investment manager jobs in Mecklenburg County, NC

About this role:Wells Fargo is seeking a Lead Incentive Compensation Design Consultant. The Human Resources Incentive Compensation Center is responsible for the design and administration of the function incentive plan for the lines of business within Wells Fargo. This role will be supporting the design and delivery of the Financial Advisor incentive plans across Wealth and Investment Management...

Description & RequirementsForvis Mazars is currently seeking a Managing Director on our Capital Advisors team. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management. The ideal candidate will have a background of high-quality engagement execution, strong marketing...

Maintain daily contact with leaders at all levels of the organization including senior management, team members, individual contributors, and vendors. Understand processes and workflows to make recommendations for process improvements. Bring closure Management, Analyst, Investment, Program, Wealth, Banking, Benefits, Technology

WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.We are looking for an Audit...

Office Management Charlotte, NC:Review incoming mail and deliver to appropriate person. Manage office access cards and key fobs with RBC & property management. Submit property management work orders, as needed. Order supplies, as needed. Maintain b Operations, Management, Investment, Business, Property Management, Operation, Banking, Manufacturing

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to...

Manager (Investment Operations) | Charlotte (Hybrid) | $95-130k (depending on exp/certifications) + 25-50% bonus Player/Coach will provide daily management/leadership of Retail/Intermediary Operations Team for established investment management firm. Responsibilities: Attract/engage/retain diverse, high performing workforce; train staff; conduct performance reviews Instill positive cross-team...

At Equitable, our power is in our people.We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?The key objectives of the...

DescriptionThe Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification....

Duration: 12 Months (Hybrid)About the Role:The Real Estate Operations team support commercial real estate investment activities across the platform.The preferred candidate will have knowledge of commercial real estate process and operations.Key Responsibilities:Support property and asset management operations among all sectors within Client’s Real Estate Americas.Collaborate within the team to on...

Get AI-powered advice on this job and more exclusive features.Macdonald & Company is pleased to be partnered with a rapidly expanding residential development finance platform to appoint a Vice President, Investment Management to their Charlotte-based Investments team.The firm has scaled significantly in recent years, evolving from a niche Sunbelt-focused lender to a preferred capital partner for...

Position SummaryManager, Industry Solutions, Investment Management, Real EstateWhat we doJoin our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can...

The Analyst position will support the Investment Management Team with systematic and discretionary implementation related to both new and current investment processes. Systematic implementation will include executing existing strategy methodologies, creating pre-trade analytics, tracking and managing workflow of processes, standardizing execution instructions and documentation, and auditing these...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and...

Tax Senior Manager - Tax Director (Alternative Investments) Candidates should have a deep understanding of the following: Filing requirements related to alternative investment and/or registered investment companies (RIC's) Partnership taxation to ensure completeness and accuracy of tax compliance and reporting Knowledge of key tax issues associated with alternative investment firms, including...

Provide strategic finance leadership to the business leaders. Lead annual budget, monthly forecast, and actuals variance analysis. Lead LOB Monthly Business Review deck process follow-ups, agenda, content, packaging. Responsible for core business m Finance Director, Management, Investment, Finance, Wealth, Director, Banking

2026 Wealth & Investment Management (WIM) Analyst Program - Early CareersAbout this role: Wells Fargo is seeking talented individuals to join the 2026 Wealth & Investment Management (WIM) Analyst Program. Learn more about Wells Fargo's career areas and lines of business at wellsfargojobs.comBusiness OverviewThe WIM division at Wells Fargo is a leader in the U.S. financial landscape, delivering...

About this role:Wells Fargo is seeking a Customer Service Manager to join the Alternative Investments team within Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.In this role, you will:* Manage and develop a team of Customer Service Representatives who provide high touch to complex customer support on...

Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives. Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate. Review strategic approaches and Compensation, Management, Consultant, Investment, Wealth, Design, Banking, Business Services

Wells Fargo is seeking a Finance Director to serve as the Finance Leader for the support Digital and Direct Investing (DDI), Independent Solutions, and Investment Solutions platforms. This Director will provide strategic financial leadership to the Head of WIM Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and...