- Wells Fargo (Charlotte, NC)
- …a trusted strategic advisor to Marketing and Business leaders across the Strategy , Digital, and Innovation (SDI) and Technology, and B2B line of business teams ... The position plays a key role in bringing the Wells Fargo primary brand strategy to life by integrating it into business initiatives and customer experiences. This… more
- Lincoln Financial (Charlotte, NC)
- …and functional executives to define and drive a cohesive technology strategy for the Corporate Function organizations across Finance, Actuarial, Investments, Legal, ... and key technical requirements. + Acts as a trusted advisor to finance, actuaries, IT and other business leaders...lieu of Bachelor's) + 15+ Years' experience in technology strategy or enterprise portfolio management that directly aligns with… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Retirement Development Consultant (Business Growth Strategy Consultant) in the National Sales Client Relationship Group as part of ... and retirement income support via inbound/outbound calls, team meetings, and advisor consultations + Deliver advanced retirement planning strategies tailored to… more
- Bank of America (Charlotte, NC)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... Job expectations include assisting with client meetings related to investment strategy , account performance, new products, and market developments to promote growth… more
- US Bank (Charlotte, NC)
- …**ESSENTIAL FUNCTIONS** + Interact and effectively manage relationships with our financial advisor senior leadership to create strategy and vision for proactive ... accountable for overseeing the implementation of the AML Program Policy . The BSA/AML Officer possesses a thorough understanding of...reporting, and/or the customer. + Serve as a trusted advisor and primary subject matter expert for both internal… more
- Wells Fargo (Charlotte, NC)
- …Data Management organization provides thought leadership into line of business data strategy , supports the development of a simplified data environments to support ... business/regulatory requests, where possible in line with our Data Strategy . The ideal candidate will partner & consult with...managers across the enterprise and serve as an expert advisor to leadership + Represent Data Product in cross-functional… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... **Customer Accountabilities:** + Develops, communicates and implements a holistic strategy for audit area of expertise in support of...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group as part of ... SME support for Financial Advisors Planning Tools + Partner with Financial Advisor assigned to a territory on business development activities + Participate in… more
- Wells Fargo (Charlotte, NC)
- …manage technology exposure. In this role, you will: * Act as an advisor and implementor to Engineering and Architecture and Cybersecurity leadership aligned to both ... Security and Vulnerability Management to develop and influence product strategy and technology alignment to that strategy ,...managers across the enterprise and serve as an expert advisor to senior Engineering and Architecture leaders. * Bring… more
- Wells Fargo (Charlotte, NC)
- …security operations. The position is responsible for leading and setting the strategy and direction for advanced cyber security incident response, threat detection, ... learning and automation across the above areas + Conduct strategy planning in the above areas for ICS +...**In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network,… more