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  • Senior Business Performance and Metrics Consultant

    Pyramid Consulting, Inc. 4.1company rating

    Business advisor job in Charlotte, NC

    Immediate need for a talented Senior Business Performance and Metrics Consultant. This is a 10 Months contract opportunity with long-term potential and is located in Charlotte, NC Atlanta GA and Raleigh NC (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job Diva ID: 26-00222 Pay Range: $65 - $69.45/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Act as a liaison between cybersecurity metric owners, data engineers, and governance teams to ensure accurate and timely metric development. Support the documentation and validation of metric logic and data lineage. Coordinate and lead standing meetings to provide updates, manage timelines, and escalate blockers or data challenges. Review and validate data quality and completeness of metric inputs in coordination with data engineers. Support the development of root cause commentary and trend analysis for metrics that breach established thresholds. Partner with control and process owners to align metrics with applicable frameworks (e.g., NIST CSF, CIS, FFIEC). Prepare clear, concise executive-level summaries and presentations on metric performance and risk trends. Maintain oversight of multiple metrics in different stages of the build lifecycle, ensuring governance and consistency. Contribute to continuous improvement of the metrics program, including standardization, automation, and data quality enhancements. Key Requirements and Technology Experience: Key Skills; Security Data Metric, NIST, CSF,Data Governance Bachelor's degree or five years of related experience or an equivalent combination of education and experience In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline (e.g., information technology, project management, finance, risk management, etc.) Understands foundational concepts of other related professional disciplines. Experience managing small projects Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders. Ability to provide direction and mentor less experienced teammates Strong organizational skills with the ability to manage multiple priorities simultaneously. Excellent written and verbal communication skills, including experience drafting executive summaries. Proficiency in Microsoft Excel, PowerPoint, and collaboration tools (e.g., Teams, SharePoint). 5-7 years of experience in cybersecurity, risk management, technology project coordination, or data analytics. Familiarity with cybersecurity domains (e.g., vulnerability management, DLP, IAM, cloud security, incident management). Working knowledge of risk and performance metric design, including KRIs, KPIs, and operational indicators. Experience gathering and documenting business requirements and translating them into actionable data or metric logic. Basic understanding of SQL or ability to read data dictionaries and data mappings. Exposure to cyber control frameworks such as NIST CSF, ISO 27001, or CIS. Exposure to Agile or iterative project delivery methods. Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $65-69.5 hourly 3d ago
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  • Business Execution Consultant 2

    PTR Global

    Business advisor job in Charlotte, NC

    Global Travel Risk Analyst Duration: Contract We are seeking a highly motivated and detail-oriented Business Execution Consultant 2 to join our team. The ideal candidate will play a critical role in driving business initiatives, ensuring operational efficiency, and delivering strategic solutions to meet organizational goals. This position requires strong analytical skills, effective communication, and the ability to collaborate across various teams. Responsibilities: Analyze business processes and identify areas for improvement. Develop and implement strategies to enhance operational efficiency. Collaborate with cross-functional teams to execute business initiatives. Monitor project progress and ensure alignment with organizational objectives. Prepare detailed reports and presentations for stakeholders. Provide recommendations based on data analysis and market trends. Qualifications: Bachelor's degree in Business Administration, Finance, or a related field. Proven experience in business analysis or project management. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in Microsoft Office Suite and project management tools. Ability to work independently and manage multiple priorities effectively. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ***************** At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: Pay any fee to be considered for, submitted to, or selected for any opportunity. Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $45 - $50 The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
    $45-50 hourly 4d ago
  • Workforce Solutions Consultant

    Allegiance Staffing LLC 4.3company rating

    Business advisor job in Charlotte, NC

    Workforce Solutions Consultant / Outside Sales Compensation: Base + Commission (uncapped earnings) Your Mission: Drive Growth. Build Partnerships. Deliver Results. Allegiance Staffing, a national leader in workforce solutions, is seeking an elite-level Workforce Solutions Consultant with a hunter mentality to join our high-performance team in Jacksonville, FL. In this role, you will be responsible for generating new B2B partnerships and expanding our client base across industries such as Manufacturing, Warehousing, Distribution, Logistics, Light Industrial, Hospitality, and Administrative Services. We're looking for a talented individual with a proven history of closing deals, exceeding targets, and building high-value relationships. Key Responsibilities: New Business Acquisition Strategically identify, target, and close new accounts Develop tailored go-to-market approaches based on market research, industry trends, and client needs Consistently build a pipeline of qualified prospects through outreach, referrals, and networking Prospect Engagement & Sales Strategy Conduct in-person meetings, onsite walk-throughs, and virtual presentations with key decision-makers Lead contract negotiations and pricing discussions with confidence and professionalism Deliver compelling value propositions that highlight service quality Reporting & CRM Management Maintain accurate and timely records of all sales activities, prospect interactions, and pipeline status in CRM Track key performance indicators and adjust strategy to exceed quarterly and annual revenue goals Professional Development Participate in ongoing training, industry events, and networking opportunities. What You Bring to the Table: 3+ years of successful B2B sales experience, preferably in staffing, logistics, or industrial services Documented track record of exceeding new business sales quotas and building a strong referral pipeline Strong understanding of sales cycles, prospecting strategies, and closing techniques Excellent interpersonal, communication, and presentation skills Highly organized, self-motivated, and goal-driven with the ability to work independently Proficiency in Microsoft Office (PowerPoint, Excel, Word, Teams) and CRM platforms Comfortable navigating the field - this is an outside sales position that requires in-person prospect engagement Why Allegiance Staffing? Industry Leader: 20+ years of trusted workforce solutions across 40+ locations Entrepreneurial Culture: You have autonomy and support to make a big impact High Earning Potential: Uncapped commissions and rewards for top performers Team-Driven Success: Collaborate with experienced recruiters and account managers Career Growth: Access to advanced sales training and leadership development opportunities Are You Ready to Win? If you thrive in high-stakes sales environments and are eager to represent a company that delivers on its promises, apply now and start building a legacy of success with Allegiance Staffing.
    $59k-95k yearly est. 2d ago
  • Business Development Executive, Supply Chain, LE

