- Comerica (Charlotte, NC)
- Manager , Private Wealth Trust Administration The Manager , Private Wealth Trust Administration, is responsible for leading a team of 15 -- 20 ... Trust Client Assistants, ensuring best-in-class client experience and risk management excellence in the administration of personal and multi-generational trusts… 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
- Fifth Third Bank, NA (Charlotte, NC)
- …Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience ... current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged with the Strategists and WMAs and… more
- Truist (Charlotte, NC)
- …Strong understanding of Premier Banking and Commercial Banking and connectivity to Truist Wealth + Strong understanding of Brokerage and Trust coverage models, ... delivery of differentiated value propositions to the client segments that Truist Wealth serves to drive competitive advantage. In addition to designing and executing… more
- Truist (Charlotte, NC)
- …requests are fulfilled in a timely manner 3. Identify at- risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the ... following job description:** Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of… 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
- Wells Fargo (Charlotte, NC)
- …Real Estate Asset Management leadership + Determine appropriate strategy and actions of wealth client management team to meet high risk deliverables + Interpret ... and development of staff and asset loads + Engage and influence regional wealth management leadership in design and implementation of strategic business plans for… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Manager , as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the ... servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver...deliver exceptional service to high-net worth clients. The Service Manager is also responsible for maintaining a detailed level… more
- Cherry Bekaert (Charlotte, NC)
- **Description** **Sales Tax Manager ** **Description** Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great ... Tax (https://www.cbh.com/services/tax/state-local-tax/#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking for a **Sales Tax Manager ** with a background in Sales & Use Tax… more
- City National Bank (Charlotte, NC)
- **SR. AUDIT MANAGER - TREASURY/FINANCE** **WHAT IS THE OPPORTUNITY?** Responsible for managing complex audits and supervising auditors assigned to the audit in one of ... assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal … more
- Cherry Bekaert (Charlotte, NC)
- …Consistent with our Accounting Advisory (https://www.cbh.com/services/advisory/ risk -accounting-advisory/accounting-advisory-services/) practice's growth goals, an ... opportunity has been created for a **Senior Manager ** to serve as a catalyst for continued expansion...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
- City National Bank (Charlotte, NC)
- …and other regulatory affairs. + For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). + For Wealth Management Compliance roles, ... and training for new or revised laws and regulations. + Assist the Compliance Manager , Senior Compliance Officer, and Risk Assessment team with the evaluation of… more
- TIAA (Charlotte, NC)
- **Third Party Solutions** We are seeking an experienced product manager to design, develop and deliver best in class wealth products in partnership with 3rd ... of Third Party Solutions and is part of the Wealth Product and Solutions team. Wealth Product...product and services, which include managed accounts, brokerage solutions, trust services and 3rd party solutions. Our vision is… 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
- Truist (Charlotte, NC)
- …that drive demand generation and fuel new account growth for the Trust Card portfolio -- leveraging client signals, advanced analytical insights, and opportunity ... other stakeholders within Marketing; LOB (product and channel); Analytics; Technology; Finance; Risk ; and Operations. This is a highly visible role, which offers… 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