- Cognizant (Fort Mill, SC)
- ** Product Leader , Asset & Wealth Management**... Lead the delivery of large programs and product transformations in Asset & Wealth ... the future of business. Could it be you? **About the Role** As a Product Leader in Asset & Wealth Management, you will make an impact by driving… more
- City National Bank (Charlotte, NC)
- …Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* * Work in tandem with Senior ... (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the… more
- Principal Financial Group (Charlotte, NC)
- …Do** We have an opportunity to drive sales activities for our Institutional Wealth management within the RIA channel throughout the SE Region. This position partners ... growing market share. + May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with...integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are**… more
- Vanguard (Charlotte, NC)
- …on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and ... meaningful solutions. + Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You… more
- Equitable (Charlotte, NC)
- …and support of FPs in the territory, with particular emphasis on those building wealth planning practices + Increase new assets in the territory + Growth of advisory ... financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset -Map, etc.) experience strongly preferred + Experience with Microsoft… more
- TTEC (Charlotte, NC)
- …to business. #experienceTTEC. You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit ... diploma or equivalent + Recognize, apply and explain your product or service knowledge + Computer experience + Proficient...one dynamic, global family. You'll report to a Team lead . You'll contribute to the success of the customer… more