Financial Solutions Advisor Consumer Investments - Charlotte Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Charlotte MarketCornelius, North CarolinaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumCharlotte, North CarolinaThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Investment Banking Associate - Technology Piper Sandler CompaniesInvestment Banking Associate - TechnologyCharlotte, NC$175,000–$200,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. The experienced associate is responsible for structuring and executing transactions, and typically functions as a backup for relationships with important clients, is generally the key contact for some clients, and begins to assume some important new business responsibilities.
Investment Banking Associate - Consumer Piper Sandler CompaniesInvestment Banking Associate - ConsumerCharlotte, NC$135,000–$175,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
NewDirector/Managing Director, Investment Grade Syndicate Citizens Financial Group IncDirector/Managing Director, Investment Grade SyndicateCharlotte, NC$300,000–$400,000 / yearThe Director/MD Investment Grade Syndicate is responsible for leading the syndication and execution of investment grade debt offerings, including corporate bonds, financials, and sovereigns. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
2027 Investment Banking Summer Associate Program - Early Careers Wells Fargo & Co2027 Investment Banking Summer Associate Program - Early CareersCharlotte, NC$150,000–$250,000 / 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.
Senior Associate, Investment Engineering (Portfolio Engineering) Dimensional Fund AdvisorsSenior Associate, Investment Engineering (Portfolio Engineering)Charlotte, NCRemoteMove designs to implementation, including creating databases, schemas, APIs, processing services, schedules, asynchronous pipelines, component code, style sheets, etc. The group is responsible for investment data and its analysis analysis tools, managing it from acquisition to distribution, driving analysis to synthesize information, and creating the information and analysis consumed by internal and external clients and reports.
Investment Accountant II Teachers Insurance and Annuity Association of America (TIAA)Investment Accountant IICharlotte, NC$31.20–$41.06 / hourIn 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 incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors.
NewSecurities Operations Specialist - Alternative Investments Wells Fargo BankSecurities Operations Specialist - Alternative InvestmentsCharlotte, 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. Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation.
Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Bank of AmericaSr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment ManagementCharlotte, North CarolinaPerforms 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. This role interfaces with client teams, risk management, residential real estate credit specialists, fulfillment, servicing, and legal partners to support the timely delivery of credit solutions.
Senior Credit Underwriter-Global Wealth and Investment Management Bank of America CorpSenior Credit Underwriter-Global Wealth and Investment ManagementCharlotte, NC$117,000–$175,000 / yearThe Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Internship - Investment Banking Associate Summer 2027 (Charlotte, NC) Robert W. Baird & Co. IncorporatedInternship - Investment Banking Associate Summer 2027 (Charlotte, NC)Charlotte, NCOur Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries.
Internship - Investment Banking Associate Summer 2026 (Charlotte, NC) BairdInternship - Investment Banking Associate Summer 2026 (Charlotte, NC)Charlotte, North CarolinaOur Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries.
Investment Banking Associate MUFG Americas Holdings CorpInvestment Banking AssociateCharlotte, NCAssociates work on dedicated industry groups such as Healthcare, Media, Industrials, Consumer etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Associate - Industrials & Business Services MUFG Americas Holdings CorpInvestment Banking Associate - Industrials & Business ServicesCharlotte, NCAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Managing Director MUFG Americas Holdings CorpInvestment Banking Managing DirectorCharlotte, NCAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantCharlotte, NCKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Privately Held Investments Manager - Closely Held Business Assets Truist Financial CorpPrivately Held Investments Manager - Closely Held Business AssetsCharlotte, 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.
Attorney - Investment Banking and Capital Markets Truist Financial CorpAttorney - Investment Banking and Capital MarketsCharlotte, NCThe Investment Banking and Capital Markets legal team provides legal services related to Truist Securities' investment banking business, including debt and equity capital markets, M&A advisory, equity and fixed income sales and trading, and equity research. General 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.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCharlotte, NCKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.