- US Bank (Charlotte, NC)
- …with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the ... more years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Some knowledge of account… more
- Citizens (Charlotte, NC)
- …mortgage REITs, and mortgage services) space and would come in with established Corporate and Financial Sponsor relationships within the sector to help ... Citizens is seeking a Managing Director to join the Financial Institutions Group ("FIG") within Capital Markets & Advisory...addressed leading to sustainment of a high level of trust and confidence with risk management colleagues… more
- Bank OZK (Charlotte, NC)
- …financial /accounting work environment, required. + 1+ year of work experience in a Trust and Wealth Management business, required. + 1+ year of work ... Job Purpose & Scope Provides Trust system processing support to customer accounts for...+ Processes OFAC requests upon submission. + Processes FIS Corporate Actions, Foreign Tax Elections, and Class Action Payments.… 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...written and verbal communication skills Demonstrated success in project management skills and has a strong desire to build… more
- MSC Industrial Supply Co. (Davidson, NC)
- …and achieve cost savings by solving their most complex inventory management and operational challenges to improve their growth, efficiency and profitability. ... of study: Accounting, Finance, Marketing, Supply Chain, Human Resources, Management , etc. . Proficient user of email, spreadsheets, web...build something that works. Built on a foundation of trust , MSC works side by side with our customers… 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 Health Care 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
- 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 ... **Summary** The Business Risk and Controls Advisor supports the Marketing and Product Management organization. This role sits in the first line of defense and is… 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 ... what you excel at-all from Day One. **Job Description** The Labor Management Relationship Manager (RM) is responsible for conducting business development activities… 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
- 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 ... Onsite in Houston, TX or Memphis, TN. **Description:** Responsible for Treasury Management sales activities, including the development of new Treasury Management … more
- City National Bank (Charlotte, NC)
- …based on organizational need. *Must-Have** * Minimum 10 years of experience in financial services and/or consulting providing change management and/or program ... *ENTERPRISE CHANGE MANAGEMENT OFFICE SR. LEAD* WHAT IS THE OPPORTUNITY?...impacts to the larger scope * Work closely with corporate teams and cross-functional leads as required (eg, Project… 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
- 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 ... NC; Dallas, TX; Nashville, TN **Summary** This position is within First Horizon's Corporate Banking group. The Corporate Banker will cover middle market C&I… more
- JPMorgan Chase (Charlotte, NC)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... teams of Client Service professionals who advise our moderate to complex Corporate Bank clients. Manage multiple internal and external relationships to provide our… 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 ... maintain strong relationships throughout the business unit to maximize cooperation and trust . **Relationship Management ** + Collaborate with HR teams and other… 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
- 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 ... United States. The Institutional Client Group (ICG) is the relationship- management team that serves our largest clients - ranging...- ranging from $25MM in annual revenue to large corporate institutions - delivering solutions from across the bank… 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 ... a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored strategies that will help our clients achieve… 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
- Lincoln Financial Group (Charlotte, NC)
- …across multiple departments. Additionally, you will engage with Senior Management to ensure that product differentiation, innovation and market opportunities ... align with Lincoln's branding, corporate image, and strategic goals. **What you'll be doing**...of responsibility, assessing the impact, and collaborating with senior management to incorporate new trends and developments in current… more