What Jobs are available for Portfolio Management in Charlotte?

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.

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.

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.

Description
Summary
The Business Segment Communications Manager will support Huntington's growing Wealth Management business , leading communications strategy and execution that informs, engages, and inspires audiences . The ideal candidate will be an exceptional writer and strategic thinker who has experience driving communication strategy for executive leaders, developing comprehensive communications plans, and delivering high-quality internal and external communications content across channels.
Duties & Responsibilities
+ Develop and maintain a communications plan for Huntington's Wealth Management business segment that aligns with business priorities.
+ Serve as a trusted communications advisor for senior Wealth Management leadership .
+ Lead the creation and delivery of internal communications such as organizational announcements, strategic updates, intranet articles, leadership messages, and content that connects audiences to business priorities.
+ Build strong relationships with stakeholders across Wealth Management, Corporate Communications, and Marketing to ensure alignment and consistent messaging.
+ Write, edit, and review content for large colleague audiences with clarity, accuracy, and a consistent brand voice.
+ Provide strategic counsel to leaders on communications approaches, messages, and delivery.
Basic Qualifications:
+ Bachelor's degree
+ 5+ years of professional experience in corporate communications, internal communications, executive communications, or related areas.
Preferred Qualifications:
+ Proven ability to craft compelling messages and content across multiple formats and channels.
+ Strong executive presence with experience advising and supporting senior business leaders.
+ Demonstrated success in building and executing strategic communications plans.
+ A bility to balance multiple priorities in a fast-paced environment.
+ Collaborative approach with proven ability to partner across teams and functions.
+ Experience in financial services or a highly regulated industry a plus.
#LI-Onsite
#LI-NG1
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:
$70,000-$140,000 annually
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**
**Location: Onsite in Memphis, TN; Maryville, TN; Birmingham, AL; Lafayette, LA; New Orleans, LA; Charlotte, or NC; Raleigh, NC.**
**No sponsorship will be provided for this role.**
**Summary:**
Responsible for the design, development, maintenance, and support of software applications and processes for the Wealth Management business. Primary focus includes executing user stories with the Product Owner and Business Analyst via the Software Development Life Cycle (SDLC) and Agile methodologies. Development work primarily utilizes the Microsoft technology stack-.NET web development, MS SQL Server, JavaScript, JQuery, CSS, and cloud-native development (.NET Core). Member of the Wealth Management Agile team, participating in Agile ceremonies.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Develop program logic for new applications and modify logic in existing applications.
+ Design and normalize data sets; develop data extraction and loading processes.
+ Code, test, debug, document, implement, and maintain applications.
+ Analyze and translate business requirements; maintain, test, and integrate application components.
+ Independently troubleshoot and resolve problems, collaborating with team members as needed.
+ Provide technical support for business-critical applications.
+ Document software and related systems.
+ Perform data analysis.
+ Create ad-hoc reporting.
+ Experience migrating applications and data from on-premises environments to cloud platforms (preferred).
+ Participate in Agile ceremonies and team activities.
+ Perform other duties as assigned.
**SUPERVISORY RESPONSIBILITIES**
1. No supervisory responsibilities
**QUALIFICATIONS**
The associate must successfully perform all essential duties. The following knowledge, skills, and abilities are required:
+ Bachelor's degree (4-year college) and 2-4 years of experience, or equivalent combination of education/experience.
+ Experience in Financial Services industry, with Brokerage/Trust/Financial Planning systems preferred.
+ Adaptability, strong communication skills, and collaborative teamwork abilities.
**COMPUTER AND OFFICE EQUIPMENT SKILLS**
+ Solid C# .NET development experience using latest .NET frameworks.
+ Deep understanding of Microsoft SQL Server, complex stored procedures, ETL processes, SSRS, and reporting.
+ Experience with big data technologies, especially Azure Data Lake.
+ Release management using Atlassian Jira/Bamboo and Jenkins.
+ Proficiency in Microsoft Office.
+ Required development experience:
+ Visual Studio
+ .NET/.NET Core
+ C#, Visual Basic.NET, ADO.NET, ASP.NET
+ LINQ, Entity Framework
+ IIS, Git, Atlassian Jira/Bamboo, Jenkins
+ SSMS, T-SQL
+ JavaScript, JQuery, CSS, HTML, AJAX
+ Web services
+ Preferred systems experience:
+ React
+ IBM Mainframe Transmission Jobs
+ ETL design/development on IBM InfoSphere/Datastage
+ Developing against Azure Databricks
**CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)**
+ No certificates, licenses, or registrations required.
+ Relevant certifications (e.g., Microsoft Certified: Azure Developer Associate) are a plus.
**About Us:**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ( .
**Benefit Highlights:**
+ Medical with wellness incentives, dental, and vision
+ HSA with company match
+ Maternity and parental leave
+ Tuition reimbursement
+ Mentor program
+ 401(k) with 6% match
+ More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us:**
Facebook ( formerly Twitter
LinkedIn ( ( Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

**Wealth Client Relationship Manager**
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**

Base Pay Range: $62,500/yr - $87,500/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 (

Registered Wealth Management Client Associate
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Position Overview:**
The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
**Specific responsibilities include, but are not limited to:**
+ Work with highly affluent clients
+ Lead end-to-end onboarding and maintenance activities for new and existing clients.
+ Provide products and services to each client, working with cross line of business partners
+ Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
+ Act as a key team member leading our clients' digital experience with the firm
+ Create ease of access and interaction, while protecting their privacy and security
+ Find opportunities to innovate every day
**Key Qualifications for the role:**
+ Candidates are **required** to currently hold Series 7 & 66 or 63/65
+ 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
+ Product Knowledge: Foundational knowledge of investment and banking products
+ Energetic individual that is self-motivated, coachable, and flexible in thought
+ Enjoys a fast-paced environment with changing and evolving responsibility
+ Detail oriented
+ Invested in personal development
+ Consistently pursues client experience excellence
+ Works quickly to fulfill client needs delivering complex solutions
+ Frequent communication, and an abundance of discretion with sensitive information
+ Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
+ Professional verbal and written communication
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
+ **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered. **Specific responsibilities include, but are not limited to:**
+ Work with highly affluent clients
+ Lead end-to-end onboarding and maintenance activities for new and existing clients.
+ Provide products and services to each client, working with cross line of business partners
+ Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
+ Act as a key team member leading our clients' digital experience with the firm
+ Create ease of access and interaction, while protecting their privacy and security
+ **Key Qualifications for the role:**
+ Candidates are **required** to currently hold Series 7 & 66 or 63/65
+ 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
+ Product Knowledge: Foundational knowledge of investment and banking products
+ Energetic individual that is self-motivated, coachable, and flexible in thought
+ Enjoys a fast-paced environment with changing and evolving responsibility
+ Detail oriented
+ Invested in personal development
+ Consistently pursues client experience excellence
+ Works quickly to fulfill client needs delivering complex solutions
+ Frequent communication, and an abundance of discretion with sensitive information
+ Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
+ Professional verbal and written communication
+ Find opportunities to innovate every day
+ **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
+ **For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
+ Find opportunities to innovate every day
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Thorough knowledge of compliance and consulting for financial partnerships
- Knowledge of structuring funds to limit tax liability
- In-depth tax technical skills in partnership tax forms
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: