Business Management Office Director - ET BU Risk Business Operations Lead

28230 Charlotte, North Carolina Truist

Posted 4 days ago

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Job Description

**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? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?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:**
This individual will serve as a key partner to the Risk Management and Enterprise Control and Change office as needed on Business Office related activities. Responsible for driving Enterprise Technology strategic objectives through thought leadership, organizational design, management and execution of an SLT-designated core function(s) or program(s). Provides oversight and accountability for Enterprise Technology-wide projects/programs of varying size up to and including enterprise transformational initiatives. Influences and leads large-scale change initiatives. Lead the management of at least two business management office verticals: cost and supplier management, business transformation, workforce management and/or business operations.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
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. Provides thought leadership, organizational design, management and execution of an SLT-designated core function(s) or program(s).
2. Directs and oversees financial management, organizational planning and design, planning and coordination of Enterprise Technology-wide program or programs.
3. Directs organizational efforts to partner closely with LOB/function managers and subject matter experts to develop program design, plan, metrics and execution strategy.
4. Partners to develop business cases and strategies for budgeting, planning, and tracking revenue and/or expense.
5. Directs and oversees relationships with business owners and technology leads to support overall program needs.
6. Ensures that program activities are on track to deliver appropriate ROI and enterprise benefits.
7. Ensures implementation and oversight of appropriate risk management plans for program initiatives in area of responsibility.
8. Monitors and challenges performance of current systems and processes. Identifies and advocates for solutions designed to deliver value and mitigate risk as appropriate.
9. Leads multiple teams of internal and/or external resources to execute on vertical targets.
10. Analyzes and collectively manages variances to the program plan and overall portfolio and makes recommendation and/or creates action plan to mitigate negative variances or to resolve issues.
11. Articulates overall performance of multiple programs and initiatives via dashboard reporting for use by key executives.
12. Define and partner across all delivery leads and LOB CDO the workforce resource strategy, talent strategy and location strategy.
13. Define and coordinate the workforce hot spot resource program to meet the regulatory obligiations of workforce strategy and management across the team.
14. Define, consolidate and report on the workforce metrics and reporting.
15. Manage and coordinate the resource approval process in coordination with finance and the RAC.
16. Partner across the teams to define and scope projects and complete RFPs to contractually execute on those program across Truist.
17. Partner across the leadership team to define and execute on the Data, Analytics, AI, Gen AI and Technology strategy for Truist.
**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. Undergraduate degree in either business, marketing, finance or equivalent degree.
2. At least 10 years of experience in Financial/P&L management, vendor management, or IT workforce management
3. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
4. Demonstrated leadership in the implementation of complex programs and projects.
5. Ability to bring clarity to ambiguous assignments.
6. Demonstrated executive level verbal and written communication skills.
7. Superior working knowledge of business matters, finance, planning, and forecasting.
8. Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
Preferred Qualifications:
1. Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP
2. Experience in enterprise technology organizational leadership. Financial services technology experience highly beneficial
3. Experience implementing large/complex initiatives across a matrix organization
4. In-depth knowledge of management and planning systems theory and practical application to complex initiatives
5. Experience with financial measurements and metrics
6. Financial Services experience
7. Knowledge of business unit's mission and processes
8. Experience implementing large/complex initiatives across a matrix organization
9. Highly articulate
10. Demonstrates executive presence
**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 ( Transparency Nondiscrimination Provision ( (
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Director, IT Business Relationship Management

28230 Charlotte, North Carolina Xylem

Posted 23 days ago

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Job Description

Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions.
**The Role:**
We are seeking an experienced and highly skilled Director, IT Business Relationship Manager (Director, IT BRM) that will concentrate on building and maintaining strong relationships between the IT department and Segment units. The Director, IT BRM will work to understand the strategic goals of the business and identify how IT can support those goals.
The Director, IT BRM will act as a liaison between IT and business stakeholders, ensuring that IT services align with business needs and priorities. The ideal candidate should possess a deep understanding of business processes, advanced analytical capabilities, and exceptional communication skills.
This role will lead a team of 3 IT Business Relationship Managers
**Core Responsibilities:**
Stakeholder Relationship Management: Build and maintain strong relationships with business unit leaders to understand their strategic goals and challenges. Act as the primary point of contact for IT-related inquiries, ensuring timely and effective communication between IT and business units.
Support the business team and IT Teams in the procurement of funding, approvals, and timely information needed for the project's success.
Work within the IT processes to gain architectural alignment and approvals. Drive alignment to the overall IT, Business, and Enterprise strategy as we document and maintain the business roadmap.
Strategic Alignment: Collaborate with business leaders to identify opportunities where IT can drive innovation and efficiency. Develop and maintain an IT roadmap that supports the organization's long-term business objectives.
Develop scorecards and visibility of the critical initiatives and projects for business leaders and IT leaders regularly. Maintain a changing level of visibility and involvement on multiple portfolios of projects and IT services to ensure projects are set up for success and align with the IT, business, and corporate strategy.
Governance & Compliance: Oversee IT governance processes to ensure compliance with organizational policies and regulatory requirements. Monitor and report on IT performance metrics, ensuring alignment with business expectations. Lead IT governance and compliance initiatives, ensuring adherence to SOX regulations.
Change Management: Champion IT-driven change initiatives, ensuring smooth adoption across business units. Develop and deliver communication plans to educate stakeholders on IT capabilities and upcoming changes. Conduct in-depth data analysis, providing actionable insights to drive informed decision-making.
Innovation & Continuous Improvement: Stay informed about industry trends and emerging technologies, recommending innovative solutions to enhance business performance. Identify opportunities for process improvement and automation within IT and business units.
**Qualifications:**
+ Strong interpersonal and communication skills to foster collaboration, negotiation skills to manage expectations, and a deep understanding of the business and industry.
+ Bachelor's degree in Business Administration, Information Technology, or a related field. Master's degree is a plus.
+ 10+ years' experience in IT business relationship management, IT governance, or a related role. With a proven track record of successful project delivery
+ 8+ years' experience supporting the planning and management of project initiatives in a similar team environment
+ 8+ years of experience with Project Management Tools such as Microsoft Project and Microsoft SharePoint
+ 7+ years of experience translating requirements into optimized designs and identifying alternatives
+ Expert-level analytical skills with the ability to synthesize complex information and provide strategic insights.
+ Hands on experience in SAP Environment, CRM (Salesforce, MS Dynamics), CPQ, Reports & Dashboard
+ Proven ability to work in a cross-functional team environment.
+ Proficiency in business analysis tools and methodologies, including data modeling and process mapping.
+ Strong leadership and mentoring abilities, with experience guiding and developing junior team members.
+ Excellent communication and interpersonal skills, capable of effectively engaging with stakeholders at all levels.
+ Experience with project management methodologies (e.g., Agile, Scrum) and software development lifecycles.
+ Advanced proficiency in data analysis and visualization tools (e.g., PowerBI, Excel, Tableau).
+ Strong problem-solving mindset and ability to drive innovative solutions.
+ Strong service orientation is essential; an open mindset and willingness to take the business perspective.
Additional Information: Travel is expected 10 to 20% annually
Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of inclusion and belonging in driving innovation and allowing us to compete more effectively around the world.
At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We prioritize our employees' well-being through inclusion and belonging as well as our Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment.
Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation
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Director, IT Business Relationship Management Operations and Finance

28230 Charlotte, North Carolina Xylem

Posted 26 days ago

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Job Description

Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions.
**The Role**
The **Director, IT Business Relationship Management (BRM)** , leads the development of a strategic business technology vision, oversees global Operations and Finance system requirements, and ensures technologies are optimized to meet business needs. Reporting to the Sr Director BRM, MCS, Integrated Supply Chain and Finance, this role supports Operations and Finance globally at Xylem.
The Director partners with Supply Chain, Finance, and IT leadership to align business strategies, processes, and systems with local, regional, and global requirements, serving as the primary link between these business functions and enterprise IT.
**Core Responsibilities**
+ **Global Systems Coordination:** Oversee Operations and Finance system requirements, supporting strategic planning, system replacements, and operational needs as the main liaison to Enterprise IT.
+ **Process and Platform Standardization:** Leverage Continuous Improvement (CI) and IT resources to simplify and standardize processes and platforms.
+ **Data Management & Analytics:** Partner with Data Stewards and IT to ensure data, reports, and analytics meet business needs.
+ **IT Project Prioritization:** Maintain and prioritize the IT project portfolio for Operations and Finance.
+ **Strategic Alignment:** Ensure Operations and Finance projects align with the company's IT strategy.
**Leadership & Strategic Planning**
+ Align business needs with IT execution, building value models to support both Supply Chain and Finance.
+ Collaborate with business leaders and IT teams to develop future-ready solutions.
+ Identify trends and emerging technologies that drive growth.
**Relationship & Demand Management**
+ Build strong relationships with Supply Chain, Finance, IT leadership, and project teams to address business needs while promoting system and process standards.
+ Collaborate with stakeholders to prioritize and deliver technology-driven initiatives on time and within budget.
+ Serve as the primary point of contact for IT in Operations and Finance, ensuring effective communication and alignment of expectations.
**Additional Focus Areas**
+ **Advocacy:** Act as the IT ambassador for Operations and Finance, ensuring technology solutions support current and future strategies.
+ **Business Expertise:** Develop proposals and business cases for technology-enabled initiatives and translate business requirements into IT solutions.
+ **Change Management:** Lead adoption of technology and process standards, facilitating communication and value realization.
+ **Service Management:** Partner with IT service owners to uphold SLAs and ensure business needs are met.
**Qualifications**
+ Bachelor's degree (or equivalent) with 10+ years of experience; or equivalent Business/IT background.
+ 5+ years partnering with business executives in a strategic role.
+ Broad knowledge of business technologies, applications, and operations.
+ Strong program/project management and financial analysis experience, including budgeting and costing.
+ Willingness to travel 10-20% annually.
Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of inclusion and belonging in driving innovation and allowing us to compete more effectively around the world.
At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We prioritize our employees' well-being through inclusion and belonging as well as our Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment.
Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation
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SQL Business Analyst Wealth Management

28245 Charlotte, North Carolina DataSoft Global LLC

Posted 10 days ago

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SQL Business Analyst Wealth Management SQL Business Analyst Wealth Management

Direct message the job poster from Datasoft Global LLC

VP of Sales & Marketing at Datasoft Global

Datasoft is Hiring: SQL Business Analyst Wealth Management

Are you a seasoned SQL Business Analyst with a strong background in Wealth Management and M&A projects ? Join Datasoft in delivering strategic data-driven solutions for a leading financial institution just outside of Charlotte, NC.

Perform detailed data analysis across MSSQL and Oracle platforms

Develop comprehensive BRDs, FRDs, NFRs , and data mapping documentation

Collaborate with business and technology teams to translate functional needs into technical solutions

Support data migration, integration, and validation efforts during Wealth Management M&A transitions

Act as the bridge between business stakeholders and data engineering teams

5+ years of experience in SQL (MSSQL & Oracle)

Proven experience working in Wealth Management and Mergers & Acquisitions (M&A)

Strong understanding of Data Mapping , Functional Requirements (FRD) , Business Requirements (BRD) , and Non-Functional Requirements (NFR)

Excellent analytical thinking, documentation, and communication skills

Must be comfortable working 45 days onsite in Charlotte, NC (Client location: Fort Mill, SC)

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Contract
Job function
  • Job function Analyst, Consulting, and Information Technology
  • Industries IT Services and IT Consulting, IT System Custom Software Development, and Business Consulting and Services

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Manager, Partner Management, Business Development

