- 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
- Fifth Third Bank, NA (Charlotte, NC)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist/ Planner LOCATION -- Charlotte, North Carolina 28202 ... Discover a career in banking at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (>… more
- US Bank (Charlotte, NC)
- …Investment Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief ... Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory...businesses operate primarily domestically. We are seeking an experienced senior business audit executive that has strong… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance ... Reporting Team within Wealth and Investment Management . This team provides...structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will… more
- TIAA (Charlotte, NC)
- …is responsible for designing and executing external communications programs to support TIAA's Wealth Management business and related retail products and ... all applicable communications channels, leveraging relevant subject-matter experts and senior Wealth Management and other...full spectrum of communications materials in support of TIAA's Wealth Management and retail business … 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
- TIAA (Charlotte, NC)
- …operational risk program. Under limited supervision, this job helps inform the Wealth , TIAA Trust, and Complementary Businesses management teams and Board ... The Risk and Compliance Senior Associate works to optimize the operation of...effectiveness of the first-line risk controls and other risk management activities. + Partners with business partners… more
- US Bank (Charlotte, NC)
- …of Business , Risk/Compliance/Audit (RCA) Consultants, RCA Managers and other Senior RCA Managers to, depending on the function, oversee the successful creation, ... at-all from Day One. **Job Description** Partners with Senior to Executive Leaders in their assigned Line...implementation, and maintenance of an effective risk management framework. Accountable for projects and/or activities that ensure… 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
- Bank of America (Charlotte, NC)
- Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York, New York;Charlotte, North Carolina; Jacksonville, ... requirements. The Global Financial Crimes ("GFC") Manager - Global Markets and Global Wealth &Investment Management Risk (hereinto referred to as "GFC Risk… more
- Deloitte (Charlotte, 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 (Charlotte, NC)
- Wealth Management Associate- Retirement Benefits Group - NC, Charlotte (3918) ( 2000057P ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... 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… more
- Truist (Charlotte, 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
- Truist (Charlotte, NC)
- …in specific areas of financial services and assists in line of business relationship management and risk monitoring. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ... shift (United States of America) **Please review the following job description:** Truist Senior Audit Manager is responsible for providing a leadership role in the… more
- Wells Fargo (Charlotte, NC)
- …followership without direct authority + Knowledge of Wealth and Investment management businesses + Ability to understand the business problem and identify ... **About this role:** Wells Fargo is seeking a Senior Business Execution Consultant to join...to join the Money Movement Product Delivery team in Wealth & Investment Management (WIM). The Consultant… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Power, Utilities & Renewables Advanced Distribution Management Systems Senior Manager What we...ability to articulate how technology enables and differentiates the business and communicate this effectively to clients Senior… more
- KPMG (Charlotte, NC)
- ** Business Title:** Senior Director, Business Development, Consumer & Retail **Requisition Number:** 112169 - 51 **Function:** Advisory **Area of Interest:** ... a career in Advisory. KPMG is currently seeking a Senior Director to join our Business Development...business development experience in a position requiring the management of corporate accounts with Consumer and Retail experience… more
- Deloitte (Charlotte, NC)
- …fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for ... these questions, you should consider a career in Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As...Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at… more
- Deloitte (Charlotte, NC)
- …interest rate and liquidity risks + Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability ... Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private… more