- Truist (Wilmington, NC)
- …program, client servicing and advisor support. 8. Escalate potential at-risk relationships to advisor/ regional managing director . 9. Serve as the on-site ... NC.* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned… more
- Truist (Charlotte, NC)
- …organization meet its firm and regulatory obligations. Works closely with the Division Director , Regional Directors, and client facing teammates as well as other ... leadership in the designated geography, the Wealth leadership team and the Compliance, Supervision and Risk...abilities. 5. Detail-oriented and able to work independently while managing multiple priorities. 6. FINRA Series 7, 66, 24,… more
- First Horizon Bank (Charlotte, NC)
- …pricing initiatives across the organization. This role will collaborate closely with the Director of Pricing and Profitability and serve as a key liaison for the ... are backed by foundationally accurate data. **Job Responsibilities:** + Assist the Director of Pricing and Profitability in defining and executing the company's… more
- First Horizon Bank (Charlotte, NC)
- …function at First Horizon Corporation is under the direction of the Director of Corporate Properties & Procurement. The VP, Strategic Sourcing Senior role ... is accountable for managing the overall relationship with Vendors and Service Providers,...meaning the ability to interact and present up to Director , Executive Management levels. **Professional Background** □ Bachelor's degree… more
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