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This is an exceptional opportunity open to both entry level and experienced applicants interested in learning the wealth management business in a small, friendly office environment. Requirements A Bachelor’s degree, excellent computer software skills (emphasis on Microsoft Excel and Adobe Acrobat) along with strong communication and interpersonal skills. The position requires a mature, well
Posted 5 days ago
Assist with valuation engagements related to Fair Market Value and Fair Value engagements Assist with marital litigation Assist with the business, accounting, financial, and damage calculation aspects of complex commercial litigation matters, including breach of contract, negligence, fraud, and bankruptcy Develop business, industry, and economic analysis Develop financial models, including calcula
Posted Today
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Plan and execute day to day portfolio management for assigned accounts within the guidelines of BB&T policies and strategies. 2. Support the new business efforts of Wealth Advisors and Personal Trust
Posted Today
Sterling Capital Management, LLC is a premier investment management firm that has focused on serving client needs since 1970. An independent subsidiary of BB&T and headquartered in Charlotte, NC, Sterling Capital, has offices in 6 cities and has over 150 employees. They offer a robust suite of investment strategies for individuals, financial intermediaries and institutions with over $51 Billion in
Posted 1 day ago
include Delivering the IAA and Wells Fargo Asset Management ("WFAM") investment story to IRT clients and their consultants Partnering with RM staff to build and implement quarterly plans Delivering qualified sales opportunities to IRT and WFAM sales teams Delivering all compliance and risk standards Contributing member of the IAA team The Candidate This candidate will have deep expertise in instit
Posted Today
The Role You'll Play Work with the acquisitions and investment team to identify and evaluate new investment opportunities Develop detailed business plans for investment committee approval including the modeling of financial projections with detailed capital and operating budgets Underwrite and perform due diligence for multifamily apartments in a number of strategically selected markets Assist in
Posted 1 day ago
The candidate selected will provide reliable, pro active and confidential administrative support to the Global Investment Services group. This position will be located in our Charlotte, NC office. Primary Responsibilities This position is responsible for administrative support including, but not limited to Facilitating information flow, including email, phones, voicemail, faxes, mail, other messag
Posted 1 day ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Review accounts and perform reconciliations to ensure compliance with corporate and regulatory policies and procedures as well as reconcile suspense accounts and validate transactions. Actively work with Mutual Fund sponsors and 3rd party vendors to request, process and follow up on trade corrections performed in client accounts. Be proactive and remain cognizant of deadlines and regulatory requir
Posted 1 day ago
LPL Financial
- Charlotte, NC / Fort Mill, SC
Review accounts and perform reconciliations to ensure compliance with corporate and regulatory policies and procedures as well as reconcile suspense accounts and validate transactions. Actively work with Mutual Fund sponsors and 3rd party vendors to request, process and follow up on trade corrections performed in client accounts. Be proactive and remain cognizant of deadlines and regulatory requir
Posted 1 day ago
of Your Role The Assistant Branch Manager role is intended to be a developmental role for 12 24 months. It serves to develop and acclimate talent across the investor center network while providing assistance to the assigned Branch Manager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change during the program. T
Posted 1 day ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Investment Advisor within PNC Investments, you will be based in Jacksonville, NC at the Jacksonville branch.
Posted 1 day ago
Bank of America
- Greensboro, NC / Raleigh, NC
The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection. Oversee completion of investme
Posted 1 day ago
Develops, recommends, and directs execution of investment programs designed to achieve the objectives of a group of client accounts. Acts independently within established investment policy guidelines. Manages the larger and potentially most complex and important client accounts. Works with High Net Worth Investors to create customized investment strategies. While the PM utilizes the processes esta
Posted 1 day ago
Under the guidance of a Portfolio Manager III, the Portfolio Manager I is accountable for the construction, implementation and monitoring of investment portfolios while continually identifying areas for proactive, value added contributions to all investment activities including AA, portfolio construction & management, client servicing & business development. Responsibilities Support Private Wealth
Posted 1 day ago
Senior Portfolio Manager I Senior Portfolio Manager I (00009D7W) International Subsidiary Banking ("ISB") provides banking coverage to the subsidiaries of Commercial Banking (CMB) clients within the Corporate segment. The ISB strategy is to provide consistent, in depth and dedicated coverage across the HSBC network with the end goal to deepen our relationship with our clients. The ISB business is
Posted 2 days ago
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