27 client relationship leader jobs found in Charlotte

Description Summary: The Commercial PM - Team Leader is responsible for the development and implementation of a team strategy to meet assigned goals, mitigate risk and underwrite transactions that are originated by the middle market banking team. Ensures that overall portfolio of relationships and transactions are in alignment with the risk profile of the bank. Responsible for maintaining acceptable levels of credit quality, consistent with the bank's credit policies, procedures, and guidelines including regular monthly, quarterly and annual portfolio tracking/reporting within established tolerances. Maintains a highly credible relationship between portfolio management and HNB's credit approval authorities. Develops robust portfolio analysis processes and data capture processes that manage risk and that generate valuable market insights to management and clients that help the bank and clients win. Accountable for...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Coordinates and executes comprehensive internal and external marketing plans which would assist with current and future business development of the company. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to...

Understand Quality Assurance and Engineering (QA&E) practices and principles, solutions, frameworks, and continuous testing capabilities to lead the specific capabilities of the DQ&E Organization. Manage successful implementations of business critical/large scale strategic programs. Perform the full software development lifecycle working in an agile development environment. Work with US Property and Casualty lines of business including product features, forms, and regulatory environments and risks. Work with different lines of business within insurance, including financial lines, property, casualty, specialty lines, cyber, multinational clients, and high net worth individuals. Test Policy Administration Systems and test the Underwriting, Actuary, and Claims lifecycles. Establish and maintain effective working relationships with key internal and external stakeholders. Manage complex large-scale programs consisting of multiple geographically separate scrum teams supporting...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Supervisor to join our Life Inforce Operations team in Charlotte, NC. As an Operations Supervisor, you’ll move Pacific Life, and your career, forward through service excellence in quality and efficiency of processing, meeting established service level commitments, and leading positive interactions with customers. Our team plays...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Senior Audit Manager , you will manage audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). This role maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting....

Position Title Executive Assistant   Location Charlotte, NC 28202   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of assigned...

Description The Vice President, Investment Grade Debt Capital Markets is a mid-career professional within the Debt Capital Markets (DCM) team, responsible for supporting the origination and execution of Investment Grade Bonds and Private Placement transactions. Positioned between senior coverage officers and junior team members, this role plays a critical part in driving transaction success and supporting strategic initiatives across the desk.  This individual will work closely with senior leaders and junior talent to manage the full lifecycle of transactions—from pitch development and investor engagement to execution and closing. The role requires strong technical expertise, market awareness, and leadership capabilities, with the ability to operate independently while contributing to team-wide goals.   Duties and Responsibilities: Lead and support execution of active Bookrunner roles, ensuring timelines...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Global A&H CRM Business Analyst to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. How you will create an impact We are seeking a Business Analyst to join our dynamic Global Accident & Health team at AIG. This role involves working closely with internal stakeholders to understand their needs, providing training and functional expertise on our CRM & Reporting platform and enabling solutions that drive measurable business value. As a key player in our team, you will leverage your domain knowledge to identify inefficiencies, solve complex problems, and help envision strategic solutions that align with our business objectives. As a Business Analyst, you will facilitate requirement sessions to elicit, document, and analyze CRM business requirements and functional specifications using Agile project...

Audit Manager Join us an Internal Audit Manager to take your career to the next level with a global market leader. Make your mark in Internal Audit Our Internal Audit team protects AIG through assurance work and partners with stakeholders to provide objective advice and insight. The team brings a systematic, disciplined approach to evaluate and improve the effectiveness of AIG’s control environment, including risk management, operational, internal control, and governance processes. In addition, it proactively engages with stakeholders by tracking change initiatives and providing valuable advice and insights that help move progress forward. How you will make an impact As an Audit Manager, you will be part of IAG’s Internal Audit team in the New York City or Charlotte office. You will have an exciting opportunity to learn about AIG’s products and services and enhance your knowledge and skillsets as you participate in audit projects across General Insurance.  You...

Sr Consultant Alt Placement Analytics - NS07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Support the development and execution of a strategic business plan for the Alt Placement Solutions organization, aligned with HIG’s Business Insurance strategic priorities to solve target customer needs. Partner closely with Business Insurance leadership (e.g., Heads of Segments, CUOs, and Strategy leaders) to identify, evaluate, and prioritize alternative placement opportunities. Contribute to the design and delivery of innovative underwriting program structures and operating models that support profitable growth and enhance value for clients, distribution partners, and capital providers. Key Areas of Responsibility: Alt...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

Description The Managing Director - Financial Institutions Group, within the Corporate Bank will be an integral component to the build out of the Financial Institutions vertical at Huntington Bank.  This individual will serve as the lead relationship contact in understanding customer needs and meeting them through the execution of various bank products, services and solutions.    Duties and Responsibilities: Establish a trusted brand in the market with customers and prospects across the financial institutions sector. Develop new-to-firm (N2F) relationships and new-to-existing (N2E) business through thoughtful sector specific advice and solutions. Deliver the bank’s broad suite of products and solutions to deepen customer relationships and advance relationship returns. Promote an in-depth understanding the banks product suite across: credit and finance, capital markets, risk management (IRD, Rates and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Sales Leader to join our growing tea m in Charlotte, NC!          The Sales Leader m anages a personal book of business while driving top-line revenue growth through strategic oversight of the pro duction tea m , mentorship and development of current tea m members, and recruitment of high-potential sales talent to support long-term success. This position requires a balanced blend of direct sales execution, operational leadership, tea m development, and talent acquisition to maximize overall office performance. In addition to leading sales initiatives, the Sales Leader is responsible for expanding customer relationships by leveraging the company’s full suite of capabilities, pro moting cross-selling opportunities, and deepening...

As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.   The Role With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. Develop working proficiency of...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Provide process, design and analysis support for developing solutions for interfacing business applications. Drive requirements elicitation process for work efforts of all size and complexity. Work in an indirect leadership capacity to influence collaboration, communication and outcomes of various initiatives. Lead work on all phases of systems analysis up to the enterprise level of the organization's...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Professional Liability Broker. The Professional Liability Broker will drive new business, work to meet or exceed production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel...