- Wells Fargo (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Citigroup (Charlotte, NC)
- …behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Assist the Fiduciary SME team in ... The Senior Auditor is an intermediate level role responsible...control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize… more
- Wells Fargo (Charlotte, NC)
- …other departments in the firm including Product Management, compliance, operations, business control , EIT, supervision etc. + Experience implementing policies ... Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the...of analytic tools and firm resources, key investment risk controls , and the resolution to control alerts.… more
- Oracle (Raleigh, NC)
- …technical competence, outstanding collaboration skills and are recognized as highly valued business partners. Our primary areas of focus include: + ** Fiduciary ... operates in. + **Relationship and Collaboration:** We work proactively with the business leaders of Oracle's operating units and assist them in understanding the… more
- Oracle (Raleigh, NC)
- …and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls , Finance & Accounting, and Business Practices policies. Revenue Recognition ... you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in...date and thorough knowledge of Oracle's Revenue Recognition, Internal Controls , Business Practices and Finance & Accounting… more
- Oracle (Raleigh, NC)
- …highest standard of compliance with US GAAP, Oracle's Revenue Recognition policies, Internal Controls , Business Practices and Finance & Accounting policies. As a ... of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core...US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls , Finance & Accounting and Business Practices… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... third-party investment products, advisory solutions, insurance products and retirement plan business . Responsibilities of the Product Manager include, but are not… more
- Truist (Charlotte, NC)
- …growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing ... clients * Self-acquires new business by being active and well connected in the...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more