- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate ... across all markets. **In this role, you will:** + Lead the corporate actions and voluntary functions & related...a peer mentor **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate ... team leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team...to leadership **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and ... work to resolve confirmation and ISDA related issues + Lead or participate in moderately complex initiatives and deliverables...and achieve goals **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or… more
- US Bank (Charlotte, NC)
- …product and service cyclical risk-based audit plan including asset management, institutional investment services, personal trust services businesses. The Senior ... the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit Director for Wealth… more
- Truist (Charlotte, NC)
- …and proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination ... providing support in managing acceptance or mitigation of the identified risks. 2. Lead a team of risk advisors responsible for executing the responsibilities of… more
- Deloitte (Charlotte, NC)
- …and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals + Produce quality work ... of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management,… more
- Deloitte (Charlotte, NC)
- …in business development initiatives, including the preparation of industry perspectives and lead generation materials. + Contribute to the production of quality work ... products, and services + Experience with systems related to trading, operations , lending, compliance monitoring, regulatory reporting, risk or case management, or… more
- SMBC (Charlotte, NC)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional , and municipal clients. It ... registered Broker dealer that provides financial products and services to global institutional clients, focusing on North America and Latin America. The Securities … more
- Bank of America (Charlotte, NC)
- …processes and controls. The High-Risk Detection Group is part of AML Operations supporting Global Banking (GB), Global Markets (GM), Consumer & Small Businesses ... Client Diligence and Sanctions Monitoring. This role is to lead the high number of concurrent Corporate Audits, Regulatory...Across the world, we partner with leading corporate and institutional investors through our offices in more than 35… more
- JPMorgan Chase (Charlotte, NC)
- …for working with the Regional Security Manager, the Security Officer Team Lead , and contract security officers, to ensure all physical security post orders ... a daily basis. During quarterly peak processing, you will lead a shift of contract security officers and may...and address any site incidents that may impact site operations + Present a professional attitude + Perform other… more
- JPMorgan Chase (Charlotte, NC)
- …the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and ... strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management + Manage client and partner expectations and… more
- Bank of America (Charlotte, NC)
- …discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works closely with sales, plan administration, and ... operations staff. Participates in finals presentations. Resolves the most...position, is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits. The… more
- JPMorgan Chase (Charlotte, NC)
- …Bank, you will resolve client requests while working in partnership with Service Operations , Sales partners, and Bankers located in the United States and across the ... JP Morgan Chase customers have learned to expect. **Job Responsibilities** + Lead your assigned book of clients autonomously by delivering solutions and upholding… more
- JPMorgan Chase (Charlotte, NC)
- …**Required qualifications, capabilities, and skills** + 5 years of commercial loan operations experience. + Experience leading and managing teams + Ability to manage ... an effective, efficient, and organized manner + Results driven; ability to lead /drive execution; methodical approach to identifying and solving issues + Ability to… more