- Wells Fargo (Charlotte, NC)
- …Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for ... experience, education **Desired Qualifications:** + A background in fund/ alternative investment fund due diligence, counterparty credit risk management , fund… more
- Wells Fargo (Charlotte, NC)
- …Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). As part of its vision for ... Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios. **In this role, you will:** + Perform financial analysis and… more
- US Bank (Charlotte, NC)
- … issues, providing counsel and expert advice in all areas of Wealth Management . This position requires National Mortgage Licensing System (NMLS) registration ... more years of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** - Excellent relationship … more
- Wells Fargo (Charlotte, NC)
- …multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of business. The individual in ... office. The Wells Fargo job profile is **Lead Events Management Specialist** . **In this role, you will:** +...you will:** + Collaborate with CIB leadership and provide counsel on events and industry research conferences + Collaborate… more
- First Horizon Bank (Charlotte, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... * Insights from your work help shape product priorities, customer journeys, and investment decisions. * The digital org shifts from reactive to insight-led planning.… more