Showing 27 Budgeting jobs in Charlotte
Corporate Trust Financial Management Analyst
Posted 8 days ago
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Job Description
**Job Description**
Job Description
This position works within the Global Corporate Trust business unit and is responsible for cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements. Prepares trust accounting system entries, calculating and executing debt retirements, and other account transaction duties. Interacts with specialized units to provide meaningful quality measurements to account managers to ensure that cash and asset management procedures are followed, and legal document requirements are met. May also involve some direct client interaction.
Basic Qualifications
- Associate's degree or technical education, or equivalent work experience
- Two to three years of related experience
Preferred Skills/Experience
- Working knowledge of investments, accounting transactions, and client service
- Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
- Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable
- Well-developed analytical and problem-solving skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Excel
- Systems experience with Trust Accounting and Bond Accounting systems preferred
_This role has multiple levels, open to candidates with 2+ years of experience. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._
**Location expectations**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
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Financial Project Management Consultant
Posted 3 days ago
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Work you'll do/Responsibilities
+ Assist in the evaluation of emerging vendor solutions in investment management and cultivate relationships with those most relevant to our clients' needs
+ Assist in the implementation of strategic investment management solutions including operating model, process reengineering, technical design and development
+ Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
The Team
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Qualifications
Required
+ 3+ years of experience in project coordination and management
+ 3+ years of experience in Financial Consulting
+ 3+ years of experience with various financial technology packages
+ Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Financial Services Industry knowledge (understanding of Front, Middle and Backoffice processes)
+ Experience with the following: Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms
+ Analytical/ Decision Making Responsibilities
+ Analytical ability to manage multiple projects and prioritize tasks into manageable work products
+ Can operate independently or with minimum supervision
+ Excellent Written and Communication Skills
+ Ability to deliver technical demonstrations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 72,900 to $ 107,400 .
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Treasury & Financial Risk Management Sr. Manager
Posted 14 days ago
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We are:
Finance Risk & Compliance, and we give finance execs the sounding board they need. Value isn't just about maintenance. It's about zeroing in on smart, sustainable ways to grow, and finding the right tools to keep everything on track. We've got the deep industry experience, the functional insights, the data power, and the digital tech leadership to help our clients make important changes. Whether we're breaking down meaningful analytics, designing the perfect finance platforms, or building from current risk and compliance models to get ready for the future, we solve our clients' toughest problems. Visit us here to find out more about Finance Risk & Compliance. ( are:
An expert decision-maker and a clear communicator. You're always looking for better and more efficient ways to manage risk. When you say its time to bring in new solutions or change the way things are done, clients listen. They know you'll walk them through the process - in person and on paper. Everyone's happy, because they have the right tools to stay compliant and new ways to create value.
The work:
· Assess risk and develop mitigation strategies for top-tier financial services organizations
· Support and share knowledge with project teams and use analytics to find new ways of working that put people and process first
· Manage project teams, deliverables and budgets across workflows
· Attract new business by creating thoughtful proposals and building strong client relationships
· Show clients where and how to benefit from a more flexible workforce
· Use design-led thinking to improve customer experience
· Help grow the practice by championing Accenture initiatives and products
· Stay on top of how new regulations and technologies affect our clients' businesses - and ours
Travel:
Travel requirements based on client needs
+ Minimum of 2 years of client facing consulting experience in risk and regulatory management consulting
+ Minimum of 7 years of experience with a proven track record in one of the following areas:
+ Treasury organizational structure and transformation
+ Capability maturity transformations including gap assessments, target operating model design, build, implementation and roll-out
+ Good understanding of underlying end to end data, tech and operational capabilities for complex treasury function
+ Balance sheet and treasury management:
+ Liquidity and cash management: Cash management and cash flow forecasting and analytics (liquidity, deposits, balance sheet etc.), intraday liquidity, liquidity stress testing, LCR, NSFR
+ Contingency funding planning, Recovery and resolution planning
+ Capital management and stress testing (CCAR), scenario management and management
+ Reg reporting FR2052, FR-Y-14
+ Data management, technology and platforms
+ Credit risk management
+ Policy and governance
+ Portfolio management and analytics (risk ratings, loss forecasting, early warning, management reporting), reporting and regulatory compliance (including CECL/IFRS9 etc.),
+ Credit risk data management, technology and platforms
+ Counterparty Credit / Market risk management including IR, FX, Equity etc.
+ Policy and governance
+ Economic Value of Equity, Net Interest Income and IRRBB
+ Portfolio management and analytics (e.g., VaR, ESs, XVAs etc.), regulatory compliance and reporting including FRTB, FFIEC etc.
+ Market risk data management, technology and platforms
+ Resolution and Recovery Programs and 165D plans across Capital, Liquidity, Governance Mechanisms, Operational, Legal Entity Rationalization, Insured Depository Institution Resolution, Derivatives and Trading.
