- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a ** Product Manager ** to support the Securities - Based Lending (SBL) business within Wealth & Investment ... This role will focus on pricing strategy, analytics, and product enhancements that drive growth, manage risk, and improve...exception requests in a high-volume environment for Margin and Securities - Based loans + Monitor key pricing reports… more
- SMBC (Charlotte, NC)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc.,… more
- Atria Wealth Solutions (King, NC)
- …plan. + Perform various additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on trust and respect ... + External relationships include Cuso Financial Services, LP, investment and insurance product vendors and other professionals as the need may arise to coordinate… more
- Bank of America (Charlotte, NC)
- …of America is committed to an in-office culture with specific requirements for office- based attendance and which allows for an appropriate level of flexibility for ... our teammates and businesses based on role-specific considerations. At Bank of America, you...to deliver a dynamic, accurate, and disciplined forecast by product , LOB, and legal entity under baseline and/or stress… more
- Bank of America (Charlotte, NC)
- …the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life ... Merrill is committed to an in-office culture with specific requirements for office- based attendance and which allows for an appropriate level of flexibility for… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …and Abilities:** **Advanced Knowledge of:** * Concepts, practices and procedures of securities and banking industry. * Post issue product details spanning ... the traditional roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development of relationships with new clients… more
- Truist (Raleigh, NC)
- …America) **Please review the following job description:** Software Engineer III - Securities Backed Lending (SBL) Project Join our dynamic team driving the ... transformation of Truist's Securities Backed Lending platform. As a Software Engineer III,...all project work. Consult and partner with the business product owners to understand the end goal and offer… more
- Bank of America (Charlotte, NC)
- …of America is committed to an in-office culture with specific requirements for office- based attendance and which allows for an appropriate level of flexibility for ... our teammates and businesses based on role-specific considerations. At Bank of America, you...the production, review and analysis of the derivatives and securities transactions captured in the FRY9C and FFIEC031 Consolidated… more
- Truist (Charlotte, NC)
- …and provide accounting support and analysis for new business or product initiatives, including acquisitions, strategic investments, and divestitures. 2. Provide ... to, the accounting for mergers, acquisitions and divestitures, credit losses, securities , derivatives and hedge accounting, foreign exchange, transfers of financial… more
- Truist (Greensboro, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more