- TD Bank (Charlotte, NC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Portfolio Management & Capital Markets is a key leader within the ... access, and execution services + Sits between traditional Retail Wealth Management and institutional trading and sales...risk needs + Works with advisors, investment strategists and portfolio managers to align execution with portfolio … more
- Wells Fargo (Charlotte, NC)
- …**Desired Qualifications:** + Basic understanding of credit risk concepts, credit portfolio management and regulatory requirements. + Experience ... Fargo is seeking a **Risk Analytics Consultant** on the Wealth & Investment Management Credit ...support of the monitoring, governance and oversight of the credit portfolio . Delivers insights and decision strategies… more
- Truist (Charlotte, NC)
- …more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * ... the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective...Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients… more
- Truist (Charlotte, NC)
- …banking products such as deposits, credit cards, mortgages, etc. + Basic wealth management knowledge + Excellent and proven oral, written and group ... States of America) **Please review the following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens… more
- Truist (Wilmington, NC)
- …with multiple priorities 7. Strong understanding of banking, lending, commercial and wealth management solutions 8. Excellent interpersonal and relationship ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high...in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
- Wells Fargo (Charlotte, NC)
- …services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** ... investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products...Manage all risk management activities, including issue management and credit risk + Develop stress… more
- Nuveen Investments (Charlotte, NC)
- …Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management , trading, and other internal partners to ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds.… more
- First Horizon Bank (NC)
- …a variety of activities, including: CECL, stress testing, loss forecasting, origination, portfolio management , and economic capital. First Horizon's Consumer ... responsible for the development, testing, implementation, monitoring, documentation, and maintenance of credit risk models in the Consumer portfolio . The models… more
- First Horizon Bank (Charlotte, NC)
- …assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual ... responsibilities include: + Leading the analysis, underwriting, origination, and portfolio management of loans in a growing...of targeted high value and high potential clients, ensuring credit quality and portfolio servicing are maintained… more
- First Horizon Bank (Charlotte, NC)
- …in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight. Partners with Relationship Managers to ... credit products opportunities, underwrite new or renewed credit exposures, and manage a portfolio of...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more