- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved… more
- City National Bank (Raleigh, NC)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- City National Bank (Raleigh, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings,… more
- TD Bank (Charlotte, NC)
- …for the first line of defense in Wealth by partnering with US Wealth Senior Leadership Team, Federated Partners (Compliance, Legal), and AMCB Consumer Bank ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth ...regulatory bodies including FINRA, SEC, OCC + Partners with Senior Executives across Consumer Distribution & AMCB to deliver… more
- Wells Fargo (Charlotte, NC)
- …Overview** WIM Early Careers seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management. Our goal is ... to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the...You will also have the support of a program manager and functional cohort to support you through your… more
- TD Bank (Charlotte, NC)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Business Management / Administration ... Marketing material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational...and reward the contributions of others + As a senior executive team member, and across all areas of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Brokerage Relationship Manager to join our Independent Advisor Group as part of Wealth & Investment ... + Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions + Provide recommendations… more
- Bank of America (Charlotte, NC)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Relationship - Manager \_25035373) **Job Description:** Merrill ... Relationship Manager Charlotte, North Carolina **To...Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,… more
- First Horizon Bank (Greensboro, NC)
- …of professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business ... opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business Bankers and Commercial...and peer group role model for other Private Client Relationship Managers + Continuously act as a culture champion… more