- JPMorgan Chase (Charlotte, NC)
- …new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- First Horizon Bank (Charlotte, NC)
- …minded senior internal auditor with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on the ... governance, risk management , and control frameworks surrounding Treasury...expertise in one or more of the following areas: Asset and Liability Management (ALM), Capital Planning,… more
- TIAA (Charlotte, NC)
- …the business, with respect to new business review, administration of accounts, and overall risk management for the division. + Monitors internal processes and ... partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and… more
- First Horizon Bank (Hickory, NC)
- …clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions. **Key ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Bank of America (Charlotte, NC)
- …VBA + Liaising with quantitative modeling team, lines of business, and model risk management to develop quantitative and/or qualitative models that accurately ... plan with GWIM LOB, BFOs, Model Developers and Model Risk Management (MRM) The GWIM stress team...skills and interest in investment products and trends in wealth management industry. The successful candidate must… more
- Fifth Third Bank, NA (Chapel Hill, NC)
- …Relationship Managers of FO in serving high net worth families in a variety of wealth management roles, ranging from portfolio management to lifestyle ... management . The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns,...+ Track and reconcile client investment accounts and net asset values. + Review and post broker statements; perform… more
- Bank of America (Charlotte, NC)
- …Relevant Laws, Rules, and Regulations + Problem Solving + Quality Assurance + Risk Management + Adaptability + Customer and Client Focus + Prioritization ... well as other lines of businesses such as Global Wealth and Investment Management to complete manual...Client Transaction Manager (CTM), Funds Processing System (FPS) and/or Asset Transfer Control System (ATCS) are desired. + Ability… more
- Citizens (Charlotte, NC)
- …in the financial services industry, developing solutions for consumer banking, portfolio management , trading, compliance or wealth management + Experience ... modules for interest rates, commodities, FX, FX Options and equity derivative asset classes + Thorough understanding and deep experience with collateral … more
- TTEC (Concord, NC)
- …to business. #experienceTTEC You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial ... action required based on established procedures to protect the customers + Identify risk and prevent loss from fraud reports, referrals from fraud email box, and… more