- 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 , Global Wealth & Investment ...Manages the end to end credit process for a portfolio of Private Wealth Management clients and works ... with business partners and clients Role Summary: The Credit Manager (CM) is aligned with the Credit Executive (CE)...goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth… 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)
- **About this role:** Wells Fargo is seeking an Investment Portfolio Control Consultant to join the Market Risk and Advanced Analytics team within Wealth and ... regarding investment risk **Required Qualifications:** + 2+ years of investment portfolio control experience, or equivalent demonstrated through one or… 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
- 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
- Bank of America (Asheville, NC)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...with one in every two households. + Managing a portfolio of clients by providing exceptional client care with… more
- Bank of America (Morganton, NC)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… 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
- Bank of America (Chapel Hill, NC)
- …with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align ... reviews and presentations, including assessing financial goals and recommending investment advisory strategiesCommunicates solutions to clients that are best suited… more
- Truist (Winston Salem, NC)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more