Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Managerial Functions Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to team, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Serves as a front line resource to executive, line or staff management on Business resolution matters. Business

Responsibilities Develop and execute project specific and client driven goals, schedules, budgets, strategy and detailed assumptions with methodology for accomplishing and/or managing goals and objectives. Establish and maintain project goals and success criteria that meet both JLL and Client needs. Build and maintain rapport with client representatives and ensure that the

Wealth Operations Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex service issues. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives. Works with operations, legal, and compliance teams to ensure mitigation of controllable operational loss

Qualifications Minimum Education and Experience Bachelor's degree with 12 credit hours of accounting coursework; or Associate's degree in Accounting; or Associate's degree in Business or related discipline with 12 credit hours of accounting coursework; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institut

Financial Oversight Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC).

Planning Manages preparation activities for Internal Audit and regulatory exams and participates in related meetings. Coordinate resources with direct and indirect reporting relationships to execute on various projects and efficiency initiatives related to credit risk remediation. Risk Management Program Interpret complex regulatory issues and coordinate response activiti

Other duties as assigned Qualifications Minimum Education and Experience Bachelor's Degree in Business Administration, Public Administration, or related business area and three years of professional accounting experience, of which at least one is supervisory; or equivalent combination of training and experience. All degrees must be received from appropriately accredited i

Other duties as assigned Qualifications Minimum Education and Experience Master's degree and at least one year of relevant experience OR Bachelor's degree with at least two years of relevant experience OR An equivalent combination of education, training, and relevant experience For management level roles, also include with the above requirements 1 2 years of supervisory e

This position is onsite at the NC Botanical Garden which is open to the public six days a week. Parking is available at the Garden and is no cost to applicant. Minimum Education and Experience Requirements HS diploma and 5 years experience or Bachelor's degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited