- Truist (Charlotte, NC)
- …procedures 4. Demonstrate strong all around product knowledge, deposits, loan products, wealth management , treasury services, operating systems unique to line of ... in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational...functions. 1. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience… more
- Deloitte (Charlotte, NC)
- Senior Specialist , Rewards, Recognition, and Well-Being (RRWB) - Wealth Accumulation (Retirement) This is a temporary salaried opportunity to join Deloitte ... We are currently seeking a candidate to fill our Senior Business Program Specialist role between October 2024 and October 2025 for our Rewards, Recognition and… 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 prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...* 8 or more years of sales and client management experience in Wealth Management … more
- KPMG (Charlotte, NC)
- **Business Title:** Specialist Director, Contract Management **Requisition Number:** 116924 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Wells Fargo (Charlotte, NC)
- …of law, rules and regulations regarding Financial Crimes that are integral to Wealth and Investment Management . + Understanding of the ever-evolving governance ... **About this role:** Wells Fargo is seeking a Senior Independent Testing Specialist in Financial Crimes Independent Testing & Validation (IT&V) group within the… more
- Bank of America (Charlotte, NC)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses. **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island **Job… more
- US Bank (Charlotte, NC)
- …you excel at-all from Day One. **Job Description** The Investment Compliance Specialist will provide investment compliance risk oversight and credible challenge from ... of defense. This role is designed to support the Wealth , Corporate, Commercial and Institutional Banking program to ensure...rules and regulations governing private market holdings and the management of unique and hard to value assets. -… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... support and involvement through HUB Gives** **SUMMARY:** The **Billing Specialist ** position, as part of our Centralized Billing Unit...agency invoicing + Review account set up in agency management system to ensure critical fields are set up… more
- Truist (Charlotte, NC)
- …Subject Matter Expert for the Direct to Consumer Retail, Premier, Wealth , Consumer Bankcard, Small Business Bankcard, Small Business Originations Lines of ... following sub-business segments of all Direct to Consumer Retail, Premier, Wealth , Consumer Bankcard, Small Business Bankcard and Small Business Originations, Credit… more
- KPMG (Charlotte, NC)
- **Business Title:** Workday Financials/Supply Chain, Senior Specialist **Requisition Number:** 112043 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... in a collaborative environment? As an experienced Epic Beaker Specialist you will have the ability to share new...all end users and colleagues, and utilizing key change management principles + Lead meetings as needed, prioritize tasks,… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... who wants to work in a collaborative environment? As an experienced EPIC ASAP Specialist you will have the ability to share new ideas and collaborate on projects… more
- Truist (Charlotte, NC)
- …Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue ... proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial Community Banking (CCB) to meet client and prospect… more
- Bank of America (Charlotte, NC)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative role, the ... for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management . **Responsibilities:** + Completes investigations… more
- US Bank (Charlotte, NC)
- …the business line's operations, products/services, systems, and associated risks/controls & & Wealth Management business line knowledge a plus - Thorough ... Day One. **Job Description** Reporting to a Manager, Third Party Portfolio Management , the Third-Party Portfolio Risk Manager (TPPRM) partners with Product Service… more
- Truist (Charlotte, NC)
- …Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more