28 client development manager operations jobs found in Charlotte

Ameriprise Financial About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Manager - Field Operations and Engagement plays a critical role in driving operational excellence and supporting business growth for the Ameriprise Financial Institution Group (AFIG). This...

First Horizon National Corporation Location: Onsite in Memphis, TN, Nashville, TN, Knoxville, TN, Charlotte, NC, Raleigh, NC, Miami, FL, Orlando, FL, Birmingham, AL, New Orleans, LA, Dallas, TX, or Houston, TX Summary: The Senior Small Business Deposit Product Manager sets the strategic direction for the small business deposit portfolio. This leader drives comprehensive market analysis and business case development to inform product strategy, obtains and acts upon the voice of our clients, establishes the product roadmap, and guides end-to-end development of capabilities and enhancements. Full ownership of product performance is expected, including financials/P&L, risk and compliance, client experience, operational readiness, and reporting. Essential Duties and Responsibilities Define the strategy, goals, and OKRs for the small business deposit portfolio, optimizing growth, profitability, mix, and cost of funds in alignment with enterprise priorities and risk...

Apex Systems Job#: 8021 Job Description: ACCOUNT EXECUTIVE WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com . At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular...

Apex Systems Job#: 8023 Job Description: SENIOR ACCOUNT MANAGER WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com . At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular...

Ameriprise Financial As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial. Key Responsibilities In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the...

Lincoln Property Company As part of the Corporate Advisory & Solutions team, the HSE Manager will serve as the primary safety leader for a single client account, or multiple accounts, within Lincoln Property Company's (LPC) facilities and property management portfolio. This role is responsible for ensuring best-in-class safety performance and regulatory compliance, and for implementing tailored environmental, health, and safety programs that align with both LPC standards and the client's expectations. Essential Duties and Responsibilities Support the development and execution of LPC HSE programs, policies, and standards. Develop and execute a customized HSE program that meets the unique operational, compliance, and cultural needs of the client. Serve as the key HSE liaison between LPC and client stakeholders-facilitating alignment, clear communication, and proactive issue resolution. Conduct routine safety walks, hazard assessments, and compliance audits across the...

Lincoln Property Company The Property Manager leads all aspects of a single asset or portfolio of commercial, industrial, and/or retail properties and coordinates all marketing, operations, and financial activities per client and/or company requirements. Essential Duties and Responsibilities: Ensure that services are provided consistent with policies, procedures, and regulations as well as contractual obligations and standards. Coordinate and lead daily and long-term activities of the team; establish work schedules, assign tasks, and cross-train staff; establish and track deadlines to meet client and company objectives; elevate team performance through subject matter expertise and suggestions to improve systems, processes, and procedures; provide formal coaching, mentoring, supervision, and guidance; recruit and hire new team members; monitor training and development of staff; develop and deliver performance reviews. Direct, review, and approve vendor invoice payments...

McGuireWoods Overview: The Practice Manager will provide high-level operational support to the Department Chair and play a key role in the oversight of the department. The purpose of the role is to serve as a critical liaison between the department chair, the attorneys within the department, and firm's business functions to drive performance, enhance operational efficiency, and ensure delivery of exceptional client service. McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since 1834.Along with excellent benefits, McGuireWoods offers most employees a hybrid remote option allowing flexibility and work-life balance.Our Applicant Disclosures describe your rights. Our Privacy Statement describes how we will process and safeguard your personal data. Responsibilities: Business Planning & Execution * Partners with the Department Chair to develop short- and long-term business goals and to implement...

Apex Systems, Inc. Job#: 3024786 Job Description: We are seeking a Platform Engineer (Ansible) for a Banking client. Please note this role will sit onsite 3 days per week in Charlotte, NC. Further details are below for review. Client: Banking Location: Charlotte, NC (3 days onsite per week.) Length: 12+ month Assignment Pay Range: $65 - $70/hour W2 Top Skills: Ansible Automation Platform (AAP) Python YAML Day-to-Day: Part of a dynamic team building and enhancing an Ansible Automation Platform for the Enterprise. Responsible for components of complex engineering and/or analytical tasks and activities. Assists in establishment of input/output processes and working parameters for hardware compatibility and coordination of subsystems design and integration of total system. Serves as a fully seasoned/proficient technical resource; provides tech knowledge and capabilities as team member and individual contributor. Develop...

Apex Systems, Inc. Job#: 3024643 Job Description: Client: Financial Services Team: Travel & Expense / Concur Migration Job Title: SAP Concur Migration Specialist Location: Charlotte, NC | 5x/week ON-SITE Contract Length: 5+ months Rate: $33-36/hr Top Requirements: SAP Concur Travel & Expense experience, ideally migration or new platform implementation Create training documentation, SOPs, FAQs, and test cases Concur and AppZen testing in sandbox environments Microsoft Excel, Word, Outlook, and Copilot Strong communication skills with end users and senior business partners High attention to detail and ability to navigate across multiple operating systems Plusses: Largescale system migrations Finance, Travel & Expense, or Shared Services background AppZen AI audit workflows Prior Wells Fargo or enterprisescale corporate experience Job Summary: This role supports a special project within the Finance organization...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? 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: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? 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: Responsible for both credit underwriting and portfolio management within a large, specialized real estate corporate banking portfolio. This position supports the delivery of CRE debt products to REITs and...

