- First Horizon Bank (Charlotte, NC)
- …testing, modification, troubleshooting and maintenance of applications used within the Wealth Management Business . Works independently with little ... as part of an Agile team to deliver products and services to the Wealth Management Business . + Have extensive knowledge of Scrum and other Agile… more
- US Bank (Charlotte, NC)
- …Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/ ... Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory...leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business lines with… more
- Fifth Third Bank, NA (Charlotte, NC)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist/ Planner LOCATION -- Charlotte, North Carolina 28202 ... Discover a career in banking at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (>… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. +... topics, and continuous monitoring of strategic initiatives and business changes. + The audits conducted by the candidate… more
- Wells Fargo (Charlotte, NC)
- The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... advisor channels. The team drives close collaboration across all Wealth & Investment Management product vertical to...Senior Product Manager to join our Client Relationship Management Group to define and own requirements for our… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Control Management Senior Manager to lead our Wealth and Investment Management control team. **In this ... Management experience **Desired Qualifications:** + Strong functional background in the Wealth and Investment Management business , including broker dealer… more
- Wells Fargo (Charlotte, NC)
- …military experience, education **Desired Qualifications:** + Strong functional background in the Wealth and Investment Management business , including broker ... Fargo is seeking a Senior Lead Control Management Officer for our Wealth and Investment...legal, credit risk, market risk, IT systems security, and business process management + Provide vision, direction,… more
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a Senior Auditor on the Wealth and Investment Management (WIM) Audit Team providing coverage for Banking, Lending & Trust, Wells Fargo ... Learn more about our career areas and lines of business at wellsfargojobs.com. **In this role, you will:** +...in portfolio management , investment strategy, broker/dealer operations, wealth management , fiduciary and trust services. **Job… more
- US Bank (Charlotte, NC)
- …Investment Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief ... Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory...businesses operate primarily domestically. We are seeking an experienced senior business audit executive that has strong… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance ... Reporting Team within Wealth and Investment Management . This team provides...structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will… more
- Truist (Charlotte, NC)
- …the Audit Committee and Executive Management . Through well-developed relationships with Senior Management and ongoing business monitoring activities, the ... dynamic audit plan for Brokerage and Trust within Truist Wealth . Senior Directors may lead other Audit...Proactively develop and maintain mutually beneficial working relationships with senior management of assigned BUs. 4. Oversee… more
- Morgan Stanley (Charlotte, NC)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their… more
- US Bank (Charlotte, NC)
- …of Business , Risk/Compliance/Audit (RCA) Consultants, RCA Managers and other Senior RCA Managers to, depending on the function, oversee the successful creation, ... at-all from Day One. **Job Description** Partners with Senior to Executive Leaders in their assigned Line...implementation, and maintenance of an effective risk management framework. Accountable for projects and/or activities that ensure… more
- Wells Fargo (Charlotte, NC)
- …Learn more about the career areas and lines of business at wellsfargojobs.com ** Business Overview** Wealth & Investment Management , or WIM, is one of ... of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet… more
- City National Bank (Charlotte, NC)
- …is a highly visible position involving regular collaboration with the IT and Business senior leadership teams. **What you will do** + Manage Technology ... ** SENIOR MANAGER IT PMO GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the… more
- Truist (Charlotte, NC)
- …Wealth 's strategic partnerships and the broader technology and vendor ecosystem utilized by Wealth . 2. Interfaces with Wealth 's senior leadership team to ... business performance indicators (integrating both outsourced and retained Wealth functions), manages transition of services, escalates, and resolves challenges… more
- US Bank (Charlotte, NC)
- …execution of the Audit Committee's approved plan and provide Senior Management with recommendations to strengthen key business processes and provide ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This... topics, and continuous monitoring of strategic initiatives and business changes. The audits conducted by the candidate support… 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 ... and client retention goals by acquiring new clients through business development and expanding services and marketing new products...* 8 or more years of sales and client management experience in Wealth Management … more
- TIAA (Charlotte, NC)
- …within the Office of the COO. This role reports into the Senior Director, Business Manager supporting the Wealth Management COO. Scope of work will ... business area. + Analyzes and reports to senior management on area data (financial, headcount,... Business Manager will be responsible for supporting business management needs of the Wealth… more
- TIAA (Charlotte, NC)
- …Work **Career Level** 7IC This Business Manager will be responsible for supporting business management needs of the Wealth Management 's Operations ... and Trust businesses. This role reports into the Senior Director, Business Manager who supports the...Business Manager who supports the Head of the Wealth Management Operations and President/CEO of the… more