NewSenior On Premise Market Execution Specialist Constellation BrandsSenior On Premise Market Execution SpecialistCharlotte, NC$74,900–$112,300Specialist’s primary focus will be on driving superior retail execution against our on-premise sales priorities and overarching channel strategies and will be pivotal in managing local market execution, supporting the development and delivery of local business plans in coordination with our distributor management teams, driving increased distribution and availability of our beer portfolio across the market, and ensuring our world class brands are best positioned at retail to optimize sales and market share growth as a leading supplier of beer across the U.S. marketplace. Prioritize local market opportunities to include strategic account development plans, national and regional account integration at the local market level, distributor engagement initiatives in coordination with Constellation distributor management teams, special event support, and comprehensive strategies to further drive retail execution across the on-premise channel at the local market level.
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)Charlotte, NCThis 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. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Investment Specialist State Employees' Credit UnionInvestment SpecialistRaleigh, North CarolinaRemote45%-FAS Specialist/Member Interaction & Investment Account ManagementField phone calls, e-mails and instant messages from all FAS specialists across the retail network as well as from members that call in directly to Investment Services. Seasoned and knowledgeable FINRA licensed Financial Professional who understands and believes in the credit union’s long-standing philosophy of “people helping people” and who has a desire to work with a rapidly growing firm.
Investment Specialist First Citizens BancShares IncInvestment SpecialistRaleigh, NCBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Bachelors Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
NewInvestment Specialist First Citizens BankInvestment SpecialistRaleigh, North CarolinaFull timeThey also facilitate ongoing training with branch partners and Premier bankers to help them uncover opportunities to refer clients and prospects for investment consultation. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise.
Advisory Specialist Internal Sales in Investment Management Field Horizon InvestmentsAdvisory Specialist Internal Sales in Investment Management FieldCharlotte, NC$80,000–$100,000 / yearFull timeThe Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.
Investment Specialist II - CDF First Citizens BancShares IncInvestment Specialist II - CDFRaleigh, NC$130,000–$177,000 / yearOriginations and Fund Closings - Supports the origination, underwriting, internal credit and other (CRA, Tax, Treasury) approvals and closings for community development investments with multiple fund managers, including coordination with counsel on legal review of fund documents, and tracking investment status on the equity pipeline. Position is to support the origination, underwriting, and closing of New Market Tax Credit (NMTC), Low Income Housing Tax Credit (LIHTC), Small Business Investment Company (SBIC) and other community development fund investments.
Real Estate Investment Specialist Canvas ForumReal Estate Investment SpecialistCharlotte, North CarolinaAdditional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
NewInvestment Operations Specialist Claire Myers ConsultingInvestment Operations SpecialistCharlotte, North CarolinaOur client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals and families. This individual will play a key role in account administration, money movement, trading, and brokerage operations while helping ensure a seamless experience for both clients and advisors.
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.
Market Risk Specialist | Corporate & Investment Banking Wells Fargo & CoMarket Risk Specialist | Corporate & Investment BankingCharlotte, 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. In this role, you will: Provide independent oversight of counterparty risk across derivatives and securities financing activities, including validating contractual enforceability, supporting ongoing reviews of netting and collateral frameworks, and monitoring exposure changes and counterparty creditworthiness.
NewInvestment Retention Specialist First Citizens BancShares IncInvestment Retention SpecialistRaleigh, NCPreferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise.
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.
NewInvestment Retention Specialist First Citizens BankInvestment Retention SpecialistRaleigh, North CarolinaFull timePreferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise.
Managed Accounts Investment Services Specialist Teachers Insurance and Annuity Association of America (TIAA)Managed Accounts Investment Services SpecialistCharlotte, NC$72,400–$105,000 / yearBusiness Acumen, Channel Management, Collaboration, Commercial Mindset, Consultative Communication, Customer Engagement, Differentiates Value Proposition, Executive Presence, Influence, Market/Industry Dynamics, Project Management, Relationship Management, Sales, Stakeholder Engagement, Strategic Thinking, TIAA Products/Services Acumen. 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 incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Corporate Employee Banking & Investments - Client Development Specialist Bank of AmericaCorporate Employee Banking & Investments - Client Development SpecialistCharlotte, North CarolinaUS - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - WA - Seattle - 401 Union St - Rainier Square (WA1510). Responsibilities: Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program.
