32 director client relationship jobs found in Charlotte, NC

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...

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: The Senior Financial Analyst is responsible for financial management, incentive compensation, mergers and acquisitions, and analytics. This role provides financial planning, reporting, and analytical guidance to support key decisions and initiatives. The analyst prepares monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus forecast, plan,...

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...

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.Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing...

Position Title Municipal Products Analyst   Location Charlotte, NC 28202   Job Summary The Municipal Products Analyst is an entry-level professional who supports Senior Team members in market research, financial analysis, and preparation of transaction and pitch materials for both Municipal Credit and Municipal Underwriting/Placement Agent opportunities. This role provides exposure to a wide range of municipal products and offers a training ground for future advancement within the Municipal Products Group.   Job Responsibilities: Presentation and Material Support Assist in preparing client pitchbooks, market updates, transaction overviews, and internal briefing documents. Market Research and Data Analysis Conduct research on industry trends, investor appetite, comparable deals, and client profiles. Provide data-driven insights to support decision-making. Modeling and Financial Support Build and update models under guidance of Associates and...

Overview We are seeking a skilled and intellectually curious Data Scientist with practical experience applying statistical, analytical, and machine learning methods to solve real world, business driven problems. This is a client facing role that requires not only strong technical foundations in applied statistics and predictive modeling, but also the ability to clearly communicate insights to internal partners and external stakeholders. The role supports client delivery and operational teams, translating complex data into actionable insights that inform decision making, performance improvement, and client outcomes. Ideal candidates will have experience working with modern analytics tools and cloud platforms and may include early career professionals or recently matriculated Bachelor’s or Master’s degree candidates with meaningful hands on project, internship, or applied academic experience. Location Note: This role is open to remote candidates; however, there is a strong...

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...

Description Summary: Associate Director - Specialized Mortgage Solution is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators.  Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures.  The banker will cross-sell and implement products and services.  Duties & Responsibilities: Develops and maintains profitable Banking relationships within the mortgage ecosystem.   Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry. Meets with business...

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...

Description Summary: The Managing Director - Leveraged Finance Execution, in conjunction with Huntington’s Capital Markets, Investment Banking and Sponsor Coverage, evaluates credit opportunities, mitigates associated risks, structures, and underwrites financial sponsor and leveraged finance transactions for Huntington’s private equity and corporate clients across multiple specialty industry and client coverage groups, delivering the Bank’s balance sheet capital commitments in support of these transactions. Duties and Responsibilities: Help the Head of Leveraged Finance Execution to build and manage the team, assist in setting policy and strategy, oversee workflow and develop/mentor team members.  Serve in player/coach role on the team, advising on and assisting in the execution of deals when appropriate. Oversee the junior team members' execution of sponsor and leveraged financing transactions, including...

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: Oversee multiple high-priority Infrastructure projects, which require considerable resources with high levels of integration. Ensure projects are documented, prioritized and executed to address program/project requirements. Focus on meeting stakeholder customers’ needs and satisfaction by managing commitments and resolving ambiguity and issues, including communications with sponsors, stakeholders, 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 Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.   A GLIMPSE INTO YOUR DAY Orders...

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...

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...

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...

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...

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 Summary: The Insurance Sales Executive Senior – Commercial P&C is a high-impact, commission-based sales role offering significant income potential. This position requires strong consultative selling skills, effective communication, and a deep understanding of the insurance industry. We provide a comprehensive three-year income transition plan to support your success from day one. The ideal candidate will be skilled in pursuing and closing sales in the Commercial Property and Casualty space, particularly with clients in the $50M–$500M+ revenue range. Expertise across all lines of commercial P&C insurance—including loss sensitive and group captive insurance programs—is essential. A strong focus on business development and strategic growth is critical to success in this role. Key Responsibilities: Drive business development by identifying and cultivating new client opportunities through internal...