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Bank of America

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Registered Wealth Management Client Associate
Seen active today Posted Jul 15
Charlotte, NC, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping…

TIAA

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Wealth Management Client Relationship Manager
Seen active today Posted Aug 14
Charlotte, NC, United States Mid Full Time $71.3k/yr

Role highlights

  • Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client servic…
  • Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve th…

TIAA

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Wealth Management Client Relationship Manager
Seen active today Posted Aug 13
Charlotte, NC, United States Mid Full Time $71.3k/yr

Role highlights

  • Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client servic…
  • Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve th…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Wealth Management Client Associate
Seen active today Posted Aug 13
Huntersville, NC, United States Entry Full Time

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

PNC Bank NA

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Virtual Premier Banker - PNC Wealth Management
Seen active yesterday Posted Jul 22
Charlotte, NC, United States Mid Full Time

Role highlights

  • Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial…
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure…

PNC Investments LLC

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Wealth Advisor - PNC Wealth Management
Seen active yesterday Posted Aug 9
Charlotte, NC, United States Mid Full Time

Role highlights

  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure…
  • Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial…

Marsh

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Senior Private Client Advisor
Seen active today Posted Jul 31
Charlotte, NC, United States Senior $66k-123.1k/yr

Role highlights

  • As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and…
  • We’d love to meet you if your professional track record includes these skills: 3 plus years’ personal lines insurance experience…

LPL Financial Corp

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VP, Wealth Management Alternative Investments Attorney
Seen active yesterday Posted Jul 28
Charlotte, NC, United States Senior Full Time $168.6k-281.1k/yr

Role highlights

  • This VP will report to a Senior Vice President and be part of team responsible for providing strategic legal advice…
  • Job Overview: LPL Financial seeks an experienced attorney to join its corporate legal advice team as Vice President, Assistant General…

Ameriprise Financial

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Sr Director, Business Unit Risk & Compliance Liaison - Wealth Management
Seen active today Posted Jul 28
Charlotte, NC, United States Senior Full Time $150k-206.3k/yr

Role highlights

  • Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Legal Affairs Line of Business FPPS Wealth Management Solutions Ame…
  • Job Description The Senior Director, Business Unit Compliance Liaison is responsible for leading the centralized risk team for Wealth Manag…

Ameriprise Financial

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Sr. Manager, Business Unit Risk & Compliance Liaison - Wealth Management
Seen active today Posted Jul 24
Charlotte, NC, United States Senior Full Time $93.4k-128.4k/yr

Role highlights

  • Job Description Support the centralized risk function for Wealth Management Solutions, with a focus on regulatory reporting, controls, comm…
  • This role partners with business leaders, risk partners, Compliance, Legal, Internal Audit, and other stakeholders to help identify, assess…

TIAA

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Wealth Management Client Relationship Manager
Seen active today Posted Aug 10
Charlotte, NC, United States Mid Full Time $71.3k/yr

Role highlights

  • Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client servic…
  • Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve th…

More roles at TIAA

Regions

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Wealth Management Business Enablement Partner
Seen active today Posted Jul 20
Charlotte, NC, United States Mid Full Time $124.2k/yr

Role highlights

  • At Regions, the Wealth Management Business Enablement Partner aligns advisor business practices, client relationship management, and sales…
  • This role translates advisor growth behaviors, relationship management practices, and business development activities into scalable, intuit…

More roles at Regions

EY

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Business Transformation Manager - WAM, Wealth Management
Seen active today Posted Jul 20
Charlotte, NC, United States Mid $128.4k-235.3k/yr

Role highlights

  • Preferred experience includes: 2+ years of experience in a Wealth Management industry role (business, operations, or IT) Performance Improv…
  • Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, wealth management operations…

Royal Bank of Canada

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Director, Wealth Management Credit Card
Seen active today Posted Jul 17
Charlotte, NC, United States Senior Full Time $140k-230k/yr

Role highlights

  • The Senior Credit Card Product Manager, reporting directly to the Head of Digital Banking & Lending, is a strategic and…
  • This leader is accountable for driving competitive positioning, profitability optimization, and seamless client and advisor experiences acr…

U.S. Bank National Association

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PWM Private Wealth Advisor
Seen active today Posted Jul 15
Charlotte, NC, United States Mid Full Time $140k-175k/yr

Role highlights

  • The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships.
  • The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and tru…

Truist Bank

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Wealth Advisor Platform Senior Product Manager - Fiduciary
Seen active today Posted Jul 10
Charlotte, NC, United States Senior Full Time

Role highlights

  • Lead the business analysis and project management effort to drive the strategy, continual improvement and expanded utilization of the produ…
  • Coordinate with Subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate ne…

Wells Fargo

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Senior Lead Wealth Management Banker (HNW / Executive Wealth...
Seen active today Posted Jun 26
Charlotte, NC, United States Senior Full Time

Role highlights

  • We specialize in serving high-net-worth (HNW) individuals, families, and executives , offering tailored solutions designed to address compl…
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Obtain and maintain SAFE…

First Citizens Bank

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Private Banker
Seen active today Posted Jun 15
Charlotte, NC, United States Mid Full Time

Role highlights

  • Works closely with wealth partners on new business development and client retention activities supporting the client service plan.
  • Manages a portfolio of HNW clients geared towards complex credit and deposit solutions.

City National Bank

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Private Banker
Seen active today Posted Mar 25
Charlotte, NC, United States Senior Full Time

Role highlights

  • Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and…
  • Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients.

More roles at City National Bank

Bank of America

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Senior Credit Underwriter-Global Wealth and Investment Management
Seen active today Posted May 13
Charlotte, NC, United States Senior Full Time $98k-162.5k/yr

Role highlights

  • The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing…
  • Manages a portfolio of clients underwriting moderate to high complexity Independently works with Relationship Management, and Risk teammate…

94-1687665 Bank of America, National Association

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Senior Credit Underwriter-Global Wealth and Investment Management
Seen active today Posted Mar 31
Charlotte, NC, United States Senior Full Time

Role highlights

  • The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing…
  • Manages a portfolio of clients underwriting moderate to high complexity Independently works with Relationship Management, and Risk teammate…

Grant Thornton - US

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Private Wealth Services Tax Manager
Seen active 3 days ago Posted Jul 30
Charlotte, NC, United States Mid Full Time

Role highlights

  • As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income,…
  • You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities,…

Empower

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Retirement Plan Advisor- North Carolina
Seen active today Posted Aug 18
Charlotte, NC, United States Mid Full Time $72.2k-102k/yr

Role highlights

  • The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and…
  • The Retirement Plan Advisor must be based in this territory and be willing to travel accordingly.

Corient Services LLC

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Senior Wealth Analyst
Seen active yesterday Posted Aug 17
Charlotte, NC, United States Senior Full Time

Role highlights

  • As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office servi…
  • Competencies Financial planning and investment principles, including processes and procedures Technology: Salesforce, Portfolio Accounting…

LPL Financial Corp

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Service 360 Professional
Seen active yesterday Posted Aug 17
Charlotte, NC, United States Mid Full Time $23.72-39.52/hr

Role highlights

  • 1-3 years of customer service experience High School diploma or equivalent Core Competencies: Computer savviness with the ability to quickl…
  • We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
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