Investment Product Strategy Specialist Vanguard GroupInvestment Product Strategy SpecialistCharlotte, NCMaintains effective working relationships with external clients and business partners that includes outside investment management firms, custodian banks, third party accounting providers, and vendors. Communicates effectively throughout the on boarding and/or off boarding of investments; gathers requirements, consults on risk mitigation and system capabilities, identifies and resolves issues, and coordinates with other Investment Administration teams.
Senior Institutional Investment Operations Specialist - Tax Operations Wells Fargo & CoSenior Institutional Investment Operations Specialist - Tax OperationsCharlotte, NC$77,000–$121,000 / 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.
New2027 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 Bank UBS Group AGInvestment BankCharlotte, NCWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Experience managing and analyzing large amounts of data including, trade details, client data, legal counsel and industry forum information.
Senior Investment Writer Allspring Global Investments Holdings, LLCSenior Investment WriterCharlotte, North Carolina$130,000–$155,000 / yearFull timeExperience in developing thought leadership for institutional, wealth, or intermediary audiences, and specifically demonstrated experience writing on subjects: U.S. ETFs and portfolio construction, Direct indexing / SMAs, Tax-aware investing and investment tax implications. Overview: The Senior Investment Writer plays a critical role in shaping and delivering differentiated thought leadership that supports the firm’s strategic priorities, strengthens brand credibility, and drives commercial outcomes.
Senior Wealth Specialist Allspring Global Investments Holdings, LLCSenior Wealth SpecialistCharlotte, North Carolina$160,000–$200,000 / yearFull timeStrong investment and capital markets knowledge is essential, along with the ability to represent Allspring’s expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs. Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms' sales execution effort.
IT Specialist (ADF/Azure Databricks) Sumitomo Mitsui Banking CorpIT Specialist (ADF/Azure Databricks)Charlotte, NCem> Demonstrates flexibility to perform diverse functions within the team to address organizational needs POSITION SPECIFICATIONS: Experience: Minimum 3 years in data operations, support engineering, or analytics platform administration. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Procurement Operations Specialist Jones Lang LaSalle IncProcurement Operations SpecialistCharlotte, NCRemoteThe ideal candidate brings sourcing execution experience, strong data visualization and automation capabilities, and change management skills to modernize category management operations across multiple client accounts. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
VP, IT Product Specialist Sumitomo Mitsui Banking CorpVP, IT Product SpecialistCharlotte, NCp>The IT Product Specialist (Vice President) serves as the subject matter expert for assigned technology products, translating product knowledge and customer insights into actionable guidance that shapes product strategy, backlog prioritization, and delivery outcomes. This role requires strong hands-on experience with the Actimize platform, Star Compliance, including a deep understanding of its tools, configurations, and underlying technologies, as well as a solid understanding of data structures, data pipelines, and analytical concepts.
Inventory Replenishment Senior Specialist Lowe's Companies IncInventory Replenishment Senior SpecialistMooresville, NCBased in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. Bachelor's degree In business, supply chain, logistics, industrial engineering or equivalent relevant experience in business or inventory operations or progressive career development in retail management/operations or equivalent years of experience in lieu of education requirement, if applicable.
NewMarketing Automation and CRM Specialist Coastal Credit UnionMarketing Automation and CRM SpecialistRaleigh, NCLeads the planning, execution, and optimization of multi-channel automated campaigns targeting new members, cross-sell, and retention initiatives by configuring workflows, monitoring performance, and applying best practices to increase member engagement and conversion rates. The specialist acts as a subject matter expert in marketing automation, guides best practices, develops advanced segmentation and personalization strategies, and delivers insights to influence marketing strategy and digital growth initiatives.