First Horizon National Corporation Location : Memphis, TN • Charlotte, NC • Metairie, LA • Birmingham, AL (Onsite) First Horizon is seeking an Advanced Digital Banking Analyst to join our Fraud Strategy Analytics team. This seniorlevel role is designed for a highly analytical professional who combines deep digital banking expertise with strong fraudrisk awareness and processdesign skills. The analyst will lead the development of processes, controls, and procedures across multiple fraud monitoring platforms and digital payment channels. This role plays a key part in shaping operational workflows, supporting fraudsystem implementations, and driving readiness for new digital rails as they emerge. Success requires excellent analytical skills, adaptability, and the ability to manage multiple complex, highpriority initiatives simultaneously. What You’ll Do Lead the design, documentation, and enhancement of processes and procedures for fraud monitoring tools and digital...

Ameriprise Financial We are seeking a detailoriented and highly organized professional to support our clearing and operational functions as a key member of the team. In this role, you will be responsible for the daily balancing of OCC positions, monitoring trade activity for accuracy, and ensuring timely and accurate clearing of trades through DTCC/CNS. You will also manage the pledge of securities to the OCC and oversee critical processing activities including ESO and 10b51 transactions. This position plays an essential role in maintaining strong internal and external business partnerships, supporting our OCC relationship, and staying current on regulatory developments, technology updates, and project initiatives that impact the business. The ideal candidate is a strong communicator with the ability to effectively interact and communicate with executive leadership. #S&O Key Responsibilities Responsible for ESO and 10b51 processing Responsible for daily balancing...

Lincoln Property Company The Building Engineer I is responsible for maintaining, operating, and troubleshooting building systems, including HVAC, plumbing, and electrical systems, focusing on performing routine maintenance tasks, responding to tenant requests, and ensuring systems operate safely under the guidance of senior engineers. Essential Duties and Responsibilities: Perform scheduled maintenance, repairs, and inspections of building systems; address service requests, including hot/cold calls, plumbing issues, and lighting repairs. Troubleshoot minor equipment malfunctions and escalate issues as needed. Replace light fixtures, filters, and other components as required. Maintain accurate records of inspections and equipment performance. Interact with tenants, contractors, and property managers and work closely with senior engineers and technicians to support smooth building operations and resolve tenant issues. Assist with preventive maintenance tasks and...

Lincoln Property Company The Building Engineer I is responsible for maintaining, operating, and troubleshooting building systems, including HVAC, plumbing, and electrical systems, focusing on performing routine maintenance tasks, responding to tenant requests, and ensuring systems operate safely under the guidance of senior engineers. Essential Duties and Responsibilities: Perform scheduled maintenance, repairs, and inspections of building systems; address service requests, including hot/cold calls, plumbing issues, and lighting repairs. Troubleshoot minor equipment malfunctions and escalate issues as needed. Replace light fixtures, filters, and other components as required. Maintain accurate records of inspections and equipment performance. Interact with tenants, contractors, and property managers and work closely with senior engineers and technicians to support smooth building operations and resolve tenant issues. Assist with preventive maintenance tasks and...

Ameriprise Financial Ameriprise Financial has an exciting opportunity for a Director, Actuary to join our team! This individual will be responsible for developing, enhancing, operating, and documenting a variety of sophisticated actuarial models, as well as reviewing work completed by the team. The role includes performing actuarial, financial, and risk analyses and effectively communicating results across the company, including to management. The Director, Actuary will take on an expanded scope of responsibilities within projects, serving as a subject matter expert on assigned initiatives, and will provide leadership and guidance to two direct reports. Key Responsibilities Lead the team responsible for the VM-21 valuation and stat reserve process for other lines of annuity business. This includes calculating, analyzing, documenting, and communicating results effectively to leaders and peers across various functional groups. Development of analytical tools to build...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Location: Austin | Boston | Charlotte | Chicago | NYC | Norwalk CT | Youngstown OH | London Working Environment : Hybrid About the Role We are seeking a senior Property Data SME to design, build, and scale a best-in-class "Single Source of Truth" for global property data. This role sits at the intersection of real estate domain...

McGuireWoods Job Description: The Charlotte office of McGuireWoods seeks a Mid-Level Associate to join its Real Estate Finance Practice Area, a part of the Public & Private Infrastructure & Real Estate Department. McGuireWoods' Real Estate department has built a strong reputation for providing a full range of sophisticated real estate services to clients through a team of over 80 experienced and highly regarded real estate transactions, finance, and workout professionals operating nationally and internationally. McGuireWoods' rapidly growing multidisciplinary Affordable Housing Team counsels clients ranging from closely held, community-based businesses to Fortune 100 companies. Our lawyers, alongside our team members from McGuireWoods Consulting, have the knowledge, experience and strategic insights to help clients navigate the challenging and broad areas of housing policy that shape this sector. We are experienced in all aspects of affordable and mixed...

Moody's At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into...