- Vanguard (Charlotte, NC)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... ability to acquire within 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience,… more
- Wells Fargo (Charlotte, NC)
- …It also supports a variety of related functions such as advisory tax management, advisor trading, billing, account maintenance, operational support platforms, ... support our Advisory Strategy programs. This includes efforts such as our Advisor Directed programs and our Personalized Unified Managed Account (P-UMA) program.… more
- Comerica (Charlotte, NC)
- Job Description Senior Trust Client AssistantOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to ... administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Client Assistant… more
- Truist (Charlotte, NC)
- …ensure optimal outcomes aligned with business priorities. 4. Act as a trusted advisor to senior executives and business leaders. Collaborate to understand ... service quality, user experience, and risk posture. Partner closely with senior executives and business leaders to translate strategic objectives into transformative… more
- Western Digital (Raleigh, NC)
- …integrating risk considerations into the internal audit function as well as Senior and Executive Leadership strategic decision making. This leader works closely with ... enterprise risks. + Facilitate risk workshops and interviews with senior leadership to align strategic objectives with risk appetite...audit execution and reporting. + Serve as a strategic advisor on risk issues uncovered during audits and offer… more
- Banc of California (Durham, NC)
- …assessments. + Foster strong relationships with control owners, serving as a trusted advisor and providing guidance on IT compliance best practices. + Provide input ... compliance and risk management. + Assist in preparing and presenting reports to senior leadership and boards on governance, risk, and compliance activities. + Stay… more
- Truist (Charlotte, NC)
- …Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports & ... and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Grant Thornton (Charlotte, NC)
- …supply chain officers, chief operating officers, chief financial officers, and other senior client leaders to demonstrate your supply chain subject matter expertise ... levels to manage expectations, ensure satisfaction, and become a trusted business advisor . + Build on client relationships by building, maintaining, and utilizing… more
- Grant Thornton (Raleigh, NC)
- …with all levels of personnel at Grant Thornton. + Ability to serve as a trusted advisor to senior leadership. + Aptitude to learn and leverage new technology. + ... (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational,… more
- Truist (Raleigh, NC)
- …actionable insights for process improvement and acting as a trusted advisor to senior leadership, shaping enterprise-wide resilience strategies. ... Splunk, or equivalent) 5. Strong communication skill, able to influence senior executives, regulatory bodies, and technical teams 6. Strong portfolio management… more
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