Wealth Management Consultant Jobs in Charlotte, NC

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Drive market risk oversight and compliance initiatives across trading desks, enhancing risk transparency and management decision-making through analytical solutions, governance processes, and stakehol...

Grow your career as a key member of a dynamic Business Development team, enhancing client experiences through effective trustee services and project management while building lasting relationships wit...

Join a high-performing team to enhance client relationships and drive trustee services for independent advisors. Your expertise will shape exceptional client experiences while managing complex trustee...

Lead comprehensive estate and tax planning for ultra-high-net-worth clients, enhancing client relationships and influencing strategies while serving as a trusted expert and mentor within a dynamic tea...

Drive financial strategy by supporting complex financial analysis and consulting. Oversee pricing strategies for diverse portfolios while collaborating with management and steering initiatives across...

Drive transformative solutions in syndicated loan operations. Lead teams, manage risks, and enhance client satisfaction through best practices and governance. Leverage your expertise to optimize proce...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Manage a diverse portfolio of ABL credits, enhancing customer relationships and driving growth through collaboration and compliance, while ensuring risk is effectively monitored and mitigated...

Drive the development of high-impact data products, managing cross-functional teams to ensure alignment with strategic objectives and compliance standards in a financial services environment. Leverage...

Drive high-impact email and CRM campaigns while leading a dynamic team. This role demands hands-on execution, strategic oversight, and expertise in Salesforce Marketing Cloud to optimize customer jour...

Join a team that advances data risk management efforts by guiding and challenging data governance, analytics controls, and integrity processes across various initiatives, while influencing strategic d...

Engage in strategic economic development initiatives by guiding clients through complex real estate projects, fostering collaborative environments, and managing an impactful team, driving growth and e...

Lead the charge in delivering tailored software solutions for aviation clients. Utilize your expertise to enhance operational efficiency through effective implementation and configuration of best-fit...

Reimagine the future of investment management by leading ETF and equity portfolio oversight. Collaborate with multiple teams to enhance client experiences and drive innovative strategies that deliver...

Serve as a key expert in underwriting audits and external compliance. Lead audit teams, ensure adherence to best practices, and provide insights on claims analysis while fostering team development and...

Transform your career by leading impactful marketing initiatives in Financial Services. Collaborate with cross-functional teams, develop compelling content, and drive customer engagement to position o...

Unlock potential by leading cross-functional initiatives and managing client portfolios. This role focuses on strategic collaboration, complex problem-solving, and driving innovative credit solutions...

Oversee financial record keeping and reporting while leading an accomplished team. Collaborate with various departments to ensure accuracy in accounting practices and compliance with audit requirement...

Shape the future of our Valuation Services team by leading complex business valuation engagements, mentoring talent, and contributing to growth initiatives in a collaborative environment focused on in...

Drive strategic relationships within Pharma & Life Sciences, leveraging industry expertise to enhance client engagement, manage risks, and generate revenue. Collaborate with local teams to deliver com...

Bring your expertise to foster strong partnerships with major auction houses, driving strategic growth through data insights, innovative tools, and digital marketing. Collaborate closely with clients...

Lead the development and execution of sales strategies for the Emerging Middle Market segment, driving client acquisition and enhancing product offerings to achieve sustained growth and improved marke...

Engage with high-value law firms to drive strategic sales growth. Leverage AI solutions and consultative techniques to cultivate executive relationships and close complex deals, contributing to long-t...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...