- 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
- 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 client ... experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… 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
- 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
- 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...track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's… more
- Microsoft Corporation (Charlotte, NC)
- …to operational processes. + Process Improvement: Refine processes by partnering with senior leadership across global teams, lead efforts to improve diagnostic ... CE&S, the Customer Service & Support (CSS) organization builds trust and confidence for every person and organization through...from their Microsoft investment. For the Principal Technical Support Advisor role, we are looking for an individual who… 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 ... internal audit and regulators relative to risk management. **Job Responsibilities:** * Lead the implementation and execution of risk programs and policies in… more
- Wells Fargo (Charlotte, NC)
- …to Zero Trust . The role will: + Act as an advisor to leadership to develop or influence applications, network, information security, database, operating ... . **About this role:** The Principal Engineer - Network Security / Zero Trust Security is an individual contributor role in technology in the Innovation and… 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
- Grant Thornton (Charlotte, NC)
- As a Cybersecurity Senior Manager focused on Microsoft Threat Protection, you will lead complex, high-impact engagements that help clients proactively defend ... against advanced cyber threats. You will serve as a strategic advisor to executive stakeholders, guiding them through the design, implementation, and optimization 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 Management ... be the primary colleague responsible for all risk activity in support of Trust /Fiduciary Activities, The Private Bank and the Preferred Bank. This leader works with… more
- Vanguard (Charlotte, NC)
- …assets. Your support will take the complexity off their plate and instill trust as they navigate their investing journey. Relationship Building: Grow and nurture ... meaningful relationships with clients, becoming their trusted advisor during pivotal moments. Expertise and Simplicity: Take the complexity out of financial… more
- Wells Fargo (Charlotte, NC)
- …This Role:** Wells Fargo is seeking a highly experienced and strategic Cyber Client Advisory Lead to serve as a trusted advisor to our most critical clients. In ... level. In this role, you will: + Act as a primary cybersecurity advisor to executive-level clients, providing strategic guidance on risk management, security posture… 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
- CRC Insurance Services, Inc. (Charlotte, NC)
- …wellness initiatives and drive participation in health programs + Serve as a trusted advisor to HR business partners and senior leadership + Develop and maintain ... health plan management, strong financial acumen, and a proven ability to lead through complexity-including M&A activity and organizational growth. This role serves… 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
- Quantexa (Charlotte, NC)
- …to shape the opportunity strategy, qualify deals and influence account planning. + Cultivate trust as the go-to advisor to clients, big and small, crafting ... for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa...maximum impact that capture the customers business problems. + Lead the process of 'Discovery' and then 'Solutionize' with… more
- KIK Consumer Products (Charlotte, NC)
- **We Create Products and Brands That People Trust to Clean, Sanitize, and Protect Their Homes and Pools** When you join KIK Consumer Products, you're joining a team ... for a strategic and results-driven Director of Sales to lead and scale our Amazon business. In this high-impact...and long-term growth objectives. + Serve as a trusted advisor and primary point of contact with Amazon managing… more
- Microsoft Corporation (Charlotte, NC)
- …**Differentiated Value Proposition** + Partners with a line-of-business leader or senior executive within a large-scale or high-impact customer organization to ... Acts as the customer's Technology Mentor in established relationships with senior leaders including technical decision makers (TDMs) and/or business decision makers… more