- Microsoft Corporation (Charlotte, NC)
- …that result in targeted business outcomes, driving revenue growth for Microsoft. As a ** Banking ** ** Industry Advisor ** - Americas on the Industry ... about playing a role in making impact in the Banking Industry by empowering clients on their...multi-horizon incremental opportunities and growth. + Be the trusted advisor with Business Decision Maker's (BDM) to position Microsoft… more
- Truist (Charlotte, NC)
- …solutions with corporate banking clients and in the Sports & Entertainment industry + A thorough understanding of a broad range of financial planning and ... review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... connected in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking … more
- Bank of America (Charlotte, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... Make a difference where it counts by joining our industry -leading wealth management team at Bank of America and...this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the… more
- Truist (Charlotte, NC)
- …units to inspire and build better lives and communities. The Cybersecurity Risk Advisor is responsible for providing first line of defense end-to-end risk management ... support within the Enterprise Technology Governance and Control Cyber Risk Advisor Team. The risk management services provided include identifying existing and… more
- Regions Bank (Charlotte, NC)
- …**Requirements** + Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking , trust investment ... Or High School Diploma or GED and eleven (11) years of financial services industry experience preferably in commercial or consumer banking , trust investment or… more
- Bank of America (Charlotte, NC)
- …process. **Required Skills & Abilities:** + 2 or more years of banking /financial industry experience + Self-starter and independent worker, ability to ... Fulfillment Advisor - Global Client Coordination Charlotte, North Carolina...Service and Operations supporting large corporate, commercial, and business banking clients. Merchant Operations providing merchant servicing including hardware… more
- Truist (Charlotte, NC)
- …advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures trust administrative duties are completed in ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required… more
- Deloitte (Charlotte, NC)
- …data architecture, data management, or data engineering + 3 years' experience in the banking industry + Proficiency in tools in the following areas: + Scripting ... following roles: + Act as a key subject matter advisor in engagements, providing project oversight and guidance on...similar credentials + 4+ years of experience in the banking industry The wage range for this… more
- Deloitte (Charlotte, NC)
- …business problems and in providing professional services to the financial services industry . + Deloitte's Banking and Capital Markets Advisory Practice: Our ... Banking Regulatory Reporting Transformation Senior Consultant Our practitioners...Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their business and implement effective and… more
- Bank of America (Charlotte, NC)
- …Implementation/Fulfillment questions and issues. + 1-2 years of experience in the Banking /Financial industry , Treasury experience preferred but not required. + ... Treasury Fulfillment Advisor Charlotte, North Carolina **Job Description:** Responsible for acting as the primary interface to med/high revenue clients.… more
- USAA (Charlotte, NC)
- …**The Opportunity** We are seeking a Regulatory Reporting Quality Assurance Advisor to own the performance, independent validation and improvement of external ... or process experience in the financial services, insurance, or relevant industry . + Experience identifying problems/trends and developing and recommending solutions… more
- USAA (Charlotte, NC)
- …so special! **The Opportunity** As a dedicated **Senior Asset Liability Management Advisor ** , you will be responsible for the modeling, analysis, reporting, ... in a corporate treasury, investment or finance position in banking or insurance OR an advanced degree in Business,...pricing. + Experience with large asset liability systems or industry standard financial modeling software (such as QRM, Bancware,… more
- Truist (Charlotte, NC)
- …(CFA) or equivalent advanced risk certification. 4. In-depth knowledge of investment banking , capital markets, market, industry sector and/or financial products ... proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination and… more
- Deloitte (Charlotte, NC)
- …federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, ... provide federal tax consulting and compliance services to a clients in the banking and financial services industries. You will work directly with the client, manage… more
- Truist (Charlotte, NC)
- …they are consistent with the Bank's risk appetite, regulator expectations and industry standard. + Identify areas of opportunity to improve risk visibility within ... consulting, operations, process engineering, or risk management in the financial services industry + 5+ years supervisory or management level experience. + Strong… more
- Truist (Charlotte, NC)
- …experience and training 3. Strong knowledge of SOX and other industry -related regulatory requirements. 4. Strong knowledge of operational and other non-financial ... Finance or Business, or equivalent education and related training 2. 12 years of banking or relevant experience 3. Audit experience 4. Strong knowledge in field of… more
- Truist (Charlotte, NC)
- …work experience and training 3. Knowledge of SOX and other industry -related regulatory requirements. 4. Knowledge of operational and other non-financial risks. ... Finance or Business, or equivalent education and related training 2. 8+ years of banking or relevant experience 3. Audit experience 4. Strong knowledge in field of… more