Impactful Process Design Lead - Wealth Management Ops
Bank of America Financial Center
Bank of America is seeking a process design consultant within Wealth Management Operations in Charlotte, NC. The role focuses on analyzing processes, documenting opportunities, and implementing improvements that boost efficiency, quality, and risk mitigation. You will collaborate with senior leaders and experts across business and technology to drive solutions within budget and time constraints, supporting Enterprise Process Management policy and standards. #J-18808-Ljbffr
$133.37k - $156.9k
...experienced and highly motivated Senior Process Design Lead to support process design,... ...improvementsSupport platform enhancements that impact process execution and partner closely... ...business line or functional areaDemonstrated management and leadership skillsExcellent...SuggestedFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$110.7k - $218.3k
...Enterprise Operations & Risk - Wealth Management and Trust Operations -... ...controls, data quality, and process resilience.Develop operating... ...professional relationshipsAbility to lead projects or... ...which span the organization and impact strategy, operations, performance...SuggestedWork at officeNight shift$134.5k - $265.1k
...Enterprise Operations & Risk - Wealth Management and Trust Operations -... ...you will be responsible for… Lead assessments of business, operational... ...controls, data quality, and process resilience.Oversee operating... ...which span the organization and impact strategy, operations,...SuggestedWork at officeNight shift$50 per hour
...the right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning... ...call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted...SuggestedFull timeWork at officeLocal area3 days per week$114.08k - $218.03k
...truly makes us special and impactful.We are proud to support... ...peers, you'll take the lead in developing and... ...As a dedicated Business Process Owner Lead, you will lead... ...of requirements, design, testing, and implementation... ...knowledge of the business and manages ongoing alignment and...SuggestedFull timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours- ...clients by helping them design, build, and run... ...and purpose. We help leading brands create and deliver... ...taxonomy, rights and asset management, analytics, and... ...engagements, and drive business impact.You will manage... ...reasonable accommodation process. Accommodations made...Full timeLive inWork at officeLocal area
$157.45k - $174.9k
...Friday, October 23, 2026 The Design Systems Lead oversees the ongoing... ...systems and helps streamline the process from design to development.... ...governance, lifecycle management, and system documentation.... ...and products. Measure the impact of system implementation through...Work at officeRemote workFlexible hours- ...reinvention to life using design thinking, modern... ...deliver and into business processes. Additionally, the Life... ...projects that make a positive impact in your clients’... ...clients innovate with leading-edge SAP and Accenture... ...Industry (SAP support / managed services experience will...Full timeWork experience placementLive inWork at officeLocal area
$197k - $303k
...our East Region in our Wealth Advisory Practice in... ...Growth with PurposeYou’ll lead the strategic... ...and future‑forward.Key Impact AreasLeadership & Culture... ...planning, investment management, and client advisory.Bachelor... ...Planner (CFP) designation preferredWhat CLA OffersA...Full timeWork at officeLocal area- ...learn, grow, and make an impact. Join us! Job... ...responsible for independently processing complex transactions... ...Industry Utilities to design and implement strategic... ...candidate will lead complex cross-functional... ...settlement, inventory management, exception processing,...Work at officeFlexible hoursShift workDay shift
- ...guidance, and wants to make a real impact on how we serve our clients.... ...Develop and refine compliance processes for investment services and... ...Training & Culture Building: Lead training initiatives to embed... ...support of same. Oversees the design, implementation, execution, and...Full timeWork experience placement
- ...reinvention to life using design thinking, modern... ...deliver and into business processes.Additionally, the Life... ...projects that make a positive impact in your clients’... ...clients innovate with leading-edge SAP and Accenture... ...Industry (SAP support / managed services experience will...Work experience placementLive inWork at officeLocal area
$250k
...Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered... ...-free, transparent, and impactful service, planning, and... ...Management Team, the Wealth Advisor leads and drives business... ...through the New Client Core Process of qualifying, discovery, proposal...Work at officeMonday to FridayAfternoon shift- ...ScentAir Technologies, LLC seeks an AI Business Process Analyst to improve, optimize, and automate how work gets done across the company... ...AI. This role covers finance, customer service, order management, supply chain, sales, marketing, HR, and IT. It is business-process...
