Nuveen Investments jobs in Charlotte, NC

- 26 jobs

Wealth Management Client Relationship Manager
Nuveen Investments 4.9
Nuveen Investments job in Charlotte, NC
**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:** 2025-12-31 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: accessibility.support@tiaa.org **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 (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$62.5k-87.5k yearly 38d ago
Senior Fixed Income Trader - Investment Grade Corporates
Nuveen Investments 4.9
Nuveen Investments job in Charlotte, NC
The Taxable Fixed Income Team is seeking a Senior Investment Grade Corporate Trader to facilitate the purchases and sells of Fixed Income securities in the name of and on behalf of clients. While working independently with limited supervision, this job also receives and executes orders for the purchase and sale of securities on electronic execution venues and in the Over the Counter (OTC) market, including Marco Products. **Key Responsibilities and Duties** + Develops and Executes trades in IG Corporates & Macro products. + Maintains and increases trading with existing accounts and proactively prospects new trading clients. + Identifies opportunities to improve on investment returns with existing and new customers. + Possesses strong trading acumen, deep relative value, and fundamental credit skills. + Serves as a brand ambassador for Nuveen, Global Fixed Income & Trading. + Monitors market movements and the trading environment, including technical dynamics. + Controls trading costs. + Engages in broker-to-client communications, business development and relationship management. + Adheres to impeccable protocols and seeks to achieve Best Execution. + Ensures that all trading processes and documents comply with standard policies and procedures. + Along with current teammates, mentors and engages with future junior team members where appropriate and as required. + Remains aware and diligent with respect to all Firm compliance requirements. + Basic Knowledge of Preferred & Capital Securities is a plus. **Educational Requirements** + Bachelor's Degree Required **Work Experience** + 5+ Years Required; 7+ Years Preferred **Licenses and Certifications** + CFA preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC Sr. Director Role Related Skills Algorithmic Trading, Asset Class Expertise, Bond Mathematics, Business Process Improvement, Client Relationship Management, Collaboration, Consultative Communication, Data Engineering/Analytics, Digital Savviness, Financial Markets, Financial Risk Management, Negotiation, Relationship Management, Trading Best Execution, Trading Strategies **Anticipated Posting End Date:** 2026-01-30 Base Pay Range: $160,000/yr - $224,000/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** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about 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: accessibility.support@tiaa.org **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 (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$160k-224k yearly 12d ago
Senior Executive Assistant, Community Investing & Development
Citigroup 4.6
Charlotte, NC job
The Senior Executive Assistant will support the Head of US Community Relations (USCR) as well as two additional Managing Directors within Community Investing & Development (CID). The individual will handle correspondence, manage calendars, arrange meetings, video conferences and calls, make travel arrangements, support team management and coordination efforts and provide support with presentations, project management, and special projects as necessary. This role is ideal for experienced executive assistants interested in learning about and contributing to a corporate social impact function. The ideal candidate is able to prioritize and manage a range of administrative projects and project management tasks and support other organizational priorities. CID works to enhance Citi's positive social impact through equity investing, innovative financial solutions, and strategic philanthropy. **Responsibilities:** + Manage day-to-day calendar(s) and coordinate all aspects of scheduling, meetings, receptions and video conferences and calls for Head of US Community Relations and members of CID Senior Leadership + Assist with creation/modification of presentations, spreadsheets, and other documents + Coordinate travel arrangements; prepare and distribute schedules, agendas and any briefing materials for travel + Prepare, reconcile, and track corporate expense reports through Citi Travel and Expense system + Screen requests from internal colleagues, CID partners and external stakeholders and respond as appropriate and support manager's participation on internal and external Boards, committees and working groups + Support team management efforts, including scheduling team meetings, submitting organization chart updates, and managing and updating distribution lists + Order supplies and process invoices through Procure-to-Pay system + Assist in ad-hoc reports and special projects as needed + Train, coach or guides other administrative staff when required + Provide project management and special projects support as necessary + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous office administration experience + Highly proficient in Microsoft Office and able to quickly gain command of new systems + Consistently demonstrates clear and concise written and verbal communication skills + Excellent time management and prioritization skills with an ability to juggle competing demands + Self-motivated and detail-oriented and capacity to work independently, and as a self-starter ------------------------------------------------------ **Job Family Group:** Business Strategy, Management & Administration ------------------------------------------------------ **Job Family:** Administrative Support ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** NC-CHARLOTTE (BALLANTYNE) ------------------------------------------------------ **Primary Location Full Time Salary Range:** $75,630.00 - $98,670.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 14, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$75.6k-98.7k yearly 36d ago
