- Sands Investment Group (Charlotte, NC)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... Successful candidates will: At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...and production goals. + Provide regular feedback to the investment group management regarding sales practices and… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Wells Fargo (Charlotte, NC)
- …**Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of ... the Advisor Desktop experience and Advisor tools to...The team drives close collaboration across all Wealth & Investment Management product vertical to drive a consistent and… more
- Guardian Life (Raleigh, NC)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- EDB (Raleigh, NC)
- …with their customer's senior technical leadership team and become their trusted advisor . + Help EDB customers maximize the value of their Postgres investment ... your impact will be ** EDB is hiring a Senior Technical Account Manager (Sr. TAM) for North America....The Sr. TAM is responsible for building and maintaining post- sales relationships with EDB's largest and most complex customers.… more
- Equitable (Charlotte, NC)
- …Internal or external sales related experience + Working knowledge of retail investment advice market, investment product and services. + Proven track record ... Sales Desk Manager- Funds Team (Strong Compensation Package)...for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment,… more
- Corcentric (NC)
- As a Senior Customer Success Manager (CSM), you will serve as a trusted advisor to our customers, ensuring ongoing success with our platform-based solutions, ... maximizing their return on investment , and facilitating strong customer retention and growth across...a bright future, join us at Corcentric. As a Senior Customer Success Manager, O2C you will: + Serve… more