- Lincoln Financial (Greensboro, NC)
- …doing** + Analyzes LFG's cash management processes and cash movement to maximize investment returns, minimize overdraft expenses and optimize bank fees + ... real time environment. You will also work closely with LFG's Senior and Investment Management relative to liquidity, cash management and cash investment .… more
- Truist (Charlotte, NC)
- …team's revenues, expanding solutions and products to existing Specialty clients, marketing new products, securing new clients and ensuring holistic risk management ... to negotiate, structure, and underwrite complex credits * Partners with corporate marketing to evaluate national opportunities to grow the business to develop and… more
- Wells Fargo (Charlotte, NC)
- …such as the broker / dealer (Wells Fargo Advisors), Wells Fargo Private Bank and other internal divisions including consulting, marketing , legal, compliance and ... the Alternatives Investments Group as part of Wealth and Investment Management. Learn more about our career areas and...process across the firm for internally produced and third-party marketing materials + Provide product management for both hedge… more
- Lincoln Financial (Greensboro, NC)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more
- Truist (Mooresville, 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
- Truist (Charlotte, NC)
- …development programs and integration of deposits into the Commercial Community Bank sales model, including the integration of acquisition and retention strategies ... with the Commercial Community Bank , Corporate and Institutional Group, Private Wealth Management, Corporate Liquidity Product Sales, Lending, Card Services, Merchant… 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
- Finexio (Charlotte, NC)
- …in the B2B Payments and Fintech industry. The company has raised over $75m in investment and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture ... is met by driving new business across both channels and working closely with marketing to convert lead flow into opportunities for closure. . Sustain a rigorous… more
- Wells Fargo (Charlotte, NC)
- …strong relationships with internal partners including Automated Teller Machine (ATM), Community Bank (CB), Consumer Investment Bank (CIB), Consumer Lending ... items + Vendor Management + Lead complex initiatives including establishing marketing programs for new products or enhancements + Communicate and monitor… more
- Principal Financial Group (Charlotte, NC)
- …our Individual Solutions team. In this role, you'll lead a team of Investment Advisor Representatives (IAR's) working in the "Managed Money" area of service that ... years of experience on a sales or service team marketing products and services + FINRA Series 7, FINRA...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more