- US Bank (Charlotte, NC)
- …for a strategic executive to lead 1,400 team members for our $2.0 Billion Global Corporate Trust business. This executive will manage all aspects of a complex ... and growth and further our leadership role in the Corporate Trust space. The leader of this...who can drive the strategic direction, large scale transformation, financial management , and leadership for all aspects… more
- US Bank (Charlotte, NC)
- …**eam** Our Investment Services organization provides you the opportunity to support our Global Corporate Trust & Custody as you launch your career: + **U.S. ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Bank Global Corporate Trust & Custody** is a leading… more
- Vanguard (Charlotte, NC)
- …to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an ... you to be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management...manager and as a trustee, in partnership with internal Trust Administrators. As experts in the advice space, Advisors… more
- Comerica (Charlotte, NC)
- …team of 8-12, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring compliance with corporate and regulatory policies and ... in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs… more
- Grant Thornton (Charlotte, NC)
- …or Ph.D. in Economics, Statistics, Public Policy, Mathematics, Business, Finance, Financial Engineering, Management Science and Engineering, Financial ... As the Tax Senior Manager of our Corporate Tax Services Methods & Periods/Credits practice, you'll...and verbal communication skills + Demonstrated success in project management skills and has a strong desire to build… more
- Lincoln Financial Group (Charlotte, NC)
- …actuaries with knowledge that may include Product Development, Pricing, Reinsurance, Inforce Management , Valuation, Financial Projections, Risk Management , ... Planning & Analysis, Financial Strategy & Management , Appointed Actuary, Experience Studies, Modeling and Data Analytics...As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses… more
- City National Bank (Charlotte, NC)
- …the banks internal control environment. Fiduciary and private banking audits in corporate , employee benefit, and personal trust relationships, propriety mutual ... *AUDITOR II- ENTERPRISE RISK MANAGEMENT * WHAT IS THE OPPORTUNITY? The auditor will...regulatory requirements. Assigned to one of the following areas: Financial , operational and process audits to assess the adequacy… more
- Cornerstone onDemand (Charlotte, NC)
- … Goals, Corporate Sales Goals, Area/Vertical Goals with your team's Account Management Goals + Manage to Financial Target Objectives: meeting or exceeding ... The Manager of Account Management will be part of the Account ...and execution as a doer and a mentor. Instill trust and loyalty. + Exemplify and embody Cornerstone's core… more
- First Horizon Bank (Charlotte, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, and ... First Horizon Bank is seeking a Director of Product Management for Consumer and Small Business to lead our...advice and guidance, and support. As a leader in financial services, this individual will have a strong understanding… more
- Duke Energy (Charlotte, NC)
- …planning efforts for senior management , and other governing bodies, including Corporate Forecasting and other Corporate Financial Committees. + Direct ... auditors and all corporate finance departments for issues/resolution on financial /cost management items. This position requires a blended knowledge of… more
- City National Bank (Charlotte, NC)
- …operating control environment. Wealth management and fiduciary audits in corporate , employee benefit, and personal trust relationships, propriety mutual ... the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of...for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit… more
- Truist (Charlotte, NC)
- …fiduciary businesses, including Wealth Fiduciary (personal trust ), Institutional Investment Management , and Corporate Trust & Escrow Services. Execute, ... primarily Wealth Fiduciary (personal trust ), Institutional Investment Management , and Corporate Trust &...training. + Eight plus years of experience in a financial institution with emphasis on risk management … more
- Grant Thornton (Charlotte, NC)
- …required, MBA preferred + Minimum 10 years of related work experience in management consulting or equivalent within a corporate development or transaction ... As a Transaction Management Director, you'll focus on buy-side and sell-side...and manage transaction advisory engagements, including coordination with the Financial Due Diligence, IT, Supply Chain and Human Capital… more
- TIAA (Charlotte, NC)
- …direction of the business, this job leads activities in the areas of financial and headcount management , strategic planning, business management , program ... and culture & engagement. + Develops and executes a corporate real estate strategy in line with the goals...weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another legacy financial… more
- Vanguard (Charlotte, NC)
- …to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an ... investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust ...duties. + Seven+ years of advisory experience specifically in financial planning, book of business management and… more
- Grant Thornton (Charlotte, NC)
- …or Ph.D. in Economics, Statistics, Public Policy, Mathematics, Business, Finance, Financial Engineering, Management Science and Engineering, Financial ... divestments, advising clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents + Be involved in researching… more
- Truist (Charlotte, NC)
- …within financial services wealth businesses; including advisory, brokerage/investment management , lending, fiduciary and trust . **General Description of ... dynamic audit plan spanning the Wealth business, including advisory, brokerage/investment management , lending, fiduciary and trust . Senior Directors may lead… more
- Truist (Charlotte, NC)
- …or equivalent education and related training. + Eight to twelve years of financial services or risk management experience, and/or equivalent education, training ... shifting priorities and the ability to instill confidence and trust as a valuable resource for leaders within the...and Visio software products. + Ten years of risk management experience in financial services, technology, or… more
- City National Bank (Charlotte, NC)
- …Internal Audit and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial solutions and ... Structuring and building quantitative and qualitative/conceptual analyses * Knowledge in Financial Services, Project Management * Demonstrated ability to… more
- First Horizon Bank (Charlotte, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, and ... designation (eg, CPA, CFA, FRM) * Familiarity with regulatory concepts related to financial stability, risk management , or resolution planning. * Interest in … more