- Truist (Greensboro, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- SMBC (Charlotte, NC)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance , Inc., Banco Sumitomo Mitsui Brasileiro SA, and Sumitomo… more
- Atria Wealth Solutions (Raleigh, NC)
- …Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastal's ... recommendations for the purchase of appropriate insurance and or investment products to meet their needs. You'll be an...+ Working with other advisory team members, the Planning Specialist , and the departmental support personnel to meet the… more
- Truist (Raleigh, NC)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively Executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- CBRE (Charlotte, NC)
- …research, financial analysis, and data analytics to support real estate investment decisions. + **Training and Development Specialist :** Military personnel ... 176966 Posted 18-Jul-2024 Role type Full-time Areas of Interest Accounting/ Finance , Administrative, Building Management, Capital Markets, Communications/Public Relations, Data… more
- Wells Fargo (Charlotte, NC)
- Job Description **About this role:** Our Corporate & Investment Banking Front Office Quantitative Model Development Team is working on a strategic buildout ... is seeking candidates for the role of Senior Lead Securities Quantitative Analytics Specialist , which is an Executive Director level role within the Corporate & … more
- CBRE (Raleigh, NC)
- …research, financial analysis, and data analytics to support real estate investment decisions. + **Training and Development Specialist :** Military personnel ... 226199 Posted 23-Jun-2025 Role type Full-time Areas of Interest Accounting/ Finance , Administrative, Building Management, Customer Service, Engineering/Maintenance Location(s) Cary… more
- Lenovo (Morrisville, NC)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... dedicated two-year development rotations based on business needs as a Sales Specialist . **Year One:** * Comprehensive on-boarding and customized training focused on… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The Senior Lead Securities Quantitative Analytics Specialist is an Executive Director level role within the Corporate & Investment Banking ... quant + Master's or higher degree or equivalent in computer science, computational finance , mathematics or similar technical fields. + Master degree or equivalent in… more
- Capital One (Charlotte, NC)
- …of the Audit team, the candidate will focus on operations of investment (securities and transactions). Responsibilities: + Lead small audits, or own completion ... of internal auditing + Master's Degree in Accounting, Master's Degree in Finance , or Master of Business Administration + Certified Internal Auditor (CIA), Certified… more