    Gartner 4.7company rating

    Business advisor job in Charlotte, NC

    About this Role: Our Business Development teams play a critical role in expanding Gartner's presence across the global market. Gartner Business Development Executives strategically acquire new clients by cultivating trust-based relationships with C-level executives to understand their mission critical priorities and uncover opportunities to deliver client-value through the lens of the industry in which they operate. Gartner Business Developers drive the full sales cycle, from identifying prospects to closure and transition of new accounts to the account management team. Our Business Development teams are relentless about building trust-based, value add relationships with clients, delivering long-term client value, and building their book of business over time. While driven for results, they are also highly collaborative with account management teams in handing off business and ensuring an exceptional client experience. Business Development Executives will be given a territory of Large-Enterprise prospects, which may be completely new prospects with no existing spend or could be clients within other Gartner areas. Clients of the Large-Enterprise sales teams +$1bil in annual revenue. What you will do: Seek out and drive new business opportunities with new-to-Gartner organizations across your territory, from initial client outreach to close, targeting Large Enterprise organizations. Convert viable prospects into active Gartner clients, owning the full sales conversation and negotiation, through to the transition of new clients to the account management team. Continually build a pipeline of high-quality opportunities to deliver against your sales metrics ensuring KPI's are met. Quota responsibility for your assigned territory. Manage complex high-revenue sales across matrix and diverse business environments. Own forecasting and account planning on a monthly/quarterly/annual basis. What you will need: 5+ years' B2B sales experience, preferably within complex, intangible sales environments. Business development or new-client acquisition experience in a selling role highly desired. Experience selling to and/or influencing C-level executives. Proven track record meeting and exceeding sales targets. Proven ability to precisely manage and forecast a complex sale process. Willingness to conduct travel as needed. Progression within Business Development Executive Roles: Gartner offers a lifetime of opportunities driven by our growth. How far you go is driven by your passion and performance. Gartner has a promote from within culture and limitless opportunities for progression. Gartner leaders embrace this culture and are focused on helping associates achieve success in current role, as well as coaching associates to the next role or path, whether it be more senior BD levels, account management paths, or sales leadership. Typical internal promotions include: Business Development Director Team Lead Sales Manager Most of our Sales Managers and Team Leads are hired internally as part of our progression path. What you will get: Competitive salary, generous paid time off policy, charity match program, and more! Collaborative, team-oriented culture that embraces diversity Professional development and unlimited growth opportunities Our awards and accolades: Fortune World's Most Admired Companies 2016, 2017, 2018, 2019, 2020, 2021, 2022 & 2023. Forbes America's Best Employers 2018, 2019 & 2022. Forbes America's Best Employers for Diversity, 2020, 2021 & 2022. Forbes America's Best Employers for Women 2022. Human Rights Campaign Corporate Equality Index Best Places to Work for LBGTQ Equality 2018, 2019, 2020, 2021 & 2022. Disability Equality Index Award for Best Places to Work for Disability Inclusion 2021 & 2022. Newsweek America's Most Responsible Companies 2022 & 2023. #LI-Remote #LI-MT2 #GBSSales Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 98,000 USD - 143,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email . Job Requisition ID:96814 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: applicant-privacy-policy For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.
    $99k-126k yearly est. 17h ago
  • Lead Solution Consultant - Major Accounts

