- Comerica (Charlotte, NC)
- BRCO Issue Management Lead The Business Risk and Control Officers (BRCOs) play a pivotal role in guiding the business to identify and understand risk exposures ... the risk management lifecycle. The BRCO Issue Management Lead for the Line of Business...responsible for ensuring 1LOD adherence and alignment to the Issues Management policy. Owns first line execution… more
- Wells Fargo (Charlotte, NC)
- …this role:** This position will execute media relations as part of the larger Wealth & Investment Management (WIM) media program. The successful applicant will ... and does not offer relocation assistance. The Wells Fargo job profile is ** Lead Communications Consultant** . **In this role, you will:** + Develop and implement… more
- Deloitte (Charlotte, NC)
- …charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues ? Do you not only know what AGI & DNI are but actually ... to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior...work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related… more
- Truist (Charlotte, NC)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients...* 8 or more years of sales and client management experience in Wealth Management … more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo Wealth and Investment Management (WIM) Operations is seeking an Operations Senior Manager. This position will conduct oversight ... of processes across the Wealth Portfolio Implementation (Trade Support), including the review and...the Operations functional area + Work with more experienced management to develop and execute business strategies + Identify… more
- Fifth Third Bank, NA (Charlotte, NC)
- … Management , management of the Registered Investment Advisers and the Wealth and Asset Management Division business leaders to ensure the implementation ... of Registered Investment Adviser's recommended corrective actions to the issues or gaps identified. + Develop and report findings...and discussions with senior level managers to understand the Wealth and Asset Management business. + Work… more
- Truist (Charlotte, NC)
- …exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio ... for the most complex deals and largest credit relationships for Truist Wealth clients, in partnership with cross-functional partners such as internal legal and/or… more
- Truist (Charlotte, NC)
- …the development of a comprehensive, dynamic audit plan spanning the Wealth business, including advisory, brokerage/investment management , lending, fiduciary and ... progressive audit, risk or examiner experience within financial services wealth businesses; including advisory, brokerage/investment management , lending,… more
- Truist (Charlotte, NC)
- …achievement of goals and objectives 6. Present and effectively communicate identified audit issues to Management and the Engagement Manager. 7. Develop advanced ... make value-added recommendations. On occasion, the Truist Senior Internal Auditor may lead segments or primary elements of smaller audits or special reviews.… more
- Truist (Charlotte, NC)
- …areas of financial services and assists in line of business relationship management and risk monitoring. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a ... higher risk projects that may be enterprise-wide in scope. Lead planning, scoping, and development of the audit test...a technical or specialized field. 5. Leverage strong risk management knowledge to assess relevance of audit findings, potential… more
- Truist (Charlotte, NC)
- …& Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support the LOB leadership team around strategy, key ... Lead 2. Mid Corporate Strategic Execution and Business Management Lead 3. Wealth Strategic...and building an inclusive culture 9. Ability to articulate issues , risks, and proposed solutions to various levels of… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a dynamic Lead Software Engineer to join the Portfolio Management Platform (PMP) team within WIMT ( Wealth and Investment Management ... team, and external industry groups to resolve complex technical issues and achieve goals. + Lead projects,...using Oracle DB **Desired Qualifications:** + Prior experience in Wealth management and /or Portfolio Management… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Lead Software Engineer as part of Wealth Investment Management and Technology (WIMT) to build the strategic platform of ... advanced technical experience and understanding of organizational objectives. Wells Fargo Wealth Investment Management Technology (WIMT's) mission is to deliver… more
- Deloitte (Charlotte, NC)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Truist (Charlotte, NC)
- …including commercial banking, commercial real estate, corporate & investment banking, and wealth management * Proven ability to cultivate strong relationships ... banking, commercial real estate, corporate & investment banking, and wealth management * Strong critical thinking skills...and building an inclusive culture * Ability to articulate issues , risks, and proposed solutions to various levels of… more
- Truist (Charlotte, NC)
- …the business", inclusive of risk-adjacent activities such as change execution governance, issues management , quality assurance and audit and exam management ... commercial banking, commercial real estate, corporate & investment banking, and wealth management 7. Demonstrated experience fostering strong partnership,… more
- Truist (Charlotte, NC)
- …is responsible for the partnership engagement with a number of areas within Wealth , including but not limited to Wealth Markets, Fiduciary Practice, Risk, ... and applicable state laws for their Center location in alignment with Wealth 's segmentation strategy. 2. Responsible for the oversight, coaching, development and… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... practice is at the forefront of top trends and issues facing the ever-evolving power, utilities and renewable energy...generation. Work You'll Do As a Manager, you will lead and deliver small engagements, or components of large,… more
- KPMG (Charlotte, NC)
- …markets organization (Asset Management Firm/Investment Adviser, Broker Dealer, Wealth Management Firm, Swap Dealer, Securities-based Swap Dealer, Capital ... issues and recommendations to engagement leads and client management + Plan and execute client engagements focusing on...Markets or Asset/ Wealth Management Division of a Large Diversified… more
- Truist (Charlotte, NC)
- …holistic view of overall transaction and escalate complex matters to Team Lead , manager and/or Regional Sales Management . Review of Electronic ... dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact...a retail broker/dealer to engage with advisors in the management of risks and controls as well as its… more