- US Bank (Charlotte, NC)
- …to analyze financial data and prepare comprehensive written analyses, assist the Relationship Manager in presenting credit requests to Credit Approval, and ... may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s). Basic… more
- Nuveen Investments (Charlotte, NC)
- …across departments to formulate response and communicate findings to the relationship manager . + Manages performance direct reports through regular, ... The Senior Client Service Manager supervises a team of professional level employees...level employees that partner with associates in Distribution and Relationship Management to service Institutional and High… more
- US Bank (Charlotte, NC)
- …Day One. **Job Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage Institutional Client Group (ICG) ... assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager (s) and identifies… 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
- US Bank (Charlotte, NC)
- …you excel at-all from Day One. **Job Description** SUMMARY The Business Line Risk Manager serves as the business line's primary risk support function for lines of ... GCM is a large and critical group within Wealth, Corporate, Commercial, and Institutional Banking (WCIB) which focuses on capital solutions and financial products to… more
- Truist (Charlotte, NC)
- …sector and/or financial products 5. Advanced skills in financial analytical, sales , presentation, client relationship management, organizing, leadership and ... the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving… more
- Truist (Charlotte, NC)
- …skills 7. Advanced skills in written and oral communications, and interpersonal relationship management 8. Solid analytical and sales skills **_Preferred ... the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family office), to include driving… more
- Nuveen Investments (Charlotte, NC)
- …ecosystem, collaborating with internal stakeholders such as Portfolio Management, Trading, Sales , and Marketing. Similarly, the team serves as the primary connection ... stakeholders through ETF Capital Markets analysis, reporting, education, and relationship management. The broad scope of responsibilities, collaboration across… more
- TIAA (Charlotte, NC)
- …skilled in issue resolution, negotiation, and consensus building. Strong relationship building, coaching, and communication skills. **Educational Requirements** + ... Savviness, Marketing Analytics, Marketing Automation, Problem Solving, Process Management, Relationship Management, Strategic Thinking, Test and Learn Mentality **Anticipated… more
- Bank of America (Charlotte, NC)
- …both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. * Deliver advice… more