- 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 ... seven years of relevant experience Preferred Skills/Experience - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of account… more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... makes us so special! The Head of Belonging and Corporate Impact is a key strategic role responsible for...belonging and sustainability efforts to drive membership and employee trust . + Deep understanding of the subject matter and… more
- Comerica (Charlotte, NC)
- …team of 8-12, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring compliance with corporate and regulatory policies and ... in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs… 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 Corporate Tax Due Diligence Manager, you will lead...advising clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents + Be involved… 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...and verbal communication skills + Demonstrated success in project management skills and has a strong desire to build… more
- Lincoln Financial Group (Charlotte, NC)
- …actuaries with knowledge that may include Product Development, Pricing, Reinsurance, Inforce Management , Valuation, Financial Projections, Risk Management , ... Planning & Analysis, Financial Strategy & Management , Appointed Actuary, Experience Studies, Modeling and Data Analytics...As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses… more
- Truist (Charlotte, NC)
- …and external candidates to fill Truist Executive-level positions in our Corporate Investment Banking business. The incumbent ensures impeccable delivery of the ... Enterprise Executive Search experience by fostering trust and confidence in the Truist brand and teammate value proposition. The Senior Executive Recruiter brings a… 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 ... you to be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management...manager and as a trustee, in partnership with internal Trust Administrators. As experts in the advice space, Advisors… more
- Microsoft Corporation (Charlotte, NC)
- Join the Financial Services Team as an Strategic Enterprise Account Director, you will have the opportunity to drive Transformation in partnership with our most ... establishes recovery action plan to improve customer's overall experience. Builds trust and loyalty with the customer by providing up-to-date insights, challenging… 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 ... First Horizon Bank is seeking a Director of Product Management for Consumer and Small Business to lead our...advice and guidance, and support. As a leader in financial services, this individual will have a strong understanding… more
- City National Bank (Charlotte, NC)
- …operating control environment. Wealth management and fiduciary audits in corporate , employee benefit, and personal trust relationships, propriety mutual ... the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of...for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit… 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 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 ... North Carolina, South Carolina, Tennessee, Texas, Virginia. **Summary:** The Workforce Management Leader is responsible for the bank's Retail workforce management… 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 ... manager and as a trustee, in partnership with internal Trust Administrators. As experts in the advice space, Senior...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 ... product managers, and QA/testing staff focused on delivering secure and top-notch new corporate website and content management capabilities for our internal and… more
- Allied Universal (Charlotte, NC)
- …through budget allocation, revenue growth, profitability, cash collections and expense management ; develop strategies to achieve all financial targets + ... Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating… 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
- IBM (Charlotte, NC)
- …primary responsibilities will include: + Understanding Client's Challenges and Building Trust : Understand clients' primary challenges and establish yourself as a ... role such as customer success, consulting, pre-sales, technical account management , or equivalent functions + Great presentation, communication, and interpersonal… more
- Armstrong McGuire (Charlotte, NC)
- …Experience running a small retail business preferred. + Possess strong financial management skills, including budgeting, growing earned and philanthropic ... the financial future of BraveWorks. Staff and Board Development, Management , and Partnership + Effectively manage, support, and promote a diverse BraveWorks… 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 ... designation (eg, CPA, CFA, FRM) * Familiarity with regulatory concepts related to financial stability, risk management , or resolution planning. * Interest in … more