- US Bank (Charlotte, NC)
- …risk -based audit plan including asset management, institutional investment services, personal trust services businesses. The Senior Audit Manager also has the ... **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is...developing and driving the execution and coordination of the risk -based Annual Audit Plan for the trust … more
- US Bank (Charlotte, NC)
- …with Senior to Executive Leaders in their assigned Line of Business, Risk /Compliance/Audit (RCA) Consultants, RCA Managers and other Senior RCA Managers to, ... oversee the successful creation, implementation, and maintenance of an effective risk management framework. Accountable for projects and/or activities that ensure… more
- 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)
- Wells Fargo is seeking a Product Marketing Senior Manager who will set strategy and execute on initiatives that primarily support our diverse set of products, ... including retirement, banking, lending and trust , as well as other high-profile..., as well as other high-profile efforts for our Wealth and Investment Management business. This leader will primarily… 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
- TIAA (Charlotte, NC)
- The Compliance Officer implements broader planning for Trust and Wealth business unit fiduciary compliance programs in order to ensure organization functions are ... within the organization. As a subject matter expert in compliance programs for trust bank operations, this job manages large projects and processes to identify,… 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
- 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
- Cherry Bekaert (Charlotte, NC)
- …-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Manager ** to drive growth in our Healthcare industry-focused team ... their current needs with a forward-looking lens of the future. **As a Senior Manager , you will:** Be responsible for leading a team of professionals to deliver… more
- Cherry Bekaert (Charlotte, NC)
- …practice is looking for a talented ** Manager ** with demonstrated experience performing financial due ... due diligence, transaction tax, valuation, IT diligence and transaction structuring. **As a Manager you will:** + Work closely with Partners and Directors to manage… 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
- 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