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Capital Markets Client Onboarding & Service Delivery Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Truist Wealth
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Capital Markets, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 190000 USD Yearly USD 140000.00 190000.00 YEAR
Job Description & How to Apply Below

Truist Wealth seeks a senior leader to oversee onboarding and maintenance for Institutional clients across Investment Banking and Capital Markets. You will guide teams, ensure regulatory compliance, and drive process improvements to support growth in diverse portfolios.

The role emphasizes risk management, cross-functional coordination, and strategic project leadership within a large financial services organization.

For the Capital Markets Client Onboarding & Service Delivery Lead position at Truist Wealth, we are reviewing applications now.

Join us at Truist Wealth as our next Capital Markets Client Onboarding & Service Delivery Lead in Charlotte, NC, United States.

We are currently recruiting a Capital Markets Client Onboarding & Service Delivery Lead for our team in Charlotte, NC, United States.

This is a genuine opportunity to take on the Capital Markets Client Onboarding & Service Delivery Lead role at Truist Wealth.

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