- Nuveen Investments (Charlotte, NC)
- …Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. They are ... embedded in and serve as an integrated member of Nuveen's Structured Credit team that has a cycle-tested track record of managing CLOs and investing in CLO… more
- Truist (Greensboro, NC)
- …is followed. 5. Maintain a strong understanding of retail, small business and wealth management products, policies and processes. 6. Maintain a knowledge of ... loans originated through a variety of channels including the Community Bank, Wealth Division, Premier, Team Mate Banking and Electronic Delivery Channels in a… more
- JPMorgan Chase (Charlotte, NC)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner ... presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the… more
- JPMorgan Chase (Raleigh, NC)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the… more
- First Horizon Bank (Greensboro, NC)
- …Health, and Variable insurance licenses. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Comerica (Raleigh, NC)
- …their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom ... management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice...Finance + 7 years of experience sales and client management experience in Wealth Management … more
- Atria Wealth Solutions (King, NC)
- …staff on Allegacy Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy ... relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join...Investment Group and Allegacy Wealth Management . + External relationships include Cuso… more
- Truist (Charlotte, NC)
- …including commercial banking, commercial real estate, corporate & investment banking, and wealth management 7. Ability to influence, partner, and negotiate with ... , HR initiatives, etc. 7. Partnering with functional partners including finance, HR, credit & risk management , legal & compliance, marketing & communications,… more
- TD Bank (Charlotte, NC)
- …strategies, plans, policies, client solutions, and, tools related to all US Wealth Management product offerings. This role uses change leadership capabilities, ... offerings, technology developments etc.) and provides thought-leadership to ensure the Wealth Management US offering remains industry-leading + Keeps abreast… more
- Wells Fargo (Charlotte, NC)
- …customers with background in high line assignments=Deep understanding of Wealth Management and experience with high value credit portfolios + Financial ... Communication Excellent verbal, written, and interpersonal communication skills + Portfolio Management : Experience managing large or complex credit portfolios,… more