- First Horizon Bank (Mooresville, NC)
- **Description** **Location** : On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved ... building, referral source management , technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures… more
- Truist (Charlotte, NC)
- …procedures 4. Demonstrate strong all around product knowledge, deposits, loan products, wealth management , treasury services, operating systems unique to line of ... client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing...in interfacing with clients. The teammate will support workload management , and triage and delegate client and… more
- Truist (Charlotte, NC)
- …education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPA * 5 or more years of sales and client management experience in the Wealth… more
- Truist (Charlotte, NC)
- …clients and other stakeholders on a day-to-day basis. + May have certain SEG Wealth client backup relationship responsibilities as needed. + May coach and mentor ... sales, presentation and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace + Excellent written,… more
- KPMG (Charlotte, NC)
- **Business Title:** Specialist Director, Contract Management **Requisition Number:** 116924 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...functions, including but not limited to business teams, risk management and Legal, in responding to client … more
- Deloitte (Charlotte, NC)
- …in technology who wants to work in a collaborative environment? As an experienced Project Management Specialist , you will have the ability to share new ideas and ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- KPMG (Charlotte, NC)
- **Business Title:** Workday Financials/Supply Chain, Senior Specialist **Requisition Number:** 112043 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… 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 ... in generating quotes, process sales through ConnectWise workflow. **As a Procurement Specialist , you will:** + Procurement System Management + Responsible for… 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 ... within those units as well as support for Legal, Compliance, Audit, Exam, Client Complaint and project related tasks. Following is a summary of the essential… more
- Bank of America (Charlotte, NC)
- …and senior managers in many business segments (Global Markets, Consumer, Global Wealth , and Investment Management , etc.), Operations, Technology, Risk, Legal and ... Compliance and Operational Risk Specialist Chicago, Illinois;Charlotte, North Carolina **Job Description:** At...the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy and the Compliance and Operational… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Operations & Technology Transformation Specialist Master, Guidewire Data Migration - ETL Developer...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Wells Fargo (Charlotte, NC)
- …sales supervision and support within assigned branches and/or regions for the Private Client Group (PCG) and Wealth Brokerage Services (WBS) channels. **In this ... Collaborate and consult with Financial Advisors, Regional and more experienced Management , Private Client Group, Branch Managers, Operation Managers, Supervision… more
- KPMG (Charlotte, NC)
- **Business Title:** Director, Oracle Cloud Integration Specialist (OCI) **Requisition Number:** 118141 - 51 **Function:** Advisory **Area of Interest:** **State:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Truist (Charlotte, NC)
- …and Regional Management in Commercial Community Banking (CCB) to meet client and prospect needs and drive revenue by originating, executing and advising on ... Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue… more
- Truist (Charlotte, NC)
- …Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning, investments, and… 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 ... Management . The TPPRM will be part of a client centric model in which the BL/PSO rely on...relationship building within RM&C, Operational Risk, Risk & Control Specialist groups, Technology partners and across BLs and BL… more