- Regions Bank (Charlotte, NC)
- …This position may design and/or develop risk programs or risk models for the Bank and provides guidance and effective challenge to the first line of defense on ... implementation, execution and monitoring of the operational risk management framework. This position may also serve as a lead or subject matter expert. **Primary Responsibilities** + Coordinates with internal and external parties in risk management across… more
- JPMorgan Chase (Charlotte, NC)
- Become an integral part of the Asset & Wealth Management-Private Bank team where you will have the opportunity to work in a fast-paced organization and each day ... attention to detail and quality. As an Executive Assistant in Asset & Wealth Management-Private Bank , you will need to work well in a team environment, be able… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** The Wealth Private Advisor's primary responsibility is to deepen client relationships around ... banking, credit, and insurance with Wealth segment clients. Located within a virtual, the ...sales activity, pipeline and other pertinent information using the bank 's client relationship management (CRM) system. f. Proactively call… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Business Overview** Wealth & Investment Management, or WIM, is one of the United… more
- Citigroup (Charlotte, NC)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic… more
- JPMorgan Chase (Pittsboro, NC)
- …to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- Huntington National Bank (Raleigh, NC)
- …include: Greenville, SC, Raleigh, NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction ... between the client and Huntington Bank in terms of establishment of documentation, maintenance, and...servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver… more
- Comerica (Raleigh, NC)
- …Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's ... relationships and manage with courage. Position Responsibilities: Increase the Bank 's profitability by cultivating new business relationships. Maintain and develop… more
- Comerica (Raleigh, NC)
- …Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's ... Companies and America's Greenest Companies Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating… more
- Truist (Charlotte, NC)
- …Managers including oversight of securities related activity of registered bank teammates **Required Qualifications:** The requirements listed below are ... representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + 3 to 5 years of experience in brokerage with an emphasis in compliance,… more