- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Principal Software Engineer in Technology as part of Wealth & Investment Management Technology (WIMT). This engineer will ... to drive foundational innovation across the enterprise. Wells Fargo Wealth Investment Management Technology (WIMT's) mission is to deliver secure, reliable, and… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- Raymond James Financial, Inc. (Raleigh, NC)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, ... setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial … more
- First Horizon Bank (Greensboro, NC)
- …all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, ... are not mentioned below. Specific activities may change from time to time . + Meet revenue growth,...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Charlotte, NC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... processes for the respective complex/division. + Primary approval of advisor Regulation Best Interest documentation as it pertains to...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Truist (Charlotte, NC)
- …Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for ... . 1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals. 2. Provides delivery management...vacation (prorated based on date of hire and by full- time or part - time status) during… more
- Guardian Life (Raleigh, NC)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...purpose, priorities, and values. Do you want to be part of a collaborative Compliance Legal Team? As a… more
- Truist (Charlotte, NC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... alignment and value delivery. 8. Develop and maintain IT investment portfolios with clear business value measurement and strategic...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such...will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams… more
- Celonis (Raleigh, NC)
- …to design and build Celonis solutions that ensure a positive return on investment . + **Establish strong, trusted advisor relationships** with customers through ... us. **The Team: Global Value Engineering Center of Excellence** Become an integral part of our international, diverse, and dynamic Global Value Engineering Center of… more