Capital Planning Senior Policy Analyst - Vice President
Citigroup 4.6
Charlotte, NC job
**Discover your future at Citi** Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview** Capital Planning and Management is a division that (i) owns the enterprise-wide capital planning and management processes for Citigroup and its legal entities, and (ii) ensures integrity and efficiency of Citigroup and CBNA capital profiles, on both an actual and forecasted basis, across the capital continuum ranging from BAU through simulated stress environments consistent with CCAR and QMMF (Quarterly Multi-Year Multi-Scenario Forecasting) assumptions. Capital Planning and Management organizes and manages the enterprise's capital planning and management processes which inform the Strategic Plan. The role is fundamental to ensuring the safety & soundness of Citigroup and the financial system in the US and globally and therefore also plays a key leadership role in the enterprise's Recovery & Resolution Planning. All enterprise decisions material generating a return, affecting risk appetite and risk levels, maintaining Capital levels are within the remit of this leader's role at Citigroup. Key areas of focus include the following: Capital Planning Manage the design and execution of Citigroup's, Citibank N.A. (CBNA)'s, and other regulated entities' planning process for RWA and capital actions (e.g., dividends and buybacks) Capital Management Determine and execute actions impacting RWA and/or buybacks/dividends to ensure Citigroup, CBNA, and other regulated entities meet all required capital targets Stress Testing Manage design and execution the ICAAP and Quarterly Multi-Quarter, Multi-Scenario Forecasting (QMMF) process **Reporting to the Head of Capital Policy, this role is a strategic partner to the Head of Capital Policy and Management. The role will help set the strategic direction for Capital Policy and will be an integral part of day-to-day operationalization and maintenance of Citi's capital policy documents, its associated controls and their execution, within Capital Policy and Management as well as cross functionally within the Treasury and finance ecosystem.** **Responsibilities:** - Provide strategic support and execution for the Capital Policy and Management Function - Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi's capital policy documents and related projects/initiatives - Help operationalize controls associated with and in support of Citi's capital policy documents. - Create or update policy, standards, procedures and applicable controls and supporting process documents - Engage in management activities, such as strategic initiatives, planning, execution and issue closures - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** - 7+ Years relevant experience - Prior experience in managing highly visible, complex initiatives and/or consulting experience - Capable of diving into details, while bringing a strategic add big picture perspective - Deep expertise in control environment and associated systems and tools of a large financial institution - Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions - Experience with and confidence in delivering presentations to senior management - Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment - Excellent oral and written communications skills; must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders. - Knowledge of the financial services industry and technology - PowerPoint, Excel, and data visualization tools such as Tableau **Education:** Bachelors/University degree, Master's degree/CFA preferred ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Capital Planning and Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** 615 S COLLEGE STREET ------------------------------------------------------ **Primary Location Full Time Salary Range:** $129,520.00 - $194,280.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 18, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$129.5k-194.3k yearly 40d ago
Client Service Excellence Representative
The Vanguard Group 4.6
Charlotte, NC job
About this Job: Work Model: This role will be remote once you complete our required hybrid licensing and training program. Licensing: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost. Location: This role is only open to individuals living within a 50-mile radius of our Charlotte, NC (28217) location. At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of “crew” as a Client Service Excellence Representative. At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $12,500 bonus upon obtaining the required licensing. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: Respond to a wide range of inquiries from our Personal Investor clients - from financial inquiries like onboarding new clients to supporting them through their retirement. Maintain strong performance metrics. Increase functional expertise through direct upskilling and training programs. Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions. What it takes: You do not have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds -- the most important things you need are strong client service experience and a desire to continuously grow your expertise. We have seen most success from individuals with: 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM). A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service. A learner's attitude and an appetite to continuously build your financial knowledge. High school, associate degree, or bachelor's degree. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive at Vanguard. Our training and development program is designed with “crew” in mind. We will provide you with: Fully paid training and incentivized hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on current licenses held. Access to learning and development resources to equip and empower you with the skills to become a functional subject matter expert in your field. Coaching by leaders to help you excel in this role. Knowledge building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients. Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$60.5k-67.5k yearly Auto-Apply 60d+ ago
Financial Solutions Architecture & Transformation Analyst - Vice President
