Director, Portfolio Management Jobs in Charlotte, NC

Drive strategic growth and enhance competitive stands in investment advisory programs. Lead complex initiatives to evolve centrally managed offerings while fostering collaboration across teams and ens...

Lead specialized finance initiatives from origination to closure, manage client relationships, oversee account maintenance, and mentor junior staff to maximize revenue and growth in the lending sector...

Lead the New Business Experience team, driving product strategy and execution from marketing handoff to policy bind. Collaborate with executives to create AI-native solutions and ensure exceptional cu...

Lead the charge in managing multiple projects for insurance clients, ensuring timely delivery and quality engagement. Collaborate across teams, report on progress, and drive best practices while mento...

Unlock potential by driving strategic initiatives that enhance advisory platform capabilities, improve advisor engagement, and facilitate the integration of advisory solutions. Collaborate across team...

Transform advisory program strategies by managing RPM integration, enhancing platform capabilities, and improving advisor engagement to achieve optimal client outcomes and foster sustainable growth in...

Join a team that's driving growth in fixed income strategies, supporting clients and collaborating with investment teams as a subject matter expert focused on public fixed income, specifically Global...

Shape product vision and strategy while leading a high-performing product management team. Drive innovations, oversee product lifecycles, and collaborate across departments to deliver impactful soluti...

Take ownership of key portfolio metrics, driving informed financial strategies and monitoring risks. Collaborate across teams to develop insights and tools, ensuring seamless operational execution and...

Join a team that's dedicated to leading technology professionals across Agile teams, enhancing project delivery, operational excellence, and fostering a culture of innovation and collaboration for imp...

Pioneer in wealth product management by shaping innovative managed accounts solutions through analysis, strategy, and performance metrics to optimize client financial success...

Champion innovative product solutions that enhance financial advisor capabilities and client experiences. Collaborate across teams to drive growth initiatives and modernize strategies for LPL advisors...

Lead transformative initiatives in product management to enhance advisor capabilities and client experiences. Collaborate across teams to innovate, develop strategies, and implement technology solutio...

Lead the strategic direction and execution of Intelligent Document Processing and TotalAgility, driving significant product growth, customer engagement, and market positioning through innovative AI so...

Lead the charge in crafting a transformative capital markets ecosystem strategy that drives adoption and innovation, positioning the blockchain network as a leader in institutional finance through par...

Transform capital relationships by driving fund raises, M&A support, and building partnerships with allocators, family offices, and advisor networks. Own the wealth channel development and leverage yo...

Lead operational excellence and financial strategy for equipment finance, driving efficiency and collaboration across business units. Oversee budgeting, governance, and system management to support st...

Unlock potential by leading data management and governance initiatives. Shape ongoing improvement of data quality, semantic clarity, and operational integration while collaborating closely with busine...

Drive revenue growth by managing and expanding Corporate Banking credit relationships. Collaborate with Relationship Managers to provide outstanding client service and underwriting support, ensuring e...

Empower Financial Advisors by contributing to product design and marketing strategies. Collaborate with industry partners to evaluate investment options and stay current on trends. Facilitate client m...

Join a team that's shaping enterprise transformation by owning business capability platforms to enhance strategy, processes, and technology. Drive innovation, optimize operations, and foster stakehold...

Unlock potential by designing innovative line management programs that enhance customer engagement and drive growth. Collaborate cross-functionally to analyze credit risks and influence strategic deci...

Unlock a transformative career as a Managing Director, leading executive search engagements with strategic insight and team collaboration. Drive client success through consultative leadership, fosteri...

Grow your career with an influential Program Director role leading high-impact, enterprise-wide initiatives. Drive governance and delivery in a dynamic environment, optimizing workflows with AI and fo...

Elevate lending initiatives by leading loan servicing projects, ensuring compliance and enhancing processes. Collaborate with stakeholders to streamline operations, mitigate risks, and drive strategic...