- Comerica (Charlotte, NC)
- Trust Advisor Manager This role is responsible for managing a team of 8-12, including Trust Advisors , Trust Administrators and Trust Client ... corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative… more
- H&R Block (Charlotte, NC)
- **554655BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining ... to building a Connected Culture - one in which trust , care, and connections are how we work together...escalation to the Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact… more
- Truist (Charlotte, NC)
- …information clearly to clients and internal partners. 9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Charlotte, NC)
- …through the manager . * Recruit, train, mentor, and manage the trust team to ensure high performance, professional growth, and alignment with the organization's ... Personal Fiduciary Services Support Manager The Manager , National Personal Fiduciary...Manage transactional activity for a moderate number of personal trust accounts, ensuring high-quality service and attention to detail.… more
- Comerica (Charlotte, NC)
- …effective challenges to current practices. * Provide guidance and support to trust advisors and operational teams on potential operational improvement ... Fiduciary Program Manager Ideate and create actionable plans to improve...improvement initiatives / tasks, providing guidance and support to trust advisors and operational teams. Provide expertise… more
- Truist (Charlotte, NC)
- …Technology GCO and peer teams across the Tech GCO organization, including Risk Advisors and the technology teams they support. A successful candidate will have the ... management processes. The Technology GCO PRC & RCSA Senior Manager must demonstrate sound judgment, strong relationship skills, plan...re-focus based on evolving priorities, and a level of trust to serve as a valuable resource to leaders… more
- Comerica (Charlotte, NC)
- …mitigation and process improvement initiatives / tasks, providing guidance and support to trust advisors and operational teams. Provide expertise and support for ... Fiduciary Strategy Manager Ideate and create actionable plans to improve the overall trust organization and serve as a visionary for the trust organization… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** The GCO Senior Risk Advisory Manager I is responsible for providing first line of defense end-to-end risk ... of key controls with corresponding key risk indicators. Risk Advisors demonstrate sound judgment, strong relationship skills, a risk-based...re-focus based on evolving priorities, and a level of trust to serve as a valuable resource to leaders… 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 lives ... the power to make a difference. Join us! The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with… more
- Grant Thornton (Charlotte, NC)
- Grant Thornton is seeking a Microsoft Platform Manager ( Manager ) to join the team. Approved office locations can be found below. Information Technology (IT) - ... Microsoft Platform Manager - Manager The Microsoft Platform ...we believe in making business more personal and building trust into every result - for our clients and… more
- Ascensus (Charlotte, NC)
- …offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, ... Position Summary** Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified… more
- Grant Thornton (Charlotte, NC)
- Regulatory & Practice Review Seasonal Senior Manager As a Regulatory & Practice Review Seasonal Senior Manager you'll support audit teams for regulatory ... we believe in making business more personal and building trust into every result - for our clients and...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively… more
- Grant Thornton (Charlotte, NC)
- Grant Thornton is seeking a Cyber Privacy and Data Protection Senior Manager to join our team in Chicago, IL. Additional approved locations include: Atlanta, GA, ... assessment, automation, process re-engineering, and managed services. As a Manager within our Privacy & Data Protection practice, you...we believe in making business more personal and building trust into every result - for our clients and… more
- Equitable (Charlotte, NC)
- …UNITED STATES-NC-Raleigh, UNITED STATES-SC-Greenville **Organization** : Equitable Advisors **Description** **Equitable Advisors , The Opportunity ... and families make financial decisions towards living a fulfilled life. Equitable Advisors believe in teamwork, collaboration, and rewarding work. That is why we… 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 (WIM) Audit Team ... provides audit coverage for Banking, Lending, & Trust , Wells Fargo Client Relationship Group, Wells Fargo Investment Solutions, WIM Control, WIM Marketing, WIM… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Area Service Manager , as part of Huntington Bank's Private Client Group, is responsible for management of a Private Bank Service ... Specialist team, covering multiple practices (Private Banking, Trust , Investment Management and/or Retirement Plan Services). Duties & Responsibilities: + Directs… more
- Grant Thornton (Charlotte, NC)
- As an Accounting Advisory Manager , you will be responsible for teams that consult with clients on complex accounting transactions. You will help clients address ... we believe in making business more personal and building trust into every result - for our clients and...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively… more
- Grant Thornton (Charlotte, NC)
- As a Senior Manager , you will be responsible for teams that consult with Grant Thornton accounting advisory clients on complex accounting transactions. You will ... we believe in making business more personal and building trust into every result - for our clients and...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively… more
- Grant Thornton (Charlotte, NC)
- As the Transaction Tax Manager , you will lead innovative tax planning, consulting, and compliance skills on M&A projects for your multiple clients - all with the ... we believe in making business more personal and building trust into every result - for our clients and...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively… more
- Grant Thornton (Charlotte, NC)
- As the Tax Senior Manager of our Corporate Tax Services Methods & Periods/Credits practice, you'll be responsible for designing, implementing, and executing ... we believe in making business more personal and building trust into every result - for our clients and...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively… more