- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager in Equity Optimization as part of Wealth & ... excellence and continuous learning **Required Qualifications:** + 7+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated… 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 Personal Investor,...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
- Wells Fargo (Charlotte, NC)
- …for a flatter, more nimble organization that is easier to do business with, ** Wealth and Investment Management (WIM)** has created horizontal functions known as ... moderate complexity within scope of responsibility + Collaborate with and influence Wealth Management Banking professionals, including senior managers, as well… 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
- TD Bank (Charlotte, NC)
- …specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and ... in using computer applications including MS Office + Advanced ability to lead , plan, implement and evaluate program/project activities to ensure completion of audit… more
- City National Bank (Charlotte, NC)
- *MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors to ... of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... Senior Consultant, Operations & Technology Transformation, Insurance, Guidewire...serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The… more
- Bank of America (Charlotte, NC)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses. **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford,...issue management. Serve as subject matter expert for and/or lead risk-based and regulatory examinations. Credit Review provides an… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... and contributing to the development of junior staff. As A Senior Consultant, you will help lead workstreams within the context of a larger engagement, gathering… 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
- Vanguard (Charlotte, NC)
- …be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored strategies that will help our clients ... assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Our Financial Advisors onboard clients and manage… more
- Equitable (Charlotte, NC)
- …join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a ... of dedicated professionals that focus on Equitable Advisors platform of investment products and advisory solutions. Responsibilities of the Product Manager include:… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The ideal candidate… more
- Deloitte (Charlotte, NC)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media, and Energy & ... for long-term, onsite client service delivery. Work you'll do/Responsibilities The Senior Application Analyst will guide the Epic product specific build regarding… more
- Truist (Charlotte, NC)
- …supporting one or more wholesale businesses (eg commercial banking, corporate and investment banking, wealth ) 3. Experience working in the financial services ... practices that meet the needs of the business. 2. Lead the design and development of incentive plan programs,...notable risk exposure. 6. Ability to influence others at senior levels to adopt a new perspective. Knowledge of… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Financial Advisory Branch Director - Non-Producing in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... develop branch business plans, and look for opportunities to grow branches + Lead Financial Advisory teams by making strategic decisions to resolve highly complex… more