- 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
- 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 ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… 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
- TD Bank (Charlotte, NC)
- …is preferred + 15+ years of experience with a proven track record in a high-level management role within wealth management or private banking + A deep ... Exceptional communication and interpersonal abilities for top-tier client interaction and relationship management + Deep understanding of regulatory compliance… 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
- 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
- Truist (Raleigh, 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
- 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 ... experience with a proven track record in a high-level management role within wealth management ...communication and interpersonal abilities for top-tier client interaction and relationship management . + Deep understanding of regulatory… 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