- PNC (Raleigh, NC)
- …an opportunity to contribute to the company's success. As an Investment Manager / Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset ... basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position works as part of an...work ethic with examples of past successes * AIF, CFA or CIMA designation or in process of obtaining… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery ... experience, including proven success in roles such as client portfolio manager , commercial product specialist, investment consultant,...Out** + Achievement of a professional designation such as CFA , CAIA, FRM, CIMA, MBA or ASA/FSA + Strong… more
- Truist (Charlotte, NC)
- …treasury experience. + Five years of experience in capital markets, eg trading/ portfolio management position or closely related work experience. + Experience in ... liquidity, capital, and interest rate risk concepts as they apply to funding portfolio . + General understanding of regulatory, accounting, and tax rules as it… more
- Lowe's (Mooresville, NC)
- …to senior management and the Board of Directors relating to the portfolio , guardrails, long-range plan and annual operating plan, linking strategy and intent ... enterprise score-carding to continuously measure the overall health of Lowe's financial portfolio . + Supports the development of the long-range plan (LRP) for the… more
- Dentsply Sirona (Charlotte, NC)
- …products as well as other consumable medical devices under a strong portfolio of world class brands. Dentsply Sirona's products provide innovative, high-quality and ... discipline + MBA or other Advanced Degree preferred **Certifications/Licensing:** + CPA, CMA or CFA a plus but not required **Years and Type of Experience:** + **5 -… more
- Truist (Mooresville, NC)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
- 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 ... services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in...+ CFP(R) designation required. Additional certifications such as the CFA , CTFA or CPA preferred. + This job requires… more