- Regions Bank (Charlotte, NC)
- …managers to bring proactive ideas/insights to clients and identifies strategic advisory opportunities + Presents capital markets recommendations to existing clients ... legal documentation + Participates in the education of relationship managers on advisory opportunities and product solutions + Communicates and partners with core… more
- Truist (Charlotte, NC)
- …documentation has been met. Focus on meeting all regulatory requirements pertaining to transaction review. Perform a holistic view of overall transaction and ... Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance. + Must have exceptional… more
- Wells Fargo (Charlotte, NC)
- …S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and ... Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and… more
- Wells Fargo (Charlotte, NC)
- …S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and ... Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and… more
- TD Bank (Charlotte, NC)
- …to corporate, government, and financial institution (FI) clients through Global Transaction Banking (GTB), Corporate and Investment Banking (CIB), and Global Markets ... impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade finance needs.… more
- Educational Testing Service (Raleigh, NC)
- …including deal sourcing, due-diligence, structuring, negotiations, legal documentation, transaction closing, portfolio Board of Director representation and financial ... sourcing, due diligence negotiations, legal documentation, financial modeling, financial advisory and valuation of strategic alternatives, risk assessment, scenario… more
- Trane Technologies (Davidson, NC)
- …and Oracle R12. Also, the position supports existing tools for transaction processing, cashflow optimization and indirect tax filings. The successful candidate ... billing systems for both sales and purchasing activities. + Validating/correcting the transaction flows and tax treatment during the testing cycles. + Preparing… more
- Deloitte (Raleigh, NC)
- …and implementation of SAP Treasury solutions, including Cash Management, Transaction Management, Hedge Management and Accounting, Liquidity Planning, Risk Analyzers, ... advisor to clients, providing SAP treasury, risk management, and technology advisory services to enhance operational efficiency, manage risk, and support business… more
- Wells Fargo (Davidson, NC)
- …an application and without offering or negotiating terms of a dwelling secured transaction . Individuals in a LO position also must meet the Loan Originator ... the job expectations below **Required Qualifications:** + 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the… more
- Wells Fargo (Arden, NC)
- …and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the ... offering/negotiating of terms and/or taking an application for a dwelling secured transaction . As such, this position requires compliance with the SAFE. Mortgage… more