36 director client relationship jobs found in Charlotte

As a Health and Benefits Associate Director , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization.   You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.    The Role   Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits   for   clients.   Responsibilities include:     Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets,...

Description Huntington's Vice President is a mid-career professional within the Syndicated and Leveraged Finance (SLF) team, responsible for leading key aspects of transaction origination and execution. Positioned between senior coverage officers, Managing Director and junior team members, Analysts and Associates, this role plays a critical part in driving deal success and supporting the broader strategic goals of the team.  Our new colleague will manage the full lifecycle of SLF transactions—from developing client materials and leading investor meetings to coordinating execution and mentoring junior colleagues. The role requires strong technical expertise, market awareness, and the ability to operate independently while collaborating across teams. Duties and Responsibilities: Lead execution efforts for mandated and prospective transactions, ensuring timelines and deliverables are met. Prepare launch...

Description Associate Director will work directly with senior originators to help connect private businesses at all stages of their lifecycle to a full spectrum of tailored Capital Markets solutions, investment banking capabilities, transition advisory, and industry expertise.  Associate Director will train, manage, and monitor work product of Analysts and Associates and oversee the creation, maintenance, continued improvement, and production of high-quality templates to promote consistency of appearance and delivery across Capital Markets. They will work directly with senior originators to identify opportunity specific ideas, insights, industry comparable analysis, financial modeling, and ensuring all are summarized in concise, illustrative, and persuasive presentations and support all of Huntington’s regions and industry verticals while remaining committed to delivering holistic advice and bringing creative thought...

Description Job Summary: As a Treasury Management Advisor III - Middle Market, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Relations Analyst is an essential member of our frontline service team and often the first point of contact for current clients. This role is ideal for individuals who are friendly, steady under pressure, adaptable, and natural multitaskers. The role requires...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Shape the Future of Risk Solutions Ready to make an impact? We’re looking for a strategic underwriting leader to join our team and take on small lines commercial risks. This is your chance to operate with elevated authority, influence strategy, and drive profitable growth. What You’ll Do: ✅ Underwrite and price specialized small lines commercial risks with advanced judgment ✅ Provide guidance and expertise to sales teams and agency staff ✅ Build strong...

Company: Marsh Corporate Description: What can you expect: Oliver Wyman Tech is building rapid AI delivery pods, with teams based in Dublin, to address some of the most critical business challenges across our global enterprise. You will join a high-impact team operating as an AI acceleration engine — rapidly prototyping, validating, and deploying scalable enterprise solutions that move from idea to measurable impact in weeks, not months. Co-located with the Marsh Innovation Hub and embedded within a regional agile delivery pod, this is a unique opportunity to work in a fast-paced, highly visible environment where innovation translates quickly from concept to real-world value. This role offers the opportunity to help shape the next generation of AI-enabled products, intelligent workflows, and decision systems within one of the world’s leading professional services organizations. The Lead Product Manager plays a crucial role in steering the overall direction,...

Job Posting End Date: March 13 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

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...

Description Summary: The Mortgage Loan Officer develops profitable and quality residential mortgages by building personal relationships with community members and clients. Evaluates and assesses credit potential with prospective customers. Analyzes customer personal financial information to determine which products meet their needs and to provide recommendations regarding products to customers. Advises and counsels the customer to the advantages and disadvantages of differing financial products. Advises customers on the completion of loan applications and provides excellent customer service throughout the loan approval and closing process. Keeps up to date on lending policies/regulations pricing and product information. Cross sells customers. NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act.  Registration and additional...

Job Responsibilities and Requirements The National Client Executive (NCE) is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.  As the lead of a team of professionals, the NCE will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom customer needs.  The NCE will review the financial metrics, retention and growth of the assigned block.  The NCE will serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA. Typical group size is 2000+ lives.    The National Client Executive is accountable for owning the following: Builds and nurtures effective relationships with clients, brokers and internal partners to understand client needs and ultimately ensure client satisfaction. Manages customer needs by cultivating...

Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

Company: Mercer Description: About Mercer Ireland: Mercer Ireland is a market leader with a proven track record of developing innovative propositions and delivering strong revenue growth. Our core offerings include Master Trust, Defined Contribution and Defined Benefit Pension Advisory Services, Outsourced Investment Solutions, Private Wealth, Employee Benefits and Reward & HR Advisory services. As we look to 2026 and beyond, these solutions will continue to drive our ambitious growth agenda, underpinned by trusted client relationships and disciplined sales leadership. What you can expect: We are seeking an exceptional Sales Leader to join our Commercial Team to drive accelerated and sustainable growth across Mercer Ireland’s advisory and solutions portfolio, including pension Advisory (defined benefit and defined contribution), master trust, private wealth, HR advisory and Mercer Marsh Benefits brokerage services. This senior leadership role is responsible for...

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...

Position Title Credit Product Specialist I - Insurance & Counterparty   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Pay range will fall between $72,187 - $107,666 annually.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit...

Position Title Credit Product Specialist I - Technology Media & Communications   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Pay Range will be between $72,189 - $107,666 annually.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing...

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...

Company: Marsh Description: Join the Marsh Innovation Centre as an Executive Assistant and become a vital part of a dynamic, innovative team based in our Dublin office. This is an office-based role offering a unique opportunity to provide  executive support while contributing to operational excellence and fostering a collaborative, inclusive workplace culture. If you thrive in a fast-paced environment and enjoy supporting leadership and colleagues to drive success, this role is for you.  Executive Assistant – Marsh Innovation Centre   We will rely on you to:   Provide comprehensive executive support to the Innovation Centre Senior Director and Innovation Engineering Leadership, including calendar management, meeting prioritization, expense processing, travel arrangements, and hospitality coordination for visitors.   Build strong working relationships with other executive assistants across the organization.   Handle confidential and sensitive...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Description Job Summary: As a Treasury Management Advisor III - Middle Market, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...