- Atria Wealth Solutions (King, NC)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... on Allegacy Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy Investment Group… more
- Bank of America (Charlotte, NC)
- …specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator ... for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations while… more
- TIAA (Charlotte, NC)
- …growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep understanding of high net-worth clients' needs and ... and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of… more
- Bank of America (Charlotte, NC)
- …to senior management + The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance oversight for ... matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations.… more
- TD Bank (Charlotte, NC)
- …and Experience below as you consider this opportunity. **Job Summary:** The Senior Manager , Compliance Governance & Operations leads, develops and oversees ... taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal and analytical skills… more
- Wells Fargo (Charlotte, NC)
- …develop recommendations for assessing the quality of new data + Serve as relationship manager for a line of business + Consult with and provide recommendations to ... senior management regarding assessments of the current state of...BigQuery / Spark / Vertex AI. + Experience with Wealth &d Investment Management customer and product data. +… more
- First Horizon Bank (Raleigh, NC)
- …Knoxville, TN, Raleigh, NC, Birmingham, AL or Charlotte, NC. **Summary** : The Manager - Data Issue Management leads and oversees a high-performing team of Business ... and strategic improvements to support exceptional client experiences. The Manager collaborates closely with associates across technology, operations, compliance, and… more
- TD Bank (Charlotte, NC)
- …line Consumer Banking segments, including Consumer Products, TD Auto Finance and US Wealth , in alignment with the Enterprise Risk Framework (ERF). The 'Business Mgmt ... emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad… more
- S&P Global (Raleigh, NC)
- …effective interaction between the market and the teams. + Collaborate with senior management to align internal goals with new and existing partner relationships. ... to adapt to global environment. + An effective multi-stakeholder manager . Strong time and project management skills. + Excellent...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Motion Recruitment Partners (Charlotte, NC)
- …AML, KYC, and BSA + 5 years of experience as a Product Owner/Project Manager /Business Analyst for an Agile Scrum team + Excellent verbal, written, and interpersonal ... to interact effectively with a variety of stakeholders including mid to senior level managers + Experience in facilitating virtual and in-person collaboration… more