- Wells Fargo (Winston Salem, NC)
- …seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more
- Truist (Charlotte, NC)
- …for clients who have passed away. Collaborate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service ... to our Wealth Clients and their beneficiaries. Essential Duties and Responsibilities...may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:… more
- Parexel (Raleigh, NC)
- …We're currently seeking a highly experienced Clinical Regulatory Leader, Health Authority Medical Review Team Lead, Master/Senior Medical Review Officer who is ... looking to draw upon their wealth of experience in clinical trial design and drug...profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
- Citizens (Charlotte, NC)
- …deepen customer relationships, and enhance satisfaction across deposits, lending, and wealth solutions. You'll operate at the intersection of business, technology, ... practices, facilitating release planning and demos. + Act as a trusted advisor and subject matter expert on Salesforce capabilities and retail banking processes.… more
- Wells Fargo (Charlotte, NC)
- …Retirement Product Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you will take inbound calls ... retirement plans + Retirement Plan Industry Experience + Experience educating Financial Advisor on recommended products and services to best support their customers'… more
- Bank of America (Raleigh, NC)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Citigroup (Charlotte, NC)
- …a broad range of financial services across USPB, Corporate Banking, Services, Markets and Wealth . The legal entity is overseen by the OCC. The CBNA CFO Support SVP ... role will partner with and act as a trusted advisor to the CBNA legal entity and lead through...and retention awards. Citi offers competitive employee benefits, including: medical , dental & vision coverage; 401(k); life, accident, and… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Lead Financial Advisory Management Trainee in Wealth and Investment Management as part of the Wells Fargo Advisors' Manager ... team with a focus on driving productivity, recruiting new and experience advisor , expense management and other initiatives + Assist in compliance, regulatory, and… more
- Anywhere Real Estate (Charlotte, NC)
- …to offer a comprehensive benefits package to our employees including:** + Medical , Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- First Horizon Bank (Charlotte, NC)
- …**Essential Duties and Responsibilities** : + Act as a trusted financial advisor to Commercial Banking LOB and Regional leadership, delivering data-driven insights ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more