- Truist (Charlotte, NC)
- …3. Certified SAFe(R) Product Owner/Product Manager (or equivalent) 4. Wealth, brokerage , investment and trust experience **OTHER JOB REQUIREMENTS / WORKING ... CONDITIONS** **Sitting:** Constantly (More than 50% of the time) **Standing:** Frequently (25% - 50% of the time) **Walking:** Frequently (25% - 50% of the time) **Visual / Audio / Speaking** Able to access and interpret client information received from the… more
- CBRE (Raleigh, NC)
- …GWS Segment Role type Full-time Areas of Interest Property Management, Sales & Leasing, Sales/ Brokerage Location(s) Remote - US - Remote - US - United States of ... America, Salt Lake City - Utah - United States of America **Job summary** Provides overall strategic management of lease administration services, to include the planning, organization, staffing, and financial performance for a defined region. Will be… more
- Wells Fargo (Charlotte, NC)
- …goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells ... Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and… more
- Bank of America (Charlotte, NC)
- …Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales ... with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will… more
- Ally (Raleigh, NC)
- …bankers, corporate debt, and equity capital markets desks, including minority-owned brokerage firms, as well as external 3rd parties, including legal, trustees ... and auditors * Responsibility for accurately completing various regulatory and internal reports, analyses, and information requests * Support Ally's overall cash, liquidity and funding initiatives, including forecasting and analysis * Liability management… more
- Xylem (Charlotte, NC)
- …mechanics (RSUs, PSUs, stock options, ESPP). + Experience working with equity brokerage platforms (eg, Morgan Stanley, Fidelity, Shareworks). + Advanced Excel skills ... (pivot tables, financial modeling, VLOOKUP/XLOOKUP). + Strong attention to detail and ability to manage sensitive data with confidentiality. + Strong analytical, problem-solving, and critical-thinking capabilities. **Preferred** + CEP/ECI certification (Level… more
- Humana (Raleigh, NC)
- **Become a part of our caring community and help us put health first** Our brokerage business is transforming how Medicare Advantage is sold, and design is at the ... heart of that change. As a Senior Product Designer, you'll join a growing digital organization that's pushing boundaries with next-gen technology, mobile-first experiences, and new ways of working to make complex decisions simple and human. You'll craft… more
- Bank of America (Fairfield, NC)
- …their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money ... managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates… more
- WTW (Charlotte, NC)
- …5+ years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of an insurance ... company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce… more
- First Horizon Bank (Raleigh, NC)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more