- Bank of America (Charlotte, NC)
- Financial Solutions Advisor - Consumer Investments - Charlotte, NC Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- PNC (Charlotte, NC)
- …and have an opportunity to contribute to the company's success. As a Product Advisor within PNC's Treasury Management - Treasury Solutions Group, you will be ... decisions and able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing all of the… more
- Truist (Charlotte, NC)
- …change from time to time. Develops overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client to deepen client ... 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians...facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team...able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing… more
- Wells Fargo (Charlotte, NC)
- …leveraging cutting-edge technologies and best practices to deliver robust, reliable and compliant solutions . + Act as a Technology advisor to leadership to ... this role:** Wells Fargo is seeking a Principal Architect (Principal Engineer) in Consumer Payment Management as part of Consumer Technology. Learn more about… more
- KPMG (Charlotte, NC)
- …experience in financial services regulatory compliance with a focus in consumer compliance and safety and soundness regulations, (such as a compliance manager ... **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118208 - 51 **Function:**...advisor , consultant, or regulatory counselor) at a large financial institution, consulting firm, or a federal or state… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... local laws and regulations. Facilitate the identification of gaps and drive solutions that minimize losses resulting from inadequate internal processes, systems, or… more
- Bank of America (Charlotte, NC)
- …+ Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager...drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions … more
- PNC (Charlotte, NC)
- …to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group Investment Office organization, ... plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future… more
- Wells Fargo (Charlotte, NC)
- …Enterprise Functions + Corporate Investment Banking, Corporate Investing & Funding + Consumer Lending & Banking + Corporate Accounting & Reporting + Accounting ... employees. **The Position** The Head of Corporate Investment Banking and Funding Financial Accounting manages the accounting teams supporting this business and the… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Bank of America (Charlotte, NC)
- …and managing to an outcome(directly or indirectly). Proven track record in financial services, consumer products, or marketing business / analytics. Knowledge ... are guided by a common purpose to help make financial lives better through the power of every connection....The Client Quantitative Analytics Manger serves as a trusted advisor to the Consumer AML Leadership team… more
- Bank of America (Charlotte, NC)
- … Services Advisors (FSA), Banking Financial Advisors (BFA), & Corporate Financial Solutions Advisors (CFSA) in the Merrill Edge platform. This platform ... within the Consumer Banking & Merrill Edge has over 193 billion...objectives and contributes to branch office profitability by influencing Financial Advisor business practices in ways that… more
- PNC (Charlotte, NC)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- ServiceNow, Inc. (Charlotte, NC)
- …& implementation partners, etc.) to identify and localize ServiceNow Disputes and related solutions to the Financial Services market. S/he will closely align ... with our account teams for several strategic Financial Services clients (existing and potential) to seed and...solutions and strategies. + Serve as a strategic advisor to Product, Development, and Marketing to provide industry… more
- Wells Fargo (Charlotte, NC)
- …of Commercial Banking and Corporate & Investment Banking + Also serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and ... Auto Dealer Finance partner relationships in Consumer Lending **In this role, you will:** + Act...**In this role, you will:** + Act as an advisor to more experienced leaders in developing risk mitigation… more
- Wells Fargo (Charlotte, NC)
- …multiple database platforms including Oracle, DB2, and Teradata + Experience in Financial Services industry with emphasis on Consumer Lending including ... role, you will:** + Act as a Business Execution advisor to leadership to drive performance and initiatives, and...and understanding of business, delivering longer term and large-scale solutions + Provide vision, direction, and expertise to senior… more
- Deloitte (Charlotte, NC)
- …and technology solutions to a range of clients. Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff ... programs, and technology platforms. Our wealth management clients provide direct-to- consumer investment advice and management, financial planning, asset… more
- JPMorgan Chase (Charlotte, NC)
- …for employer immigration sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more