Citigroup 4.6
Charlotte, NC job
The Fin Solutions Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. The applicant will support firmwide risk reporting efforts mostly focused on the measurement and management of interest rate risk on Citi's proprietary forecasting platform, RUBY. The analyst will serve as a recognized technical and operational authority for the business on all aspects of the monthly rate risk production process. Strong subject matter familiarity with Interest Rate risk topics is required. This includes discounted cashflow analysis, EVE, EVS, IRE, market interest rate indexes and shocking methodologies thereof. Additional subject matter familiarity with general financial planning and risk concepts is also desired in the following fields: transfer pricing, balance sheet management, intercompany transactions, and overall financial planning paradigms. Much of this work will require a high level of comfort with data analysis in SQL and eventually, Python based tools. The candidate should have developed communication and diplomacy skills are required to guide, influence, and convince subject matter experts or risk managers. This includes those who do not have the same level of technical, operational, or platform insight. The analyst will be expected to work with technology partners to drive the reduction of manual operational processes, find efficiencies and scope for automation, as well as establish rigorous controls where needed. The analyst will provide advice and counsel related to the technology and operations of the business as part of ongoing development priorities and as Citi continues to develop its forecasting architecture **Responsibilities:** + Assists in the monthly Interest Rate Risk production cycle + Works to closely coordinate activities across workstreams on the RUBY platform including Interest Rate Risk, Stress Testing, and Financial Planning + Provides SMEs with a trusted operational resource to investigate potential issues and test upcoming developments; uses data analysis and critical thinking to investigate problems, propose root causes, and work with technology partners to implement a solution + Works closely with technology partners to scope, resource, and develop new platform functionalities and refine existing calculation methodologies + Creates and maintains documented processes and procedure for purposes of user training and auditability of monthly processes + Becomes a trusted resource for Treasury and Risk partners to liaise with on critical regulatory deliverables + Ability to deliver multiple, high priority deliverables and work closely with a variety of highly time sensitive consumers + Works to develop, train, and motivate junior staff **Qualifications:** + 6-10 years of relevant experience, within the financial services industry preferred + In depth knowledge of banking products / systems preferred. + Strong knowledge of interest risk related concepts such as duration, convexity, IRE, EVE, and discounted cash flow valuation + Strong knowledge of market interest rate indexes and impact to banking balance sheet + High degree of comfort with data analysis tasks using SQL database tools + Developed communication skills; ability to present complex fact patterns to seniors using clear and concise language + Developed understanding of balance sheet management and financial planning essentials: intercompany transactions, transfer pricing, equity credits, financial forecasting + Basic familiarity with econometric modeling + Basic familiarity with Python or other programming languages desired + Familiarity with QRM highly desired **Education:** + Bachelors degree, potentially Masters degree ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Fin Solutions Dsgn & Implement ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** NC-CHARLOTTE (BALLANTYNE) ------------------------------------------------------ **Primary Location Full Time Salary Range:** $117,440.00 - $176,160.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Assessment, Change Management, Communication, Credible Challenge, Management Reporting, Problem Solving, Program Management, Risk Management, Stakeholder Management, Strategic Planning. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Sep 19, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$117.4k-176.2k yearly 60d+ ago
Android Technical Lead - II
The Vanguard Group 4.6
Charlotte, NC job
Are you ready to lead innovation in Android mobile development, shape the future of our mobile technology stack, and be part of the MobileFirst movement? If so, this opportunity is for you. As an Android Tech Lead, you'll play a pivotal role in defining technical strategy, evaluating cutting-edge tools and frameworks, and delivering scalable solutions across our mobile ecosystem. We're looking for a hands-on leader with deep expertise in Android development, Kotlin, Jetpack libraries, and modern mobile architecture. Your drive to modernize mobile UI and streamline data flows will help elevate our app experiences across a wide range of devices and regions. In this role, you'll collaborate closely with UX and business stakeholders to align technical execution with user and product goals. You'll mentor developers, promote engineering best practices, and foster a culture of continuous improvement to ensure the delivery of high-quality mobile solutions. This hands-on role requires you to proactively identify, manage, and mitigate technical risks, ensuring our technology solutions align with business needs and architectural principles. Join us and make a significant impact on our technological journey, while gaining exposure to senior tech leaders and expanding your technical expertise. Responsibilities: Provides expert level IT technical lead services and direction for critical software, middleware, or hardware projects on multiple platforms. Provides technical expertise and completes complex development, design, implementation, architecture design specification, and maintenance activities. Ensures the viability of IT deliverables. Recommends development options and approves the team's technical deliverables. Conducts testing, including functionality, technical