- Vanguard (Charlotte, NC)
- …$5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors ... with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and...years of financial advice, financial planning, book of business management and relationship management . +… more
- Truist (Charlotte, NC)
- …including performing research, user testing, quality assurance checks and vendor relationship management 9. Analyze metrics and prepare briefs, presentations ... America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible...in financial services industry 2. Five years of product management or sales experience 3. Advanced degree (eg, MBA)… 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 ... of Wealth Management , is a leadership role as...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the… more
- Wells Fargo (Charlotte, NC)
- …seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management . Our goal is to build bench-strength as ... of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet… more
- Truist (Charlotte, NC)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... * 8 or more years of sales and client management experience in Wealth Management ...* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the… more
- Citigroup (Charlotte, NC)
- …application + Effective project management skills + Effective influencing and relationship management skills + Demonstrated ability to remain unbiased in a ... The Senior Auditor is an intermediate level role responsible...assurance and influence audit scope + Develop effective line management relationships to ensure strong understanding of the business… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager, Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and...Licenses Series 7, 24, and 66 required + Demonstrated relationship management , sales, customer service, and presentation… more
- First Horizon Bank (Wilkesboro, NC)
- **Description** **Location:** On site at location listed in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Bank of America (Charlotte, NC)
- Business Banking Senior Relationship Manager - Charlotte, NC Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product… more
- First Horizon Bank (Gastonia, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... the job posting. **Schedule:** Monday through Friday, 9:00AM- 5:00PM **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful,… more