- Deloitte (Charlotte, NC)
- Manager , Industry Solutions , Investment Management, Aladdin What we do Join our AI & Engineering team in transforming technology platforms, driving ... Our delivery models are tailored to meet each client's unique requirements. Our Industry Solutions offering provides verticalized solutions that transform… more
- Equitable (Charlotte, NC)
- … Manager is an influential part of the growth of Advisory and Investment Solutions , responsible for enabling investment and advisory sales growth ... Relationship Manager , Advisory and Investment Consulting (...products and advisory services, Financial Professionals, or end-clients + Industry designations (including CFP(R) and ChFC(R)) or progress toward… more
- Equitable (Charlotte, NC)
- …engagements This role plays an influential part in the growth of Advisory and Investment Solutions , responsible for enabling investment and advisory sales ... Senior Relationship Manager , Advisory and Investment Consulting (...brokerage experience + Financial planning experience **Preferred Qualifications:** + Industry designations (including CFP(R) and ChFC(R)) or progress toward… more
- Burns & McDonnell (Charlotte, NC)
- **Description** The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop ... plans for projects supporting electric utilities. The project manager will support a broad range of studies and...review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with… more
- Bank of America (Charlotte, NC)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... Investment Consultant II - Merrill Premium Charlotte, North...learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must… more
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a ... entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and find proper… more
- Deloitte (Charlotte, NC)
- AI Engineering Manager / Solutions Architect - SFL Scientific Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... that transform our clients' businesses. We are hiring an AI Engineering Manager / Solutions Architect to support the design, development, and deployment of… more
- Truist (Charlotte, NC)
- …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 Sports & Entertainment...Entertainment teams by increasing the whole team's revenues, expanding solutions and products to existing Specialty clients, marketing new… more
- Bank of America (Charlotte, NC)
- …clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority (TM) solutions , through Bank of America and Merrill to ... Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte,...(including at least one year experience in the investments industry , including investment training and in-depth knowledge… more
- KeyBank (Charlotte, NC)
- …related field) with experience in low income / affordable housing lending and investment industry , or commercial real estate lending with demonstrated credit ... Street NW - Washington, District of Columbia 20036 Job Title: Relationship Manager , Community Development Lending Location: East Region, Mid Atlantic or Southeast… more
- KeyBank (Charlotte, NC)
- …their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities ... thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural communities. As one of the nation's premier… more
- Bank of America (Concord, NC)
- …a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with ... with clients to systematically identify client needs and appropriate solutions . * Earn your Security Industry Essentials...investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill… more
- City National Bank (Charlotte, NC)
- *RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority.… 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 ... corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales,… more
- Equitable (Charlotte, NC)
- …focus on Equitable Advisors platform of investment products and advisory solutions . Responsibilities of the Product Manager include: + Primarily responsible ... Equitable Advisors, Relationship/Product Manager ( 250000AE ) **Primary Location** : UNITED...Intellectual curiosity and commitment to expanding knowledge of the investment industry , including driving relationships with strategic… more
- Deloitte (Charlotte, NC)
- …technology personnel with numerous years of multistate tax experience. The Investment Management industry specialized professionals will collaborate with ... Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund...a greater impact on organizations by combining tax consulting solutions and innovative technology this may be the right… more
- Bank of America (Charlotte, NC)
- …Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment , banking, and lending. FSAs set clear expectations ... Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment , banking, and lending. FSAs set clear expectations… more
- Deloitte (Charlotte, NC)
- …role ends on 8/31/2025. Work you will do: As Privileged Access Management (PAM) CyberArk solutions Manager , you will + Be the Project Manager overseeing ... industry experience within IT in developing, implementing, or architecting PAM solutions in accordance with industry best practices and organization… more
- Truist (Charlotte, NC)
- … Investment Banking peers to ensure effective delivery of complex financing solutions to Commercial Clients through industry specific lens; responsible for ... maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions , in addition to market trends and business… more
- Truist (Charlotte, NC)
- …Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for investment ... of business functions including, products and services, competitive environment, and latest industry news and trends from both a business and technology perspective.… more