- Truist (Charlotte, NC)
- …to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties and ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more
- Bank of America (Charlotte, NC)
- …Sales Officers (TSOs) to manage and grow within an assigned portfolio . Key responsibilities include supporting all activities from sale through implementation ... and coordinating the Client Management process by focusing on client ...Sales Officers (TSOs) managing and growing the Private Bank portfolio . + TSAs provide critical assistance in proposal generation,… more
- Burns & McDonnell (Raleigh, NC)
- …requests (scope, In-service date, etc.) and reconcile with the existing and long-range portfolio of work + Interface with client 's accounting group to establish ... roles within the program management track allow for frequent, often daily, client interaction. Engineers on the program management track leverage their technical… more
- City National Bank (Raleigh, NC)
- …loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides ... team of Credit Officers and Credit Analysts based on experience, availability, and portfolio complexity and size. * Provides technical guidance to and reviews the… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Senior Relationship Manager ( Senior Lead Credit Product Portfolio Specialist) in Wells Fargo Capital Finance's Lender Finance group. Lender Finance ... primary responsibility for this role includes credit administration for a portfolio of lender finance clients, analyzing borrowing bases, collateral and financial… more
- Truist (Charlotte, NC)
- …and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through ... time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business...framework in order to ensure a high quality, compliant portfolio of relationships. * Using sound judgment on expense… more
- Regions Bank (Charlotte, NC)
- …At Regions, the Credit Products Specialized Industries Product Specialist is a client -facing role, partnering directly with coverage on the extension of credit ... The individual will work directly with teammates in Credit Products, Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to lead the… more
- Wells Fargo (Charlotte, NC)
- …The Investment Banking Program Associate on the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will be part of ... deal teams that include senior and junior team members within the assigned portfolio . The Program Associate role includes both (i) structuring, credit analysis, and… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- WTW (Charlotte, NC)
- …a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including ... This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial… more