- First Horizon Bank (Charlotte, NC)
- …testing, modification, troubleshooting and maintenance of applications used within the Wealth Management Business . Works independently with little ... as part of an Agile team to deliver products and services to the Wealth Management Business . + Have extensive knowledge of Scrum and other Agile… more
- US Bank (Charlotte, NC)
- …Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/ ... Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory...leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business lines with… more
- Fifth Third Bank, NA (Charlotte, NC)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist/ Planner LOCATION -- Charlotte, North Carolina 28202 ... Discover a career in banking at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (>… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. +... topics, and continuous monitoring of strategic initiatives and business changes. + The audits conducted by the candidate… more
- Wells Fargo (Charlotte, NC)
- …retirement, banking, lending and trust, as well as other high-profile efforts for our Wealth and Investment Management business . This leader will primarily ... generate new business for Wells Fargo Advisors. Wealth and Investment Management (WIM) Marketing plays...affluent and high-net-worth clients + Demonstrated ability to influence senior leadership and collaborate to drive business … more
- Wells Fargo (Charlotte, NC)
- The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to...Senior Product Manager to join our Client Relationship Management Group to define and own requirements for our… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Control Management Senior Manager to lead our Wealth and Investment Management control team. **In this ... Management experience **Desired Qualifications:** + Strong functional background in the Wealth and Investment Management business , including broker dealer… more
- Wells Fargo (Charlotte, NC)
- …military experience, education **Desired Qualifications:** + Strong functional background in the Wealth and Investment Management business , including broker ... Fargo is seeking a Senior Lead Control Management Officer for our Wealth and Investment...legal, credit risk, market risk, IT systems security, and business process management + Provide vision, direction,… more
- US Bank (Charlotte, NC)
- …Investment Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief ... Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory...businesses operate primarily domestically. We are seeking an experienced senior business audit executive that has strong… more
- Wells Fargo (Charlotte, NC)
- … Manager for the Independent Advisor Group - Client Relationship Group (CRG) in Wealth and Investment Management as part of Wells Fargo Advisors. The Finance ... the Independent Advisor Group will be responsible for all aspects of financial management in the Independent Advisor business lines - including driving annual… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance ... Reporting Team within Wealth and Investment Management . This team provides...structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will… more
- Truist (Charlotte, NC)
- …the Audit Committee and Executive Management . Through well-developed relationships with Senior Management and ongoing business monitoring activities, the ... dynamic audit plan for Brokerage and Trust within Truist Wealth . Senior Directors may lead other Audit...Proactively develop and maintain mutually beneficial working relationships with senior management of assigned BUs. 4. Oversee… more
- US Bank (Charlotte, NC)
- …of Business , Risk/Compliance/Audit (RCA) Consultants, RCA Managers and other Senior RCA Managers to, depending on the function, oversee the successful creation, ... at-all from Day One. **Job Description** Partners with Senior to Executive Leaders in their assigned Line...implementation, and maintenance of an effective risk management framework. Accountable for projects and/or activities that ensure… more
- City National Bank (Charlotte, NC)
- …is a highly visible position involving regular collaboration with the IT and Business senior leadership teams. **What you will do** + Manage Technology ... ** SENIOR MANAGER IT PMO GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This... topics, and continuous monitoring of strategic initiatives and business changes. The audits conducted by the candidate support… more
- Truist (Charlotte, NC)
- …Wealth 's strategic partnerships and the broader technology and vendor ecosystem utilized by Wealth . 2. Interfaces with Wealth 's senior leadership team to ... business performance indicators (integrating both outsourced and retained Wealth functions), manages transition of services, escalates, and resolves challenges… more
- Truist (Charlotte, NC)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and client retention goals by acquiring new clients through business development and expanding services and marketing new products...* 8 or more years of sales and client management experience in Wealth Management … more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- Equitable (Charlotte, NC)
- Wealth Management Associate- Retirement Benefits Group - NC, Charlotte (3918) ( 2000057P ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... and support in all areas important to building your business + Sponsorship as well as coaching to obtain...being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and… more
- TIAA (Charlotte, NC)
- The Sr Director Wealth Marketing Initiatives owns complex multi functional projects from start to finish; including research, strategy, Project/Program Management ... level scope, objectives, and deliverables in collaboration with key business partners across a program or project. + Conducts...and expectations. + Present status updates and findings to senior leadership + Estimates the costs, resources, and time… more