Loan Operations Specialist (Hybrid) Tailored ManagementLoan Operations Specialist (Hybrid)Charlotte, NC$5.63–$17.20 / hourThe successful candidate will collaborate closely with traders, sales teams, research analysts, counterparties, legal counsel (both internal and external), administrative agent banks, and various internal operations groups. Partner effectively with Sales Associates, Traders, Research Analysts, trading counterparties, legal counsel, administrative agent banks, and internal operations teams.
Accounts Payable Specialist-Durham North Carolina School of Science & MathematicsAccounts Payable Specialist-DurhamDurham, North CarolinaTasks include, but not limited to, randomly selecting invoices, checks, and journal vouchers to audit, verifying sequentially that journal voucher and code sheets exist and are filed properly, reviewing documents for proper signatures and documentation, etc. Processing entails verification and/or requests for setup of vendor in centralized vendor file maintained by the Office of State Controller (OSC), preparation of accounting code sheet, attachment of necessary back up documentation, verification of available funds, data entry, and printing checks.
Finance DT Associate Specialist Lenovo Group LtdFinance DT Associate SpecialistMorrisville, NCFocused on a bold vision to deliver Smarter Technology for All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, workstations, smartphones, tablets), infrastructure (server, storage, edge, high performance computing and software defined infrastructure), software, solutions, and services. The candidate will work closely with Finance, DT, IT, data, AI, and product teams to help translate finance business problems into digital solutions, AI-enabled prototypes, and future-state process designs.
Veterinary Internal Medicine Specialist (Board Certified / Diplomate / Residency Trained) Global Talent PartnersVeterinary Internal Medicine Specialist (Board Certified / Diplomate / Residency Trained)Charlotte, NC$200,000–$240,000 / yearIt houses state-of-the-art facilities, including modern diagnostic tools, an in-house laboratory, and an on-site pharmacy which aid in delivering prompt and efficient care to patients. Central to its ethos is a client-centered philosophy, lauded for compassionate service and a professional, highly communicative team that prioritizes exceptional bedside manner in all its client interactions.
Research Integration Specialist London Stock Exchange Group PlcResearch Integration SpecialistCharlotte, NC$108,800–$181,300 / yearp>Join a leading global index provider as part of a research team focused on developing innovative approaches to factor investing and index construction within a growing business that offers expanding opportunities in research technology and analytical innovation. In this role, you will contribute to research initiatives that blend sophisticated analytics with practical implementation, while collaborating closely with senior researchers and technical specialists across global teams.
Senior Specialist - Data Engineering LTM LtdSenior Specialist - Data EngineeringCharlotte, NC$120,000–$130,000 / yearTogether with over 87,000 employees across 40 countries and our global network of partners, LTM - a Larsen & Toubro company - owns business outcomes for our clients, helping them not just outperform the market, but to Outcreate it. Please also note that neither LTM nor any of its authorized recruitment agencies/partners charge any candidate registration fee or any other fees from talent (candidates) towards appearing for an interview or securing employment/internship.
Loan Servicing Specialist III JPMorgan Chase & CoLoan Servicing Specialist IIICharlotte, NCp>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Specialist III JPMorgan Chase & CoClient Service Specialist IIICharlotte, NCJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Construction Specialist Roofstock IncConstruction SpecialistCharlotte, NCRemote$60,000–$70,000 / yearIn 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. This position requires the ability to closely monitor high-volume, automated, and AI agent-assisted workflow processes, ensuring accuracy, consistency, and cost efficiency across multiple concurrent projects.
Specialist, Strategic Sourcing Jones Lang LaSalle IncSpecialist, Strategic SourcingCharlotte, NCRemote$105,020–$126,023 / yearThe ideal candidate will possess strong analytical skills, market knowledge, strong organizational abilities with timeline management expertise, and the ability to deliver high-quality results across multiple concurrent priorities while effectively coordinating key dates and stakeholder expectations. This position requires a versatile professional who can seamlessly transition between supporting Pursuit Leads in developing competitive solutions for new business opportunities and executing complex sourcing initiatives during client transition and optimization phases.
