- Truist (Charlotte, NC)
- …design/maintenance of sector-specific solutions, and operational execution of client pricing adjustments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is ... income strategy 2. Leverage external benchmarking, competitor intelligence, and internal client data to optimize portfolio fee strategy and individual deal pricing… more
- Wells Fargo (Charlotte, NC)
- …goals + Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, ... and cash related production work + Contribute and may lead implementation of projects, new or revised processes, and...will be expected to provide information to the Personal Account Dealing Team and abide by applicable policy requirements.… more
- TD Bank (Charlotte, NC)
- …& Institutional Advisors, MA Advisors and Trust Advisors with activities such as Client Onboarding, Money Movement, Account Maintenance & Servicing + Leads ... Sales/Service Support, and Data & Analytics responsibilities. This role will also lead first-line engagement and activities with Compliance and Legal with respect to… more
- Lincoln Financial (Charlotte, NC)
- …a Glance** The Role at a Glance As an Audit Analyst, you will lead and execute risk-based audits focusing on operational processes and regulatory compliance across ... and improve organizational operations by evaluating risk management, control, and governance processes. The Audit Analyst role offers an outstanding opportunity for… more
- Deloitte (Charlotte, NC)
- …technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this ends on 9/1/25. Work You'll Do Our ... specializing in Mergers & Acquisitions (M&A) transaction programs, you will lead and shape the strategy, integration, and modernization of enterprise infrastructure… more
- Wells Fargo (Charlotte, NC)
- …at wellsfargojobs (http://www.wellsfargojobs.com/) . **In this role, you will:** + Lead and manage the successful transition of internal and external advisors ... and teams into the Financial Network (FiNet) channel + Manage client relationships and participate in initiatives regarding servicing, support and growth + Identify… more
- Wells Fargo (Charlotte, NC)
- …Sponsor Coverage, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit ... **About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager to join its Sponsor...expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements… more
- SHI (Raleigh, NC)
- …**Job Summary** The ASG Presales Solutions Engineer - Identity collaborates with account teams to assess customer cybersecurity needs. will be a customer-facing ... business needs and as determined by SHI management. + Collaborate with account teams to evaluate and understand customers' cybersecurity technologies and needs. +… more
- Wells Fargo (Charlotte, NC)
- …+ Serve as the Alternative Investment expert for an Investment Professional in a client conference call + Resolve client of Investment Professional issues in ... and policies within the Alternative Investments product area + Lead and partner on projects teams + Ensure adherence...expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable + This… more
- Deloitte (Charlotte, NC)
- …of solutions. They select the most relevant tools/techniques to meet specific client requirements such as business case, pricing or complex financial analysis; and ... design deliverable content to precisely reflect the engagement contract and client needs, working alongside Managers. Senior Consultants strive to improve… more