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.
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 Financial CorporationWealth 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.
Implementation Consultant - Investment Software Implementation - Equities - Charles River Development State Street CorporationImplementation Consultant - Investment Software Implementation - Equities - Charles River DevelopmentBurlington, NC$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the solution to the clients business and technical needs, training clients, testing workflows and resolving issues before taking the client live. Inclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Implementation Consultant - Fixed Income - Investment Software Implementation - Charles River Development State Street CorporationImplementation Consultant - Fixed Income - Investment Software Implementation - Charles River DevelopmentBurlington, NC$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Implementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River Development State Street CorporationImplementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River DevelopmentBurlington, NC$90,000–$157,500 / yearCRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Technical implementations include all aspects of a consulting project, from installation of n-tier software and integration with third party systems to DR/HA design to documenting and performing technical training for the client.
Implementation Specialist - Wealth Investment Software Implementation / Charles River Development - Officer State Street CorporationImplementation Specialist - Wealth Investment Software Implementation / Charles River Development - OfficerBurlington, NC$70,000–$118,750 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development State Street CorporationSenior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River DevelopmentBurlington, NC$90,000–$157,500 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Senior Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
NewFinancial Advisor - Investment Services Group Truist Financial CorpFinancial Advisor - Investment Services GroupWinston-Salem, 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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentGreensboro, NCFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewFinancial Advisor - Investment Services Group Truist BankFinancial Advisor - Investment Services GroupWinston-Salem, 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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
Privately Held Investments Manager - Closely Held Business Assets Truist Financial CorpPrivately Held Investments Manager - Closely Held Business AssetsWinston-Salem, 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.
Financial Solutions Advisor Consumer Investments - Greensboro Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Greensboro AreaGreensboro, 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 Sales Agent Marcus and MillichapInvestment Sales AgentGreensboro, NCCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Head Of Engineering - Investment Accounting, MD State Street CorporationHead Of Engineering - Investment Accounting, MDBurlington, NC$170,000–$282,500 / yearThe ideal candidate combines strong domain knowledge in enterprise investment accounting (e.g., ABOR/IBOR, event processing, corporate actions, reconciliations, cash management), technical excellence, and strategic leadership to scale teams, processes, and build platforms that enable accuracy, scalability, transparency, and auditability. This role is ideal for a seasoned engineering leader with deep expertise in cloud architecture (especially Azure), distributed computing, investment accounting capabilities, data architecture, and enterprise platform modernization within enterprise capital markets and asset servicing environments.
Privately Held Investments Manager - Closely Held Business Assets Truist Financial CorporationPrivately Held Investments Manager - Closely Held Business AssetsWinston Salem, 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.
Client Manager - Wealth Management Investment Software, AVP - Charles River Development State Street CorporationClient Manager - Wealth Management Investment Software, AVP - Charles River DevelopmentBurlington, NC$80,000–$140,000 / yearAs the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
NewAssociate Director, Investments Marcus & Millichap Real Estate Investment ServicesAssociate Director, InvestmentsGreensboro, North CarolinaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Investments Counsel (Entry Level) - Greensboro, NC Lincoln National CorpInvestments Counsel (Entry Level) - Greensboro, NCGreensboro, NC$72,900–$131,600 / yearThis entry-level attorney will work closely with, and under the guidance of, our senior Investment lawyers to provide legal support across the full range of general account investment matters, including commercial mortgage loans, private debt, derivatives, and alternative investments. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.