28230 Charlotte, North Carolina Coinbase

Posted 2 days ago

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Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
The consumer business development partner management team at Coinbase is focused on maximizing the value that Coinbase generates from its partner relationships. These relationships are critical to the health and growth of Coinbase's largest and most important business. Within the team there are verticals that focus on payments, mobile and growth, and brand partnerships. The role will sit within the payments vertical and work closely with the consumer product group to establish and manage the company's most strategic card issuing partnerships. In some cases, the deals are first-of-a-kind, and we are learning what works, and in others the deal types are more well-established and the team is focused on optimizing and scaling processes. Each vertical team works in support of the shared objectives developed by the product org, overseeing successful launches, driving performance and renegotiating terms for existing deals.
Coinbase is seeking a high performing and dynamic individual to support our consumer partnerships as the Manager, Partner Management. This person will manage Coinbase's strategic card issuing relationships globally.
*What you'll be doing (ie. job duties):*
* Manage Coinbase's existing credit and debit card issuing partnerships, acting as the primary point of contact for all partners while supporting the product team in executing product growth and optimization plans.
* Set and align on shared partnership milestones and KPIs, facilitating approval processes, promotional strategies, and resolving any issues or roadblocks.
* Manage end-to-end partnership execution, from strategy development to implementation, ensuring timely and efficient use of all partnership assets.
* Partner with the marketing team to leverage credit and debit card programs for user acquisition, engagement, and retention, offering strategic recommendations based on market trends and performance data.
* Anticipate challenges, proactively address issues, and drive solutions to ensure smooth partner operations and mitigate any risks that may arise.
* Help identify, assess, and evaluate new card expansion opportunities, conducting a thorough analysis to ensure alignment with Coinbase's business objectives and strategic goals.
*What we look for in you (ie. job requirements):*
* 7+ years of experience managing credit and debit card partnerships, financial services, or relevant experience in the payments industry, including working with financial institutions, payment processors, or card networks.
* Proven track record in managing complex partnerships with a focus on credit and debit card issuing, driving successful program execution and performance optimization.
* Strong experience working with diverse internal teams (e.g., product, marketing, legal, operations) and external partners, ensuring all parties are aligned and goals are met.
* Exceptional written and verbal communication abilities, including the capacity to build strong relationships, manage partner expectations, and influence key stakeholders.
* Familiarity with the payments ecosystem, credit card networks, debit issuing, and relevant industry regulations and trends.
*Nice to haves:*
* Experience with international card issuing partnerships or cross-border payment solutions.
* Familiarity with regulatory requirements in the financial services and payments industry.
* Prior experience in fintech or crypto-related partnerships.
Job #: P70410
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$193,970-$228,200 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
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HR Business Partner - Talent Management

28202 Charlotte, North Carolina $95000 Annually WhatJobs

Posted 1 day ago

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full-time
Our client is seeking an experienced HR Business Partner specializing in Talent Management to join their dynamic team in Charlotte, North Carolina, US . This pivotal role will focus on aligning HR strategies with business objectives to foster employee growth, engagement, and organizational effectiveness. The ideal candidate will be a strategic thinker with a strong understanding of human resources principles, particularly in talent acquisition, performance management, employee development, and succession planning. You will partner closely with senior leadership and management across various departments to identify talent needs, develop robust recruitment strategies, and ensure a strong pipeline of qualified candidates. Key responsibilities include overseeing the performance management cycle, implementing effective development programs, and facilitating career pathing for employees. You will also play a crucial role in succession planning, identifying high-potential employees and creating development plans to prepare them for future leadership roles. This role requires a proactive approach to employee relations, fostering a positive work environment, and ensuring compliance with labor laws and company policies. The HR Business Partner will contribute to the design and implementation of HR initiatives that support business goals and enhance the employee experience. Collaboration with the broader HR team to ensure seamless delivery of HR services is essential. The ability to analyze HR data and provide insights to support decision-making is highly valued. This is a hybrid role, requiring a balance of in-office collaboration and remote work flexibility.

Responsibilities:
  • Partner with business leaders to understand talent needs and develop HR strategies.
  • Oversee and enhance talent acquisition processes.
  • Manage the performance management system and development planning.
  • Develop and implement succession planning initiatives.
  • Provide guidance and support on employee relations and engagement.
  • Analyze HR metrics and provide recommendations to leadership.
  • Ensure compliance with HR policies and employment regulations.
  • Collaborate with HR colleagues to deliver comprehensive HR services.

