Maintenance Manager Synerfac Technical StaffingMaintenance ManagerClover, SC$130,000–$150,000 / yearUnderstands upkeep of electro-mechanical equipment such as pumps, motors, gear boxes, agitators, shrink wrap machines, etc. and all utilities such as boilers, chillers, air compressors and wastewater systems. * Ensures maintenance and repair work is completed safely, effectively, and in a timely manner; and completes all work instructions / orders and forms.
Audit Manager JobotAudit ManagerCharlotte, NC$110,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Serving as the primary point of contact for clients, providing top-notch client services and building strong, long-lasting relationships.
NewSenior Project Manager - Data Center Construction JobotSenior Project Manager - Data Center ConstructionCharlotte, NC$150,000–$200,000 / yearBachelor’s degree in a related field (Project Management, Construction Management, Business, Engineering, etc.), paired with industry experience OR an overall appropriate combination of certification(s), experience, and education (journeyman or master electrician’s license). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
HR Manager: Field Operations JobotHR Manager: Field OperationsCharlotte, NC$100,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Building Automation Project Manager JobotBuilding Automation Project ManagerCharlotte, NC$90,000–$120,000 / yearA full-service building automation systems (BAS) integrator specializing in HVAC controls, energy management, security integration, and whole-building automation for commercial, healthcare, education, government, industrial, and institutional facilities. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewGeneral Manager Zaxby'sGeneral ManagerBessemer City, NCGeneral Managers are responsible for providing guidance and leadership to their team to create a positive culture, maintain high team morale, and encourage all team members to strive for excellence. The individual in this position is expected to engage in the following work-related activities: Complete all training requirements including: Zaxbys General Manager Development Plan and Operations Excellence Capstone Class.
NewManager, Transitions Program Best Buddies InternationalManager, Transitions ProgramMatthews, NC$42,000–$45,000 / year2 years experience or employment in job coaching, counseling, or special education; or other related experience working with persons with disabilities-- OR--Bachelor’s Degree in a related field such as rehabilitation, counseling, social work, psychology, education, human resources, business administration, or economics from an accredited college or university and one year of experience as described above. Position Overview: The Manager, Transitions Program (MTP) will primarily be responsible for directly teaching, counseling, assisting and supporting adolescents/young adults with intellectual and developmental disabilities to maximize their independence through skill development and pre-vocational training.
NewSenior Tax Manager JobotSenior Tax ManagerCharlotte, NC$130,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients, and manage to budget.
NewExternal Reporting Manager - Insurance JobotExternal Reporting Manager - InsuranceCharlotte, NC$120,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Ensuring the accuracy and timeliness of financial statement preparation, including balance sheets, income statements, and cash flow statements.
Regional Sales Manager JobotRegional Sales ManagerCharlotte, NC$120,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Sales Leadership & Strategy: Drive sales efforts across the West Coast, targeting high-value customers in the power supply industry, including those in need of open frame and server power solutions.
Sr. Safety Manager - Charlotte, NC Messer ConstructionSr. Safety Manager - Charlotte, NCCharlotte, NCFounded in 1932, Messer’s footprint has grown to eleven regional offices located across the Midwest and Southeast: Greenville, South Carolina; Raleigh and Charlotte, North Carolina; Columbus, Cincinnati, and Dayton Ohio; Louisville and Lexington Kentucky; Indianapolis, Indiana; and Knoxville & Nashville, Tennessee. Your decisions influence your career at every step: Make yours count with Messer Construction Co. In business since 1932 and employee-owned since 1990, Messer builds projects and careers that leave a lasting impact on our communities.
Oncology Territory Manager, Breast - Charlotte, NC Daiichi Sankyo, Inc.Oncology Territory Manager, Breast - Charlotte, NCCharlotte, WLX$146,400–$219,600 / yearFull timeApplying knowledge of the healthcare industry, trends, applicable laws and regulations, market conditions, and the market access environment (including but not limited to pharmacy economics, payer reimbursement landscape, and patient flow/influence between academic institutions, hospitals, and community practices). With a legacy of innovation since 1899, a presence in more than 30 countries, and more than 19,000 employees, we are advancing breakthrough therapies in oncology, cardiovascular disease, rare diseases, and immune disorders.
NewGeneral Manager – Countertops & Building Materials Davron LLCGeneral Manager – Countertops & Building MaterialsCharlotte, NCExperience serving builders, general contractors, developers, remodelers, kitchen & bath dealers, designers, and commercial construction customers (existing Charlotte relationships are a major plus). Strong background in countertops, stone fabrication, cabinetry, millwork, flooring, windows, doors, lumber, kitchen & bath products, or similar construction-related building products.
