• Senior Wealth Advisor

    Truist (Asheville, NC)
    …relationships * Able to articulate tactical adjustments for client investment portfolios * Builds multi-generational relationships with client families, providing ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
    Truist (04/24/25)
    - Related Jobs

  • Wealth Advisor

    Truist (Charlotte, NC)
    …advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
    Truist (04/12/25)
    - Related Jobs

  • Chief Wholesale Credit Officer

    Truist (Charlotte, NC)
    …$181 billion in outstandings and $330 billion in total commitments across Corporate Investment Banking , Commercial Real Estate, Commercial Banking , and ... Business. 2. Twenty+ years of credit-related experience. 3. Deep understanding of investment banking products and comprehensive knowledge of complex lending… more
    Truist (04/15/25)
    - Related Jobs

  • Executive Director, TMT Sponsor Coverage

    Fifth Third Bank, NA (Charlotte, NC)
    …SKILLS AND ABILITIES REQUIRED: + 15+ years working with private equity firms in Investment Banking , M&A, capital raising, or equivalent experience + Strong track ... Make banking a Fifth Third better(R) We connect great...Bachelor's degree is required, and master's degree is preferable ( MBA or JD) + FINRA Series 79 and 63… more
    Fifth Third Bank, NA (06/04/25)
    - Related Jobs

  • Trust Administration Advisor

    Truist (Charlotte, NC)
    …of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying ... by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and… more
    Truist (05/14/25)
    - Related Jobs

  • Director Due Diligence

    Novant Health (Charlotte, NC)
    …business field, preferred. + Experience: + 7+ years M&A, Big 4 consulting, investment banking , due diligence, or corporate development, required. + Minimum of ... healthcare systems, operations, and regulatory environments . Working knowledge of investment banking , corporate development activities, deal sourcing and… more
    Novant Health (05/13/25)
    - Related Jobs

  • Capital Markets Senior Managing Director - Capital…

    Huntington National Bank (Charlotte, NC)
    …Economics, or a related field + Minimum 12+ of direct experience in capital markets, investment banking , corporate finance or a related area, with a focus on ... our growth oriented, privately held businesses in partnership with middle-market banking relationship managers. The team will be responsible for delivering advice… more
    Huntington National Bank (06/03/25)
    - Related Jobs

  • Commercial Real Estate Client Onboarding Team Lead

    JPMorgan Chase (Charlotte, NC)
    …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... a Client Onboarding Team Lead within the Commercial & Investment Bank (CIB) you will be responsible for leading...eagerness to learn **Preferred qualifications, capabilities and skills** + MBA + PMP or other Project Management Certifications +… more
    JPMorgan Chase (06/05/25)
    - Related Jobs

  • FX Origination Associate I

    Truist (Charlotte, NC)
    …and support functions to deliver solutions to all lines of business, including Investment Banking and Capital Markets (IBCM), Commercial and Corporate Banking ... years of related work experience 4. Strong knowledge of investment banking , market, industry sector, and/or financial...at once and filter out distractions. **Preferred Qualifications:** 1. MBA degree, with a Finance focus 2. 4 years… more
    Truist (05/14/25)
    - Related Jobs

  • Senior Financial Officer - Head of TPS Finance

    US Bank (Charlotte, NC)
    …organization. + Support creation of analysis and provide guidance on strategic investment allocation process, aligning available investment dollars to key ... priorities. + Assess bank and business line initiatives considering downstream investment requirements, establish reporting and analysis to demonstrate the potential… more
    US Bank (05/28/25)
    - Related Jobs