- Wells Fargo (Charlotte, NC)
- …Client Associate as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients… more
- Stanley Black and Decker (Kannapolis, NC)
- …Development:** Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online ... university (where you can get certificates and specializations from renowned colleges and universities). **Diverse & Inclusive Culture:** We pride ourselves on being an awesome place to work. We respect and embrace differences because that's how the best work… more
- US Coast Guard (Elizabeth City, NC)
- …Veterans, Peace Corps, VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable to ... the DHS mission. If you are a member of one of these groups, you may not have to compete with the public for federal jobs. To determine your eligibility for non-competitive appointment and to understand the required documentation, click on the links above or… more
- Truist (Greensboro, NC)
- …with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in ... a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products… more
- Wells Fargo (Charlotte, NC)
- …Consultant) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors ... fielding inbound and outbound calls on annuity and retirement income products. Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' financial goals.… more
- Wells Fargo (Charlotte, NC)
- …with Hadoop / Google BigQuery / Spark / Vertex AI. + Experience with Wealth &d Investment Management customer and product data. + Experience with root cause analysis ... and issue management. + Experience communicating and presenting complex information to multiple levels of the organization. + Ability to identify risk factors and ensure enactment of appropriate controls. + Ability to take initiative and work independently… more
- TD Bank (Charlotte, NC)
- …taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal and analytical skills ... + Highly motivated, strong attention to detail, team oriented, organized + Strong interpersonal and presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging; ability to influence and lead at a senior… more
- Nuveen Investments (Charlotte, NC)
- …+ Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical ... sales support, and acting as a primary point of contact for clients. + Marketing Collateral: Providing input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients. + * Speaker Events: Working… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Retirment Plan Product Manager in Investment Products as part of Wealth & Investment Management. Learn more about the career areas and lines of business ... at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Strategize marketing based on assessment of results-based environment and new opportunities for Retirement product implementation and enhancements + Review and… more
- Wells Fargo (Charlotte, NC)
- …an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn more about our career areas and ... lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative… more