- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Huntington National Bank (Charlotte, NC)
- …business segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the ... Business Segment Communications, Associate Director will support Huntington's growing Wealth Management business , leading communications strategy and execution that… 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 ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- TD Bank (Charlotte, NC)
- …details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Manager leads a team of audit professionals and provides specialized ... in-depth subject matter expertise with respect to Securities and Wealth Compliance, including the regulatory requirements of FINRA, SEC, CFTC, etc. May also act as a… more
- Vanguard (Charlotte, NC)
- …By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to ... and improving service, processes, and systems. Will assist the wealth team members on the most complex financial, tax,...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- Truist (Charlotte, NC)
- …approach to supplier management and cost optimization. * Act as a senior advisor to internal stakeholders on supplier-related issues, providing strategic ... the following job description:** Job Profile Summary The Cost and Supplier Management Senior Manager leads a team of strategists and consultants focused on cost… more
- First Horizon Bank (Tega Cay, SC)
- …Friday 9:00AM to 5:00PM **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client Outreach: Conduct regular… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans (HYBRID or REMOTE) ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : ... join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a… more
- City National Bank (Charlotte, NC)
- …person is responsible for the day-to-day interaction with customers of the US Wealth , Entertainment, and all other internal lines of business for premier wealth ... internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate...all Mortgage activities with champions from LOBs and RBC wealth , their advisors, and bankers with deck and training… more
- Truist (Charlotte, NC)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... approach to early talent recruitment and training across Wholesale and Wealth . * Developing, guiding, and mentoring less-tenured teammates; ensuring each LOB… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a senior attorney to support the Trust Services business within its Wealth and Investment Management (WIM) business. ... Corporation and its subsidiaries + Serve as a legal advisor to the businesses within Wells Fargo + Review...develop and execute risk-focused solutions + Demonstrated experience advising senior management **Pay Range** Reflected is the base pay… more
- Fifth Third Bank, NA (Charlotte, NC)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Anywhere Real Estate (Charlotte, NC)
- We are seeking a highly skilled Senior Title Examiner with 5+ years of title examination experience with Residential Lot/Block properties. The ideal candidate will ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more