    Workiva, Inc. 4.7company rating

    Business advisor job in Charlotte, NC

    The Lead Solution Consultant (SC) provides advanced pre-sales technical expertise to support the development, positioning and implementation of complex, platform-wide solutions. With deep knowledge across the Workiva platform, the Lead SC partners with sales, senior customer stakeholders and cross-functional teams to shape a strategic platform vision, deliver tailored and value-based demonstrations, construct long-term adoption roadmaps, and influence technical decision-making at scale. This role serves as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solution design, and guiding customers through technical validation. The Lead SC also contributes to organizational leadership by mentoring other SCs, incubating new use cases, and strengthening team standards, processes, and cross-functional alignment. What You'll Do Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures Educates customers on AI capabilities, security and risk considerations, and practical application, helping them evaluate how Workiva's AI roadmap integrates with their existing AI frameworks Expert in multiple domain areas, or expert in a primary domain with significant expertise in others, developing working knowledge of industries, departments, and use cases where Workiva can have an impact Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases, mapping the entire Workiva platform to the customer's broad strategic objectives (e.g., digital transformation, risk mitigation) Operates as a strategic extension of the Enterprise Client Director, contributing to account planning, pipeline development, and long-term account strategy Independently builds and nurtures deep, trusted relationships with technical champions, acting as the primary contact for architectural strategy and future-state discussions Deliver world-class demo experiences that showcase the platform through clear, compelling storytelling tailored to executive audiences and business transformation goals Exemplify best-in-class storytelling across demos, workshops, and customer engagements to drive strong commercial outcomes Leads multi-solution, platform process assessments with customers and builds executive Proof of Concepts to validate requirements and prove value drivers Leads the development of new frameworks, best practices, processes, and reusable assets that elevate the broader SC team Mentors SCs across the organization, providing coaching on discovery, demo strategy, technical acumen, and executive communication Partners closely with cross-functional teams such as Customer Success and Value Management to influence the account planning strategy and provide continuous support to our largest customers throughout the expansion lifecycle What You Need Minimum Qualifications 8+ years of experience in finance, financial reporting, software development, technical sales, or a related field with a bachelor's degree Proven ability to design and deliver highly effective demonstrations of complex business software tailored to the needs of operational users, management, and executives Hands-on technical experience with SaaS solutions, cloud technologies, and architectures Financial Services industry knowledge is valuable and will be essential to success in this role. Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases Preferred Qualifications Excellent verbal, written, and interpersonal communication skills Self-motivated with strong propensity for action, results and continuous improvement A strong individual contributor with intellectual curiosity to positively impacting accounts and opportunities and proven ability to oversee multiple projects, programs, and processes Proven experience supporting enterprise or major-account sales cycles, with the ability to navigate multi-threaded evaluations involving IT, security, and executive stakeholders Technology-forward mindset with a strong passion for emerging technologies and a natural curiosity for leading edge exploration in AI and data models Extensive experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and their related technology platforms Proven ability to gather business needs and present a value based, compelling software demonstration, especially with executive-level audiences Travel Requirements & Working Conditions Up to 40% travel Reliable internet access for any period of time working remotely, if not in a Workiva office How You'll Be Rewarded On Target Earnings (OTE) range in the US: 190,000.00 - 306,000.00 USD Annual Eligible for commission based on sales performance Restricted Stock Units granted at time of hire 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email . Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-RM1
    $72k-103k yearly est. 17h ago
  • Legal Operations Business Consultant- Finance

    Truist Bank 4.5company rating

    Business advisor job in Charlotte, NC

    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:The Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders. The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer. ***Role has in office expectations**** ESSENTIAL DUTIES AND RESPONSIBILITIES The 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 time. 1. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings. 2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances. 3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management. 4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors. 5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines. 6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows. 7. Monitor financial activities within the Legal Department to comply with policies and internal controls. 8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Finance, Accounting, Business Administration, or a related field 2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Strong analytical skills with the ability to interpret complex data and provide actionable insights 4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems 5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders 6. Solid organizational skills with attention to detail 7. Superb verbal and written communication skills 8. Ability to work within a large organization and collaborate and partner with cross-functional teams 9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders 10. Executive presence and ability to act as primary contact on assigned engagements 11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment 12. Strong attention to detail Preferred Qualifications: 1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus 2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Experience with legal spend management tools (e.g., eBilling, matter management systems) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $80k-104k yearly est. Auto-Apply 57d ago
  • Business Development

    Fastsigns 4.1company rating

    Business advisor job in Concord, NC

    Benefits: Bonus based on performance Competitive salary Free uniforms Opportunity for advancement HOT LEADS PROVIDED!! Huge marketing budget! Potential to make 100K+Have you ever worked in an industry that you could walk into ANY business and make a sale? Every type of business uses signs and graphics in ways you haven't even noticed...yet. Look around. See the opportunity on every surface. Whether you're a seasoned professional or just getting started, potential abounds in the sign and graphics industry. You will be provided with hot leads, meaning these are pre-qualified potential customers actively seeking our solutions. Your primary responsibility will be to convert these leads into satisfied clients.An Outside Sales Professional position with FASTSIGNS gives you the opportunity to work with people across different industries and giving them solutions that make an impact in and around their workplace. You'll spend your days meeting with clients assessing needs and opportunities, prospecting for new business, networking, and managing customer relationships. You will be selling a unique, exciting product line that changes by the minute - completely based on customer needs and desires.The challenge? Learning all there is to offer. We have a proven, successful training program to get you the basics, but you will learn every day of your career with FASTSIGNS...because we rarely do the same thing twice.Base pay+Commission+Performance Bonus+PTO+Paid HolidaysQualifications Strong negotiation and customer service skills Proven track record in sales, with a focus on outside sales Experience in managing accounts and developing new business opportunities Knowledge of B2B sales strategies and marketing techniques Ability to effectively utilize technology, including Hubspot Responsibilities Develop and maintain strong relationships with clients through effective negotiation and customer service. Identify and pursue new business opportunities in outside sales, focusing on B2B marketing strategies. Conduct product demonstrations and deliver compelling sales presentations to potential clients. Collaborate with the marketing team to create targeted sales strategies that align with company goals. Utilize Hubspot and other tools for account management and sales tracking. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they would be a great fit for our team. Please send applications via indeed or online at ************************************************************* Job Type: Full-time Benefits: Cell phone reimbursement Employee discount Flexible schedule Paid time off Paid training Travel reimbursement Compensation Package: Bonus opportunities Commission pay Monthly bonus Performance bonus Uncapped commission Yearly bonus Schedule: Monday to Friday License/Certification: Driver's License (Required) Ability to Commute: Concord, NC 28025 (Required) Ability to Relocate: Concord, NC 28025: Relocate before starting work (Required) Work Location: In person Compensation: $50,000.00 - $150,000.00 per year At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $50k-150k yearly Auto-Apply 60d+ ago
  • Business Developer

