- Wells Fargo (Charlotte, NC)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within Regulatory Reporting ... related to reporting. **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated… more
- Wells Fargo (Charlotte, NC)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist within our (CAT) Oversight Team as ... resolve issues and achieve goals. **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated… 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
- JPMorgan Chase (Charlotte, NC)
- Lead a team of five (5) to ten...clear path to resolution. + Work with partners in Operations and Product Management to streamline processes + Identify ... Treasury Product Onboarding experience end to end! As a Client Onboarding Team Lead within the Commercial Bank, you will be responsible for leading and managing… 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
- 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