limitations, and security. Identifies potential solutions and approves technical solutions proposed by team members. Elevates complex technical issues to IT experts. Resolves technical problems discovered by testers and internal clients. . Responds to and resolves technical issues in a timely manner. Researches issues and performs root cause analysis. Anticipates technology problems and prevents them. Communicates with key stakeholders on project issues and implications. Evaluates the impacts of change requests on technologies and effectively persuades and influences others on ideas. Maintains a current and working knowledge of IT development methodology, architecture design, and technical standards. Mentors IT staff and identifies training needs. As new standards are instituted, ensures their usage by team members. Reviews and approves documentation and diagrams created by IT team members. Writes documentation, including technical standards and processes. Identifies opportunities for continuous quality improvement of technical standards, methodologies, and technologies. Participates in design, code, and test inspections throughout product life cycle to identify issues. Participates as a technical consultant at other project meetings. Presents technical status and issues at milestone reviews. Thoroughly understands and complies with Information Technology and Information Security policies and procedures, and verifies that deliverables meet requirements. Participates in special projects and performs other duties as assigned. Qualifications: 8 years related work experience. 3 years of android development experience. 3 years of experience with Kotlin language. Experience with Jetpack Compose. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$95k-121k yearly est. Auto-Apply 60d+ ago
Investment Banking Analyst - Supply Chain and Commercial Services
William Blair 4.9
Charlotte, NC job
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only) Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment (for UK and EU only) Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5% #LI-MW1
$72k-96k yearly est. Auto-Apply 60d+ ago
Lead iOS Engineer
The Vanguard Group 4.6
Charlotte, NC job
Core Responsibilities Provides expert level IT technical lead services and direction for critical software, middleware, or hardware projects on multiple platforms. Provides technical expertise and completes complex development, design, implementation, architecture design specification, and maintenance activities. Ensures the viability of IT deliverables. Recommends development options and approves the team's technical deliverables. Conducts testing, including functionality, technical limitations, and security. Identifies potential solutions and approves technical solutions proposed by team members. Elevates complex technical issues to IT experts. Resolves technical problems discovered by testers and internal clients. . Responds to and resolves technical issues in a timely manner. Researches issues and performs root cause analysis. Anticipates technology problems and prevents them. Communicates with key stakeholders on project issues and implications. Evaluates the impacts of change requests on technologies and effectively persuades and influences others on ideas. Maintains a current and working knowledge of IT development methodology, architecture design, and technical standards. Mentors IT staff and identifies training needs. As new standards are instituted, ensures their usage by team members. Reviews and approves documentation and diagrams created by IT team members. Writes documentation, including technical standards and processes. Identifies opportunities for continuous quality improvement of technical standards, methodologies, and technologies. Participates in design, code, and test inspections throughout product life cycle to identify issues. Participates as a technical consultant at other project meetings. Presents technical status and issues at milestone reviews. Thoroughly understands and complies with Information Technology and Information Security policies and procedures, and verifies that deliverables meet requirements. Participates in special projects and performs other duties as assigned. Qualifications Minimum of eight years related work experience, with at least three years of development experience. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Additional Skills: Behavioral Excellent problem solving skills A strong desire to learn and grow and the ability to adapt and flex to take on different challenges. Strategic mindset, promoting learning through experimentation, iteration, and learning. Technical Skills Expert of iOS domain Advanced experience with CI/CD pipelines for mobile apps Others Excellent interpersonal skills including ability to create clear and concise written communications. Experience with Technical Project Management Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$97k-119k yearly est. Auto-Apply 60d+ ago
In-Business Risk 1LOD Lead Analyst, Vice President
Citigroup 4.6
Charlotte, NC job
This role is part of the Global Markets In-Business Risk (IBR) function which is a Front Office 1st Line of Defense team responsible for market risk across asset classes within Citi's Global Markets division. The team aims to establish a holistic understanding of market risk and capital of the aggregated trading portfolio, as well as to optimize the business's return on capital. Global Markets IBR covers all trading businesses globally such as Rates and Currencies, Global Spread Products, Commodities, and Global Equities. The successful candidate will play a critical role in ensuring compliance with existing and future regulations, enhancing control frameworks, and providing expert guidance to business stakeholders. This role will involve a blend of regulatory interpretation, data governance, and project management. The Volcker Rule Office (VRO) is part of the In-Business Risk function which provides overall coordination and monitoring in support of Citi's Volcker Compliance Program. Responsibilities include monitoring and maintenance of the central control framework as well as coordinating engagement with Citi's lines of defense. The VRO