Executive

• Drive end-to-end process for Enterprise Data Strategy updates
• Manage relationships with senior executives
• Synthesize complex initiative updates into concise executive narratives
• Develop executive-level presentations
• Maintain and execute a playbook for monthly OC update process
• Act as a trusted advisor to the Head of Enterprise Data Strategy

Senior Lead Data Management Analyst for Enterprise Data Strategy at Wells Fargo

Enterprise Data Strategy – Executive Engagement and Reporting Leader

Senior Lead Data Management Analyst coordinating Enterprise Data Strategy updates at Wells Fargo. Driving executive engagement and synthesizing complex initiative updates for clarity and action.

• Prospecting: Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory.
• Relationship Management: Building and maintaining strong relationships with both new and existing customers. Effectively communicating with internal and external stakeholders via various channels (in-person and virtual) to maintain solid relationships.
• Closing: Managing and growing your assigned territory to achieve profitability and exceed sales targets.
• Direct Sales: Conducting sales presentations either in-person or via Microsoft Teams.
• Consulting: Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships.
• Building market share: Working remotely in an entrepreneurial environment.

Finance & Insurance Executive driving sales growth in North Carolina territory

F&I Executive

Finance & Insurance Executive in charge of sales growth within North Carolina automotive sector. Managing customer relationships and overseeing Finance & Insurance product offerings.

• Assign Project Managers with project transactions
• Monitor project transaction financials and overall status through weekly interactions with the Project Management staff
• Collaborate monthly with appropriate department leadership and Estimating to support improvement of project flow between divisions and scope detail/cost estimate in cross transactions
• Lead, manage, coach, and guide the Project Management team, providing clear, actionable direction, and timely feedback
• Responsible for driving a culture of project-based accountability by monitoring the Project Managers adherence to project approvals, scheduling, resourcing and budget management, including timely and accurate billing
• Attend monthly financial reviews with accounting and the Project Management staff
• Report financial and overall status of project transactions monthly to Operational Leadership
• Serve as escalation point on project transactions with internal/external customers
• Directly or indirectly responsible for hiring, performance evaluations, wage changes, and terminations for direct reports and work group
• Collaborate with appropriate department leadership to support favorable project buyout options and consistency in material purchasing across offices
• Promote a safety-first culture and ensure a safe work environment is maintained by adhering to the Company safety practices and procedures
• Collaborate with peer leaders to support consistency and quality standards are being monitored and met
• Monitor success rate of shared services deliverables received by the Project Management Staff
• Collaborate with the appropriate department leadership to support continued refinement of transactions between shared services and PM staff
• Participate in regular estimating calibrations
• Support sub-contractor relationship management and installation standards training
• Serve as Estimating Meeting Project Management representative for the Project Manager assignments, flagging major transactions that require a pre-bid or post award review
• Other such duties and responsibilities as assigned by the Company from time to time

Project Executive leading mechanical projects at MSS Solutions

Project Executive – Mechanical

Project Executive leading mechanical construction projects at MSS Solutions. Overseeing project management, financial reviews, and team collaboration in a dynamic environment.

• Establish and maintain account plans for specified general contractors.
• Provide market feedback to the company leadership including weekly pipeline and opportunity management reports for strategic projects.
• Maintain current record of sales funnel in CRM.
• Provide monthly updates for competitive landscape to include key competitors in mechanical construction.
• Foster a collaborative environment between Sales and Mechanical Construction Operations.
• Maintain relationships with sales team members to identify and close opportunities with organic customers that involve General Contractor partners.
• Maintain and develop key MEP firm relationships.
• Generate business leads, follow up on sales opportunities, and secure business opportunities.
• Understand client needs and offer solutions and support; answer potential client questions and follow-up call questions; respond to client requests for proposals (RFPs).
• Collaborate with sales and leadership to secure, retain, and grow MSS business.
• Collaborate with management on sales goals, planning, and forecasting, maintaining short- and long-term business development plans.
• Establish strong customer relationships by providing accurate and timely information to customers regarding inquiries such as pricing, quotes, and issues/concerns.
• Create and present informative presentations to potential clients.
• Lead/Quarterback the MSS response on Client/Project interviews.
• Support or lead the MSS preconstruction process for plan-spec, design assist, and design build opportunities/projects. This duty will require attendance to OACs, System Cluster Meetings, and other such related project events for the owner and the General Contractor.
• Responsible for managing the MSS project preconstruction team to achieve the project goals and execute a construction contract.
• Other administrative duties and responsibilities as assigned.

