- Vanguard (Charlotte, NC)
- …on a mission, and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Truist (Charlotte, NC)
- …execution of risk program requirements, primarily in support of Truist Wealth 's fiduciary businesses, including Wealth Fiduciary (personal trust), Institutional ... risk Subject Matter Expert (SME) to assigned Business Units, primarily Wealth Fiduciary (personal trust), Institutional Investment Management, and Corporate Trust &… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Vanguard (Charlotte, NC)
- …We're on a mission, and we want you to be a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop ... in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Our Wealth Advisors onboard clients and… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… 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 ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Charlotte, NC)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources....skills. The ability to bring together stakeholders and persuade senior clients to act is essential. Your role You… more
- Truist (Charlotte, NC)
- …individual subsidiary regulators (such as the Securities & Exchange Commission) as a senior leadership representative for Truist Wealth . Lead a culture of ... review the following job description:** The Director of Truist Wealth Center for Family Legacy leads the teammates within...3. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 4.… more
- First Horizon Bank (Charlotte, NC)
- …the location in the job posting. **Summary** The Business Risk and Controls Advisor supports the Marketing and Product Management organization. This role sits in the ... preparation of materials, assessment and remediation of findings, and provide updates to senior management. + Develop risk reporting that provides a holistic view of… more
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a ** Senior Lead Designer** to join the User Centered Design Team within the Advisor Platforms Product Management organization to lead the ... of our **Salesforce Client Relationship Managemen** t product suite within our advisor platforms. The Advisor Platforms Product Management group leads the… more
- Wells Fargo (Charlotte, NC)
- …role** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... prioritization of the Advisor Desktop experience and Advisor tools to... channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… more
- Fifth Third Bank, NA (Charlotte, NC)
- … Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor . + Demonstrates highly developed sales, client contact, ... met based on client banking needs and segmentation (eg ultra-affluent, inherited wealth , etc.). + Collaborates with WMA to deliver advanced planning techniques. +… more
- Truist (Charlotte, NC)
- …with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) or Specialty ... The Wholesale Credit Delivery Analyst II primarily provides support to senior Credit Portfolio Managers. Provides analytical support and participates in credit… more
- First Horizon Bank (Charlotte, NC)
- …financial and operational context to provide leadership and direction, becoming a trusted advisor within the senior management team. Your focus will be on ... Management, or a related field. + 8 or more years of experience working with senior leaders and executives as a consultant/ advisor within the business. + Strong… more
- JPMorgan Chase (Charlotte, NC)
- …extensive network and resources to position the firm as a strategic advisor . The Business Development team interfaces across the Global Banking franchise, including ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
- Truist (Charlotte, NC)
- …cycle of IT investment. Acts as primary point-of-contact and trusted advisor for investment portfolio stakeholders and EIS. Proactively identifies opportunities for ... a focus on payments, commercial lending, corporate investment banking, and wealth technologies + Identify opportunities to improve operational efficiency and enhance… more