works closely with the Businesses, Independent Risk Management, Compliance, Legal, Finance, and others. The team oversees operation of key processes and controls for the firm including the following areas: Desk structure, Desk mandates, trading / hedging strategies, products, limits, covered funds and metrics reporting to the Volcker Regulators. As a member of the Volcker Rule Office, you will deliver integrated solutions supporting Citi's global Volcker Rule compliance program among other regulatory deliverables. **Responsibilities** and priorities will reflect needs of the organization and will evolve over time, however the following are some of the specific activities expected of this role: + Responsible for the successful delivery of projects and BAU activities in line with overall Markets In Business Risk book of work on the Volcker Rule Program. + Oversee management of Volcker Control Framework across multiple functional areas including: Desk Mandates, Volcker Metrics, Covered Funds, Risk Limits / RENTD. + Work with Business and Functional partners to ensure Volcker Controls are adopted by appropriate Global Assessment Units. Global Process MCA Profile (GPMP) risk and control inventory reviews and GPMP Inherent Risk ratings and rationales review + Partner with key stakeholders to monitor changes in business activity. Assess any Volcker implications and support the business in ensuring Volcker compliance requirements are met on an ongoing basis. Key subject areas include but are not limited to Trading Desk Mandates and Risk Mitigating Hedging effectiveness monitoring. + Project manage and deliver key changes across a number of Trading Desks and Business Units, engaging functions including Risk, Legal, Finance and Compliance. + Partner with Technology teams to develop sustainable solutions supporting the Volcker Program including enhanced controls and streamlining/automation initiatives. + Identify, prioritize and proactively manage Volcker compliance dependencies, risks, exceptions and issues. + Represent the Volcker Rule Office in communications with internal control functions regarding Annual Volcker Independent Testing, Internal Audit reviews, and assist in external regulatory examinations of the VRO to demonstrate ongoing compliance with the Volcker Rule. **Education** : Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** In-Business Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** 615 S COLLEGE STREET ------------------------------------------------------ **Primary Location Full Time Salary Range:** $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Business Acumen, Constructive Debate, Escalation Management, Issue Management, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment, Stakeholder Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 15, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$107.1k-160.7k yearly 5d ago
Inbound Sales Consultant - NC
The Vanguard Group 4.6
Charlotte, NC job
Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. The salary range for this position is $60,000-$75,000. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$60k-75k yearly Auto-Apply 60d+ ago
Ultra High Net Worth Client Case Representative, Senior Associate
The Vanguard Group 4.6
Charlotte, NC job
In this role, you will: Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. Collaborate across teams to maintain and enhance the UHNW client experience. Document client and team feedback to support continuous service improvement with the business. Build expertise in Vanguard products, services, and industry trends to guide clients effectively. What it Takes Minimum of three years' experience in Financial Services; client service experience preferred. Undergraduate degree or equivalent combination of training and experience. Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining. Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions. Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You Fully paid training and coaching to help you obtain required licenses. Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management Qualifications: Minimum of three years related work experience in the Financial Services industry. Experience in client services preferred. Undergraduate degree or equivalent combination of training and experience required. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Why Vanguard At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include: World class training and development programs to equip you with the tools to take the FINRA Series 7 and 66. A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses. An annual bonus (known internally as Partnership) based on company performance. 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO. Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition. Best-in-class medical, dental, and vision coverage with on-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones. ShipShape: onsite fitness center. LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you. Education benefits including tuition reimbursement designed to support you in furthering your education. Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different! For a deeper look into our benefits, please visit our Why Vanguard page! Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$84k-92k yearly Auto-Apply 41d ago
Client Relationship Associate
The Vanguard Group 4.6
Charlotte, NC job
About this job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with: Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.” Customer-facing and/or in-bound phone experience. A learner's mindset and an appetite for financial acumen. Undergraduate degree or equivalent combination of experience, preferred. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with “crew” in mind. We will provide you with: Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63. Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners. Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next. Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. About Vanguard We are Vanguard. Together, we're changing the way the world invests. Because when you invest with courage, when you invest with clarity, and when you invest with care, you have the chance to get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$74.5k-77.5k yearly Auto-Apply 60d+ ago