Project Development Executive driving mechanical construction business growth

Project Development Executive

Project Development Executive responsible for strategic contractor relationships and sales growth in mechanical construction industry. Collaborate cross-functionally to achieve project goals and develop client solutions.

• Serve as the strategic lead and primary point of contact for complex client relationships
• Provide expert consultation on service enhancements
• Guide clients through strategic decisions
• Ensure exceptional client experience
• Cultivate long-term partnerships built on trust
• Assess client needs through strategic planning and consultations
• Recommend service enhancements and lead resolution of complex client issues
• Maintain expert-level knowledge of Vanguard funds and services

Relationship Executive managing institutional client relationships at Vanguard

Relationship Executive, Workplace Solutions

Relationship Executive serving as strategic lead for complex institutional client relationships at Vanguard. Providing expert consultation and managing long-term partnerships in financial services.

• Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
• Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
• Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
• Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
• Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
• Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
• Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
• Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

Senior Lead Wealth Management Banker advising high-net-worth clients

Senior Lead Wealth Management Banker – HNW, Executive Wealth Solutions

Senior Lead Wealth Management Banker advising high-net-worth clients and delivering customized banking solutions. Leading strategic initiatives across multiple business lines in wealth management.

• Initiates, negotiates, and executes physician, hospital, and/or other provider contracts and agreements
• Communicates contract terms, payment structures, and reimbursement rates to providers
• Analyzes financial impact of contracts and terms
• Maintains contracts and documentation within a tracking system
• Assists with identifying and recruiting providers based on network composition and needs
• Advises executives to develop functional strategies on significant matters
• Exercises independent judgment and decision making on complex issues regarding job duties

Provider Contracting Executive negotiating healthcare provider contracts at Humana

Provider Contracting Executive

Provider Contracting Executive negotiating physician and hospital contracts for Humana. Responsible for contract terms, communication, and financial analysis in healthcare network management.

• Drive new business development and build a strong pipeline of prospective accounts while meeting and exceeding territory sales growth goals.
• Maintain and grow an annual book of upsell business by identifying expansion opportunities within existing and newly won accounts.
• Serve as a subject matter expert on Genova Diagnostics testing solutions, clinical applications, and value proposition for both customers and prospects.
• Develop customer relationships through a hybrid coverage model that includes in-person field visits for larger, strategic, or high-potential accounts and remote engagement for smaller, emerging, or geographically dispersed accounts based on customer needs.
• Conduct regular outreach through face-to-face meetings, video calls, phone calls, webinars, and email follow-up to advance opportunities and maintain strong account engagement.
• Act as a liaison between the client and internal Genova teams, collaborating with commercial, operational, customer support, and educational resources to support growth and implementation.
• Keep current on competitor products, market activity, industry developments, clinical trends, and relevant research to strengthen positioning and sales effectiveness.
• Use market data, sales analytics, and account insights to prioritize targets, identify new business opportunities, and shape territory strategy.
• Provide updates to leadership on strategic initiatives, major opportunities, territory trends, and sales performance.
• Establish and maintain effective working relationships with internal support departments to enable a high-quality customer experience and successful account launch.
• Manage territory travel, scheduling, and logistics efficiently to maximize productivity across field and remote selling activity.
• Attend local, regional, and national trade shows, educational programs, and professional events as requested to support brand awareness and lead generation.

Clinical Business Executive driving new business growth in clinical laboratory services

Clinical Business Executive

Clinical Business Executive responsible for driving new business growth at Genova Diagnostics. Expanding market presence through hybrid engagement model with strategic account management.

Executive jobs in North Carolina

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