- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment ... complex account structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to.... The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Morgan Stanley (Charlotte, NC)
- …and delivery of financial and investment strategies that aim to address each client 's specific goals and concerns * Prepares performance reports and other ... Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts… more
- City National Bank (Charlotte, NC)
- ** SENIOR MANAGER IT PMO GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the ... to enable effective decision making throughout the organization. The Senior Manager of IT PMO may lead a Team...through robust KRI (Key Risk Indicator) and KPI (Key Performance Indicator) metrics. Projects may include introduction or major… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Morgan Stanley (Cornelius, NC)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Senior Registered Client ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...5 years of industry experience required * Demonstrated strong performance in current role for the prior 2 years,… more
- Bank of America (Charlotte, NC)
- …engage other specialists within Bank of America's Private Bank to best meet client needs ( wealth strategists, Office of Chief Fiduciary, etc.) + Proactively ... Senior Trust Officer Charlotte, North Carolina **Job Description:**...Development + Client Management + Customer and Client Focus + Risk Management + Wealth … more
- Cherry Bekaert (Charlotte, NC)
- …Develop engagement budgets, coordinate required resources, bill engagements, and manage performance against stated objectives to ensure that client ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Truist (Charlotte, NC)
- …Enterprise long-term strategy, and formulation of shorter-term tactics to improve performance . Manage and contribute to the company's strategic planning process, ... Wholesale business (inclusive of Corporate & Investment Banking, Commercial Banking, Wealth , and Commercial Real Estate), resulting in the development of strategic… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about ... of business at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the … more
- Cherry Bekaert (Charlotte, NC)
- …Our firm is thriving and we seek a highly motivated **Commercial Audit Senior Manager** for our Charlotte, NC, practice. This highly visible position offers ... experience with commercial audit clients and business combinations is required. Exceptional client relations skills are a must. Business development skills are a… more
- Bank of America (Charlotte, NC)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Business Banking Relationship Manager/ Senior Relationship Manager - Charlotte, NC Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by… more
- KPMG (Charlotte, NC)
- **Business Title:** Workday Financials/Supply Chain, Senior Specialist **Requisition Number:** 112043 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Cherry Bekaert (Charlotte, NC)
- …practice, we are currently seeking a ** Senior Manager** to drive growth in our ... for their current needs with a forward-looking lens of the future. **As a Senior Manager, you will:** Be responsible for leading a team of professionals to deliver… more
- Cherry Bekaert (Charlotte, NC)
- …services to our clients for over 75 years. We are seeking a **Tax Senior Manager** to support our **Charlotte, NC** market. The successful candidate will manage the ... client 's tax compliance needs, anticipate tax and business issues,...and developing less experienced professional staff. **As a Tax Senior Manager, you will:** + Solve problems for middle-market… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Director, Business Development, Consumer & Retail **Requisition Number:** 112169 - 51 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... transformational change to their specific organization. Work Y ou'll Do Senior Consultants work within an engagement team.Key responsibilities will include: +… more
- Deloitte (Charlotte, NC)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... leadership, and communication skills. The ability to bring together stakeholders and persuade senior clients to act is essential. A genuine passion for the financial… more
- Cherry Bekaert (Charlotte, NC)
- …and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help ... an energetic and talented firm culture. **As a Tax Senior , you will:** + Review and prepare federal and...fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and… more
- Cherry Bekaert (Charlotte, NC)
- **Description** The Senior Resource Coordinator will effectively fill resource engagement requests overseeing the utilization of resources, ensuring alignment of ... drive consistency. Ensure compliance with priorities around financials and capacity, client needs, staff development and abilities, availability and ensuring staff… more