- US Bank (Charlotte, NC)
- …One. **Job Description** **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level ... is responsible for providing strategic direction, leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business… more
- US Bank (Charlotte, NC)
- … Wealth Management and Investment Services businesses and other Risk /Compliance/Audit (RCA) professionals to create, implement, maintain, review or oversee an ... audit engagements, issue validations, and oversight of project tasks across the Wealth Management, Trust Products, and Investment Services product team.… more
- Wells Fargo (Charlotte, NC)
- **2025 Wealth & Investment Management Summer Internship - Early Careers** **About this role:** Wells Fargo is seeking talent to join the 2025 Wealth & Investment ... areas and lines of business at wellsfargojobs.com **Business Overview** Wealth & Investment Management, or WIM, is one of...You will also have the support of a program manager and functional cohort to support you through your… more
- Deloitte (Charlotte, NC)
- Financial Services Risk Management Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the ... or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service… more
- Truist (Charlotte, NC)
- …administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment ... estate planning, and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and...essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth ,… more
- Zions Bancorporation (Charlotte, NC)
- …Dallas, Ft. Lauderdale, and Orange County. Capital Markets - Director - Business Unit Risk Manager Zions Capital Markets is hiring a Director level professional ... in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital… more
- Truist (Charlotte, NC)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- Fifth Third Bank, NA (Charlotte, NC)
- …management and development of oversight programs to assess, mitigate and manage risk and ensure the existence of appropriate product and platform supervisory ... issues, risks and opportunities. Assist in driving consistent fiduciary behavior within Wealth & Asset Management and ensuring compliance with regulatory and legal… more
- Cherry Bekaert (Charlotte, NC)
- …practice, an opportunity has been created for an **Accounting Advisory Manager ** to join our team. As a member of the GPS ... by leveraging their system of internal controls to enable growth, manage risk , and define sustainable operations. With growing industry expertise, a strong support… more
- Cherry Bekaert (Charlotte, NC)
- …growth within our **Accounting Advisory (https://www.cbh.com/services/advisory/ risk -accounting-advisory/accounting-advisory-services/)** practice, we are currently ... simply isn't good enough - let's chat! **As a Manager , you will:** Be responsible for leading a team...that foster inclusion and belonging including uncompromising integrity, collaboration, trust , and mutual respect. + The opportunity to innovate… more
- Cherry Bekaert (Charlotte, NC)
- …to our clients for over 75 years. We are seeking a **Tax Senior Manager ** to support our **Charlotte, NC** market. The successful candidate will manage the client's ... for training and developing less experienced professional staff. **As a Tax Senior Manager , you will:** + Solve problems for middle-market clients in industries such… more
- Cherry Bekaert (Charlotte, NC)
- …buyers, we are currently seeking a ** Manager ** for our **Deal Advisory (https://www.cbh.com/services/advisory/transaction-advisory-services/deal-advisory/)** ... and presents a strong opportunity for advancement to the right candidate. **As a Manager , you will:** + Work closely with Partners and Directors to manage activities… more
- Bank of America (Charlotte, NC)
- …* Sources new Bank of America Executive clients in alignment with established risk appetite * Mentors Private Client Manager I-Executive Coverage and partners ... In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or credit; general understanding of all others *… more
- Truist (Charlotte, NC)
- …business and other Legal teammates to provide advice and counseling to mitigate legal risk . This is an exciting opportunity for a dynamic self-starter who is looking ... companies to protect the company and its brand. This includes assessing legal risk posed by matters, working to develop and execute litigation strategy, managing… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... and solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide… more
- HUB International (Charlotte, NC)
- …insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ... other areas of concern. + Provide feedback to trainee's manager on the training that was performed and how...+ Maintains a high level of professionalism, integrity, and trust at all times. + Ability to travel as… more
- PNC (Charlotte, NC)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC's Retail Banking, Retail Lending and Home Lending teams provide ... advice and financial solutions across deposits, payments, personal lending, credit card, wealth advisory and brokerage. The Communications Lead is a member of the… more