Senior Wealth Management Officer
6 days ago
We are seeking a highly skilled Senior Fiduciary Officer to join our team at First Citizens Bank. This role will be responsible for providing exceptional fiduciary services to high net worth clients, collaborating with the relationship team to expand and retain relationships, and implementing comprehensive estate and tax planning strategies.
Key Responsibilities- Fiduciary Management
- Administer complex personal trust relationships, ensuring compliance with legal and regulatory guidelines.
- Develop and implement comprehensive, long-range fiduciary and estate plans in collaboration with clients and the team.
- Communicate effectively with grantors, beneficiaries, and other stakeholders regarding fiduciary decisions.
- Relationship Management
- Drive ongoing client service to maintain strong relationships and identify revenue opportunities.
- Collaborate with the team to expand High Net Worth services and promote revenue growth.
- Collaboration and Sales
- Partner with associates to administer client relationships, manage client communications, and ensure a satisfactory client experience.
- Promote High Net Worth wealth offerings to existing clients and collaborate with wealth partners to grow relationships.
- Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning.
- High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning.
- Certified Trust & Financial Advisor (CTFA) or Certified Financial Planner (CFP) certification preferred.
- Strong financial and fiduciary knowledge, leadership, mentoring, discovery, relationship management, communication, and teamwork skills.
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Fiduciary Services Manager
6 days ago
Greensboro, North Carolina, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Fiduciary Officer to join our Wealth Management team at First Citizens Bank. As a key member of our team, you will be responsible for providing exceptional fiduciary services to our high net worth clients, leveraging your expertise to drive relationship expansion and retention.Key...
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Medical Wealth Advisor II
2 months ago
Greensboro, North Carolina, United States Truist Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
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Senior Operations Manager
2 weeks ago
Greensboro, North Carolina, United States One Medical Full timeAbout One MedicalOne Medical is a primary care provider that is redefining the healthcare landscape by making quality care more accessible, affordable, and enjoyable. Our mission is to transform healthcare, enhancing the experience for patients, providers, employers, and health networks alike. With our integrated in-office and 24/7 virtual care services,...
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Senior Operations Manager
2 weeks ago
Greensboro, North Carolina, United States One Medical Full timeAbout One MedicalOne Medical is revolutionizing primary care by making it more affordable, accessible, and enjoyable for everyone. We are dedicated to transforming healthcare to enhance the experience for patients, providers, employers, and health networks alike. Our comprehensive in-office and 24/7 virtual care services, along with on-site labs and...
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Senior Construction Manager
4 days ago
Greensboro, North Carolina, United States Industrial Air Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Construction Manager to join our team at Industrial Air. As a key member of our construction team, you will be responsible for overseeing the day-to-day activities on our construction sites, ensuring timely and profitable completion of projects.Key ResponsibilitiesProject Planning and...
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Senior Operations Manager
2 weeks ago
Greensboro, North Carolina, United States One Medical Full timeAbout One MedicalOne Medical is a primary care provider that is redefining the healthcare landscape by making quality care more affordable, accessible, and enjoyable. We are dedicated to transforming healthcare, enhancing the experience for patients, providers, employers, and health networks alike. Our integrated in-office and 24/7 virtual care services,...
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Senior Operations Manager
2 weeks ago
Greensboro, North Carolina, United States One Medical Full timeAbout One MedicalOne Medical is a primary care provider redefining the healthcare landscape by making quality care more affordable, accessible, and enjoyable. We are on a mission to revolutionize healthcare, enhancing the experience for all stakeholders - from patients and providers to employers and health networks. Our integrated in-office and 24/7 virtual...
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Senior Construction Manager
4 days ago
Greensboro, North Carolina, United States Manufacturing Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Construction Manager to join our team at Manufacturing. As a Senior Construction Manager, you will be responsible for the supervision of construction projects, ensuring successful project completion and maintaining a high level of quality.Key ResponsibilitiesProject Oversight: Supervise...
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Senior Tax Accountant
1 week ago
Greensboro, North Carolina, United States Healthcare Management Group, Inc. Full timeJob OverviewSENIOR ACCOUNTANT/TAX SPECIALISTHealthcare Management Group is a dedicated firm offering financial and tax advisory services to a diverse clientele. A minimum of 3 years of relevant experience in accounting or tax preparation is essential for this role. Compensation will be commensurate with expertise and experience in these fields.Employment...
