- City National Bank (Raleigh, NC)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered and… more
- Lincoln Financial (Greensboro, NC)
- …opportunity. **Requisition #:** 74752 **The Role at a Glance** The Senior Project Manager & Business Analyst - Corporate Finance you will provide leadership and ... execution of consulting services, including project management, business analysis and relationship management. This includes but is not limited to accountability for… more
- Topcon Positioning Systems, Inc (Raleigh, NC)
- …career opportunities go to www.topconcareers.com . **Summary** The National Account Manager , Strategic Partner will lead and grow relationships with Topcon's most ... + Target new and existing accounts through JV projects, OEM relationships, dealer leads, market research and company directives. + Build and maintain strong… more
- Lincoln Financial (Charlotte, NC)
- …within the Corporate Finance organization. We are seeking a self-motivated and strategic Manager to help lead our Finance Systems Strategy team. In this role, you ... in mentoring, coaching, and fostering a high-performing team culture + Strong relationship -building skills and ability to work effectively with senior leadership and… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ... additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on...forth by the credit union, FINRA, SEC and the broker/ dealer . + Accountable for meeting annual business plan and… more
- Synchrony (Charlotte, NC)
- …and Lifestyle with recommended strategies across large integrated partners and a fragmented dealer base as well as across multiple products + Ensure the annual ... services/payments/consumer finance space + Minimum of 5 years of relationship management and leadership experience, including working with cross-functional business… more
- TD Bank (Charlotte, NC)
- …and structured products + Manages investment management product including strategies and manager 's available on the platform + Manages solicitation policy for all ... - ability to stay resilient under pressure + Demonstrated relationship building skills, with a superior ability to make...This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA… more
- TD Bank (Charlotte, NC)
- …communication and interpersonal abilities for top-tier client interaction and relationship management + Deep understanding of regulatory compliance and risk ... This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- TD Bank (Charlotte, NC)
- …communication and interpersonal abilities for top-tier client interaction and relationship management. + Deep understanding of regulatory compliance and risk ... This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- TD Bank (Charlotte, NC)
- …the tough people and business decisions + Strong interpersonal and relationship management skills required + Excellent communication skills, written, verbal and ... This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more