    Greenscape 4.0company rating

    Business advisor job in Huntersville, NC

    . If you're driven by closing deals, beating competitors, and getting paid for results, keep reading. If you need structure, micromanagement, or a slow sales cycle-this is not your role. We're looking for a Business Developer who thrives on the chase, moves fast, and wins to join out team at Greenscape. You'll be trusted to build your own pipeline, attack the market, and turn opportunities into long-term commercial accounts. This Role Is for You If You: Are financially motivated and expect your effort to show up in your paycheck Thrive with full autonomy and zero hand-holding Are aggressive but professional in pursuit of new business Love cold outreach, prospecting, and competitive takeaways Are confident, persuasive, and control the room in conversations Move fast, hate stagnation, and take action immediately Are relentless-rejection doesn't slow you down Compete to win, not just participate Can juggle multiple pursuits without losing momentum Embrace change and adapt quickly in dynamic environments What You'll Hunt: New commercial landscape maintenance accounts Competitive takeovers and high-value targets Property managers, asset managers, and ownership groups Untapped opportunities in a crowded market What You'll Do: Prospect aggressively (cold calls, drop-ins, networking, referrals) Build and manage a high-velocity sales pipeline Close new commercial maintenance contracts Outmaneuver competitors with value, speed, and persistence Own your numbers-activity, closes, revenue Partner with operations when closing deals What You Get: Uncapped commission - no ceiling, no excuses High base (if applicable) + aggressive incentive structure Total independence - run your territory like your own business Fast decisions and quick approvals A company that wants hunters, not order-takers Background That Wins Here: Proven B2B hunting experience Service-based or commercial contracting sales preferred History of closing new logos (not just managing accounts) Benefits: Uncapped Commission Salary position paid weekly 401K plan with matching Paid Time Off Company Paid Life Insurance Supplemental Life Insurance available Medical, Dental, Vision Insurance Profit Sharing
    $99k-131k yearly est. 60d+ ago
  • Business Impact Specialist CDL Required

