Portfolio Manager - Wilmington, North Carolina Towne Park LtdPortfolio Manager - Wilmington, North CarolinaWilmington, NC$62,200–$77,800 / yearThe employee frequently is required to sit or stand for extended periods of time and may be required to run; walk; handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl. Whether providing compassionate service that eases the anxiety of a patient and their family, creating a memorable experience for a guest in a new city, or helping a colleague, every day is a new opportunity to brighten someone else's day and make an impact.
AVP-Portfolio Planning & Execution BarclaysAVP-Portfolio Planning & ExecutionWilmington, North CarolinaThe USCB Value Management Office (VMO) is seeking an experienced person to support strategic investment planning, intake management, portfolio governance, and cross-functional prioritization across a multi-faceted technology and business portfolio. Support an environment of effective delivery by empowering portfolio management resources, utilising data led thinking to inform decisions, leverage expertise, and drive accountability and transparency.
Analyst, Sponsor Finance Live Oak BankAnalyst, Sponsor FinanceWilmington, NC$71,960–$113,080 / yearParticipate in other strategic initiatives and credit-related projects as needed; this may include identifying new opportunities (credit or otherwise) within the existing portfolio and working to expand key Sponsor Finance relationships. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
Analyst, Sponsor Finance Live Oak Bancshares IncAnalyst, Sponsor FinanceWilmington, NC$71,960–$113,080 / yearParticipate in other strategic initiatives and credit-related projects as needed; this may include identifying new opportunities (credit or otherwise) within the existing portfolio and working to expand key Sponsor Finance relationships. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
Independent Wealth Advisor / Financial Advisor Orion PlacementIndependent Wealth Advisor / Financial AdvisorWilmington, North CarolinaRemoteTo be considered, you must currently manage at least 35,000,000 in portable client assets, be appropriately licensed to act as an Investment Advisor Representative, and be comfortable with a high payout, fee based compensation model rather than a traditional base salary. You will have a flexible, advisor driven schedule, with the ability to work independently and meet clients where it makes the most sense, while maintaining a regular in person presence at the office for collaboration and client meetings.
Delaware Trust Officer II (DE TO II) Bank of AmericaDelaware Trust Officer II (DE TO II)Wilmington, North CarolinaThe Delaware TO II works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan.