- 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
- 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