Qualifications:
  • Bachelor's degree in Human Resources, Business Administration, or a related field; Master's degree preferred.
  • 5+ years of progressive HR experience, with a focus on talent management and business partnering.
  • Proven experience in talent acquisition, performance management, and employee development.
  • Strong understanding of HR best practices and employment law.
  • Excellent consulting, coaching, and influencing skills.
  • Proficiency in HRIS and other HR software.
  • Exceptional analytical and problem-solving abilities.
  • Strong communication and interpersonal skills, with the ability to interact effectively at all levels of the organization.
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Senior Business Information Management Analyst - US Treasury Data Inventory Management

28230 Charlotte, North Carolina TD Bank

Posted 4 days ago

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**Work Location:**
Charlotte, North Carolina, United States of America
**Hours:**
40
**Pay Details:**
$68,640 - $112,320 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:**
Data & Analytics
**Job Description:**
The Senior Business Information Management Analyst (US) provides business technical leadership across a broad range of information management functions to support the various areas of data and analytics. Works independently as a senior lead and may manage and direct activities related to analysis, design and support of business data management solutions on various projects ranging up to larger projects.
**U.S. Treasury Data Inventory Management**
**Department Overview:**
The team will focus on implementing and maintaining the data management inventory for US Treasury. This includes critical data elements, lineage, data quality and controls as well as business specific data standards, policies and tracking of ongoing changes to that information in alignment with enterprise guidelines, standards, and policies. The goal is to effectively manage and maintain all aspects of data management to ensure accessibility, transparency and accuracy for US Treasury.
**Depth & Scope:**
+ Expert level professional role, considered subject matter expert with in-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas
+ Requires expert level conceptual and practical knowledge for own area of specialty and knowledge of broader related areas
+ Advanced analytical and problem solving skills and fluent in one or two programming language
+ Works autonomously on a range of tasks and may be relied upon to coach / educate others
+ Lead projects of moderately to complex risk and resource requirements; may lead end-to-end processes or functional programs
+ In-depth experience working with very large datasets and familiarity with big data technologies
+ Keeps abreast of rapid business and technology innovation within business information management field
+ Familiar with visualization tools
+ Analyzes, designs, develops data repositories, warehouses and marts, data movement, data wrangling, data mapping and transformation (ETL) processes
+ Supports solutions, applications, platforms, and/or tools that are leveraged across all functional groups (e.g., Data Scientists, Business Insights & Analytics, etc.)
+ May also be responsible for developing sophisticated data preparation frameworks and architecture to create or modify data features for consumption by Data Scientists
+ Supports data modeling capabilities in order to structure business data to be consumed / translated into a variety of novel capacities
+ Supports business teams in the use and understanding of the data and reporting solutions
+ Develops data road map/information management strategies and corresponding technical solutions on integrating, transforming, and/or managing data
+ Drives data-centric solution development focusing on complex data integration
+ Adopts the Enterprise Data model in alignment with direction from the OCDO and other data & analytics functional groups
+ Solicits, analyzes, and understands data requirements (i.e., using market research, requirements gathering, feature planning, user experience / design considerations, etc.) to enable development of information management solutions
**Education & Experience:**
+ Undergraduate degree or Technical Certificate
+ 5+ years of relevant experience from a business administration, statistical, mathematical, scientific or financial background
+ Proficient knowledge of various data sources, tools and technologies used in preparing summaries and reports
+ Analytical and problem solving skills are required to interpret data and draw conclusions
+ Knowledge of current and emerging competitor and market trends
+ Skill in using analytical software tools, data analysis methods and reporting techniques
+ Skill in mentoring/coaching others
+ Skill in using computer applications including MS Office
+ Ability to communicate effectively in both oral and written form
+ Ability to work collaboratively and build relationships
+ Ability to work successfully as a member of a team and independently
+ Ability to exercise sound judgement in making decisions
+ Ability to analyze, organize and prioritize work while meeting multiple deadlines
+ Ability to handle confidential information with discretion
**Preferred Qualifications:**
+ Inventory Management Experience: Activity to manage, monitor, maintain and update data management inventories including data flows, data lineage, and metadata.
+ Strong understanding of data governance, data quality, and data lifecycle management and familiarity with data storage, categorization, and retrieval.
+ Data Dashboarding Experience: Measure, monitor, profile data.
+ Expertise in data analysis and inventory tools such as Excel, SQL, data visualization software, Collibra, etc.
**Customer Accountabilities:**
+ Analyzes and understands business and data requirements to develop complete business solutions, including data models (entity relationship diagrams, dimensional data models) and business rules, data life-cycle management, governance, lineage, metadata and reporting elements.
+ Applies automation and innovation on data platforms and on-going on any new development projects / initiatives aligned to business or organizational strategies
+ Designs and implements complex business data information management frameworks to provide a solution that meets business requirements
+ Collaborates with technology and business partners to resolve issues and ensure requirements and established SLAs
+ Works closely with various technology/project teams to understand business data and provide analysis and requirements to ensure the data design / development initiatives are in line with the planned design and standards
**Shareholder Accountabilities:**
+ Works with other various partners/ stakeholders to ensure project success
+ Develops business requirements by researching / analyzing and documenting business data requirements
+ Provides expert guidance within projects and other various change initiatives to support data impact assessments and data risk mitigation
+ Implements processes aligned to data information management standards and ensure data quality (e.g., rules / thresholds / assessments, etc.) and requirements are developed
+ Develops and maintains knowledge of data available from upstream sources and data within various platforms
+ Identifies critical data / critical data elements to support Business Segment data governance and/or data management frameworks / programs
+ May be responsible to understand and utilize business information management data deliverables
+ Ensures business data and information is retained and disposed in compliance with enterprise data standards, policies and guidelines
+ Performs data profiling using TD tooling and ad hoc system query languages to validate data analysis
+ Provides support throughout data lifecycle to resolve data issues and support user community by helping users interpret the data
+ Leads the investigation of root causes for data issues and ensure data issues are resolved
+ Identifies and/or define knowledge transfer and data expertise activities to support business teams using the information management solutions.
+ Adheres to enterprise frameworks or methodologies that relate to data activities for business area
+ Ensures business operations follow applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
+ Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
+ Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess 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, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
+ Provides industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/ developments and grow 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 ( 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.
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Business Banking Treasury Management Payments Consultant

28230 Charlotte, North Carolina U.S. Bank

Posted 3 days ago

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Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products.
Job duties include:
+ Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business.
+ In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.
+ Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships.
+ Provide consultative and insightful feedback to clients.
+ Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect.
+ Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
+ Meet or exceed assigned sales and revenue goals and retention objectives.
+ May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services.
+ Build relationships in the community and engage with local organizations.
+ Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Seven to 10 years of related experience
**Preferred Skills/Experience**
- Advanced knowledge of Treasury Management and Payments
- Well-developed sales and new business development skills
- Strong client service and relationship skills
- Effective verbal and written communication skills, and the ability to work independently
- Active listening and problem-solving skills
- Ability to teach customers how to use digital technology
**Location**
The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
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Senior Management Consultant - Business Transformation

28202 Charlotte, North Carolina $175000 Annually WhatJobs

Posted 3 days ago

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Job Description

contractor
Our client is seeking a highly accomplished Senior Management Consultant to drive critical business transformation initiatives in Charlotte, North Carolina, US . This role requires a strategic thinker with a proven ability to analyze complex business challenges, develop innovative solutions, and lead clients through significant change. You will engage directly with senior leadership, providing expert advice and hands-on support across a range of operational and strategic areas. The ideal candidate will possess extensive experience in consulting, a deep understanding of various industry best practices, and exceptional client management skills.

Responsibilities:
  • Lead client engagements from proposal development to project completion, ensuring client satisfaction and successful outcomes.
  • Conduct in-depth business process analysis, identifying inefficiencies and opportunities for improvement.
  • Develop and present strategic recommendations to C-suite executives and key stakeholders.
  • Design and implement transformative business solutions, including organizational restructuring, process re-engineering, and technology adoption strategies.
  • Facilitate workshops, brainstorming sessions, and change management activities to ensure smooth transitions and buy-in.
  • Develop detailed project plans, manage timelines, budgets, and resources effectively.
  • Mentor and develop junior consultants, fostering a culture of excellence and continuous learning.
  • Stay current with industry trends, market dynamics, and emerging technologies to provide cutting-edge advice.
  • Build and nurture strong client relationships, acting as a trusted advisor.
  • Contribute to the firm's thought leadership and business development efforts.
Qualifications:
  • Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
  • Minimum of 8 years of experience in management consulting, with a significant portion spent in a senior or lead role.
  • Demonstrated expertise in areas such as organizational design, process improvement, change management, strategy development, and performance improvement.
  • Proven ability to lead complex, large-scale transformation projects across diverse industries.
  • Exceptional analytical, problem-solving, and critical thinking skills.
  • Outstanding presentation, communication, and interpersonal skills, with the ability to influence senior stakeholders.
  • Strong project management capabilities and experience working with project management tools.
  • Proficiency in financial modeling and data analysis.
  • Willingness to travel as required by client engagements.
  • Demonstrated ability to build and manage client relationships.
This is an exceptional opportunity to make a significant impact on our clients' businesses and advance your career in a challenging and rewarding environment. Become an integral part of our elite consulting team.
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IT Business Manager/ Resource Management Lead - Vice President

