- Huntington National Bank (Charlotte, NC)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- Bank of America (Charlotte, NC)
- Credit Manager / Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of ... **Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and...work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Credit Executive (CE)… more
- Bank of America (Charlotte, NC)
- Credit Manager , Global Wealth & Investment ...Manages the end to end credit process for a portfolio of Private Bank clients and works with the Central ... communications skills to work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their… more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and… more
- Vanguard (Charlotte, NC)
- …giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- Wells Fargo (Charlotte, NC)
- …Advisory Platform Lead Product Manager that will support Advisory Platforms across Wealth and Investment Management (WIM) businesses. This role will be part ... training, military experience, education **Desired Qualifications:** + 5+ years of Wealth Management, or Brokerage experience, preferably investment related +… more
- Wells Fargo (Charlotte, NC)
- …is seeking a Portfolio Management Product Owner to join the Investment Solutions Agile Transformation product team. This role is responsible for key initiatives ... training, military experience, education **Desired Qualifications:** + 1+ year of Wealth Management, or Brokerage experience, preferably investment related +… more
- Equitable (Charlotte, NC)
- National Sales Manager - 1290 Funds ( 250000A2 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote **Organization** : ... is a unique opportunity to assume a leadership position with a successful Investment company that is well-positioned for its next growth phase. The National Sales… more
- Truist (Charlotte, NC)
- …IRM partners across the bank including Capital Markets, Treasury, Agency, Insurance, and Wealth , among others, in an effort to provide proactive solutions to client ... and senior credit risk management for new credit opportunities, portfolio management, and market overviews. + Engage and be...data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist. + Work closely… more
- Truist (Charlotte, NC)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ years in Trust… more