- Equitable (Charlotte, NC)
- …for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, presentation ... and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform… more
- TD Bank (Charlotte, NC)
- …wealth business as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities ... requirements for activities involving the recommendation or sale of non-deposit investment products (NDIP) to retail bank customers is preferred.** + **Relevant… more
- CBRE (Raleigh, NC)
- …specific to CBRE GDS. This role will serve as the primary advisor on government accounting compliance matters specific to the Federal Acquisition Regulations ... Executive Advisory - Advise the CFO, Audit Committee, and senior leadership on financial compliance risks, trends, and strategies...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, etc.). The LOB Strategic Execution and Business Management Lead will ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Ford Motor Company (Raleigh, NC)
- …for driving large-scale, strategic finance transformation initiatives across Ford. The Senior Finance Transformation Leader will be responsible for developing and ... Engagement & Collaboration (Team Up):** + Cultivate strong, collaborative relationships with senior leaders, finance teams, IT, and other business units to ensure… more
- CVS Health (Raleigh, NC)
- … meetings + Set the product strategy and find resolutions in partnership with senior business leaders, on overall level of investment and relative priority of ... analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and… more
- SMBC (Charlotte, NC)
- …in office. **Role Objectives** * Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas. Champion the ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Evolent (Raleigh, NC)
- …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director, Finance - FP&A & Strategy to join our team of Finance professionals ... stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing...a trusted SME and thought partner to Finance and Senior Leadership. + Drive strategic initiatives and solve complex… more
- WSP USA (Charlotte, NC)
- …port, and coastal engineering techniques and practices. Be acquainted with the capital investment programs of all leading regional public ports at a minimum. + ... Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and… more
- Deloitte (Charlotte, NC)
- …capabilities into transformation and long-term growth. + Act as a strategic advisor and connector, collaborating with business, technology, and operations leaders to ... acumen, confidently jumping into analysis to assess business cases, evaluate investment opportunities, and support data-driven decision-making. + Partner with other… more