Wealth Management Advisor Jobs in Durham, NC

Champion risk-based audit excellence by leading complex projects, fostering team growth, and delivering insightful reports to stakeholders. Drive innovative audit practices within financial services t...

Drive compliance excellence by leading a team focused on identifying and addressing control gaps and violations across financial services, ensuring adherence to regulatory standards while enhancing su...

Unlock new opportunities by expanding relationships with financial institutions. Drive business development partnerships, leverage marketing technologies, and meet key performance targets while promot...

Elevate client relationships as you drive strategy and manage complex accounts, requiring independent decision-making and mentoring capabilities. Your expertise will enhance revenue, reduce risks, and...

Lead a dynamic remote team of licensed Life Insurance Agents, driving performance, coaching talent, and surpassing sales targets while fostering a positive, growth-oriented culture in a fast-paced env...

Optimize our product suite to elevate financial advisory capabilities through innovative AI solutions. Lead the entire product lifecycle, collaborating with diverse teams to transform complex workflow...

Launch your career as a Treasury expert, managing capital markets activities, overseeing debt operations, driving cash flow forecasting, and engaging with internal and external stakeholders to deliver...

Champion the secured lending risk governance framework by leading a team to enhance loan salability and asset quality. Collaborate cross-functionally to ensure compliance and effective portfolio perfo...

Develop innovative strategies to elevate Wealthsimple's market position, focusing on high-net-worth clients. Lead cross-functional teams to create personalized financial experiences, driving client on...

Elevate growth opportunities by collaborating with teams to manage health partnerships, onboard new advertisers, optimize accounts, and enhance processes, ensuring exceptional performance and relation...

Transform financial systems through leadership in automation, AI, and strategic planning. Oversee the integrity of core finance technology and collaborate across departments to enhance operational eff...

Support loan officers in managing and monitoring loan portfolios, including underwriting tasks, member interactions, and improving management efficiencies. Engage in special projects while ensuring co...

Lead the charge in executing innovative multi-channel demand generation campaigns within financial services, driving engagement and pipeline growth while collaborating across functions to achieve stra...

Transform your career with hands-on experience in retail banking. This role fosters skill growth and leadership development within Financial Wellness Solutions, paving your path towards a successful f...

Discover a rewarding opportunity to manage a diverse portfolio of business clients. You'll provide tailored financial solutions while enhancing client experience and fostering strong relationships in...

Champion business development by assessing and addressing client needs, presenting tailored banking solutions, and maintaining a strong portfolio. Drive loan production with external outreach while co...

Engage with clients to enhance financial wellness solutions and ensure successful adoption across diverse sectors. Drive relationship management and growth while collaborating with teams to deliver cu...

Drive operational analytics and portfolio planning across delivery frameworks to optimize multi-state auto rating program rollouts. Partner cross-functionally for data-driven decisions and efficient p...

Engage clients by leading innovative participant communication strategies that improve engagement while ensuring compliance and alignment with goals. Collaborate with diverse teams to execute initiati...

Transform the future of internal audit by leading strategic audits and assessments. Mentor teams, develop analytics, and enhance risk management across diverse banking operations while fostering stron...

Shape regulatory strategy and readiness as you monitor key developments, analyze impacts, and support examinations for an efficient compliance process. Translate complex regulations into actionable in...

Engage with clients to lead post-close transaction accounting, overseeing multiple projects that address critical financial reporting matters during M&A activity. Collaborate with diverse stakeholders...

Join a high-impact team as a Retirement Sales Activation Manager, optimizing processes and driving exceptional customer experiences. You will lead, coach, and inspire sales activation specialists whil...

Lead the charge in cultivating and expanding high-value global client relationships, driving strategic account plans, and achieving exceptional sales targets in a dynamic SaaS environment...

Optimize client investment implementations and support growth by leading portfolio transitions while ensuring strategic alignment across teams. Collaborate with Wealth Advisors to deliver exceptional...