- Truist (Charlotte, NC)
- …for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio ... and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Jr Wealth Investment Portfolio Manager - Option Strategies Group in Managed Solutions as part of Wealth & ... . **In this role, you will:** + Construct and manage optimal portfolio solutions for client accounts across Wealth and Investment Management… more
- Bank of America (Charlotte, NC)
- …auditors and regulatory agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a ... Credit Review Senior Portfolio Specialist Dallas,...make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk… more
- First Horizon Bank (Charlotte, NC)
- …**Location:** On site at offices within company's geographic footprint. **Summary** The Portfolio Manager assists in the assessment of risk and management ... of the Bank's loan portfolio by providing analytical and credit oversight....its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- First Horizon Bank (Charlotte, NC)
- …factors related to First Horizon's underwriting policies and guidelines. + Works with the Portfolio Manager (PM) and Relationship Manager (RM) in completing ... within company's geographic footprint. **Summary** At First Horizon, the Credit Associate is a member of the credit...and analysis and supports PM and RM on ongoing portfolio management and new origination evaluations. + Identify emerging… more
- First Horizon Bank (Charlotte, NC)
- …to initiate underwriting process. o Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and Underwriter o Builds ... managers with, and directly responsible for Equipment Finance, client portfolio management activities. Delivers customized capital equipment financing solutions… more
- Wells Fargo (Charlotte, NC)
- …enhanced and ongoing due diligence, screening and transactional analysis of the Wealth and Investment Management customer portfolio . + Accountable for ... role:** Wells Fargo is seeking a Business Execution Associate Manager . **In this role, you will:** You will be...Quality Assurance, AML/KYC, or due diligence. + Background in Wealth and Investment Management (WIM) operations or LOB +… more
- Bank of America (Charlotte, NC)
- Risk Analysis Sr. Manager Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... for management of all aspects of risk, including strategic, market, credit , compliance, liquidity, operational, model, and reputational risk matters to support… 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...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more