- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000AO ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... your potential? The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable Advisors… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager , Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : ... your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to build relationships with… more
- City National Bank (Raleigh, NC)
- …people, systems or external events. The Operational Risk Business Oversight (ORBO) Program Manager is responsible for providing advisory and oversight, with a ... *OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER * WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and… more
- Bank of America (Charlotte, NC)
- Investment Consultant II - Merrill Premium Charlotte, North Carolina;Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments,… more
- Truist (Charlotte, NC)
- …delivery of value-added independent and objective risk-based internal audit assurance and advisory services. The Senior Audit Manager further develops and ... shift (United States of America) **Please review the following job description:** Truist Senior Audit Manager is responsible for providing a leadership role in the… more
- Truist (Charlotte, NC)
- …the following job description:** The Sports & Entertainment Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate ... Relationship Manager for growth of the national...service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in… more
- US Bank (Charlotte, NC)
- …at-all from Day One. **Job Description** Compliance professional, reporting to RCA Manager , will assist in providing oversight of the Company's Retail Nondeposit ... Investment Product (RNDIP) program. This position will partner with...This position will partner with the retail Brokerage / Advisory business lines within Wealth, Corporate, Commercial and Institutional… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized Industries as a part of ... training, military experience, education **Desired Qualifications:** + Commercial and investment banking account relationship management experience within the… more
- Deloitte (Charlotte, NC)
- …Manager , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with ... have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role...of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to… more
- Bank of America (Chapel Hill, NC)
- …through reviews and presentations, including assessing financial goals and recommending investment advisory strategiesCommunicates solutions to clients that are ... reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial… more