- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... their financial goals. This is an opportunity to play a...client service associate plays a critical role in the back- office functioning of our firm. With responsibility for the… 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, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...at-all from Day One. **Job Description** Partners with Senior to Executive Leaders in their assigned Line… more
- First Horizon Bank (Raleigh, NC)
- **Description** **Location** : On site in office within the First Horizon 12 state footprint First Horizon's Bank's Treasury Management (TM) division helps its ... business /commercial clients manage their working capital to efficiently run...needs of our clients by leveraging proven and emerging Financial Technologies (Fin-Tech). In addition, we aim to grow… more
- SMBC (Charlotte, NC)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Bank of America (Charlotte, NC)
- …Good knowledge and understanding of PAM-specific laws, rules, and regulations within the financial services sector. + Proficient in Microsoft Office suite of ... are guided by a common purpose to help make financial lives better through the power of every connection....we serve. Bank of America is committed to an in- office culture with specific requirements for office -based… more
- ISC2 (Raleigh, NC)
- …in high-growth, complex organizations. As a key member of the technology and business leadership team, the Senior Director will drive enterprise-wide portfolio ... that empowers all of our successes. Learn more. **Position Summary** The Senior Director of PMO is a strategic leadership role responsible for overseeing… more
- Adaptec Solutions (Lexington, NC)
- …Automation, Robotics, PLC-controlled systems, preferred + Proficient with MS Project, MS Office Suite, and ERP platforms; strong financial acumen and forecasting ... lifecycle service support for manufacturing, distribution, and warehousing companies. Senior Construction Project Manager - Industrial Automation (Large-Scale, Multi-Phase… more
- Bank of America (Charlotte, NC)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Charlotte, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Truist (Charlotte, NC)
- …internal business units, process owners, global service providers, and senior leadership. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... & industry data to conduct opportunity assessments and develop business cases. 3. Develop business requirements that...consulting industry or in project management 4. Experience in Financial Services or Banking Operations **In office … more