- Vanguard (Charlotte, NC)
- As the dedicated point of contact to our Wealth Management clients who hold between $5-25M in Vanguard assets, you will directly influence the client experience ... by delivering the Wealth Management mission to: Be a trusted...order to evaluate their needs through consultations. Use strong relationship management skills and knowledge of client… more
- Wells Fargo (Charlotte, NC)
- …seeking a Data Analytics Audit Manager , Executive Director as part of our Wealth and Investment Management (WIM) Audit Innovation & Analytics (AIA) team. The ... and managing change in a fast-paced environment. + Have strong relationship management , influencing, organizational and execution skills; communicate effectively… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Data Analytics Audit Manager , VP as part of our Wealth and Investment Management (WIM) Audit Innovation & Analytics team. The Audit ... Brokerage Services, Brokerage Operations, Advice and Planning, Marketing, Client Relationship Group, Investment Solutions, and Control Management . This… more
- Nuveen Investments (Charlotte, NC)
- …Digital Savviness, Market/Industry Dynamics, Prioritizes Effectively, Product Marketing, Project Management , Relationship Management , Story Telling, TIAA ... The VP of Alternatives Marketing, Global Wealth Alternatives works alongside the Global Head of...require working across Nuveen's alternatives businesses, including Churchill Asset Management , Arcmont Asset Management , Nuveen Real Estate… more
- Equitable (Charlotte, NC)
- Wealth Management Associate -Charlotte, Raleigh & Wilmington, NC; Greenville, SC (2548) ( 2100005D ) **Primary Location** : UNITED STATES-NC-Charlotte **Other ... to empower you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques, market development, role play… more
- Vanguard (Charlotte, NC)
- …part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...advisory experience specifically in financial planning, book of business management and relationship management . +… more
- Huntington National Bank (Charlotte, NC)
- …Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, ... Qualifications: + Bachelor's Degree + At least 10 years of wealth management /financial advisory/sales/ relationship management experience in banking,… more
- Truist (Charlotte, NC)
- …and may act as an additional contact to the client in collaboration with the Relationship Manager , Wealth Advisor or Structured Lending Consultant. + Owns ... Worth or Ultra High Net Worth clients within the Truist Private Banking Wealth Management segment or Specialty clients, such as Medical Practices or Law Firms.… more
- Nuveen Investments (Charlotte, NC)
- …Customer Engagement, Detail-Oriented, Prioritizes Effectively, Problem Solving, Relationship Management , Resourcefulness, Strategic Thinking **Anticipated ... Employee Investment Program. **Key Responsibilities and Duties** + Support the Nuveen US Wealth Sales team in the onboarding and ongoing servicing of clients in the… more
- Truist (Charlotte, NC)
- …from time to time. + Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury ... management services; in an effort to become a trusted...the bank including Capital Markets, Treasury, Agency, Insurance, and Wealth , among others, in an effort to provide proactive… more
- Bank of America (Charlotte, NC)
- Merrill Market Supervision Manager Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- Bank of America (Charlotte, NC)
- …Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to ... GWIM Custom Lending Credit Manager Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia;...balance sheets and income streams *10+ years of commercial/private wealth management credit experience *Strong negotiation and… more
- Wells Fargo (Charlotte, NC)
- **About this role** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the ... a **Senior Product Manage** **r** to join our Client Relationship Management Group to define and own...experience in financial services including but not limited to wealth management , asset management and… more
- First Horizon Bank (Charlotte, NC)
- …The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight. Partners ... with Relationship Managers to grow and develop a high quality...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- City National Bank (Charlotte, NC)
- …with Internal Audit and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial solutions and ... *BUSINESS CONTROLS MANAGER - FINANCE AND ACCOUNTING* WHAT IS THE OPPORTUNITY?...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be… more
- Cherry Bekaert (Charlotte, NC)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... (https://www.cbh.com/services/advisory/transaction-advisory-services/deal-advisory/)** practice, an opportunity has been created for a ** Manager ** to join our team with the flexibility to… more
- Wells Fargo (Charlotte, NC)
- …and controls and leading teams that perform these assessments. + Executive relationship management skills; ability to negotiate difficult positions without ... this role:** Wells Fargo is seeking a Financial Controls Manager to join our Enterprise COSO testing team. The...Knowledge of Accounting Operations, Corporate and Investment Banking, and/or Wealth and Investment Management . + Strong critical… more
- Truist (Charlotte, NC)
- …May maintain a book of business and will participate in Regional Wealth Management Leadership Teams. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... the more affluent and sensitive relationships in the assigned Wealth Groups. 3. Work with team members to ensure...fiduciary experience, with a focus on business development and relationship management 3. Effective communication skills both… more
- Truist (Charlotte, NC)
- …perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment ... administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment … more
- Truist (Charlotte, NC)
- …franchise with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) or ... Practices or Law Firms, with an average revenue size of $50MM. The Credit Portfolio Manager will handle all loan requests above $10MM but some requests could be in… more