Ideate and draft new investment product content, including but not limited to pitchbooks, sales sheets, primers, web content, podcast scripts, videos, brochures, etc. Analyze and organize data as needed to create compelling stories and unique positioning in marketing collateral. This includes leveraging performance data and charts, Morningstar Direct, and/or Bloomberg out

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Provide planning and support to the team's Insurance Client Advisors, Vice Presidents, and Associates in business development and client retention activities and tasks related to large and complex insurance clients, prospects, and related consultants Create client presentations, prepare marketing and pitch materials, and manage the deliverables and questionnaire process R

Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

Ingersoll Rand's IR Next Program will provide recent college graduates with challenging assignments in a variety of finance functional areas, leadership training and valuable exposure to our businesses and our company's senior leaders. Through functional rotations and experiences in multiple business locations, selected candidates will be able to build diverse skill sets

Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa

Manages more routine accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents for direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming co

In our 'always on' world, it's essential to have a genuine connection with the work you do. The Assistant Plant Financial Controller will partner with plant operations and be a critical leader in the oversight and management of the daily finance responsibilities associated with the Plant Operations at our Claremont, NC, facility. As a Business Partner, they will proactive

Respond to and resolve customer questions and requests on various items such as equipment, company policies, customer contracts, system operation and maintenance, monitoring service, billing, and account inquiries Provide exceptional customer support and communicate through various platforms such as phone, text, web chat, and e mail Effectively communicate CPI Security's

Be the "go to" person at the facility for any financial information or analysis that is required. Monitor inventory batches and resolve any variances as they progress through the facility ensuring the proper accounting treatment of inventory through the manufacturing process. Assist in the annual planning process for variable and fixed costs as well as the department expe

Manager Financial Planning & Analysis North Carolina, USA South Carolina, USA Virginia, USA West Virginia, USA Req #1937 Wednesday, April 17, 2024 Segra is searching for a dynamic and experienced Manager Financial Planning & Analysis to work remotely in one of the following states Virginia, West Virginia, North Carolina, or South Carolina. Other states may be considered b

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Enterprise Activities The following are the duties of this position at the full working level. Provides in depth expertise and analysis on international

Communicates with guests for transactions, to process registration and complete orders. Educates guests on the Ropes Course, Rock Wall and other physical experiences, proper technique and use of equipment, and safety guidelines Educates guests on game play and wand operation for MagiQuest Maintains the daily operation of the MagiQuest game; documents and/or escalates any

OF POSITION A Mortgage Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for originating substantial mortgage loan volume and loan revenue in accordance with Pinnacle's values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor complian

Primary Office Location 3500 Mt. Holly Huntersville Road. Charlotte, North Carolina. 28216. Join our team. Make a difference for us and for your future. Position Title Floating Senior Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is primarily responsible for the execution of traditional consumer banking asks