- Unknown (Charlotte, NC)
- Chief Investment Officer (CIO), Crypto and DeFi Investment About the Company Fast-growing digital asset investment & trading firm Industry Investment ... the Role The Company is in search of a Chief Investment Officer (CIO) with a strong...the company's growth strategy. While not mandatory, knowledge of wealth management territories in Canada, Dubai, and… more
- Unknown (Charlotte, NC)
- …in the proper recognition of financial activities within the Advice and Wealth Management business segment and serves as the Chief Financial Officer for all ... Vice President, Global Controller, Advice & Wealth Management About the Company Globally-recognized financial services firm Industry Financial Services Type… more
- Unknown (Charlotte, NC)
- Chief of Staff, Research & Development About the...at bringing structure to complexity. A background in the wealth , asset, or investment management ... Software Development & Design Analytics Financial Services FinTech SaaS Wealth Management Specialties finance technology data reporting...SAAS About the Role The Company is seeking a Chief of Staff to the CTO, a pivotal role… more
- Unknown (Charlotte, NC)
- …fintech or investing, as well as a background in B2C investing platforms, digital wealth management , or embedded finance, would be advantageous. The role offers ... Chief Financial Officer (CFO) About the Company Innovative investment decision-making platform Industry Financial Services Type Privately Held About the Role The… more
- Unknown (Charlotte, NC)
- …Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment Management Venture Capital ... Insurance Credit Specialties consumer & community banking corporate and investment bank asset management private banking and...The Company is seeking a Vice President for Risk Management in Wealth Management . The… more
- Unknown (Charlotte, NC)
- …Software Software Development & Design Analytics Financial Services FinTech SaaS Wealth Management Specialties finance technology data reporting ember java ... clients, driving innovation, and embracing learning. Hiring Manager Title Chief Technology Officer Travel Percent Less than 10% Functions Product Management more
- First Horizon Bank (Charlotte, NC)
- …Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX **SUMMARY** The Chief Investment Officer is responsible for leadership and oversight of all ... * Host the First Friday Update Economic and Market Review meeting with Wealth Management associates. * Serve as lead speaker for Quarterly Conversation… more
- TD Bank (Charlotte, NC)
- …owns responsibility for US Wealth 's Banking and Investment Products, Investment Management and Brokerage functions, Chief Investment Office, ... + Bachelor's degree required; graduate degree preferred + 10+ Years of related Investment and Wealth Management experience + FINRA Series 7, 24, 66 (or… more
- US Bank (Charlotte, NC)
- …also beneficial. + Sophisticated understanding of personal trust services, trust administration, wealth management , investment strategies, and fiduciary risk ... at-all from Day One. **Job Description** US Bank offers Wealth Management and Institutional Trust fiduciary services...and all of its affiliated entities, including its registered investment advisors. The WCIB Chief Fiduciary Officer… more
- Bank of America (Charlotte, NC)
- …for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth ... processes and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales,… more
- US Bank (Charlotte, NC)
- … Information Office collaborates with business partners (Consumer and Business Banking, Wealth Management and Investment Services, Corporate and Commercial ... Technology processes (eg, application functionality testing, application development, change management , vendor management , interface controls, logical access… more
