- 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
- City National Bank (Charlotte, NC)
- * MANAGER OF AUDIT SR- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit ... Director of Wealth Management , is a leadership role as an auditor-in-charge for...by the Data Analytics Lead or Data Scientist. * Relationship Building and Client Experience: Continuously builds trusting relationships… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Audit Manager supporting Wealth and Investment Management . The Wealth and Investment Management ... of financial and regulatory environment + Understanding and experience with supporting Wealth and Investment Management **Job Expectations:** + Ability to Travel… more
- Truist (Charlotte, NC)
- …and persuasion skills for external interactions with clients/prospects and internally with Relationship Management partners and Credit Risk Management . ... exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio… 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
- City National Bank (Charlotte, NC)
- * MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... performed, and effectively communicate audit results to the Audit Senior Manager /Director and senior management in meetings, presentations, and/or written… 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
- Comerica (Charlotte, NC)
- …soundness. * Document, aggregate and report risk in accordance with the risk management lifecycle. The Manager , Business Risk and Control Office (BRCO) ... Manager , Business Risk and Control Office (BRCO) Governance...BRCOs are critical to the success of the Risk Management Lifecyle and play a role in Planning, Identifying,… more
- Bank of America (Charlotte, NC)
- Premium Elite Relationship Manager Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... to make a difference. Join us! The Premium Elite Relationship Manager demonstrates knowledge of investments and...flexible to work hours of operation **Desired Qualifications:** + Wealth management and private client experience +… more
- First Horizon Bank (Charlotte, NC)
- …requests to initiate underwriting process. o Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and Underwriter ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for process improvement and risk control development + Build and grow relationship with existing and referred clients through portfolio reviews and product and… more
- First Horizon Bank (Charlotte, NC)
- …their customers one opportunity at a time. **Summary:** The Syndications Account Manager partners with multiple lines of business relationship managers and ... manner that reflects positively on the reputation of the Bank. The account manager develops money management strategies, including managing all incoming and… more
- CBN Secure Technologies Inc. (Blythewood, SC)
- …You will be our in-state representative and your responsibilities will encompass relationship management , service delivery management , supplier and ... Internal Job Title : Customer Success Manager Job Type: Permanent, Full-Time Location: Blythewood, South...dignity and respect. WHAT YOU WILL DO + Customer Relationship Management + Act as CBN STI's… more
- Comerica (Charlotte, NC)
- …of workflows. * Establish effective communication and collaboration with other departments ( relationship management , private wealth , risk, and investment ... Fiduciary Strategy Manager Ideate and create actionable plans to improve...organization. * Monitor industry trends and developments to ensure relationship management and operational execution stays ahead… 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)
- …Interface with Internal Audit and Regulators as necessary to help support Banking and Wealth Management activities. * Responsible for the adoption of key data ... *BUSINESS CONTROLS MANAGER - DATA & ANALYTICS * WHAT IS THE...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Manager , Operations and Technology Transformation, Integrated Healthcare, Epic...A genuine passion for the healthcare industry, combined with relationship -building, leadership, and communication skills will be critical to… more
- Anywhere Real Estate (Charlotte, NC)
- Anywhere Integrated Services is seeking a Title Production Manager to oversee the production teams supporting our regional title settlement business operations ... primarily in Missouri and Illinois. The Title Production Manager will have responsibility for the day-to-day title operations team to support of the Company's goals… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Manager /Specialist Master, Operations & Technology Transformation, Insurance, Guidewire...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Candidate profile The ideal… more