- Truist (Charlotte, NC)
- …relationships within SEG to support the SEG Vertical. + Partners closely with SEG Wealth Advisors working with Credit Risk Management to negotiate, ... marketing new products, securing new clients and ensuring holistic risk management for the team. The SEG team is...team is comprised of Wealth Advisors and Wealth Associates managing investment portfolios, delivering tailored credit… more
- Truist (Charlotte, NC)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Bank of America (Charlotte, NC)
- …of large or complex portfolios. Capital Markets experience with knowledge of Counterparty Credit Risk (traded products) strongly preferred. + Experience in ... Credit Review Senior Portfolio Specialist Dallas,...management. Serve as subject matter expert for and/or lead risk -based and regulatory examinations. Credit Review provides… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Business Accountability Specialist within its Wealth and Investment Management (WIM) business. This role is a ... customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance),… more
- Truist (Charlotte, NC)
- …Provide line of business SME support for Compliance, Legal, Audit, RLF, Servicing, Operations, Credit Risk , Infosys and Product teams. Assist Credit Risk ... a project manager for all activities for Direct to Consumer Retail, Premier, Wealth , Bankcard and Small Business Originations, Credit Analytics and Portfolio… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Control Management Specialist to join the Wealth and Investment Management (WIM) Operations control team. ... customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance),… more
- Truist (Charlotte, NC)
- …in Sponsor Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive ... organizations, growing a business and delivering sales results Strong sales acumen, credit expertise and partnering skills Exposure to business owners and C-Suite… more
- Wells Fargo (Charlotte, NC)
- …Closely Held Asset Management leadership + Determine appropriate strategy and actions of wealth client management team to meet high risk deliverables + Interpret ... Specialty Assets group as part of Trust Services in Wealth & Investment Management (WIM). Learn more about the...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- Wells Fargo (Charlotte, NC)
- …in retirement savings strategies, income structuring, tax and estate planning, and risk management. Using this knowledge, the Specialist will support advisors ... customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance),… more
- Wells Fargo (Charlotte, NC)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... and other needs for clients as they age. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers and clients… more
- Truist (Charlotte, NC)
- …minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions. (Banking experience may include ... Retail, Wealth , Advisory, and/or Retail Lending experience) OR, 3 years'...and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass… more