- US Bank (Charlotte, NC)
- …in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant . Premier Client ... and opening and/or closing the branch. In addition to the Client Relationship Consultant duties, Premier Client Relationship Consultants hold… more
- Nuveen Investments (NC)
- … Consultant Relations role manages the strategic and tactical aspects of a Premier Consultant Partner Firm(s). This role will be responsible for providing ... and building and maintaining strong trusted relationships with Executive Leadership, key consultant home office, and field adviser contacts. The role will provide a… more
- Truist (Greensboro, NC)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Grant Thornton (Charlotte, NC)
- …through analysis, debugging, research, and investigation + Maintain a good working relationship with clients and work effectively with client management and ... Technology Modernization - Anaplan Consultant As an Anaplan-focused Consultant within...overall supply chain strategy and supporting initiatives. Specific to client interaction, you will play a key role in… more