+ Experience with a minimum of 1 year of the following:
+ Developing and advising points of view on balance sheet and financial risk management
+ Managing projects and/or client consultations in the Treasury domain
+ Balance sheet management and/or financial risk management and relevant SR letter knowledge
+ Leading large engagement teams and people development
+ Bachelor's degree
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $132,500 to $02,400
Cleveland 122,700 to 241,900
Colorado 132,500 to 261,300
District of Columbia 141,100 to 278,200
Illinois 122,700 to 261,300
Maryland 132,500 to 261,300
Massachusetts 132,500 to 278,200
Minnesota 132,500 to 261,300
New York/New Jersey 122,700 to 302,400
Washington 141,100 to 278,200
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement ( is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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Director, Portfolio Management - Financial Institutions
Posted 3 days ago
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Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Understanding of Financial Institutions Insurance
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7 or more years of Financial Institution portfolio management experience
Preferred Qualifications:
+ Insurance experience in Property Causality and Life is highly preferred
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the FIG sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00- $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Management Consultant - Financial Services
Posted today
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Job Description
Key Responsibilities:
- Lead client engagements, managing project timelines, deliverables, and team resources to ensure successful outcomes.
- Conduct in-depth analysis of client operations, identifying areas for improvement and strategic opportunities within the financial services sector (e.g., retail banking, investment management, insurance).
- Develop and present data-driven recommendations and strategic roadmaps to C-suite executives.
- Facilitate workshops and facilitate stakeholder alignment to drive consensus and adoption of proposed solutions.
- Mentor and coach junior consultants, fostering their professional development and growth.
- Contribute to business development activities, including proposal writing and client relationship management.
- Stay abreast of industry trends, regulatory changes, and emerging technologies impacting financial services.
- Develop and maintain strong client relationships, acting as a trusted advisor.
- Collaborate with internal practice leaders to refine service offerings and intellectual property.
- Ensure the highest quality of client deliverables and adherence to firm standards.
- Master's degree in Business Administration (MBA) or a related field from a top-tier institution.
- 5-7 years of experience in management consulting or a strategic advisory role within the financial services industry.
- Demonstrated expertise in areas such as digital transformation, operational efficiency, risk management, regulatory compliance, or customer strategy.
- Proven track record of successfully managing complex projects and leading cross-functional teams.
- Exceptional analytical, problem-solving, and critical thinking skills.
- Outstanding written and verbal communication, presentation, and interpersonal skills.
- Ability to build rapport and influence stakeholders at all levels.
- Strong business acumen and a deep understanding of the financial services landscape.
- Willingness to travel to client sites as required.
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Senior Director, Account Management - Financial Services
Posted 13 days ago
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Job Description
Req.#
**Responsibilities**
+ Create business strategies to successfully achieve client business goals
+ Be a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs
+ Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement
+ Serve as an expert business and/or tech consultant in one or more of the following areas: retail banking, wealth management, asset management, or capital markets
**Requirements**
+ 10+ years of experience in P&L, Sales, Account Management roles
+ 10+ years of experience working in and/or consulting for retail banks, investment banks, wealth managers, or asset managers
+ 5+ years of demonstrated track record of developing and growing client relationships and leading teams delivering end-to-end IT professional services
+ Experience and ability to sell software engineering services (cloud, analytics, digital engagement, etc.)
+ Executive Presence, Exceptional leadership/management skills, Excellent Oral and Written communication skills, Confident Presentation skills
**We offer**
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our clients, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.Engineer the Future with a Career at EPAM ( visa sponsorship is not available for this position.
EPAM Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.
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Senior Financial Analyst - Risk Management (Remote)
Posted today
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Job Description
Responsibilities:
- Conduct comprehensive financial analysis to identify and quantify various financial risks, including market risk, credit risk, and operational risk.
- Develop and maintain financial models to forecast potential losses and assess the impact of different risk scenarios.
- Collaborate with business units to understand their risk exposures and implement effective risk mitigation strategies.
- Analyze financial data from internal and external sources to identify trends, anomalies, and potential areas of concern.
- Prepare detailed reports and presentations on risk assessments, findings, and recommendations for senior management and regulatory bodies.
- Monitor and interpret changes in regulations and industry best practices related to financial risk management.
- Assist in the development and implementation of risk management policies and procedures.
- Contribute to stress testing exercises and scenario analysis to evaluate the firm's resilience.
- Identify opportunities for process improvements and technological enhancements in risk management.
- Work closely with internal audit and compliance teams to ensure adherence to risk management frameworks.
- Support the development and ongoing management of key risk indicators (KRIs).
- Ensure all activities align with the firm's risk appetite framework.
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field. A Master's degree or CFA/FRM certification is a plus.
- 5+ years of progressive experience in financial analysis, risk management, or a related field within the banking or financial services industry.
- Strong understanding of financial markets, instruments, and risk management principles.
- Proficiency in financial modeling, data analysis, and statistical software (e.g., Excel, Python, R, SQL).
- Experience with risk assessment methodologies and regulatory requirements (e.g., Basel III, Dodd-Frank).
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills, with the ability to explain complex financial concepts clearly.
- Proven ability to work independently and manage multiple priorities in a remote setting.
- Detail-oriented with a high degree of accuracy.
- Experience with data visualization tools is advantageous.
