be US-based. Travel required 10-15%._ The ( Senior ) Scientific Advisor is responsible for optimizing the customer relationship , developing, and ... **( Senior ) Scientific Advisor , Medical Communications** _This... Client Relations and Management + Manage the client relationship , setting clear expectations around deliverables… more
- Comerica (Charlotte, NC)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with ... Job Description Senior Wealth Advisor As a ...Job Description Senior Wealth Advisor As a Senior Wealth ...the client until the relationship is fully cemented. Demonstrate expertise by managing or… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior… more
- Truist (Raleigh, NC)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- Bank of America (Wilmington, NC)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - Landfall Wilmington, North Carolina **To proceed...expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This… more
- City National Bank (Charlotte, NC)
- …MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing ... within the portfolio across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to… more
- Truist (Raleigh, NC)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven… more
- Vanguard (Charlotte, NC)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...cash award tied to our collective company performance and client outcomes. When we succeed together, we all share… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC ... accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and… more
- First Horizon Bank (Greensboro, NC)
- …of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers + Continuously act as a culture champion that is ... who are exploring a new path within the Private Client space.** **Summary** As a Private Bankers (PB), you...working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven… more