- 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)
- …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
- 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 ... Wells Fargo (wellsfargojobs.com) Wells Fargo is seeking a **Lead Wealth Underwriter** in the Banking, Lending, & Trust's (BL&T)...decisions in credit risk management and ensure credit portfolio satisfactory risk exams. + Meet… 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Portfolio Management Product Owner to join the Investment Solutions Agile Transformation product team. This role is ... project and product managers, and Technology partners to ensure the successful delivery of key initiatives + Lead an Agile team(s), providing product direction,… more