- 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
- Wells Fargo (Charlotte, NC)
- …Bank Examiner designation + Experience in portfolio management, investment strategy, broker/dealer operations, wealth management, fiduciary and trust ... Wells Fargo is seeking a Senior Auditor on the Wealth and Investment Management (WIM) Audit Team...audit findings and make recommendations to management + Inform manager of situational issues that might compromise objectivity or… 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
- 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
- Truist (Charlotte, 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