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Financial Advisor - PNC Wealth Management
Posted 10 days ago
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Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you may be based in locations throughout the East Coast including Millburn, Deptford, Vorhees, Bridgewater, or Princeton, NJ, Lancaster, PA, Wilmington, DE, Baltimore or Potomac, MD, Washington, D.C., Alexandria, VA, or Raleigh or Charlotte, NC.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
+ Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
+ Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC 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.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
**Competencies**
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
**Pay Transparency**
Base Salary: $75,000.00 - $75,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 09/12/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
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; 8 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Senior Financial Analyst - Investment Portfolio Management
Posted 3 days ago
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Job Description
Core Responsibilities:
- Conduct comprehensive financial analysis of securities, market trends, and economic indicators to support investment strategies.
- Develop and maintain complex financial models for valuation, forecasting, and scenario analysis.
- Prepare detailed reports and presentations for senior management and investment committees, highlighting key findings and recommendations.
- Monitor portfolio performance against benchmarks and objectives, identifying deviations and proposing corrective actions.
- Collaborate with portfolio managers to assess risk exposure and implement hedging strategies.
- Assist in the due diligence process for potential new investments.
- Ensure compliance with regulatory requirements and internal policies.
- Stay current with industry best practices, financial regulations, and market developments.
- Support ad-hoc financial projects and analyses as required.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- CFA charterholder or progress towards CFA designation is highly preferred.
- Minimum of 5 years of relevant experience in financial analysis, investment banking, or portfolio management.
- Advanced proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg, FactSet).
- Strong understanding of capital markets, investment products, and risk management principles.
- Excellent analytical, problem-solving, and quantitative skills.
- Exceptional written and verbal communication skills, with the ability to convey complex information clearly.
- Ability to work effectively in both independent and team-based environments.
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People Consulting - Change Management- Senior-Financial Services
Posted 2 days ago
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Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Business Performance - People & Behavior - People Behavior Change - Senior**
In People Consulting, we deliver long-term value to our clients, people and EY by putting ( of the Transformation agenda, transforming businesses through the power of people and helping our clients to reimagine their future workforce.
With a growing addressable market of $115b+, and a market leading brand, People Consulting has significant opportunity to help our clients address complex issues relating to their people agendas.
**The opportunity**
Are you passionate about driving organizational and individual behavioral change? As a Senior in our Business Performance capability, you will play a pivotal role in implementing programs that align with strategic direction, organizational purpose, and culture. You will have the opportunity to understand and influence behavioral drivers within various organizational structures and contexts, planning and implementing targeted behavior change initiatives that make a real impact.
**Your key responsibilities**
In this pivotal role, you will be at the forefront of shaping and driving behavioral change within organizations. You will leverage your expertise to advise on the measurement, design, and implementation of behavioral programs aligned with strategic objectives. Your contributions will be instrumental in transforming organizational culture and enhancing individual performance.
+ Apply your knowledge of behavioral drivers and organizational structures to plan and execute targeted behavior change initiatives.
+ Collaborate with cross-functional teams to ensure alignment with organizational goals and successful implementation of change processes.
+ Engage with clients to understand their unique contexts and tailor behavioral strategies to their specific needs.
**Skills and attributes for success**
To excel in this role, you will need a combination of analytical prowess and decision-making abilities, along with the skills to navigate complex organizational environments. Your success will be defined by your ability to deliver impactful change initiatives and foster a culture of continuous improvement.
+ Utilize discretion and judgment to interpret and address unusual circumstances, applying general guidelines within the policy framework.
+ Showcase your problem-solving skills by working on challenges of moderate to diverse scope, where analysis of data is essential.
+ Demonstrate your ability to select appropriate methods and techniques to obtain solutions and drive outcomes.
**To qualify for the role, you must have**
+ A Bachelor's degree is required in related field of business, Human Resources, or Psychology
+ At least 3 - 5 years of relevant experience, ideally in top tier or boutique consulting firm
+ Experience in Financial Services sector (Banking Capital Markets, Wealth and Asset Management, or Insurance)
+ Technical skills in change management and experience design.
+ Expertise in change assessment and readiness
+ Experience in stakeholder management and analysis.
+ Proficiency in communications and engagement strategy and delivery.
+ Ability to analyze and model behavioral drivers.
+ Experience in leadership and workforce assessment.
+ Knowledge of hybrid workforce strategy and talent analytics.
+ Skills in coaching and personal development.
+ Team effectiveness and development capabilities.
+ The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
**Ideally, you'll also have**
+ Strong relationship-building and management skills.
+ Excellent communication skills with the ability to impact and influence.
+ Digital fluency and hybrid collaboration expertise.
+ Complex problem-solving and critical thinking abilities.
+ Aptitude for learning agility and commercial astuteness.
**What we look for**
We are seeking top performers who demonstrate a blend of analytical and creative thinking, a passion for driving change, and the resilience to navigate complex challenges. Ideal candidates will have a proven track record of delivering results, an ability to build strong client relationships, and a commitment to continuous learning and development.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $00,600 to 165,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 120,800 to 188,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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