- Truist (Greensboro, NC)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the… more
- HUB International (Greensboro, NC)
- …and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth ... compliance topics and resources. + Escalate compliance questions to the Compliance Manager and/or CCO for additional support, interpretation, and/or assistance + Day… more
- Truist (Charlotte, NC)
- …changes in investment mix to achieve goals. 2. Provides delivery management with demand views that enable the ability to appropriately plan resource assignments ... Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for investment … more
- J&J Family of Companies (Wilson, NC)
- …expectations. J&J is expanding our manufacturing capacity with $2 billion investment to support strong portfolio growth and continue delivering breakthrough ... including oncology, immunology, and neuroscience. J&J's significant supply chain investment ensures a resilient and reliable future supply of...compliance. The role will report to the Senior Finance Manager , BioNC, and will also be a part of… more
- Truist (Charlotte, NC)
- …including consumer and small business banking, commercial banking, corporate and investment banking, wealth management , payments, and specialized lending ... credit; to include financial modeling, fundamentals of financial accounting, understanding tax returns, business loan strategy, relationship management , and… more
- Truist (Raleigh, NC)
- …activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
- Lenovo (Morrisville, NC)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... for the annual Budgeting and Quarterly targeting process + Work with General Manager , Sales team and Operations team on financial processes & measurements +… more
- Truist (Raleigh, NC)
- …with hands-on experience managing multiple IGA platforms like Oracle Identity Manager , Sailpoint, Savyiant and an understanding of Connector bundles functionality, ... exposures and remediation. Collaborate with key team stakeholders and senior management to drive initiatives to completion and rollout, enhance security standards,… more
- TIAA (Charlotte, NC)
- …Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management , Tax , Technical Writing, Trusts **Anticipated Posting End Date:** ... ultimately a superior customer experience. Develops the team through practice management including education & training, building and defining SLA's, and ensuring… more
- Truist (Charlotte, NC)
- …full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties ... cross-functional relationships within CIB. 4. Additional responsibilities on internal client management duties as specified by manager and team. **Required… more