    Coca-Cola Bottling Co. Consolidated 4.4company rating

    Business advisor job in Charlotte, NC

    Pay Rate: $256.68/day Click here to experience a Day in the Life of our Teammates! Uncap Your Potential at America's Largest Coca-Cola Bottler - Pour Your Passion into Purpose! We're more than beverages-we're building meaningful careers and vibrant communities. Join our team where your talent meets purpose, and every teammate directly shapes our success. * Career Growth: Clear pathways to advance and develop your career * Competitive Benefits: 401(k) match + health coverage + employee stock purchase plan * Purpose-Driven: Create meaningful impact in the communities you serve * Professional Development: Dedicated training + personalized mentorship Join us - your refreshing new chapter starts here! Job Overview The Business Impact Specialist is a true "Utility Player" who is well versed in most Sales & Service frontline roles, including customer-facing and non-customer facing positions, to respond to and fulfill needs associated with staffing shortages, work stoppages, and other challenges that create gaps in our frontline staffing plan. Will be qualified and skilled to perform all job duties identified in the job descriptions of CDL qualified Delivery Merchandiser, Bulk Merchandiser, Space Management Specialist, Warehouse Laborer, Forklift Driver, and Account Developer and more as needs arise. Will be on a special response team that is called upon to fulfill needs in different market units and geographies. Anticipate extensive travel requirements including overnight and successive weeks, and flexible scheduling. Will normally complete work independently and be personally accountable for travel logistics and day-to-day functionality to satisfy assignment objectives. Duties & Responsibilities * Covers staffing gaps competently to maintain established route standards and sales and to prevent missing important opportunities, ensuring a high level of customer service is maintained * Orders, fills, merchandises, and rotates products on displays, cold vaults, and cooler equipment, according to Company standards * Capable of any specified activities per route discipline (bulk, conventional, full service, and cold bottle) * Handles urgent customer needs to meet commitments made to customers in a timely, consistent, and professional manner, through partnering with the sales & service, warehouse, and customer management teams * Assist supervisor to help with projects, tasks across the territory, and other duties as assigned * Fill all shelves, racks, displays, and equipment and places proper POS items. Inspects work area for cleanliness, verifies sets are in accordance to the plan-o-gram. Adjusts any shelves, moves products, displays, or racks as required * Communicates sales opportunities to the sales team and, or customer * Prepares and loads onto their company vehicle the necessary equipment and point of sale materials to complete the work assignments for each customer * Greets the store contact and reviews the plans for the reset of racks, displays, and point of sale materials. After assignments, review the completed set with store contact and have them sign off on the reset request form. Removes and replaces any supplies and equipment that are needed to complete the reset of displays * Ensures all Outbound loads are secured and safe by applying protective wrapping as needed and that the proper documentation is attached (STO). Loads and unloads trailers as needed to support delivery activities following CCCI SOPs by updating SAP, CONA via handhelds to ensure accurate accountability for loads Inbound and outbound to, from territories supported by Regional Operation Center * Performs all safety and housekeeping activities including but not limited to conducting pre-trip and post-trip checks, reviewing daily documentation for accuracy, and keeping the work area neat and clutter-free * Utilizes "switcher" to maneuver 53' and pup trailers to the dock as needed * Manages, sells, and executes in an assigned group of customers on daily, pre-set routes, and generates sales orders based on the assigned delivery frequency for each customer. Done to ensure the day to day success of the operation and directly contribute to the financial performance of the company in terms of revenue, volume, and gross profit * Executes applicable promotions and new products based on target lists and executes monthly Look of Success (LOS) initiatives, marketing promotions, Point-Of-Sale, and commercial plans to ensure excellence in RED (Right Execution Daily) scores for assigned customers * Accountable for maximizing operational efficiencies by writing productive orders that meet drop size goals, minimizing shrink and out of date, ensuring compliance with routing schedules in terms of the right day and week, and product that is ordered is accepted by the customer * Demonstrates an aggressive and effective selling acumen and demeanor to effectively sell-in contractual agreements, promotions, innovation products, and distribution principles Knowledge, Skills, & Abilities * Must be able to meet the qualifications of Route Specialist (CDL required) capable of covering any route discipline, Space Management Specialist, Bulk Merchandiser, Account Developer, Warehouse Forklift Driver, and Laborer * Must have excellent interpersonal skills and be able to work effectively to satisfy the needs of a variety of customers with different demands and expectations * Flexibility and willingness to travel extensively including overnight and successive weeks * Anticipate 50-60% overnight travel * Availability to work weekends and some holidays * Able to perform job duties with minimal supervision on a timely basis * Excellent safety record and comprehension of safety principles including proper lifting and use of personal protective equipment * Ability to read, speak, write and understand English to perform basic math skills (addition, subtraction, multiplication, and division) * Proficiency with computer-based applications and equipment * Ability to complete forms (handwritten and/or computer-based) to document activities and results, and place orders * Basic knowledge of the beverage industry. Thorough knowledge of brand order, facing, pricing, labeling, Point of Sale (POS), rotation of product, and the ability to build displays * Understanding of truck, trailer loading strategies, and weight distribution principles * Advanced forklift skills (single-wide and preferred, double-wide) * Pallet-jack skills * Ability to work in a fast-paced, continuous lifting environment * Ability to lift up to 50 lbs. of product repetitively * Must be able to sit or stand for long periods * Must have the ability to push and pull manual and powered material handling equipment (i.e., pallet jack, hand-truck, etc.) containing product loads for a minimum of 100 yards without assistance * Ability to frequently get on and off a forklift * Capable of opening and closing truck dock doors Minimum Qualifications * High school diploma or GED * Knowledge acquired through 1 to 3 years of relevant work experience * Valid driver's license for your state of residency * Commercial Driver's License (CDL) or permit (Class A) or the ability to obtain such Preferred Qualifications * Excellent driving history for the last seven years. (A 7year Motor Vehicle Report will be reviewed) * Ability to pass and maintain D.O.T physical requirements * Forklift and pallet jack certification Work Environment Work environment will vary, including but not limited to exposure to weather conditions, noisy warehouse, coolers, and customer storage areas which may be non-temperature controlled. Equal Opportunity Employer - All qualified applicants will be considered for employment without regard to disability, protected veteran status, or any other characteristic protected by applicable law. Nearest Major Market: Charlotte
    $256.7 daily 28d ago
  • Senior Business Execution Consultant - Human Resources

    W.F. Young 3.5company rating

    Business advisor job in Charlotte, NC

    About this role: Wells Fargo is seeking a Senior Business Execution Consultant to support the Human Resources Business Partner team. This role collaborates with HR Business Partners (HRBP), Centers of Excellence (COEs), and cross-functional teams to drive successful business outcomes for client groups. The Senior Business Execution Consultant contributes to project execution, data analysis, and business communications, supporting strategic Human Resources (HR) initiatives. The consultant will play a key role in supporting cyclical HR processes, delivering data‑driven insights, and enabling leaders through effective project execution, reporting, and business communications. In this role, you will: Support the delivery and execution of HR initiatives Aggregate and interpret HR data to create actionable reports and presentations for business stakeholders Assist in operationalizing cyclical HR activities and implementing business initiatives Contribute to monthly summaries of human capital metrics, working with HR partners to collect and analyze relevant data Develop business communications, change management materials, and reporting to support HR initiatives. Participate in the HR business execution community to share best practices and support HRBP leaders. Collaborate with People Analytics to support business needs around data and reporting. Required Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Human Resources, preferably supporting or partnering with HR Business Partners. Strong knowledge of HR tools, processes, workflows, and people data. Demonstrated ability to analyze, aggregate, and interpret data, translating insights into clear reports, dashboards, and presentations. Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), including the preparation of executive‑level presentations and data‑driven materials for senior leadership. Strong written and verbal communication skills; proactive and confident communicator with executive presence. Demonstrated project management experience with the ability to manage multiple competing priorities in a fast‑paced environment. Ability to collaborate and influence across stakeholder teams. Experience working with sensitive data sets and maintaining confidentiality. Familiarity with HR disciplines and the HR Center of Excellence (COE) model. Strong HR reporting, dashboard creation, data analysis and visualization skills. Understanding of AI, machine learning, and emerging HR technologies. Job Expectations: Hybrid work schedule Relocation assistance is not available Visa sponsorship is not available Location: Charlotte, NC Phoenix, AZ Irving, TX San Antonio, TX Des Moines, IA Minneapolis, MN #HRJobs Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-154k yearly Auto-Apply 1d ago
  • Strategic Business Consultant, Retirement Sales