Product Manager-Refractory Industry JobotProduct Manager-Refractory IndustryCharlotte, NC$100,000–$115,000 / yearThis role serves as both a technical subject matter expert and customer-facing partner, working closely with steel producers to optimize slide gate refractory systems, improve casting performance, and support operational reliability. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
HVAC Project Manager III Distinctive Staffing SolutionsHVAC Project Manager IIICharlotte, NCThis role offers the opportunity to lead impactful projects and foster innovation while collaborating with diverse teams to deliver superior HVAC solutions. We are searching for a seasoned HVAC Project Manager III who is eager to leverage their expertise in a dynamic environment.
NewManager, Business Tax Services - 5500 Preparation KPMGManager, Business Tax Services - 5500 PreparationCharlotte, NC$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTax Manager - Renewable Energy KPMGTax Manager - Renewable EnergyCharlotte, NCLicensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Advise clients on a broad range of renewable energy tax matters, including tax equity partnerships, transferable tax credits, project acquisitions and dispositions, partnership restructurings, and other renewable energy transactions related to the Inflation Reduction Act.
NewRemote Account Manager Safe Haven SecurityRemote Account ManagerCharlotte, NCRemote$65,000–$110,000 / yearInside Sales, Inside Sales Remote, B2B sales, Direct Sales, Outbound Sales, Lead Generation, CRM Software, Negotiation, Cold Calling, Sales, Microsoft Office, Account Management, Uncapped Commission, Security Sales, Prospecting. As an Account Manager you will be utilizing heavy outbound prospecting efforts to partner with real estate agents across the nation, working together to secure their clients' homes and protect their families.
Public Relations Manager Gables Search GroupPublic Relations ManagerLancaster, SC$95,000–$125,000Assist with the development of communication pieces relating to public policies that impact the Company’s Mission and/or employees at the federal, state and local levels that create positive interactions with elected officials and external opinion leaders. Creation of works for the Company, including but not limited to, text, literary works, musical works/sound recordings, pictorial/graphic works/drawings, photography, video, and audiovisual works.
Project Manager - Top ENR General Contractor - Charlotte Michael Page USAProject Manager - Top ENR General Contractor - CharlotteCharlotte, NC$120,000–$160,000 / yearFull timeRequirements Project Manager - Top ENR General Contractor - Charlotte will be responsible for: - Lead multifamily or commercial construction projects from preconstruction through closeout, ensuring successful delivery of scope, schedule, budget, and quality objectives. Project Manager - Top ENR General Contractor - Charlotte will be responsible for: Lead multifamily or commercial construction projects from preconstruction through closeout, ensuring successful delivery of scope, schedule, budget, and quality objectives.
NewNational Strategic Account Manager (West Coast)-Relocation Assistance Eligible Sunbelt RentalsNational Strategic Account Manager (West Coast)-Relocation Assistance EligibleFort Mill, SC$116,940–$160,792.50 / yearoperates from a Preferred Supplier list, and Sunbelt is not included on the list; (2) target company utilizes centralized rental equipment for a multi-state area; or (3) target company is focused on providing industrial contractor services. * Specific specialty product training to be provided by the various Sunbelt experts - IRG, Scaffolding, P&P, Compressed Air Solutions, Ashtead Technologies, Scaffolding, P&P, Compressed Air Solutions, Ashtead Technologies.
Amazon Customer Business Manager Gables Search GroupAmazon Customer Business ManagerLancaster, SC$80,000–$115,000Develop annual sales and marketing plans with brand and channel marketing leaders and create and execute annual promotional plans for pet products with customers. Manage and build relationship with key customer accounts to deliver annual sales and profit targets in the designated customers and establishes short and long-term sales goals for the category.
NeweCommerce Product Manager Sunbelt RentalseCommerce Product ManagerFort Mill, SC$98,573–$135,537.60 / yearJira and Confluence for product user stories and agile developmentLeading digital product development throughout all phases of the product lifecycleTrack record of successfully translating business-to-technical requirementsIdentifying and solving real consumer and business problems, and proven ability to prioritize high value opportunities to deliver to marketUsing data and qualitative insights to create exceptional digital experiencesWeb and mobile product technologies and user experience best practicesWorking relationships across many layers of an organization, outside agencies and suppliersSafety is key to our culture: The physical demands of this role require bending, squatting, crouching, reaching, lifting 25 pounds or more, and working indoors/outdoors when required by the job. Education or experience that prepares you for success:Design, Computer Engineering, Business, Marketing or equivalent experience5 years of experience in digital product or experience management, developing strategy, roadmaps and businesses cases,3 years of working with internal creative and engineering teams or external development partners3+ years in managing eCommerce solutions with experience in either Direct-to-Consumer or Business-to-Business modelsRental, Logistics, Retail or Supply Chain industry experience preferredKnowledge/Skills/Abilities you may rely on:User-centered product development practicesAgile methodology and development practices including Scrum, Kanban, Lean software development, etc.
