- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Wells Fargo Securities (WFS) Customer Due ... assess, and mitigate BSA/AML risk in business activities. + Lead complex initiatives in operational and customer service for...peer mentor **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or… more
- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Institutional Investment Operations Specialist within our Tax ... financial transaction tax. **In this role, you will:** + Lead all activities across tax withholding and reporting functions,...to leadership **Required Qualifications, US:** + 7+ years of Institutional Investment Operations experience, or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Cash Projection team as part of Corporate ... technology partners to develop strategic solutions + Influence and lead broader work team to meet deliverables and drive...a peer mentor **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist (DTC Team Lead ) as part of Corporate and ... resolve issues and achieve goals. **Required Qualification:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Manager within the Client Data and Onboarding team as a part of Corporate ... CIB Markets including client uplift into the utility + Lead and create a strategy and framework to ensure...and quality reviews **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or… more
- Wells Fargo (Charlotte, NC)
- …and Committed Repo preferred but not required. + Significant experience with institutional customers (Banks, Hedge Funds, Investment Managers, 1940 Act Funds, ... an Assistant General Counsel and Vice President in the Corporate & Investment Banking (CIB) Markets Section of the Legal Department. For additional information… more
- Truist (Charlotte, NC)
- …and proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination ... providing support in managing acceptance or mitigation of the identified risks. 2. Lead a team of risk advisors responsible for executing the responsibilities of… more
- JPMorgan Chase (Charlotte, NC)
- …**Required qualifications, capabilities, and skills** + 5+ years of commercial loan operations experience. + Experience leading and managing teams + Ability to ... an effective, efficient, and organized manner + Results driven; ability to lead /drive execution; methodical approach to identifying and solving issues + Ability to… more
- Nuveen Investments (Charlotte, NC)
- …The Derivatives Operations Lead will be a member of the Trade Operations team within Nuveen Global Investment Operation. The candidate will act as a ... senior lead analyst on the team and will be responsible...FX, and credit asset classes. + Broader knowledge of Investment Operations + Strong knowledge of derivatives… more
- Deloitte (Charlotte, NC)
- …and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals + Produce quality work ... of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management,… more
- Deloitte (Charlotte, NC)
- …sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals Required Qualifications + ... Strong oral and written communication skills, including the ability to support or lead business proposal development and sales presentations + Ability to travel up… more
- SMBC (Charlotte, NC)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional , and municipal clients. It ... registered Broker dealer that provides financial products and services to global institutional clients, focusing on North America and Latin America. The Securities … more
- Capco, a Wipro Company (Charlotte, NC)
- …deep product and functional knowledge across all areas of the front office, operations , technology, risk, finance and compliance. Our clients include the largest ... investment banks, global universal banks and capital markets divisions...Capital Markets space. **What You'll Get to Do:** + Lead a team of consultants, subject matter experts, and… more
- Bank of America (Charlotte, NC)
- …testing of GB & GM branch offices related to sales, trading, research, investment banking, commercial banking, and operations . + Provide oversight functions to ... quality testing execution, reporting and analysis of results. This role may lead , contribute and participate in multiple special projects as an experienced subject… more
- JPMorgan Chase (Charlotte, NC)
- …to work closely with the Regional Security Manager, the Security Officer Team Lead , and contract security officers. Your role will be crucial in ensuring all ... daily. During peak processing times, you will take the lead , managing a shift of contract security officers. Your...and address any site incidents that may impact site operations + Present a professional attitude + Perform other… more
- JPMorgan Chase (Charlotte, NC)
- …(CBISO), you will resolve client requests while working in partnership with Service Operations , Sales partners, and Bankers located in the United States and across ... that JP Morgan Chase customers have learned to expect. **Job Responsibilities** + Lead our medium to complex clients autonomously by delivering solutions to clients… more