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab 4.8
Charlotte, NC job
**Your opportunity** **At Schwab, you're empowered to make an impact on your career. Here, innovative thought** **meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.** **We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. **What you have** **Required Qualifications:** + CFP designation or CFA designation + Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + Active and valid FINRA Series 66 license required + _May be obtained with a 120-day condition of employment_ + Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. **Preferred Qualifications:** + Five or more years working directly with clients in the financial services industry highly preferred **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
$100k-126k yearly est. 2d ago
Administrative Assistant - Investment Banking
William Blair 4.9
Charlotte, NC job
Provide direct administrative coordination or support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under moderate supervision due to previous experience/breadth and depth of knowledge of administrative processes. May exercise discretion and judgment and is capable of compiling information requests and determining trends. Performs simple administrative and staff support duties for the organization. Responsibilities include but may not be limited to: Travel & Expense - Arranges complex travel itineraries and submits expense reports in a timely manner. Calendar & Meeting Coordination - Manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills. Info and Data - Updates and maintains contact databases. May include compiling information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary. Office Support - Provides office support to include greeting and interacting with clients, maintaining electronic and hardcopy filing, creating documents, processing invoices, general office management duties, etc. Projects & Processes - Participates in other projects as required. Additional responsibilities as requested. Qualifications: High school education required; Bachelor's degree a plus. At least 2-3 years of experience as an administrative assistant in an office environment. Expertise with Microsoft Outlook, Word, Excel, and PowerPoint. Professional or financial services industry background preferred. Excellent verbal and written communication skills necessary. Willingness to adapt to change. Multitasking abilities. Ability to work in a fast-paced environment. Strong teamwork ability. Attention to detail. Ability to prioritize. Strong organizational skills. Ability to work in a team setting. Ability to maintain confidentiality. Performs complex administrative and staff support duties for the organization.
$32k-42k yearly est. Auto-Apply 4d ago
Transaction Management Analyst
Citigroup 4.6
Charlotte, NC job
Transaction Management Analyst will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. **Responsibilities:** + Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade. + Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. + Aid in the design and implementation of technology including testing and rollout. + Provide training and support to transaction management staff and business constituents. + Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. + Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. + Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency. + Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle + Participate in projects to enhance performance and efficiency. + Take part in loan remediation and loan system testing / migrations. + Actively manage and maintain a deal closing pipeline of loan transactions. + Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant experience + Individual must have excellent communication, organizational and interpersonal skills. + Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. + Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs. + Tableau or visualization tool familiarity + Experience with Loan IQ, transaction capture tools, etc. + Keen attention to detail + Developed analytical and problem-solving abilities + Client relationship and solution skills Additional non-core qualifications which will be considered are: + Experience within a large global team supporting wholesale lending at large financial Institution + Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc. + Experience working with clients under time constraints to facilitate a transaction or process. + Proven ability to collaborate with team members, Senior management, and other business constituents + Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems + Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders + Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending + Deep understanding of operational processes supporting Wholesale lending + Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture + Ability to work in an environment where priorities are frequently changing **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Transaction Capture Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** 615 S COLLEGE STREET ------------------------------------------------------ **Primary Location Full Time Salary Range:** $64,620.00 - $90,180.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 11, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$64.6k-90.2k yearly 60d+ ago
Manager, Digital Analytics & Reporting
The Vanguard Group 4.6
Charlotte, NC job
