- Vanguard (Charlotte, NC)
- …achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M ... high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability,… more
- Lincoln Financial (Greensboro, NC)
- …expertise to the Lincoln Financial Group business segments, including SEC-registered investment advisers, that are responsible for providing investment ... futures agreements, trading services agreements and other agreements related to portfolio securities and trading matters. * Collaborating with peers and leadership… more
- Wells Fargo (Charlotte, NC)
- …seeking a Corporate Banking Associate as part of the Industrials (IND) Corporate & Investment Banking team. Learn more about our career areas and lines of business ... position will be responsible for supporting the underwriting and portfolio management of a broad range of corporate and... management of a broad range of corporate and investment banking solutions to a diverse group of companies… more
- Bandwidth (Raleigh, NC)
- …responsibility for the ongoing management of the organization's growth product portfolio , encompassing strategic business planning and the development of effective ... will be accountable for delivering a strong return on investment (ROI) as outlined in the business plans, exercising...Legal, Regulatory, and Finance departments. What You'll Do: + Portfolio Ownership: Directly manage a segment of the product… more
- Bank of America (Huntersville, NC)
- …clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day ... will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… 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 ... + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.… more
- Principal Financial Group (Charlotte, NC)
- …within the direct lending community with responsibilities that include: + Originate investment opportunities based on strategic fit and financial return + Develop, ... maintain and leverage relationships with prospective business owners / targets, investment bankers / business brokers, advisors, developers and other industry… 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 ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC Americas Division (AD)… more
- First Horizon Bank (Charlotte, NC)
- …and maintaining accurate documentation related to First Horizon Bank's loan and investment portfolios. EC modeling helps inform the Bank's capital planning, risk ... loan pricing decisions, as well as capital adequacy assessments across different portfolio segments. This role contributes to risk monitoring and the identification… more
- NTT America, Inc. (Raleigh, NC)
- …territory, enabling customers to unlock their potential by positioning our SAP services portfolio to meet their unique business challenges and lay a foundation for ... and competitive position to align with the SAP roadmap, and our portfolio of service offerings. + **Demand Generation, Pipeline, and Opportunity Management:** +… more