- Truist (Raleigh, NC)
- …integrate FircoSoft Continuity & Trust within enterprise-wide systems to comply with Trust standards as well as AML case management platforms such as ... 4. Banking or financial services knowledge in OFAC, AML, KYC, wholesale, wealth and consumer business units. 5. Database management : strong proficiency… more
- Bank of America (Charlotte, NC)
- …for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth ... Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth Management areas. Additional activities would include data extraction from… more
- Wells Fargo (Charlotte, NC)
- …in shaping the underwriting strategy for the affluent segment, partnering closely with Wealth Management and Private Bank to deliver tailored credit solutions. ... and regulatory requirements + Experience supporting or partnering with Financial Advisors, Wealth Management , or Private Banking teams to meet the needs… more
- Atria Wealth Solutions (King, NC)
- …staff on Allegacy Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy ... Investment Group and Allegacy Wealth Management . + External relationships include Cuso...Manager. + Develop and maintain long-term relationships based on trust and respect with clients, employees, and members. +… more
- JPMorgan Chase (Charlotte, NC)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- JPMorgan Chase (Charlotte, NC)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Wells Fargo (Charlotte, NC)
- …Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more about our career areas ... vendor, PricewaterhouseCoopers, our administrative and investment partners in Banking Lending and Trust , and outside accountants. **In this role, you will:** + Lead… more
- Truist (Greensboro, NC)
- …is followed. 5. Maintain a strong understanding of retail, small business and wealth management products, policies and processes. 6. Maintain a knowledge of ... loans originated through a variety of channels including the Community Bank, Wealth Division, Premier, Team Mate Banking and Electronic Delivery Channels in a… more
- JPMorgan Chase (Charlotte, NC)
- …experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, ... complex investment products + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients… more
- US Bank (Charlotte, NC)
- …Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust divisions **.** Monitors compliance with ... identify, evaluate and create plans to mitigate fiduciary risk within the Trust entities' products, services and strategic initiatives. + **Compliance and Regulatory… more