- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, Fort Worth, ... FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ. PNC Wealth Advisors execute an advice and planning strategy focused...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Truist (Charlotte, NC)
- …knowledge of Investment industry operational risk concepts with relevant experience in Wealth Advisory or, Brokerage, Capital Markets Sales , Trading + Research ... credible challenge to leaders in the execution of the Operational Risk Management Framework. Be a thought leader and facilitate complex assessments and initiatives… more
- Truist (Charlotte, NC)
- …specialized services including new issue equity offerings, 10b5-1 plans, restricted stock sales , and employee stock option exercises. + Provide other general trade ... of trades entered through electronic order channels to support the firm's risk management system. + Research trade issues and liaison with the clearing firm as… more
- TIAA (Charlotte, NC)
- …collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of ... ultimately a superior customer experience. Develops the team through practice management including education & training, building and defining SLA's, and ensuring… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location** : Onsite **Description:** Responsible for Treasury Management sales activities, including the development of new Treasury ... business. + Proactively partners with Relationship Manager to develop new Treasury Management sales , cross sell and customer retention. + Provides key Treasury… more
- Comerica (Charlotte, NC)
- Job Description Treasury Management Sales Associate II The Treasury Management Sales Associate II (TMSA II) role will be involved with the sales and ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Bank of America (Charlotte, NC)
- …teammates in both the Global Corporate Bank and Global Wealth Investment Management to consult on sales opportunities and provide the product expertise and ... quality and the approval process through interaction with Risk Management Officers. Responsibilities will include interacting with financing product specialists… more
- Lincoln Financial (Greensboro, NC)
- …sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with… more
- Vontier (Gastonia, NC)
- …their family and their future. Capitalize on your past sales , automotive, sales manager, district manager, sales management , tool, franchise, and/or ... of specific, detailed actions + Using MS Office for sales management purposes, tracking sales ...working from home, using a company laptop with a wealth of tools and resources + Able to navigate… more
- Bank of America (Greensboro, NC)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more