- First Horizon Bank (Winston Salem, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... posting. **Summary** Responsible for acquiring, managing, growing, retaining, risk management , and relationship development/planning of approximately 250 business relationships… more
- Wells Fargo (Charlotte, NC)
- …business development, or strategic partnerships-ideally within the financial services or wealth management industry. + Proven track record of successfully ... and achievement of financial objectives + Negotiate and influence executive management of various sales channels to provide focus or additional product or … more
- Truist (Charlotte, NC)
- …specific efforts to serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management , Truist@Work Financial Wellness, ... full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective...and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Within Wealth & Investment Management (WIM), the Advisor Recruiting department is charged with leading the organic growth of the Firm by ... Knowledge and understanding of the brokerage industry + Strong prospecting, outbound sales , recruiting, negotiation, and influence skills + Ability to overcome … more
- Wells Fargo (Charlotte, NC)
- …seeking an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment Management . The Advisor Recruiting department is charged ... to meet the unique needs of customers + Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in… more
- S&P Global (Raleigh, NC)
- …Their responsibilities and impact can be summarized as follows: + Platform Management : Oversee and optimize the ServiceNow platform to align with organizational ... additional compensation such as an annual incentive bonus or sales commission plan **What We're Looking For:** **Basic Required...field. + Familiarity with ServiceNow or similar IT service management tools is a plus. + Basic understanding of… more
- First Horizon Bank (Charlotte, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Manager will be responsible for leading the enablement of Salesforce CRM ( Sales and Service) capabilities across multiple B2B related lines of business (Commercial… more
- First Horizon Bank (Raleigh, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals * Coordinates the… more
- HUB International (Burlington, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... 3+ years of experience and demonstrated proficiency in an insurance Sales or Account Management role in required lines is preferred. Brokerage experience is… more
- First Horizon Bank (Mount Airy, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Enhance individual knowledge to better serve clients by attending relevant sales , service, and product knowledge meetings, training classes, and web-based learning.… more