Core Responsibilities: In Vanguard's Digital and Analytics (D&A) department, our goal is to evolve and enhance our clients' digital experience. The Data & Analytics team for Personal Investor drives strategic decision making & is embarking on a critical transformation to drive D&A's vision of attaining a world class CX. CXD's vision is to take a stand for our clients and how they experience Vanguard. CXD promises to create meaningful world-class experiences that exceed client expectations, positioning Vanguard as the trusted financial partner and industry disruptor. Data and analytics are at the heart of activating this vision, enabling us to enhance the client experience, and improve and transform our suite of digital products. As an Analytics Manager within CX Alpha, you will play a critical role in leading a team of analysts responsible for delivering a portfolio of strategic projects that involve gathering data, experimentation, deep analysis using descriptive and predictive analytics techniques, visualizing data to deliver actionable insights, influencing business leaders using consultative skills and analytic storytelling. You will interact with a series of stakeholders within our Product, Technology, Finance, UX, Analytics and across the Personal Investor business to transform analytics insights into recommendations for new solutions that improve client investment outcomes for our investors. If you are a strategic thinker with a passion for driving innovation and a proven track record in building analytics strategy and managing a team of analysts to deliver complex initiatives end to end in a cross-functional environment, we invite you to apply for this exciting opportunity! Qualifications: 10 years related work experience in the data and analytics field 4-6 years management experience Expert level skills in the following suite of data analysis tools: Data Extraction languages such as SQL. Proficiency with relational databases or Big Data platforms, Data Analysis packages (Python, R, SAS etc.) and Data Visualization packages (Tableau, etc.) Extraordinary analytical skills, coupled with the ability to form hypotheses and draw meaningful insights from disparate data sources. The ability to understand data, process it, extract value from it, visualize it and communicate insights to audiences of various backgrounds, including senior management. Significant experience with advanced statistical and machine-learning methods such as: regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis, etc. Stakeholder Management experience Preferences: Undergraduate degree in an analytic/quantitative field such as: Applied Mathematics, Statistics, Economics or related analytical field of study or equivalent combination of training and experience. A graduate level degree in an analytics focused field is strongly preferred Special Factors Sponsorship Vanguard is offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$83k-104k yearly est. Auto-Apply 60d+ ago
iOS Technical Lead
The Vanguard Group 4.6
Charlotte, NC job
Are you a passionate iOS Lead? Do you want to work on a state-of-the-art application with modern design, architecture and tools in a truly agile environment? Come join our growing, enthusiastic and talented Mobile development team! Vanguard is heavily investing and committing to build a world-class mobile experience for our clients, and we are hiring top talent to build our new iOS and Android native apps. You will be joining a fun, collaborative and inclusive cross-functional team where individuals strong on aptitude and attitude have an opportunity to grow their professional careers through working with some of the most advanced technology, development practices. This position is relocation assistance eligible. Responsibilities: Partner with architects to implement high-performance mobile applications Research and summarize adjacent technology trends to provide guidance Mentor the team on the “how” of better use of existing platform components and performance best practices Highly collaborative, a fast learner and willing to work wherever you're needed on the team Demonstrated experience with software engineering fundamentals including object-oriented design, data structures, dependency injection, testable code, and algorithms Able to effectively communicate technical issues in a manner all can understand Able to work with Scrum Masters and Product Owners to prioritize work relative to both delivering business value and addressing technical debt Leads system analysis, design, development, and implementation for our existing mobile native applications. Translates stories into design & code. Develops well-engineered code and test artifacts backed by automated tests Research and employs contemporary software development techniques to ensure quality and improve velocity of the team Elevates code into the development, test, and production environments on schedule. Provides follow-up Production support. Submits change control requests and documents Leads in design, code, and test inspections throughout life cycle to identify issues. Participates in other meetings, such as those for use case creation Contributes to develop and maintain an inclusive and highly collaborative environment for the team To be successful in this role, you should have: Experience with Native application development Proficiency in one or more relevant programming languages (e.g. Swift/Objective-C, JavaScript) Ability to learn new technologies quickly and demonstrate a hands-on understanding Strong understanding of design patterns, integration patterns/practice, Data modeling principles and best practices A good track record of project delivery for large cross-team projects Strong communication skills and the ability to connect with engineers, managers, PMs, customers Experience with Cloud Development Platforms, Mobile/Web development frameworks, and micro-service architecture Preferred Skills: Demonstrated experience with software engineering fundamentals including object-oriented design, data structures, dependency injection, testable code, and algorithms Latest iOS SDK / XCode Swift 5 CI/CD Pipeline (GitHub Actions / Fastlane) Git (GitHub) Honeycomb Splunk Qualifications: Minimum of eight years related work experience, with at least three years of development experience. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. 5+ years as a mobile developer. Important Factors: Work must be performed in the U.S. Hybrid model of work; Tuesday-Thursday in office Vanguard is not offering visa sponsorship for this position Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$95k-121k yearly est. Auto-Apply 11d ago
Sr. Data Product Manager
The Vanguard Group 4.6
Charlotte, NC job
