- Coinbase (Charlotte, NC)
- …finance, project management or client experience * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech *Note: ... a best in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient execution. *… more
- Truist (Charlotte, NC)
- …and/or investments across multiple client segments including consumer, small business, wealth and commercial business. 3. Familiarity with zero- trust security ... for their segment. This role manages and leads high performing product management teams consisting of product managers, product owners, and product analysts. This… more
- Cherry Bekaert (Raleigh, NC)
- …accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure ... and offerings. You should also have excellent analytical, problem-solving, change management , and communication skills, as well as the ability to influence… more
- Comerica (Raleigh, NC)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... even when goals conflict. Sell the bank's credit and non-credit products, trust , commercial real estate and treasury management . Accept special project… more
- Coinbase (Charlotte, NC)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase. * Champion clear communication with internal and external partners… more
- Comerica (Charlotte, NC)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate, treasury management and other bank functions.… more
- Vanguard (Charlotte, NC)
- …plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized ... Five years of advisory experience, specifically in advice planning, book of business management , and relationship management . + Shown experience managing a book… more
- Navy Federal Credit Union (Matthews, NC)
- …seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business based on member needs ... and written communications skills + Effective planning, organizational, time management and problem-solving skills + Effective skill building relationships through… more
- Coinbase (Charlotte, NC)
- …success, while leveraging Coinbase's CaaS capabilities. The role will require trust building with executive level partners at the largest financial institutions ... emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets… more