- Comerica (Raleigh, NC)
- …Private Bankers, and Wealth Associates. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients. Uses advanced… more
- Truist (Charlotte, NC)
- …clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Optiv (Charlotte, NC)
- …achieve consistent success. + Maintain knowledge of the client's security environment, business operations, security needs, and risk appetite. Identify their ... + Thorough understanding of the current threat landscape, vulnerabilities, and defensive controls . + Strong business and technical acumen and ability to… more
- Bank of America (Asheville, NC)
- …internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages ... Financial Solutions Advisor Stage II - Consumer Investments - Greenville...Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,… more
- Bank of America (Holly Springs, NC)
- …internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages ... Financial Solutions Advisor II - Raleigh/Durham Market Raleigh, North Carolina;Chapel...Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,… more
- Bank of America (Charlotte, NC)
- …internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages ... Financial Solutions Advisor Stage II Consumer Investments - Charlotte Market...Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,… more
- City National Bank (Charlotte, NC)
- …* Review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the ... management activities: control identification to match appropriate controls with identified risk exposures to lower... and problem areas * Act as an internal advisor to business and corporate units regarding… more
- Cardinal Health (Raleigh, NC)
- …plans and policies of the organization, establishes and maintains fiscal controls , prepares and interprets financial reports, oversees financial systems and ... and accounted for. + Prepare Month-End Close Driver and Risk & Opportunity Summaries for delivery to Accounting and...& Opportunity Summaries for delivery to Accounting and Finance business partners. + Establish processes and mechanisms to review… more
- City National Bank (Charlotte, NC)
- …to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements * Review and ... *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER II- Payment...framework, which includes risk identification and assessment; risk measurement; risk controls ; and… more
- Wells Fargo (Charlotte, NC)
- …seeking a Business Execution Consultant to join the Product Governance & Business Risk (PGBR) Team within the Investment Solutions Center of Excellence (IS ... controls ; and other related duties as assigned + Risk project coordination responsibilities + Participate in planning and...and monitor key indicators to ensure effective performance and control management of assigned operations or business … more