- Principal Financial Group (Charlotte, NC)
- …effort from origination to closing **Skills That Will Help You Stand Out** + MBA or CFA expected + Easily demonstrates excellent verbal and written communication ... skills along with strong motivation and leadership skills + For Managing Director level: Proven leadership skills specific to managing teams within the middle market credit and loan origination market + Able to balance a calm, steady, patient approach to… more
- Fifth Third Bank, NA (Charlotte, NC)
- …presentation skills, both oral and written. + Strong mentoring and leadership skills. + MBA , CPA CFA or the functional equivalent preferred. Director - Foreign ... Exchange Sales LOCATION -- Charlotte, North Carolina 28202 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color,… more
- Citigroup (Charlotte, NC)
- …/ conflicting priorities. **Qualifications:** + Bachelors degree in Finance, Accounting or related field, MBA , CPA, or CFA a plus. + 10+ years of experience ... working for a financial services organization, including Treasury and Finance highly preferred + Core knowledge of balance sheet analysis and asset/liability management concepts should be supplemented with in-depth experience in at least 2 of the following… more
- JPMorgan Chase (Charlotte, NC)
- …works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA , JD, CFA , or CFP preferred * Proactive, takes initiative, and ... uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- JPMorgan Chase (Raleigh, NC)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- US Bank (Charlotte, NC)
- …10 or more years of experience with ultra high net worth clients + MBA , JD, CFP, CFA , or CPA **Preferred Skills/Experience** + Well-developed leadership ... abilities and strategic management skills + Thorough knowledge of division and relation to industry + Strong verbal and written communication skills + Well-developed analytical, decision-making and problem-solving skills + Considerable tact, diplomacy and… more
- Deloitte (Charlotte, NC)
- …sponsorship may be available Preferred Qualifications: + Advanced degree or professional certification ( MBA , CPA, CTP, or CFA ) preferred. + Minimum 4 years of ... progressive experience in corporate treasury or TMS vendor environments, including SAP integration with trading platforms (eg, FXall, 360T) and market data feeds (eg, Bloomberg, Reuters). + Demonstrated expertise in cash management, FX, debt capital markets,… more
- Deloitte (Raleigh, NC)
- …may be available. Preferred Qualifications: + Advanced degree or professional certification ( MBA , CPA, CTP, or CFA ) preferred. + Existing relationships within ... the SAP user community are a noteworthy advantage. + Experience with SAP integration to trading platforms (eg, FXall, 360T) and market data feeds (eg, Bloomberg, Reuters). + Deep understanding of cash management, FX, debt capital markets, and interest rate… more
- Truist (Winston Salem, NC)
- …QRM) + Proficiency with data analysis tools (eg, Alteryx, Tableau, PowerBI) + MBA or Chartered Financial Analyst ( CFA ) designations **General Description of ... Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by… more
- TD Bank (Charlotte, NC)
- …+ Bachelor's or Master's degree in Finance, Business Administration, or related field; an MBA or professional certification (eg, CFA ) is preferred + 15+ years of ... experience with a proven track record in a high-level management role within wealth management or private banking + A deep understanding of financial products and markets, investment strategies, and banking services across segments + Must be able to delegate… more