- AssetMark, Inc. (Charlotte, NC)
- …Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services & estate ... planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.) Partner with advisor to deliver an exceptional, seamless client experience focusing on accuracy,… more
- Truist (Charlotte, NC)
- …description:** Business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening, Intranet: e-sign, ... and other teammate facing applications and tools for the Truist Wealth organization. Responsible for defining the strategy, analyzing potential solutions and… more
- Nuveen Investments (Charlotte, NC)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender ... product enhancements. A key responsibility will be to support the entire product platform for each fund offering inclusive of offshore feeders and parallel vehicles.… more
- Cognizant (Charlotte, NC)
- …and experiences that exceed customer expectations. Job Description Wells Fargo is seeking a Senior Lead Designer to join the User Centered Design Team within the ... Advisor Platforms Product Management organization to lead the endtoend...customer expectations. Job Description Wells Fargo is seeking a Senior Lead Designer to join the User Centered Design… more
- Wells Fargo (Charlotte, NC)
- …and business alignment. + **Executive Partnership** Serve as a trusted advisor to senior leaders, proactively identifying opportunities where data ... to grow. Join us! **About this role:** Wells Fargo is seeking a Senior Lead Business Intelligence Consultant within the Data, Analytics and Reporting (DAR) team… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... greenfield platform , we are seeking an experienced Technical solutions leader...to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our… more
- Robert Half Finance & Accounting (Fort Mill, SC)
- …proposition within the wealth management and advisory space. Reporting to the Senior Manager of Business Development, the Senior Recruiter serves as a key ... Description The Senior Recruiter plays a critical role in executing...is responsible for identifying, engaging, and attracting top financial advisor talent while effectively communicating the firm's unique value… more
- Wells Fargo (Charlotte, NC)
- …of Business, including Consumer and Small Business Banking, Consumer Lending, Wealth and Investment Management, Commercial Banking, and the Corporate and Investment ... transforming Global Operations' data and analytics capabilities by modernizing our platform and adopting advanced machine learning (ML) and artificial intelligence… more
- CH Robinson (Charlotte, NC)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... operations. + Track and report compliance program performance and enhancements to senior leadership. + Mentor team members on US export and sanctions compliance… more
