- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team… more
- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** This Senior Technology Risk Advisor role is responsible for ensuring strong ... re-focus based on evolving priorities, and a level of trust to serve as a valuable resource to leaders...**Job Description:** **(expecting this aligns to the common GCO Senior Risk Advisor II job description)** Following… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... internal Trust Administrators As experts in the advice space, Senior Wealth Advisors promote continuous professional development by maintaining an advanced… more
- Vanguard (Charlotte, NC)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's… 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 ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- First Horizon Bank (Charlotte, NC)
- …the location in the job posting. **Summary** The Business Risk and Controls Advisor supports the Marketing and Product Management organization. This role sits in the ... M-F 8-5; other times as needed **Job Responsibilities:** + Lead the implementation and execution of risk programs and...assessment and remediation of findings, and provide updates to senior management. + Develop risk reporting that provides a… more
- CBRE (Charlotte, NC)
- …strategic management of a large P&L * A history of developing strong trusted advisor status with clients. Engenders feelings of trust as an initial impression. ... Senior Alliance Director, Global - Talent Community Job...Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- Truist (Charlotte, NC)
- …Coach and develop risk advisor teammates within the GCO. 11. Communicate, lead discussions, present materials as needed to senior leaders, committees, audit ... America) **Please review the following job description:** The GCO Senior Risk Advisory Manager I is responsible for providing...re-focus based on evolving priorities, and a level of trust to serve as a valuable resource to leaders… more
- NTT America, Inc. (Charlotte, NC)
- …organization, apply now. We are currently seeking a Financial Crimes Audit Senior Manager to join our team in Charlotte, North Carolina (US-NC), United ... **How You'll Help Us:** As a **Financial Crimes Audit Senior Manager,** you will play a pivotal role in...Here, You Will Work On:** + **Quality Assurance Leadership:** Lead a team responsible for conducting quality assurance reviews… more
- Truist (Charlotte, NC)
- …following job description:** This role will report to the Wholesale Business Management Lead and provide dedicated, aligned support to one of the Wholesale Banking ... Investment Banking, Wealth, etc.). The LOB Strategic Execution and Business Management Lead will support the LOB leadership team around strategy, key initiatives,… more
- Truist (Charlotte, NC)
- …Management Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or ... Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national...opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL… more
- Wells Fargo (Charlotte, NC)
- …Overview** WIM Early Careers seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management. Our goal is to build ... a "home office" or "middle/back office" environment. + Banking, Lending & Trust (BL&T) **:** Center of Excellenceproviding access to highly experienced and… more
- Burlington (Charlotte, NC)
- …role, you'll act as a **strategic HR business partner** and trusted advisor to regional and store leadership, blending data-driven insights with practical expertise ... **A Day in the Life:** + **Strategic Influence:** Act as a trusted advisor to regional and store leadership, leveraging data-driven insights to inform decisions on… more
- Compass Group, North America (Charlotte, NC)
- …goals and student engagement initiatives. + Transformational Consulting: Act as a senior digital advisor to business operators and client partners, delivering ... innovation to transform lives through exceptional digital journeys. The VP will lead strategic partnerships with Education sector clients across the US, using… more
- Grant Thornton (Charlotte, NC)
- …with all levels of personnel at Grant Thornton. + Ability to serve as a trusted advisor to senior leadership. + Aptitude to learn and leverage new technology. + ... headcount, gross charge hours, utilization, and leverage. You will lead your team to collaborate with Regional / Industry...we believe in making business more personal and building trust into every result - for our clients and… more
- CGI Technologies and Solutions, Inc. (Charlotte, NC)
- …across the United States. Our CGI Advantage program is seeking a mission-driven Senior Cloud Security Architect to lead the design, governance, and ... rest and in transit, role-based access control (RBAC), zero trust , and secure API integration. * Define and validate...and AI observability tools. * Serve as an expert advisor in security incident response involving cloud, data platforms,… more
- Wells Fargo (Charlotte, NC)
- …seeking a strategic and collaborative **Business Growth Strategy Director** to lead the Ultra-High-Net-Worth Sales Team within the Wealth Investment Management's ... National Sales Organization. This high-impact leader will oversee a team of senior strategists who work closely with financial advisors and cross-functional partners… more
- Lincoln Financial (Charlotte, NC)
- …are seeking an experienced **Assistant Vice President, Application Development** to lead the design, development, deployment of cloud native and hybrid applications ... & financial impacts of proposed solutions on operational & infrastructure support. + Lead the end-to-end design and delivery of cloud -native applications on AWS… more
- Lincoln Financial (Charlotte, NC)
- …Management team, you will serve as the subject matter expert and strategic lead for scheduling operations. This role owns the end-to-end scheduling process and ... across multiple lines of business or channels. As a senior member of the WFM team, the Consultant partners...you, please read on! **What you'll be doing** * Lead the creation, optimization, and continuous refinement of contact… more
- Grant Thornton (Charlotte, NC)
- …supply chain officers, chief operating officers, chief financial officers, and other senior client leaders to demonstrate your supply chain subject matter expertise ... strategy and goal of creating value. Your day-to-day may include: + Lead initial project scoping, use case prioritization, and connected planning roadmap development… more