• Tax Manager - Private Wealth

    Deloitte (Charlotte, NC)
    …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth … more
    Deloitte (05/21/25)
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  • Sports & Entertainment Group Corporate…

    Truist (Charlotte, NC)
    …of the national Sports & Entertainment teams by increasing the whole team 's revenues, expanding solutions and products to existing Specialty clients, marketing new ... new clients and ensuring holistic risk management for the team . The SEG corporate team is responsible...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
    Truist (04/29/25)
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  • Wealth Workflow Software Engineer III

    Truist (Charlotte, NC)
    …the following job description:** Deliver technically complex solutions within the Fiduciary Wealth Workflow platform. Perform system integration support for all ... tools specific to the project or the area. 2. Lead and participate in the development, testing, implementation, maintenance,...experience 7. May oversee the work of a small team . 8. In an Agile environment: Responsible for delivering… more
    Truist (05/28/25)
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  • Wealth Advisor

    Truist (Charlotte, NC)
    …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more
    Truist (04/12/25)
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  • Talent Acquisition Partner Senior - Military…

    USAA (Charlotte, NC)
    …**Talent Acquisition Partner Senior** for our **Military Talent Acquisition Partnership team ** , you will be responsible for the development and maintenance ... deliver candidates for USAA's hiring needs. Consults with management to lead cross-functional teams when implementing sourcing strategies to proactively identify… more
    USAA (05/11/25)
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  • Senior Auditor - Wealth and Investment Management

    Wells Fargo (Charlotte, NC)
    …seeking a Senior Auditor on the Wealth and Investment Management (WIM) Audit Team providing coverage for Banking, Lending & Trust, Wells Fargo Advisors, Wells Fargo ... guidance + Demonstrate professional skepticism while performing major components of audits + Lead smaller scale audits or projects + Develop ways to improve existing… more
    Wells Fargo (06/03/25)
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  • Wealth Workflow IT Business Analyst II

    Truist (Charlotte, NC)
    …process, design and analysis support for developing solutions for the Fiduciary Wealth Workflow platform. Drive requirements elicitation process for work efforts ... leadership capacity to influence collaboration, communication and outcomes of various initiatives. Lead work on all phases of systems analysis up to the enterprise… more
    Truist (05/28/25)
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