- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… 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 ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts;… more
- Sedgwick (Charlotte, NC)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Security Engineering Advisor Sr **PRIMARY PURPOSE OF THE ROLE:** To manage the implementation of ... + Configuration of Elevation Control and Network Access Control to enforce Zero Trust principles. + Analysis of policy violations and threat events to continuously… more
- US Bank (Charlotte, NC)
- …planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration . In addition, PWM has specialized capabilities in business-sale ... advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- Microsoft Corporation (Charlotte, NC)
- …the world. Within CE&S, the Customer Service & Support (CSS) organization builds trust and confidence for every person and organization through delivering a seamless ... and achieving more from their Microsoft investment. For the Principal Technical Support Advisor role, we are looking for an individual who is a service delivery… more
- US Bank (Charlotte, NC)
- …fiduciary advice) 6+ years WM business experience - any level (wealth advisor , tax, account administration , management, sales, etc.) Preferred: Advanced degree ... IV Approvers oversee and support the sound operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, Select and TAS segments.… more
- Wells Fargo (Charlotte, NC)
- …policies and procedures + Develop and execute Compliance Monitoring Activities for Trust administration and specialty asset management + Participate and provide ... subject matter expertise with comprehensive knowledge of compliance risk for fiduciary administration , specialty asset management, and Trust Services business. +… more
- Truist (Charlotte, NC)
- …following job description:** Responsible for supporting the coordinated delivery of estate and trust administration . Provide support to Estate Advisors in the ... may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:...years in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service… more
- US Foods (Charlotte, NC)
- …DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to the Area President ... the future of the business **Act as a trusted advisor for all things Finance** + Partner with Controller's...any potential risks and opportunities + Establish credibility and trust with leaders across their area by building relationships… more
- Wells Fargo (Charlotte, NC)
- …enterprise platforms. **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership + Design, code, test, debug, and...influencing groups or individuals across organizational boundaries to gain trust and confidence to make timely decisions + Excellent… more
- Wells Fargo (Charlotte, NC)
- …highly experienced and strategic Cyber Client Advisory Lead to serve as a trusted advisor to our most critical clients. In this pivotal role, you will leverage deep ... 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
- CRC Insurance Services, Inc. (Charlotte, NC)
- …complexity-including M&A activity and organizational growth. This role serves as a key advisor to executive leadership and plays a central role in shaping CRC ... messaging around benefit changes to reduce uncertainty and maintain trust during the transition **Financial Acumen, Vendor & Budget...participation in health programs + Serve as a trusted advisor to HR business partners and senior leadership +… more
- Truist (Charlotte, NC)
- …65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits ... **Preferred Qualifications:** + Master's degree in Marketing or Business Administration . + Graduate of an enterprise sponsored Leadership Development Program.… more
- MongoDB (Charlotte, NC)
- …month, it's no wonder that leading organizations, like Samsung and Toyota, trust MongoDB to build next-generation, AI-powered applications. The MongoDB security team ... have demonstrated experience with documents and data handling, proven general administration , be familiar with change management enabling organizations to improve… more
- ServiceNow, Inc. (Charlotte, NC)
- …skills - in person, on zoom, C-level + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to advise and ... **Work Personas** We approach our distributed world of work with flexibility and trust . Work personas (flexible, remote, or required in office) are categories that… more
- ADP (Charlotte, NC)
- …life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... environment. + Military experience -- skills including teamwork, resilience, negotiation, trust -building, and a never lose mentality will help you build team… more