- Bank of America (Charlotte, NC)
- Wealth Management Specialist Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... expertise in certain product areas (eg Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This… more
- Bank of America (Charlotte, NC)
- Compliance and Operational Risk Specialist - Global Wealth & Investment Banking Analytics Charlotte, North Carolina;Pennington, New Jersey **Job Description:** At ... of the Global Compliance Enterprise Policy, the Operational Risk Management Enterprise Policy (collectively "the Policies"), the Compliance and Operational… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Sr. Wealth Sales Specialist (hybrid wholesaler) to join our Principal Asset Management team. This role works ... and financial markets required + Strong listening skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong… more
- Truist (Charlotte, NC)
- …including knowledge of Beneficial Ownership and Control Persons 2. International Wealth Management Subject Matter Expert reviewing international accounts ... including entity structuring, assessing risk, analyzing source of funds and wealth , familiarity with NRA requirements and engagement with international clients 2.… more
- Truist (Charlotte, NC)
- …the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and the assigned ... Specific activities may change from time to time. 1. Engage in risk management activities with the line of business, proactively identifying existing and emerging… 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
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** In this newly established Global Wealth Alternatives team, the Product Specialist - Alternative Investments will work closely with Senior ... Managing Director, Head of Global Wealth Alternatives! The team is responsible for establishing and leading efforts related to market research, product development,… more
- Stanley Black and Decker (Huntersville, NC)
- **Ace Hardware B2B Sales Specialist - East (Baltimore, Charlotte, Atlanta preferred) - Remote** **Come build something that matters.** It takes great people to ... CADET(R), and HUSTLER(R). **The Job:** As a B2B Sales Specialist for Ace Hardware, you'll be part of our...execute B2B activities in collaboration with local account/ territory management . + Responsible for the region's B2B sales growth,… more
- Bank of America (Charlotte, NC)
- …to regulatory reporting and/or knowledge of global banking & markets, global wealth management or Consumer/Retail products, services and operations. **Shift:** ... scope and risk-based focus of the second line's risk management activities. The NFRR EAC C&OR Specialist ...risk management activities. The NFRR EAC C&OR Specialist also assists in preparing materials for C&OR regulatory… more
- Bank of America (Charlotte, NC)
- …Crimes and Global Compliance - Enterprise Policies and the Enterprise Fraud Risk Management Standards. The Global Financial Crimes ("GFC") Specialist role will ... Global Financial Crimes Specialist Charlotte, North Carolina;Jersey City, New Jersey; New...Markets - Bank of America Securities ("BofAS), and Global Wealth Investment Management - Merrill Lynch, Pierce,… 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
- Bank of America (Charlotte, NC)
- …Private Bank, Consumer Investments, Global Markets - US and Global Operations (including Wealth Management Operations and Global Markets - US Operations). Key ... Global Financial Crimes Specialist Charlotte, North Carolina;Pennington, New Jersey **Job Description:**...risks in alignment with the Compliance and Operational Risk Management (CORM) Program, the Financial Crimes and Global Compliance… 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 ... who wants to work in a collaborative environment? As an experienced EPIC Clindoc Specialist you will have the ability to share new ideas and collaborate on projects… more
- Rep-Lite (Charlotte, NC)
- Seeking RN's, NP's, PA's and Techs with a wealth of experience in Cardiothoracic surgery SUMMARY OF POSITION: The Clinical Specialist (Educator) plays a crucial ... and verbal communication skills. + Outstanding attention to detail, schedule management , and organizational abilities. + Maintains a polished and professional… more
- Truist (Charlotte, NC)
- …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to...with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Proactively engage with clients to… more
- TD Bank (Charlotte, NC)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- Wells Fargo (Charlotte, NC)
- …etc.) across all lines of businesses and functions in the enterprise (eg Wealth and Investment Management , Consumer and Small Business Banking, Consumer Lending, ... Evaluation (TRACE) team within Corporate Risk enterprise independent risk management testing function for financial crimes risk disciplines including BSA/AML,… more
- ServiceNow, Inc. (Charlotte, NC)
- …Sales team. You will guide revenue for the ServiceNow platform including IT Service Management and IT Operations Management with the support and partnership of ... Sales, Product Management , and the executive team. This is a hands-on...**Additional Desirable Qualifications:** + Experience with Financial Services (Banking, Wealth , & Insurance) based organizations. + Solution and/or process… 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