- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **Job Description:** **Position Description** Position responsibilities ... include: + Acting in the capacity of an ERISA plan fiduciary + Responsible for producing analysis used to...investment strategies (eg, Stable Value), including performance attribution, portfolio management team and the investment management… more
- Bank of America (Charlotte, NC)
- Financial Solutions Advisor Stage I Consumer Investments - West Charlotte Market, (Bi-lingual Spanish Required) Charlotte, North Carolina;Charlotte, North Carolina; ... buying a home, building a family or planning for retirement . As part of our commitment, we are looking...financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center… more
- Huntington National Bank (Charlotte, NC)
- …colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan , paid leave programs, paid holidays and ... Description Summary:The Commercial Portfolio Manager, Senior - HTF (Huntington Technology Finance)...Maintains an extensive level of knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to… more
- Huntington National Bank (Charlotte, NC)
- …colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan , paid leave programs, paid holidays and ... Description Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and… more
- The Estee Lauder Companies (Charlotte, NC)
- …consumers, including execution of virtual events + Evaluates sales performance against investment and is accountable for profitable achievement of sales for assigned ... skills, written and verbal. **Qualifications (Continued)** **Ensure delivery of overall sales plan by brand, market and retailer, having a solid understanding of… more
- Truist (Mooresville, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … 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 ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Cherry Bekaert (Charlotte, NC)
- …square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as ... short and long-term goals and objectives in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for… more
- Wells Fargo (Charlotte, NC)
- …investment services. We offer a full range of personalized wealth management, investment , planning, and retirement products and services to help meet clients' ... outstanding talent. It all begins with you. **Wealth & Investment Management (WIM)** is one of the United States'...is Life Insurance Premium Finance (LIPF), with a current portfolio of ~$2B. The Underwriter will primarily be responsible… more
- Edward Jones (Cornelius, NC)
- …are provided at no cost to associates. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account, and flexible spending ... portfolio performance, cost/fees, asset allocation and changes to portfolio construction/ investments , and make recommendations to client. + Collaborate… more
- TD Bank (Charlotte, NC)
- …the Bank's liquidity risk, including the oversight of the Bank's liquid asset portfolio . Act as a subject matter expert while providing guidance, advice, and/or ... including independent reviews of key assumptions and model usage, liquid asset portfolio , and Liquidity risk framework and policy + Oversees enterprise, ad hoc… more
- TD Bank (Charlotte, NC)
- …monitoring, conduct regulatory research, support and provide objective guidance to assigned portfolio , business or function. This role will be largely focused on the ... Business Oversight Manager provides advice, support and objective guidance to assigned portfolio , business or function on development and maintenance of all aspects… more
- Bank of America (Charlotte, NC)
- …they are just starting out, buying a home, building a family, or planning for retirement . As part of our commitment, we are looking for the next generation of ... advice to help our clients achieve their financial goals; solutions include investment , banking, and lending. FSAs set clear expectations to create a smooth… more
- TD Bank (Charlotte, NC)
- …lead customized solutions aligned to the strategic requirements within the assigned portfolio . In this capacity, this role will interface with the business leaders, ... and objectives + Leads and manages end-to-end activities for the assigned portfolio , including day to day compensation advisory and counsel, complex compensation… more
- Grant Thornton (Charlotte, NC)
- …program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable ... Your Day-to-Day May Include: + Contributing to the strategic vision for our portfolio of third-party CSM platforms, ensuring alignment with business goals and user… more
- TD Bank (Charlotte, NC)
- …Business Oversight Manager provides advice, support and objective guidance to assigned portfolio , business or function on development and maintenance of all aspects ... guidance and support to analysts on matters related to portfolio and specialty + Typically a subject matter expert...Strong leadership and project management skills, with ability to plan and execute programs effectively + Proficient in Microsoft… more
- Abbott (Charlotte, NC)
- …the career you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year + ... live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare,...An excellent retirement savings plan with high employer contribution.… more
- TD Bank (Charlotte, NC)
- …provides a range of research, guidance, and business oversight to assigned portfolio , business, or function to ensure that strong AML/ATF/Sanctions/ABAC controls and ... where appropriate + Analyzes risk exposure characteristics for assigned portfolio in accordance with established processes or procedures, making recommendations… more
- TD Bank (Charlotte, NC)
- …Oversight Analyst provides objective guidance, support and advice to assigned portfolio , business or function to promote strong Compliance controls and processes ... and timely fashion + Guides and complements the assigned portfolio in terms of financial, regulatory and risk management...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- TD Bank (Charlotte, NC)
- …Business Oversight Manager provides advice, support and objective guidance to assigned portfolio , business or function on development and maintenance of all aspects ... guidance and support to analysts on matters related to portfolio and specialty + Typically a subject matter expert...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more