Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentCharlotte, 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.
Investment Banking Vice President - Healthcare Services Piper SandlerInvestment Banking Vice President - Healthcare ServicesCharlotte, New YorkOur 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. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Investment Banking Vice President - Healthcare Services/HCIT Piper SandlerInvestment Banking Vice President - Healthcare Services/HCITCharlotte, New YorkOur 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. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Independent Risk Management Director, Investment Products SofiIndependent Risk Management Director, Investment ProductsCharlotte, NC$160,000–$275,000 / yearAs part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Charlotte, NC$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
NewSr Investment Accountant – Nuveen Private Funds Finance TIAASr Investment Accountant – Nuveen Private Funds FinanceCharlotte, North CarolinaIn 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.
Senior Associate Investments Selby Jennings LtdSenior Associate InvestmentsCharlotte, NCThis individual will play a critical role across the full investment lifecycle-including acquisitions, development, and asset management-supporting the firm's strategy in multifamily and residential development platforms (BTR and BTS). The ideal candidate will have 5+ years of relevant real estate experience, strong financial modeling capabilities, and the ability to operate in a fast-paced, entrepreneurial environment.
Risk Director, Personal Wealth (Brokerage & Investments) Vanguard GroupRisk Director, Personal Wealth (Brokerage & Investments)Charlotte, NCThe successful candidate will partner closely with business, technology, operations, legal, compliance, and audit stakeholders to strengthen risk management practices, enhance governance and control effectiveness, and provide thoughtful risk-based guidance that enables innovation while protecting Vanguard, its clients, and its reputation. The division operates across a complex landscape of advice, brokerage & investments, cash management, wealth management, and technology-enabled services, creating unique opportunities to influence both business outcomes and client success.
Vice President, Fund Manager, US Municipal Finance, Community Investments Royal Bank of CanadaVice President, Fund Manager, US Municipal Finance, Community InvestmentsCharlotte, NC$140,000–$160,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Position requires two to four years in a similar role or a position building relevant skill sets in principles of partnership taxation, real estate finance, property operating budgets, financial analysis and relationship management.
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.
2027 Investment Banking Summer Associate Program - Charlotte, Technology, Media & Telecom Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - Charlotte, Technology, Media & Telecom GroupCharlotte, NCWhat you can expect: Jefferies Investment Banking Interns have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Interns are exposed to Jefferies' full range of premier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals.
2027 Investment Banking Summer Associate Program - Charlotte, Consumer & Retail Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - Charlotte, Consumer & Retail GroupCharlotte, NCWhat you can expect: Jefferies Investment Banking Interns have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Interns are exposed to Jefferies' full range of premier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals.
2027 Investment Banking Summer Associate Program - Charlotte or New York, Real Estate, Gaming & Lodging Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - Charlotte or New York, Real Estate, Gaming & Lodging GroupCharlotte, NCWhat you can expect: Jefferies Investment Banking Interns have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Interns are exposed to Jefferies' full range of premier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals.
2027 Investment Banking Summer Associate Program - Charlotte, Aerospace, Defense & Government Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - Charlotte, Aerospace, Defense & Government GroupCharlotte, NCWhat you can expect: Jefferies Investment Banking Interns have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Interns are exposed to Jefferies' full range of premier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals.
Investment Banking Associate - Industrials Mitsubishi UFJ Financial GroupInvestment Banking Associate - IndustrialsCharlotte, North CarolinaAdditionally, 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 Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCharlotte, NC$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
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.
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.
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.