Wealth Management Advisor Jobs in Durham, NC

Join a dynamic team to lead and optimize fund administration, ensuring compliance and operational efficiency. Drive strategic growth and enhance team capabilities while fostering collaboration across...

Transform financial systems by optimizing and managing core platforms, ensuring compliance and scalability. Lead a team to enhance integrations across finance and tech teams, driving operational effic...

Drive operational excellence by enhancing cloud infrastructure reliability, leading incident management, and automating solutions to improve resilience. Collaborate across teams to uplift practices an...

Deliver operational excellence in Home Lending Servicing by defining strategies, overseeing partnerships, and enhancing borrower experiences through compliance and innovative solutions. Lead teams to...

Partner with us to build strategic relationships, leverage expertise, and drive sales growth by collaborating with clients to address their complex business challenges and articulate innovative soluti...

Champion our North American financial advisory practice by managing complex transactions, mentoring teams, and delivering exceptional client service. Drive strategic growth and elevate Agentis’s posit...

Manage a team of Portfolio Managers to oversee small business and commercial loan servicing. Ensure compliance and risk assessment, while exploring revenue opportunities and enhancing customer relatio...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Advance your career with a remote role leading a claims team. Oversee investigations, manage workloads, and drive success while ensuring compliance with company standards and fostering team developmen...

Define and manage the platform and AI product roadmap, delivering innovative solutions that enhance financial workflows through cutting-edge technology. Collaborate with cross-functional teams to driv...

Join us to drive sales growth by building relationships and understanding client needs in home lending. You'll consult with clients, manage sales strategies, and represent the bank, enhancing our imag...

Elevate client relationships and drive strategic solutions in employee benefits, balancing compliance, billing, and health coverage options while expertly managing renewals and enhancing operational e...

Champion client-focused strategies while managing employee health & benefits needs. Leverage your expertise in funding arrangements and compliance to enhance client relationships, streamline processes...

Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...

Elevate financial performance by driving strategic market expansion. Collaborate with senior leaders, leveraging strong analytical skills to foresee opportunities and risks while enhancing profitabili...

Drive quality and innovation by leading audit engagements for financial services clients, fostering client relationships, mentoring team members, and contributing to business development in a supporti...

Engage with clients by providing exceptional service and administrative support, ensuring compliance and enhancing the client experience, all while managing account activities and collaborating effect...

Join a team that drives impactful internal audits and strengthens controls. Utilize your analytical skills to evaluate complex processes and recommend enhancements while mentoring junior auditors for...

Drive estate gift administration and compliance, collaborating with diverse teams and external partners to enhance processes and implement best practices while mitigating risks and ensuring adherence...

Lead the charge in developing innovative financial products through our Banking as a Service platform, utilizing first principles thinking to create a user-focused experience while collaborating acros...

Lead the charge in executing an investor relations strategy, enhancing financial communications and engagement with stakeholders to foster a compelling investment narrative and support long-term value...

Optimize financial strategy by leading FP&A cycles, diagnosing cross-functional challenges, and driving impactful decisions that enhance operational efficiency and scalability across the organization...

Accelerate compliance operations excellence by leading high-risk regulatory activities, enhancing processes, and fostering cross-functional partnerships to ensure alignment with the Company’s Complian...

Lead the recruiting and development cycle for Advisors, enhancing advisor engagement and practice growth through collaboration and strategic business planning in a team-oriented environment. Drive hig...

Join a dynamic sales team to drive Google Ads revenue growth, leading strategy and execution from hire to close. Collaborate closely with marketing for optimal pipeline results and streamline processe...