NewSenior Portfolio Manager First Horizon BankSenior Portfolio ManagerCharlotte, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
Banking Center Manager First Horizon BankBanking Center ManagerDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Banking Center Manager III First Horizon BankBanking Center Manager IIIHickory, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. - Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities.
NewField Marketing Manager RenuityField Marketing ManagerRaleigh, NC$75,000–$150,000As part of a powerful network of seven of the most trusted home renovation companies in America, we are on a mission to revolutionize home improvement—making it faster, easier, and stress-free. Renuity currently operates across 36 states and has created hundreds of thousands of happier homeowners across the United States who have chosen Renuity for their home improvement needs.
Privately Held Investments Manager Truist Financial CorpPrivately Held Investments ManagerCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Privately Held Investments Manager Truist BankPrivately Held Investments ManagerCharlotte, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerNC$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Real Estate Underwriting Portfolio Manager 2 FNB CorpInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Investment Portfolio Manager TRC Talent SolutionsInvestment Portfolio ManagerGreensboro, NCTo be considered an ideal candidate the following requirements would be preferred:· Bachelor’s degree in finance, business administration, economics or related field· 3+ years of private asset management experience or trust investments· Excellent financial, mathematical and statistical skills; can work with complex database and/or quantitative tools.· At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningCary, NCRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Wealth and Investment Premier Portfolio Manager - Sr. Huntington Bancshares IncWealth and Investment Premier Portfolio Manager - Sr.Charlotte, NCSummary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerRaleigh, NC$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Manager - AI Assisted Process, Risks & Controls Transformation - Investment Management Deloitte Touche Tohmatsu LtdManager - AI Assisted Process, Risks & Controls Transformation - Investment ManagementNC$144,600–$265,100 / yearSupport clients in designing and implementing AI-enabled governance across the process, risk and control lifecycle including regulatory and compliance impact assessment, process modeling and risk and control mapping, risk identification, control review, testing and enhancement, and issue management and reporting. Support the development and operationalization of model risk management (MRM) practices for AI and traditional models across the model lifecycle (development, testing/validation, deployment, monitoring), including clearer roles, accountability, and control environment expectations.
Senior Manager, Investments (Development) Regency Centers CorpSenior Manager, Investments (Development)Raleigh, NCThe Senior Manager of Investments (Development) will be involved in all aspects of the development process including deal sourcing, networking, acquisition, underwriting, zoning/entitlements, design, permitting, construction, leasing negotiation and delivery. This individual will be responsible for supporting the team in making daily advancement of development projects and will encounter a variety of roles from high-level decision making to daily project and team coordination.
Tax Experienced Manager, Alternative Investments BDO USA PCTax Experienced Manager, Alternative InvestmentsRaleigh, NC$136,000–$165,000 / yearJob Summary: As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Audit Manager - Alternative Investments Elliott Davis, LLCAudit Manager - Alternative InvestmentsRaleigh, NCResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
NewSenior Manager - Corporate Investment Banking EvalueserveSenior Manager - Corporate Investment BankingRaleigh, NCImplement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc. With presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate our clients' strategic decision-making and business impact.
Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementCharlotte, NC$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyCharlotte, North CarolinaThe firm is seeking a motivated associate with strong investment funds experience who is interested in handling complex fund formation and investment management matters across a broad range of alternative investment strategies and asset classes. This opportunity is ideal for an attorney looking to work on sophisticated investment management and fund formation matters within a nationally recognized and rapidly expanding Investment Funds platform.
Private Wealth Management Director of Investments Morgan StanleyPrivate Wealth Management Director of InvestmentsCharlotte, NCThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist Financial CorpWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist BankWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 1. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Client Services Specialist III, Collective Investment Trust Officer SEiClient Services Specialist III, Collective Investment Trust OfficerNorth CarolinaAs a Trust Officer for CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts, some of which have significant exposure to alternative asset classes. To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpCharlotte, NC$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Investment Analyst Sr (Private Markets) Novant Health IncInvestment Analyst Sr (Private Markets)Charlotte, NCThe Investment Analyst Sr (Analyst Sr) is responsible for monitoring and managing an existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments for the portfolio. Ultimately, Novant Asset Management Company (NAMCO) requires the Analyst Sr to work collaboratively with internal team members as well as external parties to further the success of the private markets portfolio as well as the broader investment program.
Investment Analyst Senior Novant HealthInvestment Analyst SeniorCharlotte, North CarolinaThe Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions.
2027 Wealth & Investment Management Summer Internship - Early Careers Wells Fargo & Co2027 Wealth & Investment Management Summer Internship - Early CareersCharlotte, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The group enables success at scale by providing field leadership, sales support, recruiting, platform enablement, and supervisory coordination to help advisors and teams effectively acquire, onboard, serve, and retain clients.
Investment Analytics & Reporting Associate Martello Re LtdInvestment Analytics & Reporting AssociateCharlotte, NCThe Associate will collaborate cross-functionally with Actuarial, Finance, and Risk to optimize investment insights, support key enterprise objectives, and build scalable, reliable systems and reporting tools for managing a complex, multi-asset insurance portfolio. Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members.
