UNKNOWN

FEED

Strategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.

YEAR

Sia Partners SAS

Consultant / Senior Consultant - Forward-Deployed Business Analyst (Financial Services)

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421731'',''true'',''421731'',''false'',''Submission for the position: Operations Manager - (Job Number: 260000I1)'',''false'',''421731'',''false'',''true'',''Operations Manager'',''260000I1'',''UNITED STATES-NC-Charlotte'',''UNITED STATES-NC-Charlotte'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Coordinate new business processing and commission support, helping advisors navigate submission requirements, monitor pending cases, and resolve operational issues through collaboration with service centers and home office teams.

Equitable Financial Life Insurance Company

Operations Manager

FULL_TIME

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 63 and Series 65 (or 66 / FINRA recognized equivalents) examinations must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Internal Alternative Investment Consultant

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Morgan Stanley

Investment Consultant

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You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.).

Marsh McLennan

Client Executive, Business Insurance

421331'',''true'',''421331'',''false'',''Submission for the position: Collective Firm Payment and Program Administration (HYBRID) - (Job Number: 260000H8)'',''false'',''421331'',''false'',''true'',''Collective Firm Payment and Program Administration (HYBRID)'',''260000H8'',''UNITED STATES-NC-Charlotte'',''UNITED STATES-NC-Charlotte'',''UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse'',''UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse'',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Equitable is looking for a Collective Firm Payment and Program Administration team member to join Equitable's Elite Advisor Group (EAG) who partners strategically with top advisors to drive practice excellence, support team growth, and strengthen business continuity.

Collective Firm Payment and Program Administration (HYBRID)

Represent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets. Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.

Wealth Advisor Jobs in Charlotte, NC

Consultant / Senior Consultant - Forward-Deployed Business Analyst (Financial Services) Sia Partners SAS

Operations Manager Equitable Financial Life Insurance Company

Consultant / Senior Consultant - Forward-Deployed Business Analyst (Financial Services) Sia

Internal Alternative Investment Consultant Wells Fargo & Co

Investment Consultant Morgan Stanley

Client Executive, Business Insurance Marsh McLennan

Collective Firm Payment and Program Administration (HYBRID) Equitable Financial Life Insurance Company

Private Equity & Alternative Investments Senior Analyst Truist Financial Corp

Private Equity & Alternative Investments Senior Analyst Truist Financial Corporation

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