What Jobs are available for Investment Advice in Charlotte?

**What You'll Do**
We're searching for a **Financial Consultant I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.
+ Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
+ Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
+ Assist in uncovering current or potential retail customer needs
+ Perform other job-related duties and projects as they arise.
This role will offer you the opportunity to work closely with Principal's customers, solving problems, resolving issues, and helping to build their financial confidence.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
**Who You Are**
+ Bachelor's degree or equivalent and 2+ years' experience, preferably in the financial services industry.
+ SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
+ Successfully being approved as a registered representative by all 50 States and Washington DC.
+ Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
+ Proficiency with computer desktop technology and digital communication mediums.
+ Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
+ Hard-working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
+ Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
+ Drive to constantly improve the customer experience working in a collaborative team-based culture.
+ Strong efficiency with time management and organizational skills.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$25.96 - $43.37 / hour
**Time Off Program**
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
**Pension Eligible**
Yes
**Job lev** **el**
We'll consider talent at the next level with the right experiences and skills.
**Shift Differential**
This position will provide a shift differential starting at 6pm for hours worked.
**Location(s)**
This role offers in-office, hybrid and remote work arrangements. You'll work with your leader to figure out which option may align best based on several factors. We are hiring in: Des Moines, IA - Charlotte, NC - Richmond, VA - Grand Island, NE - Minneapolis, MN - St. Louis, MO - Denver, CO - Salt Lake City, UT -Atlanta, GA - Dallas, TX - Fort Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL - Jacksonville, FL - Orlando, FL.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site ( to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
10/27/2025
**Most Recently Posted Date**
10/27/2025
LinkedIn Remote Hashtag
#LI-Remote

**Virtual Financial Consultant**
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.
**Key Responsibilities and Duties**
+ Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
+ Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
+ Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
+ Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
+ Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
+ Develops and maintains strong relationship with Institutional Plan Sponsors.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
Related Skills
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling
**Anticipated Posting End Date:**

Base Pay Range: $75,400/yr - $92,300/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. 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).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (

Our Deloitte Enterprise Performance team is at the forefront of enterprise technology, working across finance, supply chain, and IT operations to deliver holistic performance improvement and digital transformation. Join our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable heart-of-the-business solutions.
Work You'll Do
As a US Delivery Center Solution Consultant on the team, you will:
+ Support Workday Financials functional area lead through solution design, configuration, testing, and deployment.
+ Convert ERP - Finance data such as PeopleSoft, SAP and Oracle into the Workday format.
+ Develop and maintain scripts for data extraction, transformation, and validation required for data conversion.
+ Troubleshoot data issues and optimize conversion cycles for performance and accuracy.
+ Perform pre-load and post-load data quality checks to ensure integrity and compliance.
+ Document conversion steps, issues encountered, and resolutions for internal knowledge sharing.
+ Identify key drivers of a defined problem and proposes solutions.
+ Perform analysis and effective diagnosis of clients' issues.
+ Select the most relevant tools/techniques to meet specific client requirements.
+ Understands the benefits of using state of the art methods and tools and their application on a particular engagement; contributes to continuous development of methods and tools.
+ Develops solutions to client problems through application of personal experience and methods and tools; validates solutions to subject matter experts.
The Team
Deloitte's Government & Public Services (GPS) practice - our people, ideas, technology and outcomes - is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise.
Our Emerging ERP Solutions offering drives business transformation and on-going operations for emerging cloud-based solutions to improve performance and agility of the organizations.
This opportunity sits within our Deloitte US Delivery Center model, which is dedicated to driving impactful business services. It leverages Deloitte's scale and talent, as well as a center delivery model to provide high-quality, cost-effective service with standardized processes and procedures to service businesses across Deloitte.
The Deloitte US Delivery Center has a small-business feel with a big-business impact. With the resources of Deloitte and a community feel, the delivery center model provides high-quality services to our clients. USDC professionals work out of one of our specific delivery center locations, and each location presents dynamic career opportunities for professionals to focus on their work with nominal travel requirements.
Qualifications
Required:
+ Bachelor's Degree in Finance, Accounting, Computer Science, or a related field
+ Must be legally authorized to work in the United States without employer sponsorship, now or in the future
+ Ability to obtain and maintain the required Workday certifications
+ 2+ years of experience in the following:
+ Supporting ERP financial system implementations or transformation programs for clients
+ MS Office Suite programs (Excel, Word, PowerPoint, Outlook and Access)
+ 1+ year(s) of supply chain management experience
+ Delivery Center Location & Travel Requirements:
+ Hybrid Work Model: Operate under a hybrid system requiring residence within a commutable distance to one of the US Delivery Center locations (Gilbert, Lake Mary, or Mechanicsburg) or Geo-hubs (Atlanta, Charlotte, Dallas, Houston, and Philadelphia)
+ Co-location Expectation: Spend up to 30% of working time co-located at an assigned office for orchestrated opportunities, including projects, practice sessions, training, and Moments That Matter at a Deloitte Delivery Center location, Geo-Hub location, approved site, or project location
+ Travel Requirement: Maximum of 10% overnight travel for client or project purposes
+ Relocation Requirement: If relocation is necessary, complete the move within 12 weeks from the start date to reside within a commutable distance
Preferred:
+ SQL basics, ability to write queries for querying, transforming, and validating data
+ Collaborating with business stakeholders to identify reporting gaps and implement SQL-based solutions
+ Change management related to ERP systems or other large enterprise system deployments
+ Workday Pro Integration Services Certification
+ Financial Data Loading Services Certification
+ Workday Pro Extend Services Certification
+ Workday Pro Financial Reporting Services Certification
+ 1+ year(s) of experience in PL/SQL or T-SQL, PostgreSQL or Microsoft SQL Server, Data Quality and/or Data Integrity practice
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.

