- Truist (Raleigh, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- First Horizon Bank (Greensboro, NC)
- …of professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business ... client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner… more
- City National Bank (Raleigh, NC)
- …managing direct reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment ... *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The...of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets,… more
- Highmark Health (Raleigh, NC)
- …organizational change; encourage participation in activities that support relationship development; champion information security innovation; encourage and enforce ... cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals… more
- City National Bank (Raleigh, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- PNC (Raleigh, NC)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more
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