- Comerica (Charlotte, NC)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- Wells Fargo (Charlotte, NC)
- …and lead credit focused projects, partnering with Portfolio Managers, Corporate Banker Relationship Management, Analysts, and Associates. Engage with internal and ... coverage partners. + Partner with Corporate Banking Relationship Management, Investment Banking Insurance Coverage, Debt Capital Markets colleagues, Financial… more
- Wells Fargo (Winston Salem, NC)
- …Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families… more
- Lincoln Financial (Charlotte, NC)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... to design and implement practical solutions to secure the Bank 's internal and external infrastructure, networks, perimeters, cloud tenants,...technologies and services being considered for use by the bank . A core competency for this role is to… more
- Lincoln Financial (Charlotte, NC)
- …they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and ... 1934 . Maintains a working knowledge of strategic investment market activities and industry pronouncements and their impacts...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a **Senior Administrative Assistant** in Corporate & Investment Banking. **Corporate & Investment Bank (CIB)** delivers a ... experience, education **Desired Qualifications:** + Experience supporting healthcare and investment bankers + Ability to follow policies, procedures, and regulations… more
- TIAA (Charlotte, NC)
- …where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time ... inbound calls from both internal partners and clients to help identify product and investment needs. + Determine where client has a need and create or manage… more
- Wells Fargo (Winston Salem, NC)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- Wells Fargo (Winston Salem, NC)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more