- Vanguard (Charlotte, NC)
- … success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative ... you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment… 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Lead Wealth Underwriter Working at Wells Fargo | Jobs and Careers at Wells ... underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing...policies, procedures, regulations, and compliance requirements that influence and lead the Wealth Underwriting team to meet… more
- Truist (Charlotte, NC)
- …dynamic audit plan spanning the Wealth business, including advisory, brokerage/ investment management, lending, fiduciary and trust. Senior Directors may ... progressive audit, risk or examiner experience within financial services wealth businesses; including advisory, brokerage/ investment management, lending,… more
- Truist (Charlotte, NC)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Huntington National Bank (Charlotte, NC)
- …corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth management leadership experience + Expert ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...NC Work Arrangements: In office Duties and Responsibilities: + Lead a team of professionals to deliver customized advice… more
- 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 partner to...to offer to give them the best chance for investment success. Through this role, you will join a… more
- TD Bank (Charlotte, NC)
- …specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and ... in using computer applications including MS Office + Advanced ability to lead , plan, implement and evaluate program/project activities to ensure completion of audit… 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 to ... of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or… more
- Wells Fargo (Charlotte, NC)
- …business partners/stakeholders including senior management. + Extensive knowledge of Wealth and Investment Management, Consumer Lending and/or Consumer & ... the Head of Diversity, Equity, and Inclusion (DE&I) for Wealth and Investment Management (WIM), Consumer Lending...demographics within segments of the line of business. + Lead compelling, data-driven discussions with executives, senior … more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... Senior Consultant, Operations & Technology Transformation, Insurance, Guidewire...serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The… more
- Bank of America (Charlotte, NC)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses. **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford,...issue management. Serve as subject matter expert for and/or lead risk-based and regulatory examinations. Credit Review provides an… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... and contributing to the development of junior staff. As A Senior Consultant, you will help lead workstreams within the context of a larger engagement, gathering… more
- Wells Fargo (Charlotte, NC)
- …as part of the Commercial Real Estate Documentation Preparation team within Wealth and Investment Management Operations. This team prepares commercial real ... regulatory compliance and state law requirements. **In this role, you will:** + Lead a variety of pre-close activities for moderately complex to complex commercial… more
- Wells Fargo (Charlotte, NC)
- Wealth & Investment Management (WIM) is...role:** Wells Fargo is seeking a Group Head to lead the Legal Specialty Group (LSG), a vertically integrated ... services. We offer a full range of personalized wealth management, investment , planning, and retirement products...client experience helping firms meet their financial goals. This Senior Leader is responsible for driving strategic growth and… more
- Vanguard (Charlotte, NC)
- …be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored strategies that will help our clients ... assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Our Financial Advisors onboard clients and manage… more
- Wells Fargo (Charlotte, NC)
- …enhanced and ongoing due diligence, screening and transactional analysis of the Wealth and Investment Management customer portfolio. + Accountable for ... Quality Assurance, AML/KYC, or due diligence. + Background in Wealth and Investment Management (WIM) operations or...lead a group of 10 -15 associates and senior associates whose primary responsibility is conducting QA reviews… more
- Equitable (Charlotte, NC)
- …join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a ... of dedicated professionals that focus on Equitable Advisors platform of investment products and advisory solutions. Responsibilities of the Product Manager include:… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The ideal candidate… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media, and Energy & ... for long-term, onsite client service delivery. Work you'll do/Responsibilities The Senior Application Analyst will guide the Epic product specific build regarding… more