Wealth Management Advisor Jobs in Durham, NC

Drive customer success by managing relationships and expanding revenue within existing accounts. Leverage strategic sales execution and cross-functional collaboration to ensure customer retention and...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Join a team that's at the forefront of commercial loan management, overseeing daily operations and ensuring compliance in servicing agreements. Collaborate closely with management and clients to deliv...

Shape your cybersecurity career by leading and innovating on complex security incidents while establishing and auditing security practices. Collaborate across teams to strengthen defenses and mentor a...

Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...

Elevate the insurance solutions in the Brokerage division by leading strategy development, enhancing client engagement, and ensuring compliance, while mentoring teams and driving growth through expert...

Innovate operational efficiencies by leading a dynamic team focused on enhancing agent servicing. Drive the strategy and evolution of scalable platforms while collaborating with cross-functional teams...

Lead the charge in shaping AI product strategy for digital solutions, driving engagement and efficiency for wealth management clients. Collaborate across teams to launch innovative AI-powered products...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Lead collateral management initiatives, overseeing margin calls, dispute resolutions, and cash management processes while fostering strong relationships with Hedge Fund personnel and driving internal...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Drive innovative analytics and strategy solutions by leveraging Power Platform to optimize financial reporting, enhance risk management, and synthesize large datasets, while collaborating across teams...

Innovate finance operations by owning daily tasks and building processes. Manage accounting, compliance, and cash flow for growth in a dynamic environment. Collaborate with teams to meet goals, ensure...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Join a dynamic team as you lead financial strategy and accounting, ensuring accuracy in fund reporting and supporting growth in a fast-paced investment environment. Be a key player in shaping the futu...

Collaborate with cross-functional teams to build executive relationships, develop innovative solutions, and drive sustainable growth for clients in transformation initiatives. Accelerate sales through...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Champion robust legal analysis and counsel on tax matters across product lines, ensuring compliance with federal and state laws while mentoring junior counsels and supporting strategic business object...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Drive impactful business analysis by leading requirement gathering and mentoring teams. Collaborate with stakeholders to translate business needs into solutions while overseeing project deployment and...

Optimize product growth by leading marketing initiatives in real estate tech. Collaborate with cross-functional teams to enhance visibility, drive engagement, and leverage data for informed strategies...

Drive the financial strategy and operations, ensuring accuracy and compliance while leading a dynamic team to enhance organizational growth and decision-making support through comprehensive analysis a...