    Ascensus 4.3company rating

    Business advisor job in Charlotte, NC

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities * Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. * Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. * Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. * Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. * Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms * Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings * Delivery of customized book of business reporting to create efficiencies for your advisors * Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements * Deep knowledge of the retirement plan industry, 7+ years' experience preferred * Demonstrated ability to build and manage relationships * Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment * Excellent analytical and problem-solving skills * Ability to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Ability to travel as required * Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $60k-97k yearly est. 56d ago
  • CIB Senior Business Execution Consultant - Strategic Risk

    Wells Fargo 4.6company rating

    Business advisor job in Charlotte, NC

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking a Senior Business Execution Consultant to join the Business Solutions and Enablement (BSE) group as part of Corporate & Investment Banking (CIB). This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Support the development of plans to drive forward implementation, including the identification of key risks and dependencies * Drive the definition of scope and business requirements and complete related analyses * Define and managing the end-to-end integration / testing approach to ensure solutions are fully implemented and issues are resolved * Build partnerships across the organization, forming strong relationships with core teams (including risk modeling quants, market risk oversight, risk technology, among others) to drive execution * Establish status tracking and other program materials into a management friendly, digestible form for broader awareness and escalation * Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives * Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business * Work independently to make recommendations for support function by providing support and leadership * Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 4+ years of financial services industry or investment banking experience * Knowledge and understanding of risk management * Knowledge and understanding of quantitative analysis and modeling of financial products * Experience consulting with internal clients, partnering with cross functional teams and multiple stakeholder groups, and executing on enterprise-wide projects * Excellent verbal, written, and interpersonal communication skills * Experience in problem analysis, solution implementation, and change management * Ability to influence executive decision-making and successfully negotiate critical issue resolution related to program initiatives * Ability to identify and articulate issues, risks, and proposed solutions to various levels of staff and management * Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment * Advanced proficiency with Microsoft Office (Excel, Word, Outlook, and PowerPoint) Job Expectations: * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: Charlotte, NC: 550 S Tryon New York, NY: 150 E 42nd Street Pay Ranges: Charlotte, NC: $87K - $140K New York, NY: $104K - $168K Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $104k-168k yearly 5d ago
  • Sr. Business Control Specialist - Business Banking

    Bank of America 4.7company rating

    Business advisor job in Charlotte, NC

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation. Business Specific Job Description: The Senior Business Control Specialist will be focused on various elements of the Business Banking Sales risk and control environment, including quality assurance (QA), high risk processes oversight and metric control, Process, Risk, and Control Governance, and Engagement Lead Role. In addition, the role will be involved in project work as assigned. The Specialist will have an integral role in communicating and overseeing adherence to BB Pricing Exceptions and usage of BB Sales credit information in various systems of record. This position requires the ability to multi-task, assist associates with complex items and those that require extensive research, while independently prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude while adhering to department requirements. The role will also be expected to think analytically and provide effective solutions to tactical challenges. In addition, the individual must take an active role in identifying and implementing process improvements to improve the effectiveness of risk management activities. There are also expectations that the specialist is directly involved in additional program activities when necessary to ensure that deadlines associated with key deliverables are met. Responsibilities: Risk & Control Governance: Oversee the design and effectiveness of the risk and control environment; partner across lines of business to streamline governance, enhance control efficiency, and maintain accurate Process, Risk, and Control data. Quality Assurance & Control Testing: Lead and execute QA activities including control testing, quality inspections, case management, and reporting to identify issues, drive remediation, and strengthen control effectiveness. Program Leadership & Continuous Improvement: Serve as Engagement Lead for QA Program requirements; implement initiatives such as testing automation, procedural updates, test script enhancements, and coaching to optimize program performance and support business continuity. Regulatory Exams & Audits: Support management and research for regulatory exams, internal audits, and monitoring reviews; evaluate inspection metrics and contribute to standardized dashboard reporting for governance. Risk Advisory & Reporting: Identify emerging risks and provide recommendations to leadership to improve risk identification, assessment, and remediation efficiency; ensure consistent reporting to keep stakeholders informed. Required Skills & Experience: 3+ years of experience in process design, risk management or program management roles Demonstrates leadership, leading through change and process improvements to deliver results Experience with procedure documentation and/or Quality Monitoring/Testing Strong analytical capability to drive root cause analysis and demonstrates attention to detail Control development and monitoring Demonstrated problem solving, strong follow up skills and ability to escalate and gain resolution as needed Self-starter able to work independently, with minimal oversight and guidance Ability to quickly develop subject matter expertise across a broad spectrum of issues Strong organization skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines Strong facilitation and interpersonal skills with the ability to build solid business partnerships and negotiate solutions; Biased towards action and ability to build consensus Superior presentation and communication skills (written and verbal) Ability to influence desired outcome without direct management responsibilities Ability to develop and maintain strong relationships across the organization and at all levels of management Relationship management skills to build and maintain credibility and influence with key partners and stakeholders Strong decision making skills with proactive communication style Strong knowledge of Microsoft Word, Excel, PowerPoint Desired Skills & Experience: Working familiarity with regulatory, audit, and/or compliance disciplines Small Business / Business Banking experience Experience with leading issue remediation Six Sigma certification Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Elma - 611 Jamison Rd - (NY7507) Pay and benefits information Pay range$70,000.00 - $104,400.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $70k-104.4k yearly Auto-Apply 25d ago
  • Business Insights Specialist (US)

