- Principal Financial Group (Charlotte, NC)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Principal Financial Group (Charlotte, NC)
- …US funds platforms-covering mutual funds, ETFs, interval funds, and collective investment trusts (CITs). This hands-on role is responsible for developing and ... Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund...events. + Represent the funds operational risk function in senior forums, working groups, and Board meetings. + Help… more
- SMBC (Charlotte, NC)
- …in office. **Role Objectives** - Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas. Champion the ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... and Infrastructure. The IT FCO serves as a trusted advisor to the CM Nikko Chief Information Officer and...- Prepare and present risk and control dashboards to senior management and governance committees. - Promote a strong… more
- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Asset Management Private Bank organization, ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Sands Investment Group (Charlotte, NC)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Equitable (Charlotte, NC)
- …focus of the firm's growth strategy. Equitable Advisors is a broker/dealer and registered investment advisor that serves as the main retail wealth management arm ... SEC and FINRA a compliance programs related to its investment advisory and broker/dealer operations. Reporting to the CCO...As one of the lead contacts for Equitable Advisors' senior management on all compliance matters, the DCCO must… more
- Anywhere Real Estate (Charlotte, NC)
- ** Sr . Director, Strategy & Partner Success** This role reports into the SVP of Growth at Anywhere Integrated Services. Our team is focused on building out new, ... Own the P&L for this new business line, including investment in both new and existing ventures. Partner with...potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… 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 ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- Xylem (Charlotte, NC)
- …expectations through innovative and sustainable solutions. **The Role:** The ** Senior Salesforce Solution Architect** serves as the enterprise leader responsible ... and govern Salesforce strategic direction** , advising CIO/IT leadership on investment paths, license optimization, AI enablement, and platform rationalization. +… 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 ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Bank of America (Charlotte, NC)
- Market Leader - Advisor Development Program Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Market-Leader Advisor -Development-Program\_25025479-2) **Job Description:** Merrill Wealth Management is a leading… 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)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...strategies, and additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. ... Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy changes.… more
- Deloitte (Charlotte, NC)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a ** Senior Business Execution Consultant** to join the Early Careers Team within Talent Management and Learning. This ... for early career professionals. You will serve as a trusted advisor and program champion, driving innovation, fostering engagement, and ensuring alignment… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Business Execution Consultant to join the Strategy and Business Development Team within the Managed Services ... Solution (MSS) group. This role serves as a strategic advisor and execution partner, driving initiatives that align with Information Management Utility (IMU)'s… more
- Citizens (Charlotte, NC)
- …policy enhancements, and strategic initiatives. + Stakeholder Engagement: Act as a senior advisor to Relationship Managers, Portfolio Managers, and business line ... Description Commercial Credit Risk Senior Director We are seeking a dynamic and...acquisition financing, and syndicated loans. Partner with Corporate & Investment Banking and Capital Markets teams to deliver tailored… more
