- Deloitte (Charlotte, NC)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers ... large companies. Senior consultants will evaluate emerging vendor solutions within investment and wealth management. You will help present your team's… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist. This role is critical for the setup, ongoing support, and expansion of ... Operations. Some of the key responsibilities include: + The Senior Securities Operations Specialist will own the End to...data quality checks and regression testing for accuracy. + Lead , execute and Operationalize Service Chat across the ICC,… more
- Bank of America (Charlotte, NC)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to...be able to navigate across multiple FLU Executives and Senior Leaders. The candidate will be responsible for assignments… more
- 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
- 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
- Vanguard (Charlotte, NC)
- …success by providing financial planning solutions using our time-tested research and investment methodology. Wealth Advisors work in a collaborative team ... you to be a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth ...can include trusts and individual assets. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability,… 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
- Wells Fargo (Charlotte, NC)
- …Specialty Asset Manager to support Real Estate Asset Management Services within its Wealth & Investment Management division. Learn more about the career areas ... and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . Wealth & Investment Management, or WIM, is...and models to derive and support pricing estimates and lead team to meet wealth client management… 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 ... in close collaboration with leadership, stakeholders and the user community across all Wealth & Investment Management product verticals and 3rd Party FinTech to… more
- Wells Fargo (Charlotte, NC)
- …ultimately help shape and define the growth of our business. We are seeking a Senior Marketing Manager ( Senior Lead Marketing Consultant) to support our ... **About this role:** Wealth and Investment Management (WIM) Marketing... Management Marketing organization and a member of the senior leadership team for the FiNet business, this role… more
- Wells Fargo (Charlotte, NC)
- …the future of data-driven solutions. **About this role:** Wells Fargo is seeking a Senior Lead Technology Business Systems Consultant to serve in the role of ... **Business and Data Analyst** on the Wealth and Investment Management Technology (WIMT) Core Engineering team. This role will collaborate with engineering teams… more
- Wells Fargo (Charlotte, NC)
- …this role** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to...Advisors and Client Associates. Wells Fargo is seeking a ** Senior Product Manage** **r** to join our Client Relationship… more
- Wells Fargo (Charlotte, NC)
- …Ability to code in Python, Java or .Net + Strong analytical skills + Wealth Investment Management business knowledge + Prior experience in the financial industry ... The Wealth Management Data Solutions (WM DS) organization provides... Management Data Solutions is seeking a world class Senior Data Engineer specializing in ETL tools and data… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Work You'll Do The ideal candidate… more
- Wells Fargo (Charlotte, NC)
- … Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more about our career areas ... of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . This tax technical Senior Specialist will support Fiduciary Tax Services as an… more
- Truist (Charlotte, NC)
- …the following job description:** JOB SUMMARY The Fiduciary Director role is the most senior role on the team and is responsible for the successful execution and ... the partnership engagement with a number of areas within Wealth , including but not limited to Wealth ...Region Directors) as well as local market Fiduciary and Investment leaders 7. Responsible for the successful execution of… more
- City National Bank (Charlotte, NC)
- …experience with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience ... revised laws and regulations. * Assist the Compliance Manager, Senior Compliance Officer, and Risk Assessment team with the...meetings to discuss testing and risk assessment results and lead line of business to remediation plans. * Works… more