- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Business Services Lead to support our Wealth & Investment Management Technology team. This person will ... related to compliance **In this role, you will:** + Lead or participate in managing and supporting the delivery...contribute to large scale solutions planning related to Technology Business Services + Ensure service … more
- Wells Fargo (Charlotte, NC)
- …| Jobs and Careers at Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a ** Lead Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T) center of ... excellence within Wealth & Investment Management (WIM). As part of its...flatter, more nimble organization that is easier to do business with, WIM has created horizontal functions known as… more
- Wells Fargo (Charlotte, NC)
- …backlogs, such as Confluence or Jira + 3+ years of experience in financial services including but not limited to wealth management, asset management and ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization… more
- Truist (Charlotte, NC)
- …financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES ... and client retention goals by acquiring new clients through business development and expanding services and marketing...and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- Vanguard (Charlotte, NC)
- …on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and ... lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina,... Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and… more
- Bank of America (Charlotte, NC)
- Credit Manager / Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, ... Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to… more
- Bank of America (Charlotte, NC)
- …in Word, Excel and PowerPoint *Excellent interpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be ... Wealth Management credit experience preferred *Bachelor's degree in business administration, finance, accounting or economics preferred **Skills:** *Adaptability… more
- Deloitte (Charlotte, NC)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + Ability to perform job… more
- Fifth Third Bank, NA (Charlotte, NC)
- …and industry best practices; serving as key Financial Crimes point-of-contact for the Wealth and Asset Management line of business (including private banking, ... RESPONSIBILITIES: + Partner in the development, strengthening, and implementation of the Wealth & Asset Management line of business BSA/AML compliance programs;… more
- Truist (Charlotte, NC)
- …reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management ... Three years of experience in analytical role within financial services industry or other related business , and/or...verbal and written communication skills + Ability to effectively lead meetings with various key partners and collaborate with… more
- Vanguard (Charlotte, NC)
- …on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and ... As the dedicated point of contact to our Wealth Management clients who hold between $5-25M in Vanguard assets, you will directly influence the client experience by… more
- Vanguard (Charlotte, NC)
- …of regulatory requirements and industry standards. + Experience with advice and wealth management business preferred. + Excellent analytical and problem-solving ... motivated Risk and Control Advisor to the Advice and Wealth Management (AWM) Division. This role will play a...for the long-term financial wellbeing of our clients. To lead through product and services that transform… more
- Vanguard (Charlotte, NC)
- …Professional Services background helpful. + Experience with advice and wealth management business preferred. + Strong understanding of regulatory ... Senior Risk and Control Advisor to the Advice and Wealth Management (AWM) Division. This role will play a...for the long-term financial wellbeing of our clients. To lead through product and services that transform… more
- PNC (Charlotte, NC)
- … partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all ... opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based...Grows and retains an investment and insurance book of business . Owns the client experience, efficiently handling sales and… more
- Truist (Charlotte, NC)
- …or state laws, which govern fiduciary administration. May maintain a book of business and will participate in Regional Wealth Management Leadership Teams. ... America) **Please review the following job description:** Manage and lead a team of fiduciary experts in a fast-paced,...for enhancing the growth and profitability of the fiduciary business segment while mitigating risk and adhering to all… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Advisory Platform Lead Product Manager that will support Advisory Platforms across Wealth and Investment ... as numerous departments across the firm. **In this role, you will:** + Lead or participate in product management initiatives and deliverables for product lines or… more
- TIAA (Charlotte, NC)
- …of administration. + Fosters growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep understanding of ... partner requests and data remediation. + Ensures all new business fits within the service set aligned...level committees. + Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth … more
- Capco, a Wipro Company (Charlotte, NC)
- …Technology and Operations Lead ** \#LI-SG1 **About the team:** Capco Marketing Services is a maturing Capco practice committed to solving our client's most ... teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to...all levels. **About the Job:** In a typical financial services market, customer experience is key. But in today's… more
- First Horizon Bank (Charlotte, NC)
- …Required: * 5-8+ years of experience in digital analytics, data science, or business intelligence, preferably in financial services , fintech, or a digital-first ... a highly motivated and data-savvy Digital Data & Analytics Lead to drive the next phase of maturity in...and its subsidiaries offer commercial, private banking, consumer, small business , wealth and trust management, retail brokerage,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Site Reliability Engineer in Technology as part of Wealth and Investment Management Technology who thinks ... systematically about reliability, can translate business requirements into technical implementations, and thrives on making...is fundamental to ensure our platform delivers consistent, reliable service to our client base. This role will work… more