- 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
- Vanguard (Charlotte, NC)
- …philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and as a trustee, in partnership with internal Trust ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- TD Bank (Charlotte, NC)
- …this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and oversees, plans and ... audit team for an area of significant risk, complexity or scope + People Manager role that generally manages a team greater than 5 Audit professionals/specialists +… 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
- 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
- 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