**Position Overview**
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. This position is primarily based in Charlotte, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. Within this team, WorkPlace Banking is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools.  As a WorkPlace Banker - Corporate Financial Sales Consultant, you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients' organizations.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
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**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Prospecting, Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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**
No Required License(s)
**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.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The 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. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) 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.
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ 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+ years of related portfolio management experience
Preferred Qualifications:
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the A&D 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
Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
#Huntingtonproud
#CML
#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.

Description
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.

Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational effectiveness and efficiency. Deloitte Oracle Project Portfolio Management Managers help clients delineate strategy and vision, design and implement process and systems which align with business objectives and have a measurable impact on growth. Do you want to be a part of a team that transforms the business landscape for its clients? Do you want to be on the winning team that drives transformation, improves productivity, and streamlines business operations? Do you feel your skills surpass those of your peers and colleagues? If your answer is yes to all these questions, it's very nice to meet you and we want to hear from you immediately!
Recruiting for this role ends on 11/21/2025.
Work You'll Do
Responsible for driving the planning, design, and implementation aspects across the entire project workstreams. Helps in package selection and analyzing the business value capture and the business case realization. Works with the Program Steering Committee to manage timelines, risks, and issues across upstream and downstream systems/teams for the entire Package program.
As a Diamond-level member of the Oracle Partner Network, Deloitte needs thought leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle PPM Managers reduce cost and support innovation at the enterprise level by managing business requirements and leading the functional design, prototyping and process design stages of Oracle Cloud implementations. Responsibilities will include:
+ Client Management: Manage day to day interactions with executive clients and sponsors.
+ Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures.
+ Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies.
+ People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices.
The Team
Our Oracle offering drives business transformation services to improve performance and value delivered by the full suite of Oracle solutions.
Got your head in the cloud? With so much technology moving to the Cloud, our business requirements are taking us to new heights. By harnessing the power of Oracle ERP Cloud, you can streamline enterprise business processes with ERP Cloud's Financials, Procurement, or Portfolio Management. Do you have the ability to transform an organization through the latest social, mobile, and analytic technologies? We're looking for someone that can increases the effectiveness of decision making and drive innovation. If your head is in the cloud, find out where we can take you with Oracle Enterprise Solutions. Learn more about our Oracle practice .
Qualifications
Required:
+ Functionalimplementation experienceon 1+ complex, full lifecycle Oracle Project Portfolio Management (PPM) implementation.
+ 4+ Oracle Cloud implementations in a functional role.
+ 6+ years' total Oracle implementation experience.
+ Demonstrated experience as a senior resource assisting in the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training.
+ Ability to travel 50% on average, based on the work you do and the clientsandindustries/sectorsyou serve.
+ Limited immigration sponsorship may be available.
+ A Bachelor's degree
Preferred:
+ Full life-cycle implementation experience in any of the following: Oracle Cloud Order Management & GOP, Procurement, Material Management, Manufacturing, Sales and Service
+ Ability to work independently and manage multiple task assignments.
+ Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ An advanced degree in the area of specialization
+ Experience leading an entire work stream of relevant Oracle applications.
Information for applicants with a need for accommodation:
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 $130,800-$241,000
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.
#EPCore
O2FY25
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.

Our client, a prestigious financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Investment Portfolio Management division. This role offers a hybrid work model, combining remote flexibility with in-office collaboration in Charlotte, North Carolina, US . The successful candidate will be responsible for providing in-depth financial analysis, supporting investment decisions, and contributing to the strategic direction of investment portfolios. You will work closely with portfolio managers, traders, and other key stakeholders to ensure optimal performance and risk management.

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.

Qualifications:

• 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.

This hybrid role requires a presence in our Charlotte office several days a week, with the remaining days offering remote work flexibility. Our client is an equal opportunity employer and values diversity at all levels.