    TD Bank 4.5company rating

    Business advisor job in Charlotte, NC

    Hours: 40 Pay Details: $95,264 - $155,376 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Analytics, Insights, & Artificial Intelligence Job Description: Job Summary: The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. Depth & Scope: * Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others * Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members * Scope of role may have enterprise impact * Focuses on short to medium - term issues (e.g. 6-12 months) * Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise * Oversees and/or independently performs tasks from end-to-end * May interact with any hierarchy level up to executive leaders and external vendors Education & Experience: * Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; * 5+ year of relevant experience; higher degree education and research tenure can be counted Customer Accountabilities: * Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs * Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience * Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business * Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate * Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations * Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution * Provides day-to-day support and delivery of analytics Shareholder Accountabilities: * Represents functional area as a business insights & analytics specialized expert * Synthesizes complex and vast amount of information and translates into actionable insights and strategy * Builds business requirements and facilitates project execution to develop insights * Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value * Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers * Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly * Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand * Provides business explanation for anomalies/outliers identified during analysis * Works with business functions and analytics teams to transition business requirements to analytics requirements * Trains business users on how to integrate analytics into decisions * Leverages knowledge of data capabilities to build and deliver insights * Develops analysis to corroborate initial proof of concept * Executes on data requests accurately and within a timely manner * Identifies and investigates data/analytics related issues * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $45k-63k yearly est. Auto-Apply 7d ago
  • Business Central Functional Developer

    Casco International 4.0company rating

    Business advisor job in Shelby, NC

    Full-time Description Duties and responsibilities include having strong analytical skills and business vision to be able to add value to our team by driving projects and delivering solid Dynamics Business Central solutions. They will work closely with various teams to understand their requirements and implement solutions. They should also have experience integrating external systems with Business Central, planning and implementing solutions to address organizational requirement, and successfully maintaining the program staff relationship throughout the duration of the project lifecycle. Essential Duties and Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Providing system administration support for ERP system, particularly related to user permissions, custom objects, and workflows · Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes · Analyzing data and creating reports for insights into team operations and productivity · Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards · PowerApps Portals, Canvas Apps and Power Platform development · Accurately estimate level of effort for implementation tasks · Installation, setup and configuration of Business Central, associated Apps · Review developer proposed implementation and identified efficient designs · Advise on complex business cases and propose comprehensive solutions utilizing 3rd party applications and extending Business Central with customizations · Maintain comprehensive documentation for customizations and configurations · Understanding of Microsoft Dataverse and data transfer between systems in the Microsoft ecosystem · Excellent written and oral English communication and presentation skills · Experience with warehousing and Warehouse Insight by Insight Works specifically is a plus · Other tasks and assignments as needed Supervisory Responsibilities This position does not have any supervisory responsibilities. Requirements Education Bachelor's degree or a minimum of 3 years related software development experience and/or training. Skills/Experience · Required: 3 years of professional experience in implementing and customizing Business Central · Required: MB-800 · Required: Expertise in business processes such as finance, supply chain, warehousing and e-commerce · Required: Proven ability to administer and configure ERP systems, including custom objects, flows, validation rules, and permissions. · Required: Familiarity with automating business processes, report and dashboard creation, and data analysis · Required: Experience working with Azure AD and Azure App Services · Optional: Professional experience with Dynamics Business Central and building integrations between other systems · Optional: Experience developing and consuming APIs · Optional: Experience working with Azure DevOps Git/Continuous Integration and Development is a plus · Optional: Enthusiasm for learning new technologies and keeping up on the latest best practices
    $53k-76k yearly est. 60d+ ago
  • Legal Operations Business Consultant- Finance

    Truist 4.5company rating

    Business advisor job in Charlotte, NC

    **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? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(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 Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders. The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer. ***Role has in office expectations**** **ESSENTIAL DUTIES AND RESPONSIBILITIES** **The 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 time.** 1. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings. 2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances. 3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management. 4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors. 5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines. 6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows. 7. Monitor financial activities within the Legal Department to comply with policies and internal controls. 8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements. **QUALIFICATIONS** **Required Qualifications:** **The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.** 1. Bachelor's degree in Finance, Accounting, Business Administration, or a related field 2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Strong analytical skills with the ability to interpret complex data and provide actionable insights 4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems 5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders 6. Solid organizational skills with attention to detail 7. Superb verbal and written communication skills 8. Ability to work within a large organization and collaborate and partner with cross-functional teams 9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders 10. Executive presence and ability to act as primary contact on assigned engagements 11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment 12. Strong attention to detail **Preferred Qualifications:** 1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus 2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment 3. Experience with legal spend management tools (e.g., eBilling, matter management systems) **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $80k-104k yearly est. 57d ago
  • Strategic Business Consultant, Retirement Sales

    Ascensus 4.3company rating

    Business advisor job in Charlotte, NC

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings Delivery of customized book of business reporting to create efficiencies for your advisors Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements Deep knowledge of the retirement plan industry, 7+ years' experience preferred Demonstrated ability to build and manage relationships Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment Excellent analytical and problem-solving skills Ability to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Ability to travel as required Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $60k-97k yearly est. Auto-Apply 58d ago
  • Senior Business Execution Consultant - Investment Solutions

