Credit Advisor - Charlotte - Pinnacle Bank

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. · ...

A North Carolina-based Private Credit firm is seeking a Vice President to join its growing team. · The firm invests in middle-market companies and manages over a billion in committed capital. · This opportunity offers broad exposure across sectors including business services, con ...

A Southeast Private Credit firm is looking to add a Vice President to its growing team. With an industry-agnostic mandate, this role offers broad exposure to sectors such as business services and manufacturing. · Lead execution of market and industry research to support investmen ...

The Tax Director, Partnerships & Tax Credits will play a strategic leadership role within the Finance organization. This position oversees all partnership, tax equity, and tax credit activities - ensuring compliance, optimizing tax outcomes. · ResponsibilitiesLead all aspects of ...

Lead global tax planning compliance and reporting for international operations in accordance with U.S. GAAP and local statutory requirements. · Oversee preparation and review of international tax provisions disclosures and filings ASC 740 partnering closely with finance legal and ...

We are seeking a Member Experience Advisor who will be responsible for creating a unique experience for every member that walks through our doors. · ...

This position is ideal for a licensed professional who thrives in a detail-driven, relationship-centric setting and takes pride in delivering exceptional service to discerning clients. · ...

Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. · ...

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. · ...

About This Role Wells Fargo Financial Advisors is seeking a Market Recruiting Manager. The candidate will recruit financial advisors within their region.In this role, the goal is to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on i ...

We are seeking an eMoney Advisor Planning Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management. · The eMoney Advisor Planning Consultant serves as a subject matter expert on financial planning technology and workflows,leveraging the eMoney ...

Capital One's commercial credit review organization is responsible for providing an assessment of the company's credit quality and risks to stakeholders. · Leading a team of senior credit reviewers in providing assurance coverage of individual portfolios within the Commercial Ban ...

As a dedicated Bank Credit Risk Analyst Principal at USAA you will develop and drive frameworks for the Bank Credit Risk program that provides oversight and governance to its maturing processes. · ...

Our client is seeking a Relationship Manager to step into a leadership-level advisory role within a growing wealth management firm. · ...

+ Job summary: EXL's Credit Risk Practice works with leading banks fintechs and financial institutions to design and implement advanced risk management strategies We are seeking a Credit Risk Strategy Manager to drive the development execution and monitoring of credit strategies ...

This is a senior position that focuses on identifying, soliciting, developing, underwriting, and managing business loan and deposit relationships in a regional market while participating in Allegacy's community-focused business development protocol. · ...

The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions including completing all required financial and other due diligence in order to make recommendations for new business-purpose credit requests. · In addition the Wealth Credit Portfolio Manager p ...

The Senior Credit Manager (SCM) is a client-facing role responsible for leading a regional team of Credit Advisors (CA) and Credit Officers (CO) · delivering credit solutions to Merrill clients.Risk management · Credit documentation requirements · ...

Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. · Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority of reque ...

We are seeking a Market Recruiting Manager to join our team. The candidate will recruit financial advisors within their region and develop a strong pipeline of candidates. They will also provide insight on industry trends, competitive intelligence, product platforms, deals, and c ...

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services.We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to h ...