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Keywords: Audit Manager - Wealth, Location: Charlotte, NC

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First Line Risk Manager, Wealth

Citizens Wealth Business, which includes Investment Advisory, Trust, Asset Management and Private Banking. The First Line Risk... Manager role is part of the first line of defense and is responsible for consulting with, educating and supporting the First...

Location: Charlotte, NC
Posted Date: 02 Nov 2024

Fiduciary Wealth Advisor, Sr

Job Description The Senior Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse... and present requests for all discretionary matters related to their accounts to the Wealth Management Committee Ensure audit...

Company: United Bank
Location: Charlotte, NC
Posted Date: 04 Dec 2024

Fiduciary Wealth Advisor

Job Description The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network... management, custody, IRA and escrow accounts. This position requires a broad and deep understanding of sophisticated wealth...

Company: United Bank
Location: Charlotte, NC
Posted Date: 04 Dec 2024

Fiduciary Wealth Advisor

Job Description The Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network... management, custody, IRA and escrow accounts. This position requires a broad and deep understanding of sophisticated wealth...

Company: United Bank
Location: Charlotte, NC
Posted Date: 03 Dec 2024

Fiduciary Wealth Advisor, Sr

Job Description The Senior Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse... and present requests for all discretionary matters related to their accounts to the Wealth Management Committee Ensure audit...

Company: United Bank
Location: Charlotte, NC
Posted Date: 03 Dec 2024

Sr. Audit Manager-Treasury/Finance

SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY? Responsible for managing complex audits... and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the...

Posted Date: 23 Jan 2025
Salary: $111408 - 189738 per year

Sr. Audit Manager - Risk Management

SR. AUDIT MANAGER WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors... assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the...

Posted Date: 09 Jan 2025
Salary: $111408 - 189738 per year

Senior Accounting Manager

The Opportunity: We are seeking a highly skilled and detail-oriented Senior Accounting Manager with a specialization..., and investment oversight. Audit and Reconciliation: Lead reconciliation efforts for trust accounts and ensure proper documentation...

Posted Date: 23 Dec 2024

Senior Manager Accounting

a highly skilled and detail-oriented Senior Accounting Manager with a specialization in trust and estate accounting.... Audit and Reconciliation: Lead reconciliation efforts for trust accounts and ensure proper documentation for audits...

Location: Charlotte, NC
Posted Date: 20 Dec 2024

Financial Services Industry Manager, Evidence Based Controls Evaluation (EBCE) – Work From Home

. Keywords: Charlotte NC Jobs, Financial Services Industry Manager, Evidence Based Controls Evaluation, EBCE, Audit, Risk...Financial Services Industry Manager, Evidence Based Controls Evaluation (EBCE) – Work From Home We have 7 openings...

Location: Charlotte, NC
Posted Date: 03 Dec 2024

Fund Accounting Manager

-oriented Fund Accounting Manager to join our Private Wealth team. In this critical role, you will manage and oversee the...Compensation: To $130K. Job Overview - Fund Accounting Manager - 33313 We are looking for an experienced and detail...

Company: Sherpa
Location: Charlotte, NC
Posted Date: 14 Nov 2024
Salary: $130000 per year

Technical Project Lead - Sage Intacct

, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting... our clients, communities, and each other. CLA is currently seeking a Technical Project Manager - Sage Intacct...

Location: Charlotte, NC
Posted Date: 19 Dec 2024

Client Relationship Leader

, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting... in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public...

Location: Charlotte, NC
Posted Date: 14 Nov 2024

Client Relationship Director

, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting.... What you will need: A minimum of 8 years of work experience. Big Four Audit Manager or other public accounting as well as industry...

Location: Charlotte, NC
Posted Date: 14 Nov 2024