- Wells Fargo (Charlotte, NC)
- …is also a leading provider of trust, investment , and fiduciary services, including personal trust services. ** Banking , Lending & Trust COE** As part of its ... role:** Wells Fargo is seeking a Senior Business Accountability Specialist . The Senior Business Accountability Specialist plays...role within the Fiduciary Oversight team in Wealth & Investment Management (WIM), part of the Banking ,… more
- Wells Fargo (Charlotte, NC)
- …Operations Specialist in Regulatory Due Diligence as part of our Corporate Investment Banking (CIB) Operations division. Learn more about our career areas ... this position. + Visa Sponsorship not available for this position. **Corporate & Investment Banking ** delivers a comprehensive suite of capital markets, … more
- Raymond James Financial, Inc. (Charlotte, NC)
- …complies with regulations and good financial practice. + Develop and amend investment models to provide input to senior colleagues and/or help manage assigned ... professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external… more
- Truist (Raleigh, NC)
- …essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client ... trust owned assets. Provide administrative and operational support to Privately Held Investment Officers. Help coordinate with other members of the Wealth team… more
- Wells Fargo (Charlotte, NC)
- …seeking a CIB Quantitative Strategist - Vice President (Lead Securities Quantitative Analytics Specialist ) in Corporate & Investment Banking . Learn more ... incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to… more
- Deloitte (Charlotte, NC)
- …business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media ... to work in a collaborative environment? As an experienced Ent Imaging & Radiant/Cupid Specialist you will have the ability to share new ideas and collaborate on… more
- Bank OZK (Charlotte, NC)
- …policies and procedures related to Trust and Wealth. + Knowledge of personal finance practices, fundamental investment management, and introductory income ... on a legacy of more than 120 years in banking , Bank OZK is much more than just a...financial risk management software, workflow automation software, and core banking software. + Ability to work independently, under moderate… more
- Truist (Greensboro, NC)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- TD Bank (Charlotte, NC)
- …**In this position, the Compliance Specialist will be supporting the Wealth Banking , TD Wealth Management Services, Inc and Investment & Trust business lines ... High-Net-Worth, Institutional and Mass Affluent clients of TD Bank, NA encompassing banking , custom credit, asset management, securities, investment advisory and… more
- TD Bank (Morganton, NC)
- …who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager I develops, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...individual performance metrics + Requires knowledge of the business, banking and bank operations + Requires process management knowledge… more