Vice President, Financial Advisor Jobs in Charlotte, NC

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Drive enterprise growth by leading high-impact sales teams in the Services sector. Cultivate strategic client partnerships, manage complex negotiations, and implement effective go-to-market strategies...

Champion revenue growth by leading and inspiring Partner Account Managers. Drive accountability and foster collaboration to achieve sales goals in a dynamic environment. Unlock potential through coach...

Engage clients in the aviation sector by driving software sales and solutions. Utilize your industry expertise to build relationships and exceed sales goals while collaborating with teams to enhance s...

Optimize client onboarding and relationship management for corporate clients, fostering engagement and growth by understanding their needs and promoting financial solutions that enhance employee benef...

Manage the full sales cycle and drive growth for enterprise accounts, engaging C-suite executives and delivering strategic solutions while collaborating with product and engineering teams...

Join a dynamic team committed to enhancing financial accuracy and process improvement. Lead month-end close, intercompany transactions, and SOX compliance in a collaborative environment focused on ren...

Grow your finance expertise as an associate, collaborating on complex asset and corporate transactions while receiving mentorship from experienced professionals. Engage with diverse clients to deliver...

Lead a sales team to exceed annual revenue goals by driving effective strategies and enhancing team performance through coaching and mentorship. Shape the sales cycle from prospecting to negotiation w...

Shape the future of compliance by ensuring regulatory integrity in marketing and distribution strategies, collaborating with cross-functional teams to optimize compliance processes, and proactively na...

Lead the charge in building and owning tax and treasury infrastructure. Partner with cross-functional teams to ensure compliance, manage banking relationships, and develop scalable processes as we nav...

Shape impactful client relationships while ensuring seamless corporate trust operations. Collaborate with stakeholders to enhance service quality and mitigate risks, driving revenue growth through eff...

Shape the future of finance by providing essential support for Oracle Fusion Cloud ERP, enabling key financial initiatives and enhancements across North America and EMEA, while leveraging your experti...

Reimagine financial systems with innovative technology and integrations. Lead end-to-end development across ERP platforms, collaborating to ensure quality architecture, data integrity, and operational...

Advance client relationships by managing complex accounts, overseeing renewals, and guiding team members while ensuring optimal insurance solutions and service delivery in a dynamic environment...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Define and manage the platform and AI product roadmap, delivering innovative solutions that enhance financial workflows through cutting-edge technology. Collaborate with cross-functional teams to driv...

Accelerate growth by driving new customer acquisition for our SMB and Mid-Market segment. This high-velocity role requires you to manage a multitude of deals, streamline sales cycles, and partner effe...

Optimize the quality of mortgage due diligence processes by leading a dedicated team, managing production goals, and enhancing client experiences through effective problem-solving and collaboration wi...

Transform your legal career by joining a dynamic practice group focused on Labor and Employment, General Liability, and Mass Tort. Collaborate with seasoned attorneys and manage diverse cases while ad...

Drive growth by expanding key accounts within Financial Services. Collaborate with partners to create strategic plans, optimize customer relationships, and enhance platform adoption, ensuring a strong...

Contribute to our dynamic finance team by owning crucial accounting operations, ensuring accuracy in vendor transactions, month-end close, and financial reporting while supporting process improvements...

Shape financial strategy and operational excellence for a multi-billion-dollar business, drive collaboration across functions, and lead a high-performing finance organization to achieve long-term succ...

Lead the charge in transforming an enterprise eKYC platform, defining product vision and strategy while overseeing product management teams to enhance customer onboarding and regulatory compliance acr...

Lead the charge in developing and managing broker strategies to drive sales and growth. Collaborate with internal teams, build long-term relationships, and utilize product knowledge to enhance TriNet...