- US Bank (Charlotte, NC)
- …adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a deep understanding of ... Responsibilities** + Maintain a high level of expertise in trust and investment products, including trust, agency, retirement, non-profit, and custody accounts. +… more
- Truist (Greensboro, 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
- Thrivent Financial (Greensboro, NC)
- …Medical, dental, vision, disability and accidental death and dismemberment insurance. + Pension , 401(k) and retiree medical plans. + Ongoing support, training and ... financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed… more
- Truist (Charlotte, NC)
- …description:** The Business Unit Risk Advisor Specialist II-FINRA engages with the Investment Banking and Capital Markets Business Unit stakeholders to support The ... Risk Advisor Specialist II-FINRA is a role within the Investment Banking and Capital Markets (IBCM) Business Unit Risk...job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation… 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
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, Enterprise Payments etc.). The LOB Strategic Execution and Business ... years overall experience and background in strategic planning, consulting, and investment banking preferred 2. Prior experience and/or understanding of Wholesale… 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
- Truist (Charlotte, NC)
- …strategic alignment and value delivery. 8. Develop and maintain IT investment portfolios with clear business value measurement and strategic outcome tracking. ... teams. 15. Conduct market research and competitive analysis to inform technology investment decisions. 16. Develop business cases and ROI analyses for major… more
- Truist (Charlotte, NC)
- …Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for investment ... from time to time. 1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals. 2. Provides delivery management with demand views… more
- 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