- Wells Fargo (Charlotte, NC)
- …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... and clear and concise underwriting memos for consumption by senior leaders and credit-risk decision makers; + Develop subject...mentor + Partner with Custom Credit Banker and Financial Advisor to provide guidance on due diligence, credit, and… more
- …actionable insights for process improvement and acting as a trusted advisor to senior leadership, shaping enterprise-wide resilience strategies. ... Splunk, or equivalent) 6. Excellent communication skill, able to influence senior executives, regulatory bodies, and technical teams 7. Strong portfolio management… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …(United States of America) **Please review the following job description:** In this senior leadership role, you will be strategic and highly impactful for CRC ... improve customer experience and achieve business goals. Act as a strategic advisor to the executive leadership team on data-driven decision making. + Collaboration:… more
- Truist (Charlotte, NC)
- …to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to ... and wealth management 7. Ability to influence, partner, and negotiate with senior business leaders to resolve conflicts and gain commitment to accomplish business… more
- Lincoln Financial (Greensboro, NC)
- …for assigned area(s) of responsibility, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future ... relevant to Group Protection's products and services + Key contributor & advisor in cross-functional team environments & interact with business partners to… more
- Bank of America (Charlotte, NC)
- …planning and analysis, treasury, investor relations, corporate investments and tax . **Responsibilities:** + Manages the strategic delivery of Enterprise and ... Enterprise culture and conduct principles, serving as a trusted advisor to leadership + Manages and influences critical workforce...strong interpersonal alliances at all levels, and connect with senior executives on both a business and a personal… more
- Lincoln Financial (Greensboro, NC)
- …+ Demonstrated strong relationship management skills with internal clients (eg senior management, peers and colleagues); proven ability to develop creative and ... teams, and promoting efficient coordination. + Act as a trusted advisor - proactively identifying and recommending technological opportunities to improve actuarial… more
- Truist (Charlotte, NC)
- …market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical and ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more