- ...Duke Energy Corporation is seeking a Gas Process Owner to lead cross-functional continuous improvement initiatives across Gas Operations. You will drive Lean Six Sigma projects, map processes, and collaborate with stakeholders to deliver measurable value. The role requires...
- ...Morgan Stanley is seeking a seasoned Business Development Manager to drive revenue growth within Wealth Management. The role supports Financial Advisors, coordinates local, regional, and national initiatives, and collaborates with product partners to ensure training on...Local area
- ...constantly ask ourselves: What is our impact on the world?Watch Our Story:... ...hire a Control Systems EIT/Designer. This individual’s primary... ...SCADA) systems, and building management (BMS) & automated facility... ...and specification of process instrumentation, control panels...Currently hiringWork at officeLocal area
- ...constantly ask ourselves: What is our impact on the world?Watch Our Story:... ...architecture is more than designing buildings, it’s about... ...Project Architect or Project Manager regarding the expected resultsWork... ...with related tools and process Demonstrated graphic presentation...InternshipWork at office
- ...Fargo is seeking an Operations Manager within Wealth and Investment Management Operations to lead the Trust and Brokerage... ...reconciliations, operational controls, process improvements, testing, and... ...settlement exceptions, and client-impacting issues while driving root...Ongoing contractFull timeWork experience placementImmediate start
- ...Jacobs is seeking an experienced Design-Build Design Manager to lead transportation infrastructure projects in the East Region. You will drive innovative design-build solutions, manage multidisciplinary teams, and coordinate with contractors, clients, and partners to deliver...For contractors
- ## Wealth Advisor - PNC Wealth ManagementApplylocations: NC - Charlotte... ...Wealth Advisor in PNC Wealth Management, you will be based in North... ...urgency with activities and leads by example. Has regular and... ...in the application process, please contact us via email...Full timeTemporary workPart timeWork experience placementWork at office
$95.6k - $188.4k
...make a significant impact on our clients'... ...engineering operations and processes that are critical... ...include asset, wealth, and investment... ...including investment managers, broker-dealers,... ...into optimized designs, and identifying design... ...of experience leading smaller engagements...Local area- ...Salas O’Brien in Charlotte, NC is seeking a Project Manager to develop comprehensive plans, manage scope, schedule and budget, and lead design efforts with engineering teams. You will mentor staff, communicate with clients and stakeholders, ensure on‑time delivery, and...For contractorsWork at office
- ...Heartline Staffing in Charlotte, NC is seeking an experienced ICT Consultant (RCDD) for a full-time, on-site role. You will lead ICT design and project delivery, producing low-voltage and telecommunications drawings while ensuring codes and standards compliance. Travel...Full time
$59 - $88.5 per hour
...50 Major Responsibilities: Lead Command Center / Control Tower... ...regions. Oversee the Manager, LS Teammate Ops & Interpreter Scheduling and... ...Scheduling, Ops Workflows & Processes. Develop and manage 3-4 managers... ...candidates. Strategic Impact & Value Creation: Innovation...Daily paidFull timeContract workTemporary workPart timeRemote workWork from homeHome officeMonday to FridayFlexible hoursShift work- ...architecture in Charlotte, North Carolina. This role involves leading teams on large-scale projects, client interactions, and developing... ..., a Bachelor's degree in Architecture, and strong project management skills. HDR offers a comprehensive benefits package including...
$107.95k - $183.52k
...highly skilled and experienced Process Excellence Lead to join our Total Rewards... ...future-state workflow design, and strengthening communication... ...disciplined content management and continuous refinement... ...security and make a lasting impact on our communities and our...Full timePart timeLocal areaWorldwide- ...OpportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...Group addresses complex wealth management needs of clients through our Planning and... ...Advisors in a collaborative environment designed to both grow and support the client base...Full timeWork at office
$130k - $140k
...for a Senior Workplace Design Manager Role working with a... ...workplace and retail wealth management projects. This... ...individual works well leading teams, managing client... ...end project execution process for major commercial interior... ...:JLL recognizes the impact that the workplace can...Full timeFor contractorsLocal area- ...D.R. Horton, Inc. is seeking an Operations Manager to lead the Operations Department and oversee Purchasing, Estimating, Design and Permitting functions. You will drive manufacturing process planning, define staffing needs, and ensure adherence to quality and cost controls...Night shift
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