The Data Product Manager for Data Platform Modernization is responsible for ensuring operational data source availability within the new operational data platform, overseeing data mapping activities to support integration and discoverability, and facilitating conversations with cross-functional teams and stakeholders to drive alignment and successful adoption. This includes supporting partner teams in consuming new data sources and coordinating across a large set of cross-functional teams to manage timelines and data availability in a project management capacity. The role requires strong organizational skills, attention to detail, and the ability to drive alignment across technical and business stakeholders. Core Responsibilities : Ensure operational data sources are properly integrated and available in the modernized platform. Maintain accurate and comprehensive metadata for all new data sources to support discoverability and governance. Collaborate with analytics, engineering, and business teams to facilitate smooth consumption of new data sources. Work across multiple teams to manage dependencies, timelines, and deliverables for data platform initiatives. Track progress, identify risks, and communicate status updates to stakeholders to ensure timely delivery. Contribute to best practices for onboarding and operationalizing data sources within the platform. Qualifications: 5+ years of related business experience, including 3+ years in data product management Proven ability to influence strategic planning and provide data-backed recommendations. Undergraduate degree or equivalent experience in data management, IT, or related field. Preferences: Familiarity with cloud based data platforms, modernization initiatives, data integration and/or data engineering environments within the Financial Services Industry Strong organizational and project management skills. Experience with collaboration tools (Jira, Confluence, Teams). Understanding of metadata management and data governance principles. Ability to communicate effectively with technical and non-technical stakeholders. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$97k-121k yearly est. Auto-Apply 23d ago
Capital Planning Policy Analyst - Assistant Vice President
Citigroup 4.6
Charlotte, NC job
**Discover your future at Citi** Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview** Capital Planning and Management is a division that (i) owns the enterprise-wide capital planning and management processes for Citigroup and its legal entities, and (ii) ensures integrity and efficiency of Citigroup and CBNA capital profiles, on both an actual and forecasted basis, across the capital continuum ranging from BAU through simulated stress environments consistent with CCAR and QMMF (Quarterly Multi-Year Multi-Scenario Forecasting) assumptions. Capital Planning and Management organizes and manages the enterprise's capital planning and management processes which inform the Strategic Plan. The role is fundamental to ensuring the safety & soundness of Citigroup and the financial system in the US and globally and therefore also plays a key leadership role in the enterprise's Recovery & Resolution Planning. All enterprise decisions material generating a return, affecting risk appetite and risk levels, maintaining Capital levels are within the remit of this leader's role at Citigroup. Key areas of focus include the following: Capital Planning Manage the design and execution of Citigroup's, Citibank N.A. (CBNA)'s, and other regulated entities' planning process for RWA and capital actions (e.g., dividends and buybacks) Capital Management Determine and execute actions impacting RWA and/or buybacks/dividends to ensure Citigroup, CBNA, and other regulated entities meet all required capital targets Stress Testing Manage design and execution the ICAAP and Quarterly Multi-Quarter, Multi-Scenario Forecasting (QMMF) process **Reporting to the Head of Capital Policy, this role is a strategic partner to the Head of Capital Policy and Management. The role will help set the strategic direction for Capital Policy and will be an integral part of day-to-day operationalization and maintenance of Citi's capital policy documents, its associated controls and their execution, within Capital Policy and Management as well as cross functionally within the Treasury and finance ecosystem.** Responsibilities: - Provide strategic support and execution for the Capital Policy and Management Function - Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi's capital policy documents and related projects/initiatives - Help operationalize controls associated with and in support of Citi's capital policy documents. - Create or update policy, standards, procedures and applicable controls and supporting process documents - Engage in management activities, such as strategic initiatives, planning, execution and issue closures - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: - 5+ Years relevant experience - Prior experience in managing highly visible, complex initiatives and/or consulting experience - Capable of diving into details, while bringing a strategic add big picture perspective - Deep expertise in control environment and associated systems and tools of a large financial institution - Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions - Experience with and confidence in delivering presentations to senior management - Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment - Excellent oral and written communications skills; must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders. - Knowledge of the financial services industry and technology - PowerPoint, Excel, and data visualization tools such as Tableau Education: Bachelors/University degree, Master's degree/CFA preferred ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Capital Planning and Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** 615 S COLLEGE STREET ------------------------------------------------------ **Primary Location Full Time Salary Range:** $100,000.00 - $150,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 18, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$100k-150k yearly 40d ago

Nuveen Investments jobs in Charlotte, NC

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Lead iOS Engineer

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