    Wells Fargo 4.6company rating

    Business advisor job in Charlotte, NC

    About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. In this role, you will: * Organize and execute assigned business projects aligned to our strategic direction * Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations * Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines * Meeting with key stakeholders when needed to perform initial assessment of problematic situations * Formulate recommendations and solutions with attention to resource effectiveness and efficiency * Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives * Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics * Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements * Utilize independent judgment to guide moderate risk deliverables * Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business * Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business * Collaborate and consult with leaders and executive management * Provide work direction to less experienced Strategy and Execution Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Brokerage or wealth management experience * Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation * Knowledge of Wells Fargo Wealth & Investment Management line of business * Management Consulting experience * Ability to consult, build, and maintain solid working relationships in and outside of immediate department * Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills * Good attention to detail and accuracy skills * Strong organizational, multi-tasking, and prioritizing skills * Strong written and verbal communication skills * Excellent Analytical abilities * Bachelor's degree in Business, Management, or related fields * CFA, CFP and other related financial industry designations Job Expectations: * Ability to travel up to 10% of the time. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * This position is not eligible for Visa sponsorship. Posting Locations: * 2801 Market Street - St. Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 * 550 S. 4th Street - Minneapolis, MN 55415 * Required locations listed above. Relocation assistance is not available for this position Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $87k-154k yearly 1d ago
  • Business Insights Specialist (US)

    TD Bank 4.5company rating

    Business advisor job in Charlotte, NC

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $95,264 - $155,376 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Analytics, Insights, & Artificial Intelligence **Job Description:** **Job Summary:** The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scope of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end-to-end + May interact with any hierarchy level up to executive leaders and external vendors **Education & Experience:** + Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; + 5+ year of relevant experience; higher degree education and research tenure can be counted **Customer Accountabilities:** + Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs + Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience + Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business + Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate + Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations + Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution + Provides day-to-day support and delivery of analytics **Shareholder Accountabilities:** + Represents functional area as a business insights & analytics specialized expert + Synthesizes complex and vast amount of information and translates into actionable insights and strategy + Builds business requirements and facilitates project execution to develop insights + Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value + Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers + Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly + Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand + Provides business explanation for anomalies/outliers identified during analysis + Works with business functions and analytics teams to transition business requirements to analytics requirements + Trains business users on how to integrate analytics into decisions + Leverages knowledge of data capabilities to build and deliver insights + Develops analysis to corroborate initial proof of concept + Executes on data requests accurately and within a timely manner + Identifies and investigates data/analytics related issues + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues + Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit + Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own team + Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities + Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices + Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $45k-63k yearly est. 60d+ ago
  • Business Central Functional Developer

    Casco International Inc. 4.0company rating

    Business advisor job in Shelby, NC

    Job DescriptionDescription: Duties and responsibilities include having strong analytical skills and business vision to be able to add value to our team by driving projects and delivering solid Dynamics Business Central solutions. They will work closely with various teams to understand their requirements and implement solutions. They should also have experience integrating external systems with Business Central, planning and implementing solutions to address organizational requirement, and successfully maintaining the program staff relationship throughout the duration of the project lifecycle. Essential Duties and Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Providing system administration support for ERP system, particularly related to user permissions, custom objects, and workflows · Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes · Analyzing data and creating reports for insights into team operations and productivity · Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards · PowerApps Portals, Canvas Apps and Power Platform development · Accurately estimate level of effort for implementation tasks · Installation, setup and configuration of Business Central, associated Apps · Review developer proposed implementation and identified efficient designs · Advise on complex business cases and propose comprehensive solutions utilizing 3rd party applications and extending Business Central with customizations · Maintain comprehensive documentation for customizations and configurations · Understanding of Microsoft Dataverse and data transfer between systems in the Microsoft ecosystem · Excellent written and oral English communication and presentation skills · Experience with warehousing and Warehouse Insight by Insight Works specifically is a plus · Other tasks and assignments as needed Supervisory Responsibilities This position does not have any supervisory responsibilities. Requirements: Education Bachelor's degree or a minimum of 3 years related software development experience and/or training. Skills/Experience · Required: 3 years of professional experience in implementing and customizing Business Central · Required: MB-800 · Required: Expertise in business processes such as finance, supply chain, warehousing and e-commerce · Required: Proven ability to administer and configure ERP systems, including custom objects, flows, validation rules, and permissions. · Required: Familiarity with automating business processes, report and dashboard creation, and data analysis · Required: Experience working with Azure AD and Azure App Services · Optional: Professional experience with Dynamics Business Central and building integrations between other systems · Optional: Experience developing and consuming APIs · Optional: Experience working with Azure DevOps Git/Continuous Integration and Development is a plus · Optional: Enthusiasm for learning new technologies and keeping up on the latest best practices
    $53k-76k yearly est. 15d ago

Learn more about business advisor jobs

How much does a business advisor earn in Charlotte, NC?

The average business advisor in Charlotte, NC earns between $60,000 and $140,000 annually. This compares to the national average business advisor range of $67,000 to $138,000.

Average business advisor salary in Charlotte, NC

$92,000

What are the biggest employers of Business Advisors in Charlotte, NC?

The biggest employers of Business Advisors in Charlotte, NC are:
  1. Grandbridge Real Estate Capital
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