- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio ... investment management role is part of the Retirement Plans Investments (RPI) team which is ... predominately focused on managing the assets/ investments of the Bank of America retirement ...plan category. RPI team's role: + Manage the investment related matters of the company's retirement … more
- Lincoln Financial Group (Charlotte, NC)
- …and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had ... reporting. * You will provide accounting information on fixed income and other investments for existing and developing investment strategies for compliance with… 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 ... and coordination of the relevant product and service cyclical risk-based audit plan including asset management, institutional investment services, personal trust… more
- HUB International (Charlotte, NC)
- …clients. **REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a ... the investment industry to include monitoring qualified plan investment products, mutual funds, new ...+ Conducting fiduciary review meetings with client to evaluate portfolio , comparative analysis of markets, investment history,… more
- Regions Bank (Charlotte, NC)
- …+ Strong customer service orientation **Additional Responsibilities:** **Application Portfolio Governance:** + Develop and implement governance frameworks for ... the application portfolio . + Define policies, standards, and procedures to govern...standards, and procedures to govern application selection, prioritization, and retirement . + Ensure compliance with regulatory requirements and industry… 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 ... One. **Job Description** This position manages the activities of a team of investment accountants and takes ownership of all accounting functions for our fixed… 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 ... profitability and performance, managing short- and long-term outcomes of product portfolio including connection to roadmap, Objectives and Key Results, and strategic… 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 ... Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.… more
- WTW (Charlotte, NC)
- …( _Washington State only_ ) + ** Retirement Benefits:** Contributory Pension Plan ... the execution of the strategic roadmap for WTW's Health & Benefits (H&B) portfolio of one-to-many products and services across North America that allows WTW's H&B… more
- American Heart Association (Charlotte, NC)
- …instrumental in the long-term success of the funds including driving strategy, portfolio company selection, leading the investment process, monitoring ... portfolio performance, advising portfolio companies and leading the SIF investment and support team. The ideal leader will ensure the alignment of the Funds… more
- TD Bank (Charlotte, NC)
- …and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the ... behaviors; leads the store in the execution of advice plan /objectives + Provides oversight of store premises and ensures...to acquire and deepen customer relationships to drive deposits, investment and loan growth + Partners with Specialists to… more
- TD Bank (Charlotte, NC)
- …campaigns and coordinating efforts with Store Managers + Develops a clear retention plan for assigned portfolio deposits and loans within the specified ... external sales role that focuses on growing a Commercial portfolio (revenue size $100mm - $1B+) through building new...territory, and may execute this plan in conjunction with the Store Managers; this may… 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 ... Regulations, Financial Industry Regulatory Authority (FINRA) Regulations, 12CFR9 Regulation, Investments , Wealth Operations, Private Banking) * Capital Market laws… 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 ... the Asset Management team and the Audit Director of Wealth Management and Investment Services in providing the Audit Committee and senior management with independent… more
- Ricoh Americas Corporation (Charlotte, NC)
- …life, and disability insurance options. + Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible ... Spending Account (FSA) investments . + Augment your education with team member tuition...The Strategic Account Director will develop a strategic account plan to address and solve the client's key challenges… more
- Abbott (Charlotte, NC)
- …you dream of . + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings plan with high employer ... live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare,...glucose monitoring is the foundation of any diabetes management plan , so we're committed to continuous improvement in the… more
- JPMorgan Chase (Charlotte, NC)
- …features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more Align closely with partners ... comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health… more
- JPMorgan Chase (Charlotte, NC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... for an individual who is ready for the responsibility of managing a portfolio of clients, administrative tasks, securities, letters of credit, and other types of… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- …services for individuals and family + Commuter and parking benefits + 401(K) retirement plan with matching contributions + Employee stock purchase plan ... to develop a comprehensive digital marketing strategy to showcase and differentiate their portfolio of properties online. Key to your success will be your ability to… more
- JPMorgan Chase (Charlotte, NC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... to deliver the growth and success for an assigned portfolio . In this role, you will serve as the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more