- US Bank (Charlotte, NC)
- …experience - Experience in portfolio management, sales , marketing, or relationship management with institutional clients (Business to Business environment) - ... from Day One. **Job Description** This role within the Institutional Advisory Group (IAG) is primarily responsible for all...teams to drive revenue growth. Responsible for both the Relationship Management and Sales roles and typically… more
- 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
- Regions Bank (Charlotte, NC)
- …system. **Job Description:** At Regions, the Treasury Management Relationship Manager Associate (TMRM Associate) supports Treasury Management sales teams by ... Additionally, this position will also support collaboration between the Treasury Management Sales team, Commercial Relationship Managers, and product teams to… 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
- TIAA (Charlotte, NC)
- …closely with the Advisor Consultant to maintain current client assets, drive sales , cross sell advisors and convert prospects to clients. The Internal Advisor ... to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the… 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
- 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