Investment Analytics & Reporting Associate Martello ReInvestment Analytics & Reporting AssociateCharlotte, North CarolinaExcellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members. Martello Re welcomes applications for remote roles from candidates based in the Eastern United States—specifically in states where we currently support a remote work model—or from those located within a reasonable commuting distance of our Charlotte office.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorRaleigh, NC$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementNC$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).
Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Bank of America CorpSr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment ManagementCharlotte, NCCredit Underwriter - Custom Mortgage - Global Wealth & Investment Management Charlotte, North Carolina; Phoenix, Arizona; Tampa, Florida; Houston, Texas; Saint Louis, Missouri Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Performs all underwriting tasks for custom mortgage loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private Wealth Management and Merrill.
Investment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingCharlotte, NC$100,000–$180,000 / yearThis role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVCharlotte, NC$100,000–$180,000 / yearWe are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
Alternative Investment Middle Office Support Consultant Wells Fargo & CoAlternative Investment Middle Office Support ConsultantCHARLOTTE, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo is seeking an Alternative Investments Middle Office Support Consultant (Customer Service Associate) to join the Alternative Investments team within Wealth and Investment Management.
Alternative Investments Middle Office Support - Senior Consultant Wells Fargo & CoAlternative Investments Middle Office Support - Senior ConsultantCharlotte, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo is seeking an Alternative Investments Middle Office Support Senior Consultant (Customer Service Specialist) to join the Alternative Investments team within Wealth and Investment Management.
Platform Technical Director - Wealth & Investment Technology Wells Fargo & CoPlatform Technical Director - Wealth & Investment TechnologyCHARLOTTE, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Additionally, serves as a command center leader during incidents and releases, translating technical challenges into clear business impact and decision options, ensuring executive stakeholders are informed and aligned to achieve measurable outcomes.
NewPlatform Technical Director – Wealth & Investment Technology Wells Fargo BankPlatform Technical Director – Wealth & Investment TechnologyCharlotte, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Additionally, serves as a command center leader during incidents and releases, translating technical challenges into clear business impact and decision options, ensuring executive stakeholders are informed and aligned to achieve measurable outcomes.
Director, Adhesion Investment Platform Management AssetMark Financial HoldingsDirector, Adhesion Investment Platform ManagementCharlotte, North CarolinaThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms’ long‑term growth objectives.
Operations Analyst, Investments Arch Capital Group LtdOperations Analyst, InvestmentsRaleigh, NCDaily dashboard monitoring of trades and settlements for all portfolios- Investigate and resolve all trade breaks, fails or issues; coordinate with trading, custodian, accounting and risk service providers to resolve outstanding issues. The Analyst will work closely with internal teams (portfolio management, legal/compliance, performance) and external service providers (custodians, brokers, administrators) to learn and assist in delivering effective operational support to the firm.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantCharlotte, NCThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Managing Director, Corporate Investment Bank - Metals, Materials, & Construction Group Fifth Third BancorpManaging Director, Corporate Investment Bank - Metals, Materials, & Construction GroupCharlotte, NC$121,900–$262,100 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management - Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
Account Director, Wealth & Investment Management (WIM) Wells Fargo & CoAccount Director, Wealth & Investment Management (WIM)Charlotte, NC$100,000–$163,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 5+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Sr Private Placement Investment Operations Analyst I Pacific LifeSr Private Placement Investment Operations Analyst ICharlotte, North CarolinaAs a Sr Private Placement Ops Analyst I, you’ll play a key role in Pacific Life’s growth and long-term success by contributing to the efficient handling of complex Private Placement and Alternative investment activity, including but not limited to the timely capture of Security Master and Trade data. We’re actively seeking a talented Sr Private Placement Ops Analyst I to join our Fixed Income Ops team, which provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
NewInvestment Strategist – Platform Distribution Allspring Global Investments Holdings, LLCInvestment Strategist – Platform DistributionCharlotte, North Carolina$130,000–$170,000 / yearFull timeOverview: Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams (“professional buyers”). In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.).
Director - Investment Oversight FidelityDirector - Investment OversightNorth CarolinaRemotePembroke Real Estate Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. In this role you will lead the Investment Oversight Team , ensuring that the assets of Fidelity Charitable, including individual securities, long-only funds, and an array of alternative investments, are invested in a prudent manner and in line with investment policies and guidelines.
Investment Real Estate Banker First National Bank Of PennsylvaniaInvestment Real Estate BankerRaleigh, North CarolinaRequests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B.
Investment Securities Trader Social Capital Resources LLCInvestment Securities TraderCornel, NCThis role is responsible for dealing in multi-asset class portfolios including ETFs, executing trades on behalf of licensed advisors, analyzing performance of various ETFs and make investment decisions, as well as optimizing and automating processes in ORION. Asset Manager & RIA in Charlotte Metro area is seeking a Trade Execution Support (Trader) for a full-time position!
2027 CIB Investment Banking Analyst Program - Early Careers Wells Fargo & Co2027 CIB Investment Banking Analyst Program - Early CareersCharlotte, NC$90,000–$150,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.