- Bank of America (Charlotte, NC)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - South End Financial Center Charlotte, North Carolina **Job Description:** This job will ... buying a home, building a family or planning for retirement . As part of our commitment, we are looking...Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center… more
- Lincoln Financial Group (Charlotte, NC)
- …and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had ... etc.). * You will provide accounting information on fixed income and other investments for existing and developing investment strategies for compliance with… more
- JPMorgan Chase (Charlotte, NC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... with day-to-day responsibility for loan servicing of a complex Asset Based Lending portfolio of syndicated and bilateral loans originated by JPMorgan Chase. This is… more
- HUB International (Charlotte, NC)
- …clients. **REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a ... the investment industry to include monitoring qualified plan investment products, mutual funds, new ...and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar… more
- TIAA (Charlotte, NC)
- …municipals, taxable fixed income, equities, and public real assets. Client Portfolio Management professionals demonstrate Nuveen's investment expertise through ... Client Portfolio Managers act as market-facing proxies for the portfolio management team, communicating investment strategy, process, and results to… more
- Truist (Charlotte, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... of a broad range of retail solutions including banking, mortgage, planning, investments , and insurance services. Leverage the Truist network to generate client… more
- TIAA (Charlotte, NC)
- …municipals, taxable fixed income, equities, and public real assets. Client Portfolio Management professionals demonstrate Nuveen's investment expertise through ... Client Portfolio Managers act as market-facing proxies for the portfolio management team, communicating investment strategy, process, and results to… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... at both the upper and lower tier. In addition to managing a small portfolio of challenged LIHTC investments , individual will be tasked with exiting numerous… more
- Manulife (Charlotte, NC)
- …Participates with other team members to provide timber and carbon investment analysis, harvest scheduling, tactical and long-term resource modelling. Provides ... overview and assessment of third-party investment models for purposes of carbon sequestration. Provides direct...Management Plans (CPMPs). + Support the MIMT accounting and portfolio management teams in providing information and analysis +… more
- PNC (Charlotte, NC)
- … Advisors, Relationship Managers, Portfolio Management & Analytics and Retirement Plan Advisors. Geographic flexibility is important to your success ... responsible for developing client solutions and strategies, including lending, investment management, estate/ retirement planning and trust administration. PNC… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... One. **Job Description** This position manages the activities of a team of investment accountants and takes ownership of all accounting functions for our multi-asset… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... this strategic vision with cross-functional stakeholders to shape product roadmap, investment areas and success measures. This individual will be responsible for:… more
- US Bank (Charlotte, NC)
- …years of industry experience, work closely with our clients to maximize their investment portfolio . If you are motivated by building new relationships, achieving ... an exciting opportunity to develop new business within the Investment Services space. This critical position will drive revenue...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two… more
- TD Bank (Charlotte, NC)
- …strategic initiatives to modernize the technology and capabilities to align with the portfolio and enterprise technology roadmaps. About This Role We are looking for ... initiatives to modernize the technology and capabilities to align with the portfolio and enterprise technology roadmaps. The primary responsibility of our team is… more
- TIAA (Charlotte, NC)
- … Wealth Marketing & Digital Client Technology** - provides the end-to-end retirement technology solutions that our plan sponsors, consultants, participants, and ... mobile engineering and end user IT support. + **Nuveen Technology** - the investment manager of TIAA and offers a comprehensive range of outcome-focused … more
- TD Bank (Charlotte, NC)
- …+ Strategic advisor to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing ... skills with well-developed presentation skills + Demonstrated ability to successfully plan , develop, lead, and execute projects + Proven ability to effectively… more
- TD Bank (Charlotte, NC)
- …Skill in using computer applications including MS Office + Ability to lead, plan , implement and evaluate program/project activities to ensure completion + Ability to ... discretion + Ability to establish goals and objectives that support the strategic plan + Ability to contribute to strategic direction of the strategic initiatives… more
- Abbott (Charlotte, NC)
- …you dream of. + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings plan with high employer ... live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare,...qualify for FREE coverage in our HIP PPO medical plan . Free coverage applies in the next calendar year.… more
- TD Bank (Charlotte, NC)
- …+ Provides technical leadership / consulting / direction to a larger team / portfolio on all aspects of technology controls / information security + Foresees issues ... Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them...equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health… more
- Honeywell (Charlotte, NC)
- …+ Medical, Vision, Dental, Mental Health Benefits + Paid Vacation + 401k Plan / Retirement Benefits (as per regional policy) + Career Growth + Professional ... Investor Relations is the primary interface between Honeywell and the investment community, responsible for communicating the Company's strategy, financial results… more