- Equitable (Charlotte, NC)
- Relationship Manager , Advisory and Investment Consulting ( 250000GV ) **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
- Bank of America (Charlotte, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Charlotte, NC)
- Investment Consultant II - Merrill Premium Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Investment -Consultant-II Merrill-Premium\_25042523) **Job Description:** At Bank of America, we… more
- Wells Fargo (Charlotte, NC)
- …**About this role:** Wells Fargo is seeking a Vice President, Lead Corporate Banking Relationship Manager as part of the Industrials Corporate & Investment ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading… more
- PNC (Charlotte, NC)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship… more
- TIAA (Charlotte, NC)
- **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on ... be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply curious...* Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager (Senior Investment Portfolio Manager ) to lead the management of ... portfolio growth and increased assets under management (AUM) + Ensure all investment strategies and business advisory practices comply with regulatory… more
- Equitable (Charlotte, NC)
- Sales Desk Manager - Funds Team (Strong Compensation Package) ( 250000EY ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** ... is looking for a 1290 Funds Sales Desk National Manager to join our team in Charlotte, NC. In...for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment,… more
- Deloitte (Charlotte, NC)
- Financial Services Technology Strategy Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design… more
- Truist (Charlotte, 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
- Bank of America (Charlotte, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...strong referral base from across the business through our relationship with one in every two households. + Managing… more
- Manulife (Charlotte, NC)
- …strong commitment to SRI/ESG principles + 2-4 years of relevant experience in investment analysis, portfolio management, or client advisory , ideally within real ... The Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely...+ Demonstrated client service orientation; prior experience in an advisory or relationship management role is advantageous… more
- Manulife (Charlotte, NC)
- …strong commitment to SRI/ESG principles + 2-4 years of relevant experience in investment analysis, portfolio management, or client advisory , ideally within real ... The Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely...+ Demonstrated client service orientation; prior experience in an advisory or relationship management role is advantageous… more
- Bank of America (Charlotte, NC)
- …Series 7, and 66 or equivalent (required) + Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales ... through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in… more
- Bank of America (Charlotte, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Charlotte, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.… more
- Wells Fargo (Charlotte, NC)
- **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, ... clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **Commercial Real Estate (CRE)** provides a fully… 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