Specialist, Strategic Sourcing (Construction) Jones Lang LaSalle IncSpecialist, Strategic Sourcing (Construction)Charlotte, NCRemote$100,000–$110,000 / yearAssist Sourcing Leader with work priorities, complete deliverables timely and resolve issues with Operations teams, temporary help and/or project-specific dedicated personnel to assure client satisfaction, customer satisfaction. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Safety Specialist / Sr Material Coordinator Jones Lang LaSalle IncSafety Specialist / Sr Material CoordinatorApex, NC$70,000–$90,000 / yearWhat your day-to-day will look like: Conduct regular safety inspections, audits, and risk assessments across warehouse and associated space to identify potential hazards and ensure compliance with OSHA, local, state, federal regulations, and site EHS requirements. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Strategic Sourcing Specialist (IFM) Jones Lang LaSalle IncStrategic Sourcing Specialist (IFM)NCRemoteWhether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Establish work priorities, assign deliverables and resolve issues with Operations teams, temporary help and/or project-specific dedicated personnel to assure client satisfaction, customer satisfaction.
Product Implementation Specialist JPMorgan Chase & CoProduct Implementation SpecialistCharlotte, NCOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P.
OCIO Portfolio Solution Specialist CAPTRUSTOCIO Portfolio Solution SpecialistRaleigh, North CarolinaCAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for institutional clients. This role requires a strategic thinker who will actively collaborate with colleagues including financial advisors serving as an OCIO product manager, identifying opportunities to enhance investor outcomes and client experience.
Senior Equipment Finance Sales Specialist Wells Fargo & CoSenior Equipment Finance Sales SpecialistCharlotte, NC$175,000–$279,000 / yearIn this role, you will: Develop and deliver financial solutions to prospective and existing clients across Commercial Banking or Corporate & Investment Banking, by assembling and leading execution teams and provide guidance and oversight to pitch, structure, negotiate, and execute highly customized transactions to clients. 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.
Compliance Specialist AssetMark, Inc.Compliance SpecialistCharlotte, NC$85,000–$95,000 / yearAssetMark is a leading provider of wealth management and investment solutions, offering advisors a broad range of tools, services, and proprietary investment products, including AssetMarks suite of mutual funds. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Credit Products Specialist I - Sponsor Finance Flagstar Bank NACredit Products Specialist I - Sponsor FinanceCharlotte, NC$96,253–$118,776 / yearLoan Structuring & Underwriting: Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. The Credit Products Specialist I - Sponsor Finance supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.
NewSponsor and Leveraged Finance Product Specialist Regions Financial CorpSponsor and Leveraged Finance Product SpecialistCharlotte, NCThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Job Description: At Regions, the Credit Products Sponsor Finance Product Specialist conducts screening, underwriting, negotiation, documentation, and portfolio management of sponsor transactions within the Corporate bank.
NewStrategic Sourcing Specialist JLLStrategic Sourcing SpecialistCharlotte, NCRemoteThe ideal candidate brings sourcing execution experience, strong data visualization and automation capabilities, and change management skills to modernize category management operations across multiple client accounts. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Senior Client Specialist Robert W Baird & Co IncSenior Client SpecialistRaleigh, NCWhat You'll Bring to Baird: 5+ years of prior industry work experience Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms Excellent verbal and written communication skills Detail oriented with an emphasis on accuracy Critical thinking and proactive problem solving skills Good analytical skills with ability to perform semi-advanced math Understanding of compliance regulations including the client complaint process and correspondence policies * Bachelor's degree preferred, not required. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
Wealth Relationship Manager Specialist CAPTRUSTWealth Relationship Manager SpecialistRaleigh, North CarolinaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends.
Defined Contribution Product Specialist The PNC Financial Services Group IncDefined Contribution Product SpecialistRaleigh, NC$65,000–$139,150 / yearPNC 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. In 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.