NewCorporate Client Specialist Sr First Horizon BankCorporate Client Specialist SrRALEIGH, NCWork closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision. Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services.
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.
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.
Investment Specialist First Citizens BankInvestment SpecialistRaleigh, North CarolinaFull timeBenefits 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. Qualifications: Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
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.
NewWealth Investment Support Specialist II Truist Financial CorporationWealth Investment Support Specialist IIRaleigh, 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. Entry Level / 1 - 3 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.
NewSenior Institutional Investment Operations Specialist - Client Services Wells Fargo BankSenior Institutional Investment Operations Specialist - Client ServicesCharlotte, 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. 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.
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.
Investment 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.
NewInstitutional Investment Operations Specialist - Trade Support Wells Fargo & CoInstitutional Investment Operations Specialist - Trade SupportCharlotte, 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. 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.
NewSenior Institutional Investment Operations Specialist - Trade Support Wells Fargo BankSenior Institutional Investment Operations Specialist - Trade SupportCharlotte, 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. 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.
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.
Investment Retention Specialist First Citizens BankInvestment Retention SpecialistRaleigh, North CarolinaFull timePreferred Area of Experience: Call Center and/or Client Service experience License 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. Overview: The retention specialist is an entry level role that is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base.
Wealth Investment Support Specialist II Truist BankWealth Investment Support Specialist IIRaleigh, 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. Entry Level / 1 – 3 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.
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistRaleigh, NC$91,000–$185,900 / 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.
Investment 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.
Investment Consultant, Specialist The Vanguard GroupInvestment Consultant, SpecialistCharlotte, PennsylvaniaThe specialist serves as a critical link between investment strategy and implementation, delivering the expertise, coordination, and execution leadership required to achieve client objectives while continuously advancing Vanguard's transition consulting capabilities, operating infrastructure, and differentiated client offering. The role also acts as a go-to investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence and implementation guidance, while contributing to the evolution of Vanguard's transition consulting capabilities and mentoring junior crew members to strengthen investment expertise.
Licensed Investment Support Specialist II Fifth Third BancorpLicensed Investment Support Specialist IICharlotte, NCSecurities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third Securities Licensing Guidelines. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
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.
Investment Management Specialist Bank of America CorpInvestment Management SpecialistCharlotte, NCRole Responsibilities:Analyze and understand Merrill and third party researchMonitor and respond to market and non-financial current eventsEffectively navigate proprietary planning and investment management toolsDeliver investment management tools, including but not limited to investment proposal, CRC, etc. Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.