- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Charlotte, NC)
- …products. + Ability to travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- Vanguard (Charlotte, NC)
- …and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... for offering personalized advice and wealth management related to Special Needs Trusts for HNW...with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,… more
- Wells Fargo (Charlotte, NC)
- …**About this role:** Wells Fargo is seeking a Lead Software Engineer for the Advisor Platform Technology team within Wealth & Investment Management. We are ... an experienced full-stack developer who will lead strategic initiatives for the Advisor Platform Group to drive a best-in-class Financial Advisor experience.… more
- Truist (Charlotte, NC)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Vanguard (Charlotte, NC)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- First Horizon Bank (Charlotte, NC)
- …work is not offered for this position. **Position Summary:** As a Strategic Advisor & Change Management Individual Contributor at First Horizon Bank, you will ... client experience enhancements. + Prepare reports, presentations, and communications for senior leaders and cross-functional teams. + **Change Management** + Design,… more
- First Horizon Bank (Charlotte, NC)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... in conformance with internal audit methodology; + seasoned and strategically minded senior internal auditor with a deep understanding of banking and financial risk… more
- First Horizon Bank (Charlotte, NC)
- …site at location listed in job posting. **Summary** : The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk ... preparation of materials, assessment and remediation of findings, and provide updates to senior management. * Develop risk reporting that provides a holistic view of… more
- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth ... compliance, and operational resilience. Duties and Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing expert guidance on… more
- Comerica (Charlotte, NC)
- …controls are proactively integrated into key business processes. The Business Control Director Senior is a trusted advisor to line of business leadership and ... Job Description Senior Director Division Business Risk & Control OfficerThe...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a… more
- Wells Fargo (Charlotte, NC)
- …balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... to others + Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions...managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth… more
- TD Bank (Charlotte, NC)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... and/or controls via action plans or projects Supports the Wealth Compliance team and the US Wealth ...Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller… more
- Wells Fargo (Charlotte, NC)
- …Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet ... views, products and platforms + Collaborate internally to deliver a strong Advisor experience + Drive adoption of Wells Fargo products including investment solutions… more
- First Horizon Bank (Charlotte, NC)
- …to design tailored solutions for various teams and markets. + Serve as a senior advisor to associates and leaders throughout the Consumer Banking Group on ... individual contributor for sales coaching within the Consumer Banking Group, the Senior Sales Coach plays a critical role in advancing our client-focused sales… more
- NTT America, Inc. (Charlotte, NC)
- …**Client Relationship Management** + Serve as the **primary relationship owner** for senior client stakeholders (C-level and business unit leaders). + Act as a ... **trusted advisor ** , providing strategic guidance on business transformation, digital...expertise** in banking transformation (retail banking, commercial banking, payments, wealth management, risk & compliance). **Market & Industry Leadership**… more