28230 Charlotte, North Carolina SMBC

Posted 3 days ago

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Job Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $123,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
**Role Description**
The VP, IT Resource Management Lead will report to the Director, IT Business Management, and will be responsible for aligning IT Workforce Management with ITIL (Information Technology Infrastructure Library) practices, ensuring optimal utilization of resources, monitoring IT performance, and generating insightful reports to support decision-making processes within the IT organization.
**Role Objectives**
+ Engage with business unit leads to understand their business objectives and challenges to determine the resource skills required.
+ Partner with counterparts in IT systems and development to maintain knowledge of firm capabilities and capacity.
+ Maintain relationship and platform vendors to understand latest product offerings and provide support on implementation, training and operations to develop the area
+ Proven expertise to understand the portfolio needs in terms of business, technology and process to allocate existing resources map to priority/critical items.
+ Ability to map skills that would be needed for a project/program based on the business case. Along with that they should be able to map the resource gap we have in any area ( utilizing the Skillset assessment we have done) and continue to improvise it to strengthen a particular discipline or functional area, as the department identifies.
+ Evaluating capacity of resources to handle workloads including scenario planning
+ Assist with sustaining common workforce management tasks (reporting, identifying trends, mastering the WFM tools and capabilities (ServiceNow), capacity planning) to areas within the IT operations.
+ Create and establish ongoing capacity plan to leverage existing resources or accommodate new resources within the budget guidelines and according to KPI metrics.
+ Work closely with Portfolio Manager, PMO, Budget and planning group to analyze forecasted workload with consideration in historical trends and initiatives known to impact workload and/or staffing.
+ Develop and maintain capacity design and plan discussing the ability of IT to meet the performance and requirements of the business.
+ Provides regular resource reporting highlighting current resource allocation and identifies skillset/resource constraints.
+ Evaluate the enterprise staffing needs and ensure leadership team and real time team are aware of unmitigated capacity shortages that will put KPI's at risk.
+ Develop and perform weekly capacity planning activities in the system to identify bottle necks and improve the process for resource allocation.
+ Promote the benefits of resource planning and provide advice, guidance and support to drive adoption and adherence to agreed processes and standards.
+ Alignment with ITIL process definitions and implementations and be the champion to bring the workforce management practices to industry standards.
+ Understand the roles within the workforce, IT requirements, and how current and future strategies influence and impact those roles. Understand SLA's and how they are impacted by capacity.
**Qualifications and Skills**
**Tool experience**
+ Proven experience with Resource Management Software including ERP systems working knowledge with config expertise to set up resource allocation rules, creating dashboards and reporting
+ Keeping the identified tool updates with latest features as required for the maturity of system and process
+ Knowledge on integration parameters for system data flow
+ Identifying opportunities for cost savings without compromising quality or capacity
**Required Skills**
+ BA/BS in Finance, Mathematics, Business Administration, Computer Science, or similar field
+ Strong capacity and resource allocation analysis experience with delivery organization of 500+ resources
+ Minimum of 5 years' experience in resource management, workforce planning, or related field, with at least 5 years in a lead role
+ At least 3 years experience in Self - Management to develop the job potential and add value
+ Strong Service Management Knowledge
+ Demonstrated experience in strategic planning, data analysis and operational execution
+ Strong understanding of organizational dynamics and resource allocation.
+ Ability to influence people outside the immediate span of control, negotiate and resolve conflicts, and work with business users, IT partners and vendors.
+ Excellent verbal and written communication skills.
+ Licenses /Certifications (preferred but not required) - ITIL 4, PMP
+ Language Skills: Business fluency in English
+ Software Systems: MS Office, MS Visio, ServiceNow SPM, Enterprise Resource Management tools; Agile Methodology / Framework
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
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