- First Horizon Bank (Charlotte, NC)
- …testing, modification, troubleshooting and maintenance of applications used within the Wealth Management Business . Works independently with little ... as part of an Agile team to deliver products and services to the Wealth Management Business . + Have extensive knowledge of Scrum and other Agile… more
- US Bank (Charlotte, NC)
- …Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/ ... Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory...leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business lines with… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. +... topics, and continuous monitoring of strategic initiatives and business changes. + The audits conducted by the candidate… more
- Truist (Charlotte, NC)
- …the Audit Committee and Executive Management . Through well-developed relationships with Senior Management and ongoing business monitoring activities, the ... dynamic audit plan for Brokerage and Trust within Truist Wealth . Senior Directors may lead other Audit...Proactively develop and maintain mutually beneficial working relationships with senior management of assigned BUs. 4. Oversee… more
- PNC (Raleigh, NC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based ... certifications/licensures needed to be successful in this position. **Competencies** Business Acumen, Client Relationship Management , Decision Making and… more
- Morgan Stanley (Charlotte, NC)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their… more
- Wells Fargo (Charlotte, NC)
- …Learn more about the career areas and lines of business at wellsfargojobs.com ** Business Overview** Wealth & Investment Management , or WIM, is one of ... of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet… more
- Bank of America (Charlotte, NC)
- …as strategic projects across the team. The candidate must have in-depth knowledge of Global Wealth & Investment Management business and practices and be able ... In depth knowledge of Merrill Lynch Wealth Management and Bank of America Private Bank business...* Ability to identify, escalate and communicate issues to senior management in an effective and succinct… more
- City National Bank (Charlotte, NC)
- …is a highly visible position involving regular collaboration with the IT and Business senior leadership teams. **What you will do** + Manage Technology ... ** SENIOR MANAGER IT PMO GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This... topics, and continuous monitoring of strategic initiatives and business changes. The audits conducted by the candidate support… more
- Truist (Charlotte, NC)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and client retention goals by acquiring new clients through business development and expanding services and marketing new products...* 8 or more years of sales and client management experience in Wealth Management … more
- Equitable (Raleigh, NC)
- Wealth Management Associate - NC, Raleigh,...and support in all areas important to building your business + Sponsorship as well as coaching to obtain ... designed to help accelerate your success as a **_Financial Professional/ Wealth Management Associate/Retirement Planning Associate/Financial Consultant_** . After… more
- Deloitte (Raleigh, NC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- Equitable (Pinehurst, NC)
- Wealth Management Associate - Retirement Benefits...and support in all areas important to building your business + Sponsorship as well as coaching to obtain ... being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and...to be coached by top performers + Advancement and management opportunities + A work-life balance and access to… more
- Truist (Greensboro, NC)
- … Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address ... America) **Please review the following job description:** Engage with Business Unit leadership in its management of...and decision making skills in complex environments and with senior leadership 7. Strong time management and… more
- Deloitte (Charlotte, NC)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider,… more
- Alight (NC)
- …aware, Alight has announced intent to divest its Payroll & Professional Services business to HIG Capital. After the transaction closes, this position will be aligned ... Group company employment policies. **What You'll Do:** **Workday Integrations Senior Consultant** Within Workday, configures and successfully unit tests… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Control Management Senior Manager as part of the Wealth & Investment Management (WIM) Evidence-based ... and strategies **Required Qualifications:** + 6+ years of Risk Management or Business Controls experience, or equivalent...audit, or consulting role. + Experience working or supporting Wealth and Investment Management . + Capital markets… more
- Bank of America (Charlotte, NC)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Business Banking Relationship Manager/ Senior Relationship Manager...Qualifications:** + 5+ years of experience in commercial lending, business development, commercial credit and portfolio management … more
- Bank of America (Charlotte, NC)
- …with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning ... and connect with high net worth clients **Skills:** + Business Development + Client Management + Customer...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more