- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Director, Investment Funds and Financial Risk Management to join our Asset Management Risk team. In this role, you'll support ... the execution of the second line global investment risk management program that meets business objectives and...and there is no set number of days provided. ** Pension Eligible** No **Additional Information** **Location(s)** We're open to… more
- PNC (Raleigh, NC)
- …have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset ... Management Group Investment Office organization, you will be based in Pittsburgh,...short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account;… more
- Truist (Charlotte, NC)
- …Officers (BUCROs) or one BUCRO with oversight responsibility for Investment Banking and Capital Markets. Responsible for independent identification, aggregation, ... and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. ... to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of … more
- Lincoln Financial (Charlotte, NC)
- …wellness education strategy and supports global benefit offerings, including UK pension and Bermuda-based Total Rewards. The ideal candidate will blend technical ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...Support the administration and governance of the frozen UK pension plan * Lead the design, implementation and administration… more
- Truist (Charlotte, 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
- US Bank (Charlotte, NC)
- …Finance leads one of the nation's most influential clean energy investment platforms. This role is responsible for the strategic direction, performance, ... Leadership & Talent Development** + Lead a multidisciplinary team of investment professionals, underwriters, and asset managers across multiple geographies. + Foster… more
- PNC (Charlotte, NC)
- …and helping our advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for ... clients. Grows and retains an investment and insurance book of business. Owns the client...short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account;… 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
- Principal Financial Group (Charlotte, NC)
- …be responsible for overseeing a transfer agency oversight program for various investment products, including mutual funds, CITs, interval funds, and 529 plans! This ... responsible for monitoring and managing transfer agency operations across various investment products. Develop and implement a comprehensive framework for due… more