- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000AO ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... your potential? The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable Advisors… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager , Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : ... your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to build relationships with… more
- Bank of America (Charlotte, NC)
- Investment Consultant II - Merrill Premium Charlotte, North Carolina;Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments,… more
- Truist (Charlotte, NC)
- …delivery of value-added independent and objective risk-based internal audit assurance and advisory services. The Senior Audit Manager further develops and ... shift (United States of America) **Please review the following job description:** Truist Senior Audit Manager is responsible for providing a leadership role in the… more
- Truist (Charlotte, NC)
- …the following job description:** The Sports & Entertainment Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate ... Relationship Manager for growth of the national...service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in… more
- US Bank (Charlotte, NC)
- …at-all from Day One. **Job Description** Compliance professional, reporting to RCA Manager , will assist in providing oversight of the Company's Retail Nondeposit ... Investment Product (RNDIP) program. This position will partner with...This position will partner with the retail Brokerage / Advisory business lines within Wealth, Corporate, Commercial and Institutional… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized Industries as a part of ... training, military experience, education **Desired Qualifications:** + Commercial and investment banking account relationship management experience within the… more
- Deloitte (Charlotte, NC)
- …Manager , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with ... have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role...of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The ... and partnership with senior leadership. This Renewables Senior Lead CIB Portfolio Manager will oversee the execution of credit related functions and portfolio… more
- Truist (Mooresville, NC)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...Advanced knowledge of a broad range of personal financial planning/ advisory /insurance and investment management/asset allocation concepts and… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a leader to manage team of professionals that deliver advisory solutions and sound data and analytics to Commercial Banking, Corporate & ... Investment Banking and respective operational teams for traditional trade...operations teams + Proven and demonstrated leadership skills including relationship building, partnering and collaboration skills with clear ability… more
- Truist (Charlotte, NC)
- …on "bridge-to-Agency" executions for clients of Truist's Real Estate Corporate & Investment Banking teams (includes REITs and private equity funds), the National ... that requires close coordination and partnership with the primary relationship bankers for this client set, as well as...in a leadership capacity. This role serves in an advisory capacity to our clients on capital structure, deal… more
- Bank of America (Charlotte, NC)
- …reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial ... and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with… more
- Bank of America (Charlotte, NC)
- …Products Officer (CPO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. Guidelines for ... is made at the discretion of the Credit Products Manager (CPM) in consultation with the Market Executive (ME)....The CPO maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure,… more
- Bank of America (Charlotte, NC)
- …This Talent Consultant II will join the **Global Corporate & Investment Banking Talent Team** to develop leadership, learning, organizational effectiveness, and ... will align to CEO 2 deep leader(s) reporting to the Global Corporate & Investment Banking Talent Executive and will be responsible for ensuring achievement of key… more
- Truist (Charlotte, NC)
- …Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties and Responsibilities** Following is a summary ... the business growth. 2. Leads support work, business development and/or product/client relationship management. 3. Assists in the generation of ideas and strategies… more
- Huntington National Bank (Charlotte, NC)
- …+ Bachelor's Degree + At least 10 years of wealth management/financial advisory /sales/ relationship management experience in banking, investment management, ... Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and… more
- Truist (Charlotte, NC)
- …client engagement with Truist through execution of Truist's Integrated Relationship Management coverage model. Additional responsibilities on internal client ... management duties as specified by manager and team. **Essential Duties and Responsibilities** Following is...an extensive variety of client transactions covering the full advisory and capital raising spectrum 5. Advanced knowledge of… more
- AECOM (Charlotte, NC)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... pipeline of project opportunities as documented and managed in AECOM's client relationship management database. + Leads key pursuits, proposal reviews and interview… more