- Deloitte (Charlotte, NC)
- …growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews ... in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent,… more
- Grant Thornton (Charlotte, NC)
- As the Private Wealth Services Tax Manager ,...we believe in making business more personal and building trust into every result - for our clients and you. ... environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Manager , as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction ... servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver...to policies and procedures. Service coverage for multiple practices ( Private Banking, Trust , & Investment Management). Duties… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Area Service Manager , as part of Huntington Bank's Private Client Group, is responsible for management of a Private ... Specialist team, covering multiple practices ( Private Banking, Trust , Investment Management and/or Retirement Plan Services). Duties &...+ Bachelor's Degree + 5 or more years of Private Bank or Wealth experience + 2… more
- Truist (Charlotte, NC)
- …10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ years in ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management,… more
- Cherry Bekaert (Gastonia, NC)
- …practice, we are currently seeking a ** Manager - Technical Project Delivery** for our ... practice's industry-focused teams (Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality… more