Tax manager CFSTax managerCharlotte, NC$120,000–$150,000 / yearThis is more than a traditional tax role—you'll serve as a trusted advisor to executive leadership, helping shape key business decisions while identifying opportunities to reduce risk, improve processes, and optimize the company's tax position. If you're a collaborative CPA who enjoys solving complex challenges, building relationships, and making a meaningful impact across an organization, we'd love to speak with you.
Project Manager AxelonProject ManagerCharlotte, NCResponsibilities: Plan, execute, and close projects while managing scope, timeline, budget, and resources. Strong analytical and communication skills with ability to present findings to senior leadership.
Technical Project /Program Manager BC ForwardTechnical Project /Program ManagerCharlotte, NC$62–$62.09 / hourFull timeThe ideal candidate will have strong experience in project intake, portfolio-level delivery, financials management, and cross-team coordination and a proven ability to deliver complex, multi-team initiatives on time, within scope, and within budget . With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
IT Project Manager BC ForwardIT Project ManagerCharlotte, NCRemoteContractorThe ideal candidate will have strong experience in Agile delivery, product management, and cross-team dependency management and a proven ability to lead onshore and offshore teams to deliver high-quality software products . With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Regional Excess Workers Compensation Underwriting Manager -Charlotte NC LaMorte Search Associates, Inc.Regional Excess Workers Compensation Underwriting Manager -Charlotte NCCharlotte, NCRegional Underwriting Manager - Loss Sensitive - Large Casualty Excess Workers' Compensation Underwriting - Charlotte, NC This is an exceptional opportunity with a California A++ rated Insurance Company client who is expanding. The ideal candidate will have 7+ years of experience in national accounts casualty underwriting including SIR's and Deductible Programs.
NewManager, IoT Solutions Engineering Sunbelt RentalsManager, IoT Solutions EngineeringFort Mill, SC$21.38–$29.39 / hourSome Sunbelt jobs may require driving for long periods of time, loading and unloading heavy equipment, performing work in extreme weather conditions including rain, wind or excessive temperatures and/or night and weekend work. Position Responsibilities: Monitors the fleet telematics data daily to provide overall telematics support for Power & HVAC by using machine intelligence, data visualization and analytics to identify predictive and preventative maintenance, and condition monitoring.
Business Analyst / Project Manager BC ForwardBusiness Analyst / Project ManagerCharlotte, NC$67–$67.69 / hourFull timeThe ideal candidate will have strong experience in business analysis, data quality, SQL-based analytics, and program governance, and a proven ability to coordinate onboarding of projects, enforce governance controls, and deliver portfolio reporting and risk management outcomes. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Technical Project/Program Manager BC ForwardTechnical Project/Program ManagerCharlotte, NC$62–$62.09 / hourFull timeThe ideal candidate will have strong experience in project intake, financial management, cross-team delivery coordination, and portfolio-level oversight and a proven ability to manage risk, ensure compliance, and deliver complex initiatives on time and within budget . With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
NewProduct Line Manager Sunbelt RentalsProduct Line ManagerFort Mill, SC$98,573–$135,537.60 / yearSunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service. Our employees are our greatest asset, and although we present a comprehensive equipment offering, our expertise and service are what truly distinguish us from the competition.
NewSustainability Manager Sunbelt RentalsSustainability ManagerFort Mill, SC$98,573–$135,537.60 / yearDevelop and support internal and external sustainability-related business cases, pilot programs, and investment strategies, including evaluation of environmental benefits, operational impacts, costs, savings, and expected returns for sustainable solutions within own portfolio and our customers. Support the development, implementation, and scaling of operational sustainability initiatives across our facilities and vehicle fleet, including renewable fuels/energy procurement, fleet electrification, renewable energy procurement, and building efficiency programs.
