- 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
- The Cigna Group (Charlotte, NC)
- …applicant will be working with internal and external stakeholders and customers for building solutions as part of Evernorth Consumer mobile space and will need ... Software Engineering Senior Advisor - Mobile Developer (Band 4 High) Cigna,...will play a technical leadership role within the Evernorth Consumer group and is responsible for driving the adoption… 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
- 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
- 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
- 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
- Wells Fargo (Charlotte, NC)
- …on the Personal Lending Data, Analytics & Reporting Team as a part of Consumer Lending. Learn more about the career areas and lines of business at ... with experience in converting Essbase platforms to integrated and curated data solutions is extremely preferred, however candidates with a strong background standing… 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
- PNC (Charlotte, NC)
- …plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future ... strategy and the advisors in the field. Supports the advisor on client requests for new business or specific...able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing… more
- JPMorgan Chase (Charlotte, NC)
- …not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... relationships with cross-functional teams and act as a trusted advisor to global leaders. We're seeking a thought leader...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Wells Fargo (Charlotte, NC)
- …on the Personal Lending Data, Analytics & Reporting Team as a part of Consumer Lending. Learn more about the career areas and lines of business at ... with a strong background performing data governance activities in the financial services/banking industry will be strongly considered. In addition, the lead… more
- JPMorgan Chase (Charlotte, NC)
- …not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... 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
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Senior Lead Business Analytic Consultant within our Consumer , Small and Business Banking organization. **In this role, you will:** + Advance ... platforms and/or techniques + Lead the design and implementation of BI solutions from ideation to implementation. Provide vision, direction, and expertise to… more
- Wells Fargo (Charlotte, NC)
- …for Cyber Defense **In this role, you will:** + Act as an advisor to senior leadership to develop or influence digital products, initiatives, plans, specifications, ... delivery of key results in the roadmap + Deliver solutions that are long-term, large-scale and require vision, creativity,...managers across the enterprise + Serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of… more
- Wells Fargo (Charlotte, NC)
- …Prevention Product Area **In this role, you will:** + Act as an advisor to senior leadership to develop or influence digital products, initiatives, plans, ... in-depth evaluation across multiple areas or the enterprise + Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced… more
- PNC (Charlotte, NC)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more
- Wells Fargo (Charlotte, NC)
- …Business Planning needs including communications, business reviews and executive responses across Consumer Lending Risk. This person will be a key driver of ... drive accountability for assigned initiatives, providing leadership to ensure solutions are designed, integrated and controlled to optimize effectiveness, account… more
- PNC (Charlotte, NC)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more