- First Horizon Bank (Charlotte, NC)
- …testing, modification, troubleshooting and maintenance of applications used within the Wealth Management Business . Works independently with little ... as part of an Agile team to deliver products and services to the Wealth Management Business . + Have extensive knowledge of Scrum and other Agile… more
- US Bank (Charlotte, NC)
- …Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/ ... Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory...leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business lines with… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. +... topics, and continuous monitoring of strategic initiatives and business changes. + The audits conducted by the candidate… more
- Wells Fargo (Charlotte, NC)
- …Services working with line of business data, which could include Wealth & Investment Management or Commercial Banking is preferred. **Job Expectations:** ... a fully accurate customer population. This role is suited for a tenacious Senior Analytic Consultant with Wealth and Investment (WIM) and/or Commercial Banking… more
- Wells Fargo (Charlotte, NC)
- …Jira + 2+ years of experience in financial services including but not limited to wealth management , asset management and community banking + Self starter, ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment...Management system. This role will partner with various business stakeholders and will drive the integrated desktop experience… more
- Truist (Charlotte, NC)
- …the Audit Committee and Executive Management . Through well-developed relationships with Senior Management and ongoing business monitoring activities, the ... dynamic audit plan for Brokerage and Trust within Truist Wealth . Senior Directors may lead other Audit...Proactively develop and maintain mutually beneficial working relationships with senior management of assigned BUs. 4. Oversee… more
- Wells Fargo (Charlotte, NC)
- …Learn more about the career areas and lines of business at wellsfargojobs.com ** Business Overview** Wealth & Investment Management , or WIM, is one of ... of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet… more
- City National Bank (Charlotte, NC)
- …is a highly visible position involving regular collaboration with the IT and Business senior leadership teams. **What you will do** + Manage Technology ... ** SENIOR MANAGER IT PMO GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This... topics, and continuous monitoring of strategic initiatives and business changes. The audits conducted by the candidate support… more
- Citizens (Charlotte, NC)
- …Wealth 's growth strategy + Enhance partnership routines between Wealth Management and other distribution teams (eg, Mortgage, Business Banking, Retail, ... Description Citizens Wealth Management is seeking a highly...variety of purposes (eg, internal colleague calls, executive and senior management forums, regulatory updates, management… 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 client retention goals by acquiring new clients through business development and expanding services and marketing new products...* 8 or more years of sales and client management experience in Wealth Management … more
- 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 lives ... expertise in certain product areas (eg Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- Equitable (Charlotte, NC)
- Wealth Management Associate- Retirement Benefits Group - NC, Charlotte (3918) ( 2000057P ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... and support in all areas important to building your business + Sponsorship as well as coaching to obtain...being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and… more
- WTW (Charlotte, NC)
- …(SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead ... opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues. This… more
- Truist (Charlotte, NC)
- … Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address ... America) **Please review the following job description:** Engage with Business Unit leadership in its management of...and decision making skills in complex environments and with senior leadership 7. Strong time management and… more
- Deloitte (Charlotte, NC)
- Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider,… more
- Wells Fargo (Charlotte, NC)
- …role, you will:** + Maintain credible, collaborative and influential relationships with senior management , other risk organizations, and regulatory agencies + ... segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management . Wells Fargo ranked No. 47 on… more
- Bank of America (Charlotte, NC)
- …complex balance sheets and income streams + 3-5+ years of commercial/private wealth management credit experience + Strong negotiation and communication skills ... may not be co-located Desired Qualifications: + Formal Credit Training and/or Commercial/ Wealth Management credit experience preferred + Bachelor's degree in … more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Business Execution Consultant Apprentice to join its Wealth and Investment Management (WIM) Fraud ... and mitigate internal and external fraud, identity theft, and falsification. The Senior Business Execution Consultant Apprentice will primarily support WIM's… more