- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable ... join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a… more
- Bank of America (Charlotte, NC)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...**Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop… more
- First Horizon Bank (Greensboro, NC)
- …are responsible for advising your clients on building, preserving, and managing their wealth . You will utilize our financial planning strategy to advise ... opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business Bankers and Commercial...working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven… more
- US Bank (Charlotte, NC)
- …program. **ESSENTIAL FUNCTIONS** + Interact and effectively manage relationships with our financial advisor senior leadership to create strategy and ... vision for proactive financial advisor recruiting + Oversee enterprise-wide programs...Management functions, supporting key business lines including Retail Banking, Wealth Management, Wholesale Banking, Payments, and all Corporate Functions… more
- Citigroup (Charlotte, NC)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- First Horizon Bank (Hickory, NC)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + Finalize term sheets to meet… more
- First Horizon Bank (Charlotte, NC)
- … services. **Essential Duties and Responsibilities** : * Act as a trusted financial advisor to Regional and LOB leadership, delivering data-driven insights to ... (LOBs) and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is… more
- Truist (Charlotte, NC)
- …of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , Enterprise Payments etc.). The LOB Strategic Execution and Business Management Lead ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- First Horizon Bank (Charlotte, NC)
- …with organizational values and long-term growth objectives. + Serve as a trusted advisor to senior leadership, offering insights that link risk mitigation and ... organization. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates… more
- CH Robinson (Charlotte, NC)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... operations. + Track and report compliance program performance and enhancements to senior leadership. + Mentor team members on US export and sanctions compliance… more