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Senior Audit Operations Manager
2 weeks ago
Greensboro, North Carolina, United States VF Corporation Full timeSenior Manager, Internal Audit ServicesReporting directly to the Vice President of Global Assurance and Internal Controls, the Senior Manager is tasked with overseeing the annual risk-based internal audit strategy for the Americas region. This role encompasses financial, operational, compliance, and information systems audit support, along with various...
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Wealth Management Specialist
6 days ago
Greensboro, North Carolina, United States Charles Schwab Full timeAbout the RoleAs an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in this challenging space.Key ResponsibilitiesYou will learn what it takes to build a book of business through proactive, outbound calls...
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Senior Organizational Development Consultant
6 days ago
Greensboro, North Carolina, United States Mitchell International Full timeAbout the RoleWe are seeking a highly skilled Senior Organizational Development Consultant to join our People & Workplace team at Mitchell International. In this critical role, you will collaborate with leadership and colleagues to design and implement a range of organizational development and learning programs that drive business success.Key...
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Senior Operations Management Trainee
1 day ago
Greensboro, North Carolina, United States Takeda Full timeAbout BioLife Plasma ServicesWe are a leading biopharmaceutical company dedicated to improving the lives of patients with rare diseases. Our mission is to provide high-quality plasma-derived therapies that make a meaningful difference in the lives of those who need them.Job SummaryWe are seeking a highly motivated and experienced Senior Operations Management...
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Greensboro, North Carolina, United States Manufacturing Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to lead our FP&A/Cost Accounting function. This individual will report directly to the VP of Finance and CFO.Key Responsibilities:Develop and maintain comprehensive financial models and forecasts to support strategic planning and budgeting processes.Collaborate with...
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Senior Manager of Process Improvement
1 week ago
Greensboro, North Carolina, United States TE Connectivity Full timeAt TE Connectivity, you will harness your capabilities collaborating with individuals from various backgrounds and sectors to foster a safer, sustainable, and interconnected world. Position Overview The Senior Manager of Continuous Improvement will be tasked with executing and promoting TEOA and Lean methodologies across various sites,...
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Senior Manager of Process Improvement
1 week ago
Greensboro, North Carolina, United States TE Connectivity Full timeAt TE Connectivity, you will harness your capabilities while collaborating with individuals from various backgrounds and sectors to foster a safer, more sustainable, and interconnected world. Position Summary The Senior Manager of Continuous Improvement will take charge of implementing and executing TEOA and Lean methodologies across multiple...
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Senior Manager of Continuous Improvement
2 weeks ago
Greensboro, North Carolina, United States TE Connectivity Full timeAt TE Connectivity, you will unlock your potential by collaborating with individuals from various backgrounds and sectors to foster a safer, more sustainable, and interconnected world. Position Overview The Senior Manager of Continuous Improvement will be tasked with executing and deploying TEOA and Lean methodologies across various sites....
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Director of Clinical Services
2 days ago
Greensboro, North Carolina, United States Navion Senior Solutions Full timeJob SummaryWe are seeking a highly skilled and experienced Director of Clinical Services to join our team at Navion Senior Solutions. As a key member of our leadership team, you will be responsible for overseeing the delivery of high-quality resident care in our Memory Care Community.Key ResponsibilitiesLeadership and ManagementProvide strategic direction...
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Senior Executive Assistant
2 weeks ago
Greensboro, North Carolina, United States St. Claire Regional Medical Center Full timePosition Overview:The Senior Executive Assistant plays a crucial role in the strategic planning, development, and management of policy and contract oversight programs. This position requires exemplary leadership qualities and a proactive approach to organizational support. Key Responsibilities:• Collaborate with senior leadership and stakeholders to...
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Gallery Attendant at ARI Apartment Management
2 weeks ago
Greensboro, North Carolina, United States ARI Apartment Management Full timeJob OverviewPosition: Gallery HostABOUT ARI APARTMENT MANAGEMENTWith a strong foundation in the real estate sector, ARI Apartment Management is dedicated to delivering innovative and cost-efficient residential solutions. Our focus is on creating luxurious living environments and exceptional tenant experiences.WHY JOIN ARI APARTMENT MANAGEMENT?Privately owned...