- 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
- 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 ... excel at-all from Day One. **Job Description** The Senior Client Portfolio Manager/OCIO Nonprofit Specialist is primarily responsible for multi-asset class client… 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 ... with day-to-day responsibility for loan servicing of a complex Asset Based Lending portfolio of syndicated and bilateral loans originated by JPMorgan Chase. This is… 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 ...and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar… more
- US Bank (Charlotte, NC)
- …communicate the financial impact of real estate decisions in business terms. + Develop portfolio plan for assigned business, and lead rhythm of the business ... to lead process that defines business requirements and develops portfolio solutions. The Portfolio Manager supports Business...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two… more
- TD Bank (Charlotte, NC)
- …II is responsible for ensuring quality and compliance within an assigned portfolio , supporting new business development while applying credit risk policy and ... highest complexity; large pieces of a much bigger client portfolio that may include other institutions and input; risk...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- Truist (Charlotte, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... of a broad range of retail solutions including banking, mortgage, planning, investments , and insurance services. Leverage the Truist network to generate client… 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
- TD Bank (Charlotte, NC)
- …Financial (measurement, forecasts and business budgets) and Credit estimates that support portfolio and executive strategies and decisions. Manage a team of Business ... partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal,...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… 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
- 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
- TD Bank (Charlotte, NC)
- …+ Strategic partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing ... + Works with key business leaders to develop business plan , ensuring the optimal use of resources and leverage...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… 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,...qualify for FREE coverage in our HIP PPO medical plan . Free coverage applies in the next calendar year.… 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** US Bancorp Impact Finance (USBIF) provides tax credit investments , loans, and banking services to organizations and projects that support… 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 ... complete knowledge of account service delivery requirements and Ricoh portfolio of offered solutions. Delivers operational support by assisting...Spending Account (FSA) investments . + Augment your education with team member tuition… more
- US Bank (Charlotte, NC)
- …Corporate Treasury covering asset liability management, capital, liquidity, resolution planning, investment portfolio management, and funding. The Balance Sheet ... and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending… 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