Toronto or New York City or Charlotte or Seattle or San Francisco
HybridFull Time, Contract
Sia: Provide management and AI consulting for business transformation.
12+ YOERequires 12+ years of Canadian cash or treasury management experience in a major bank, client relationship and transition implementation expertise, and deep knowledge of Canadian cash management products.
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years financial services experience; obtain Series 7/63/65/66 and life & health insurance licenses within 120 days; strong client relationship, advisory support, and business development skills.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience, FINRA registrations (Series 7/63/65/66) and resident state life & health insurance license required within 120 days; university degree preferred; strong client relationship and communication skills.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience with wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow tools.
Amwins: Wholesale insurance distributor and group benefits administrator.
Bachelor's degree preferred; strong Excel and PowerPoint skills; experience with data analysis, reporting, and stakeholder communication; AI literacy; strong written and verbal communication.
Microsoft Excel, Microsoft PowerPoint, Power BI, SQL, CRM, Claude
Principal Financial GroupNASDAQ: PFG: A global financial investment management and insurance.
3+ YOEBachelor's degree or equivalent experience and 3+ years in supplier relationship management, sourcing, procurement, vendor management, or related work; requires analytics, communication, stakeholder, and performance-management skills.
Bloomberg, Morningstar, FactSet, S&P Global Market Intelligence, ICE Data Services, Refinitiv, LSEG
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service, relationship management, FINRA Series 6 and 63, state insurance license, SAFE registration, strong communication and sales aptitude; ability to work Saturdays.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree, 10+ years relevant experience in commercial banking, strong credit and financial analysis, business development track record, negotiation and client relationship skills.
Small Biz Heroes: Provides alternative financing and credit education for small businesses.
2+ YOE2+ years in alternative business finance; knowledge of MCA, term loans, SBA, lines of credit, equipment financing; strong communication and client relationship skills; experience managing renewals and growth.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOERequires strong client relationship, credit and financial analysis skills; typically 8+ years industry experience and a bachelor's degree; ability to originate and manage complex credit requests and drive revenue.
PEI Group: Business intelligence provider for global alternative asset markets.
Proven experience managing strategic enterprise accounts with C-level engagement, negotiation and pricing expertise, account planning, forecasting and ability to drive retention and expansion.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years business banking/relationship management or lending experience; bachelor’s degree or equivalent; knowledge of government/not-for-profit regulations, RFP process, and risk management; strong credit judgment and network.
Charlotte or North Carolina or South Carolina or West Virginia or Virginia
$80k-$89k/yrFieldFull Time
KaoTokyo Stock Exchange: 4452: Produces personal care, cosmetics, and industrial chemical products.
5+ YOERequires 5+ years of consumer goods sales experience, preferably salon sales, with key account management, strategic relationship building, sales achievement, collaboration, communication, prioritization, and Microsoft Suite skills.
Relationship Banker - Charlotte Central Market - Charlotte, NC Area
Charlotte, North Carolina, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, educate on self-service banking, manage transactions and cash, follow processes and regulations, and drive client relationships and referrals.
Strategic Relationship Leader, Commercial Insurance, Southeast Region
Atlanta or Charlotte or Durham or Maitland or South Carolina or North Carolina or Southeast Region
$152k-$250k/yrHybridFull Time
Zurich Insurance GroupSIX Swiss Exchange: ZURN: Global provider of general and life insurance products.
8+ YOEBachelor’s degree and 8+ years, or high school diploma and 10+ years, in relationship management; commercial insurance experience and proven success growing profitable customer relationships required.