- Truist (Charlotte, NC)
- …1st shift (United States of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for ... requests above $10MM but some requests could be in excess of $100MM. The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan… more
- Truist (Charlotte, NC)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of… more
- Wells Fargo (Charlotte, NC)
- … credit risk management issues to ensure satisfactory credit portfolio risk examinations requiring solid understanding of Wealth Underwriting functional ... for underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing consultative support to the WIM sales… more
- Wells Fargo (Charlotte, NC)
- …The Underwriter will be on the **Alternative Investments Financing** team providing custom credit solutions focused on credit delivery to Private Capital ... decisions in credit risk management and ensure credit portfolio satisfactory risk exams + Meet...counterparty credit risk management, fund underwriting, fund credit risk + Background in wealth &… more
- Truist (Charlotte, NC)
- …and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc. + Basic wealth management knowledge + Excellent ... States of America) **Please review the following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens… more
- Truist (Charlotte, NC)
- …is located on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... client experience and support of the advisor's purpose-driven advice delivery , revenue-generating activities, and client acquisition activities. 2. Support… more
- Citizens (Charlotte, NC)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... Distinguished Architect will provide architectural mentorship and oversight across a portfolio of Company Platforms. The Distinguished architect is capable 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 ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including… more
- Comerica (Charlotte, NC)
- …departments, operations, and other internal bank colleagues. Responsibilities Manage the delivery and success of small to mid-level complexity projects and Treasury ... and customer expectations throughout the life of implementation projects. Manage a portfolio of customer requests varying in size, volume, and complexity. Serve as… more
- Comerica (Charlotte, NC)
- …situation, and build strong peer relationships. Position Responsibilities: Manages the delivery and success of small to mid-level complexity projects and Treasury ... quality of projects can vary by scope, complexity, and size. Manage a diverse portfolio of projects varying in size and complexity. Serve as a subject matter expert… more
- Wells Fargo (Charlotte, NC)
- …seeking a Lead Product Manager for the Alternatives Investments Group as part of Wealth and Investment Management. Learn more about our career areas and lines of ... will:** + Manage risk and control processes as well as support product portfolio monitoring + Manage the compliance approval process across the firm for internally… more