- Bank of America (Charlotte, NC)
- Private Client Advisor - Executive Coverage Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help ... of America Executive clients in alignment with established risk appetite * Mentors Private Client Manager I- Executive Coverage and partners with them on… more
- Cherry Bekaert (Charlotte, NC)
- …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- PNC (Charlotte, NC)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- AECOM (Charlotte, NC)
- …conference planning and strategy development, committee participation, etc., including supporting client delivery as a technical advisor where appropriate ... (BD) activities in a defined geographic area, in coordination with the region executive , regional business line leader, other market sector leads, and state leads +… more
- Nuveen Investments (Charlotte, NC)
- …the platform + Coordinate with a cross-functional team to create internal and advisor communications across the wealth alts platform + Work closely with client ... for this role + Core knowledge base of alternative strategies (real estate, private credit, private equity) and semi-liquid structures ('33 Act, '40 Act… more
- Deloitte (Charlotte, NC)
- …related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy ... client engagements and participate in the targeting of new...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Charlotte, NC)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Sale-leaseback + Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with… more