- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **Job Description:** This investment management role is part of the ... Retirement Plans Investments (RPI) team which is predominately focused on managing...investment strategies (eg, Stable Value), including performance attribution, portfolio management team and the investment management… more
- PNC (Raleigh, NC)
- …a growing business. You will work closely with the Institutional Asset Management Retirement Plan Advisors and Business Development Officers, input, creation and ... well as prepare client deliverables and communications to the Retirement Plan Advisors. You will lead certain...monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter… more
- Lincoln Financial (Charlotte, NC)
- …financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of ... Additional investment support may include equity and credit fund investments . **What we're looking for** **_Must- have experience:_** + 4 Year/Bachelor's degree… more
- Bank of America (Asheville, NC)
- Financial Solutions Advisor Stage I Consumer Investments - North Asheville Financial Center Asheville, North Carolina **Job Description:** At Bank of America, we're ... 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
- 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 ... provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of US Bank tax credit investments and loans. Essential… more
- S&P Global (NC)
- … portfolio to identify opportunities for optimization, including new investments , divestitures, and other strategic options. + Support medium-term strategic ... nimble team is responsible for evaluating all significant new investments for Market Intelligence and defining the requirements for...help analyze the financial results of products within our portfolio to inform our strategic plan and… 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
- Lincoln Financial (Raleigh, NC)
- …financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, ... **Requisition #:** 74558 **The Role at a Glance** As a Consultant, Portfolio Execution, you will provide subject matter expertise and direction on complex… more
- Copeland (Raleigh, NC)
- …across various countries.** **Vendor Management:** **Experience managing relationships with retirement plan vendors, including investment advisors, ... including sourcing, selection, and ongoing management of vendor partnerships.** ** Retirement Investment Committee Support:** **Serve as the primary… more
- Bank of America (Chapel Hill, NC)
- …where goals were met or exceededMinimum of one year experience in the investments industry,including investment training and in-depth knowledge of investment ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… 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 (Raleigh, 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
- Bank of America (Asheville, NC)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Cherry Bekaert (Raleigh, 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
- TD Bank (Charlotte, NC)
- …the Bank's interest rate and liquidity risk, including the oversight of the Bank's investment portfolio . Act as a subject matter expert while providing guidance, ... reviews of key assumptions and model usage, hedging effectiveness and strategies, investment portfolio , and non-trading market risk framework and policy +… more
- Lincoln Financial (Charlotte, NC)
- …for working across business and technology teams to deliver a 3+ year technology investment plan and implementation roadmap for the business line they are ... financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of… more
- Lincoln Financial (Charlotte, NC)
- …financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of ... Servicing Specialist to the Commercial Mortgage and Real Estate Investments team to work in the Charlotte or Greensboro...team that manages a $16 billion commercial mortgage loan portfolio . **What you'll be doing** + Interfacing with internal… more
- MetLife (Charlotte, NC)
- …Retirement Income Solutions (RIS). The MLR business provides group defined contribution retirement plan products and services in the K-12, higher education, ... role will lead the product and pricing strategy for the group defined contribution retirement plan business, which includes leading renewal and RFP pricing and… more
- Cherry Bekaert (Raleigh, 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 ... SFS is proud to have structured and facilitated NMTC investments that have created 32,880 direct jobs, served 655,382...and objectives needs to be developing a sustainable financial plan . + Help secure private investment commitments… more
- US Bank (Charlotte, NC)
- …and managing the balance sheet and net interest income forecast across the Investment Portfolio , Funding, and Other Asset / Other Liability (OAOL) categories. ... NII forecast for key balance sheet products, including:** + Investment Portfolio , Short-term and Long-term borrowings, Other...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two… more