Travel Labor and Delivery RN - $2,933 per week BHS WorkforceTravel Labor and Delivery RN - $2,933 per weekCharlotte, NCWe place registered nurses and allied health professionals — including Imaging/Radiology, Respiratory Therapy, and Laboratory — in travel and contract assignments at hospitals and health systems nationwide, along with behavioral health, therapy, and per diem opportunities. We pair modern technology that surfaces the right assignments fast with real recruiters who know your name, answer the phone, and stay in your corner from your first call through your final shift.
NewSenior Project Manager - Mission Critical - Charlotte, NC Michael Page USASenior Project Manager - Mission Critical - Charlotte, NCCharlotte, NC$150,000–$200,000 / yearFull timeStrong knowledge of heat exchange systems, mechanical construction, and industrial equipment including steel structures, piping, ducting, fans, motors, and pumps. Minimum 15 years of project management experience within thermal power generation, heat rejection systems, cooling technologies, or related heavy industrial sectors.
Project Manager - Large-Scale Projects ($20M+) - Charlotte Michael Page USAProject Manager - Large-Scale Projects ($20M+) - CharlotteCharlotte, NC$100,000–$140,000 / yearFull timeThe Project Manager - Large-Scale Commercial Projects ($20M+) - Charlotte will receive: Base salary contingent on experience, ranging roughly $100,000-$140,000. The Project Manager - Large-Scale Commercial Projects ($20M+) - Charlotte should have: 5+ years of construction Project Manager experience with a general contractor is required .
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerCharlotte, North CarolinaWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Vice President, Client Relationship Manager Amwins Global Risks UK LtdVice President, Client Relationship ManagerCharlotte, NCThis is a high-visibility role for someone who excels at building trust and uncovering client needs, navigating and collaborating with internal colleagues, and developing ways to leverage data and technology to inform stronger decision-making. You will work closely with National Relationship Managers, brokers, divisional peers, product leaders, specialty experts, and internal stakeholders to ensure strategic clients feel prioritized, understood, and supported.
Relationship Manager III - C&IB PNC BankRelationship Manager III - C&IBCharlotte, North CarolinaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Relationship Manager Senior Government JPMorgan Chase & CoBusiness Relationship Manager Senior GovernmentCharlotte, NCChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Government Not-for-Profit portfolio.
Senior Relationship Manager - Business Credit First National Bank Of PennsylvaniaSenior Relationship Manager - Business CreditCharlotte, North CarolinaMinimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skillsExcellent communication skills, both written and verbalExcellent customer service skillsExcellent organizational, analytical and interpersonal skillsAbility to use a personal computer and job-related software MS Word- Basic LevelMS Excel- Intermediate LevelMS PowerPoint- Basic LevelMBA preferred. Position Title: Senior Relationship Manager- Business Credit Business Unit: Commercial Banking Reports To: President of Pittsburgh Region Position Overview: This position is primarily responsible for assisting the Managing Director of Business Credit in the oversight of the Business Credit of the Bank.
Senior Relationship Manager - Business Credit First National Bank (FNB Corp.)Senior Relationship Manager - Business CreditCharlotte, NCSupports the lending activities by approving or rejecting loans within lending authority, performing tasks to use lending authority including all appropriate types of credit while maintaining the bank's credit quality and culture. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
NewSr. Relationship Manager (US) TD BankSr. Relationship Manager (US)Charlotte, North CarolinaThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Business Relationship Manager - BFSI Tata Consultancy Services LtdBusiness Relationship Manager - BFSICharlotte, NC$135,150–$182,850 / yearBuild and maintain executive-level relationships with client stakeholders (CXO, Business Heads, Operations Leaders, Technology Leaders). Build pipeline and pursue new logos or additional business units within existing clients.
Sr Relationship Manager iraLogix, Inc.Sr Relationship ManagerCharlotte, NCThe Senior RM acts as a trusted advisor to partner executives, leads complex operational engagements, drives expansion and retention within their assigned portfolio, and mentors junior Relationship Managers. Mentor and coach junior Relationship Managers and Associate RMs, sharing best practices for partner engagement, executive communication, and strategic account management.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerCharlotte, NC$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
NewBusiness Banking Relationship Manager III Fifth Third BancorpBusiness Banking Relationship Manager IIICharlotte, NCActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
NewRelationship Manager Senior CB City National BankRelationship Manager Senior CBCharlotte, North CarolinaRemote$122,535–$208,715 / yearFull timeRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Client Relationship ManagerCharlotte, NC$62,500–$87,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Client Relationship Manager Mutual of AmericaClient Relationship ManagerCharlotte, North CarolinaManage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.). Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable).