- 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
- Wells Fargo (Charlotte, NC)
- … Manager . This position will conduct oversight of processes across the Wealth Portfolio Implementation (Trade Support), including the review and signoff of ... **About this role:** Wells Fargo Wealth and Investment Management (WIM) Operations is seeking an Operations Senior… more
- Bank of America (Charlotte, NC)
- …with the power to make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk based coverage plan for ... agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a risk-based coverage plan for… more
- Wells Fargo (Charlotte, NC)
- …Engineer to join the Portfolio Management Platform (PMP) team within WIMT ( Wealth and Investment Management Technology), to build and enhance a world class, ... programming and demonstrated skills in Java and front-end technologies. Wells Fargo Wealth Investment Management Technology (WIMT's) mission is to deliver… more
- Bank of America (Charlotte, NC)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Sr. Relationship Manager - Global Commercial Bank - Middle Market...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- Fifth Third Bank, NA (Charlotte, NC)
- …business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally ... deepen knowledge of trends, practices, services and the competitive landscape. Portfolio Management + Work with One Bank partners (Treasury Management., Capital… more
- Deloitte (Charlotte, NC)
- …or corporate banking, fintech, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related ... Manager - Payments Fraud Analytics and Data Science...have the opportunity to engage a diverse and challenging portfolio of projects across the payments fraud and security… 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
- Nuveen Investments (Charlotte, NC)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... relationship management experience + Experience working with institutional investors and wealth audiences, sales, investment teams, plus knowledge of sales… more
- TIAA (Charlotte, NC)
- …remediation. + Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors. + Focuses on ... Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management,… more