- City National Bank (Charlotte, NC)
- …Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution ... such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within a Compliance Investment … more
- Lincoln Financial (Greensboro, NC)
- …and sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with… more
- Wells Fargo (Charlotte, NC)
- …quality, and data stewardship + Knowledge and understanding of data governance program development and implementation in a large organization across multiple ... will be widely varied, but central to ensuring data governance compliance for Wealth and Investment Management (WIM) is achieved through the planning and… more
- Cognizant (Raleigh, NC)
- …Tuning and Pega Installation. Experience in Asset Management Operations and Asset & Wealth Management is a plus. This is a hybrid work model with day ... compliance with industry standards and best practices in Pega development . + Provide technical guidance and support to ...in Asset Management Operations and Asset & Wealth Management is a plus. + Exhibit… more
- TIAA (Charlotte, NC)
- …partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and ... ultimately a superior customer experience. Develops the team through practice management including education & training, building and defining SLA's, and ensuring… more
- Cherry Bekaert (Charlotte, NC)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... our Tampa, FL, practice. This highly visible position offers excellent training, development , and professional growth. You will have lots of contact with outstanding… more
- WTW (Charlotte, NC)
- …outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees ... and develops our talent. Retains our existing clients by ensuring effective management and deployment of staff to effectively produce client deliverables. +… more
- First Horizon Bank (Raleigh, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development ** + Proactive Sales Engagement: Engage clients in consultative… more
- First Horizon Bank (Charlotte, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... complex assignments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development ** * Proactive Sales Engagement: Engage clients in consultative… more
- Principal Financial Group (Charlotte, NC)
- …and products. **Skills That Will Help You Stand Out** + Deep knowledge of wealth management tech ecosystems. + Previous experience building out retail wealth ... base salaries. Non-sales positions have the opportunity to participate in a bonus program . Sales positions are eligible for sales incentives, and in some instances a… more