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3+ years of relevant experience , including at least 1 year of Equity Trading experience, on a trading desk. Responsible for the effective execution of Institutional Block & Retail Equity/ETF/Option order flow across Ameriprise Brokerage and Advisory platforms.
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As the Finance Director, you will provide valuable financial leadership and direction for the Private Wealth Manager Team within Citizens Bank, playing a key role in it's current expansion and future growth and development.
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A law firm in Charlotte, NC, is actively seeking a qualified Mid-level Private Investment Funds Associate Attorney to join its dynamic team. Mid-level Private Investment Funds Associate Attorney Company name.
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Restaurant Private Dining & Event Sales Manager. We offer great restaurant sales manager career opportunities for full time private dining / restaurant event sales leaders. In this restaurant-based position, you will be responsible for group & private dining sales, promoting the restaurant through your contacts as well as building new relationships with outside businesses, organizations, associations, event planners, etc.
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Our client’s Finance practice group represents financial institutions, funds and other financial services companies in a variety of financing transactions, including public and private transactions involving a wide range of asset types, including trade receivables, automobile loans, student loans, broadly syndicated and middle-market loans, equipment loans, commercial mortgage loans and other commercial real estate debt and residential mortgage loans.
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Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. The Private Client Tax Leader participates in client development, and team management, and conducts research to be current as a subject matter expert.
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Makes asset allocation recommendations to the group and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor. Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor.
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Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor. Develops marketing and seminar material and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor.
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The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Park Inc is searching for customer focused part-time Private Event Valet Parking Attendant! Our company offers an amazing hourly rate of $20 plus tips for all Private Event Valet shifts.
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Fast growing, nationally recognized, values based private wealth management company in uptown Charlotte managing $2.5 billion in assets. · Assist portfolio manager with trading and ad hoc research on the firm’s proprietary equity strategies.
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An established Private Equity firm is seeking a Private Equity Associate to join their team. An established Private Equity firm is seeking a Private Equity Associate to join their team.
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Significant element of this role requires partnering with the business and M&A to build complex financial models and projections that effectively integrate wealth and banking impacts as part of decision criteria to grow the Private Wealth Manager business at Citizens Bank.
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Barefoot Professional Investigations was founded in 1986 and has grown to be one of the premier private investigative firms in the Carolinas, serving major law firms, corporations, and thousands of individuals.
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The Private Equity Associate will be responsible for: Taking point of the development of financial modeling as well as broader industry research Creation of investment memoranda, underlying analysis, and investment decisions.
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Title: private equity Company: Jameson Legal in Charlotte, NC
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