- Truist (Greensboro, NC)
- …with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in ... a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products… more
- Wells Fargo (Charlotte, NC)
- …Consultant) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors ... fielding inbound and outbound calls on annuity and retirement income products. Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' financial goals.… more
- Wells Fargo (Charlotte, NC)
- …with Hadoop / Google BigQuery / Spark / Vertex AI. + Experience with Wealth &d Investment Management customer and product data. + Experience with root cause analysis ... and issue management. + Experience communicating and presenting complex information to multiple levels of the organization. + Ability to identify risk factors and ensure enactment of appropriate controls. + Ability to take initiative and work independently… more
- TD Bank (Charlotte, NC)
- …taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal and analytical skills ... + Highly motivated, strong attention to detail, team oriented, organized + Strong interpersonal and presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging; ability to influence and lead at a senior… more
- Nuveen Investments (Charlotte, NC)
- …+ Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical ... sales support, and acting as a primary point of contact for clients. + Marketing Collateral: Providing input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients. + * Speaker Events: Working… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Retirment Plan Product Manager in Investment Products as part of Wealth & Investment Management. Learn more about the career areas and lines of business ... at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Strategize marketing based on assessment of results-based environment and new opportunities for Retirement product implementation and enhancements + Review and… more
- Wells Fargo (Charlotte, NC)
- …an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and Investment Management. Learn more about our career areas and ... lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative… more
- Wells Fargo (Charlotte, NC)
- …Associate) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors ... fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' financial goals. Learn… more
- Wells Fargo (Charlotte, NC)
- …Retirment Product Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you will take inbound calls ... from financial advisors assisting with their employer sponsored retirement plan and IRA opportunities. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** +… more
- First Horizon Bank (Winston Salem, NC)
- …and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and ... mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more