Equity Options Senior Portfolio Manager Job at Wells Fargo (Charlotte)

Director, Mid-Corporate Banking - Specialty Finance/Mortgage

We are seeing a Senior coverage banker who will provide comprehensive coverage o...

Location

United States , Boston; Charlotte; New York; Atlanta; Chicago; Los Angeles

Salary:

230000.00 - 275000.00 USD / Year

Citizens Bank

Expiration Date

March 31, 2026

Requirements

7+ years of Specialty Finance/Mortgage corporate banking/corporate finance experience
Exhibited competency in client relationship management, financial analysis and credit structuring
Seasoned, credit trained banker who has thrived in a credit intensive environment
Skill at negotiation and the development of loan structuring options
Skilled in managing large credit exposures and complex credit situations
Meaningful, relevant experience with companies in the assigned territory
Demonstrated ability to up-tier relationships to Left Lead and Joint Lead Arranger
Strong experience at a highly advanced level of credit, documentation, proposal, and negotiations
Strong understanding of credit and covenant structures and documenting loans
Demonstrated desire to succeed and drive business

Job Responsibility

Actively partner with portfolio management, corporate finance, capital markets, and risk management
Significant focus on developing new relationships through a rigorous prospect calling effort
Responsible for driving the overall client relationship and profitability and will be cross-selling the full slate of bank products
Interact with senior management of public and privately owned companies and Private Equity firms’ portfolio companies
Develop new relationships and up-tiering the bank’s position with existing clients through proactively presenting financial solutions
Develop and deliver presentations to the bank’s executive management at screening and approval meetings in conjunction with deal team partners
Influence and function well in a team environment and view credit/client situations from multiple angles, debate the merits of a given transaction and defend their position both internally and externally
Maintain the effective license to operate by sustaining a high level of trust and confidence by senior line and risk management

What we offer

Opportunity to earn an annual discretionary bonus
Competitive pay
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds mandatory requirements

Fulltime

Head of Treasury and Risk Management

As Head of Treasury and Risk Management (d/f/m) of mobile.de, you will lead a sm...

Location

Germany , Berlin

Salary:

Not provided

Adevinta

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of 10 years of progressive experience in treasury and/or financial risk management, with at least 5 years in a leadership or management role
Deep understanding of financial markets, instruments, and products (FX, interest rates, derivatives)
Proficiency in cash flow forecasting, financial modeling, and scenario analysis
Experience with treasury management systems (TMS) and ERP systems (preferably SAP4Hana, Microsoft Dynamics 365 Business Central)
Strong analytical and quantitative skills
Excellent understanding of accounting principles related to treasury and financial instruments
Proven leadership and team management abilities
Exceptional communication (written and verbal), presentation, and interpersonal skills
Strategic thinking with the ability to translate complex financial concepts into actionable plans

Job Responsibility

Cash Flow Management: Develop, implement, and manage comprehensive cash flow forecasting models to optimise working capital, ensure sufficient liquidity, and identify potential shortfalls or surpluses
Liquidity Management: Oversee daily cash positioning, manage bank accounts, and ensure optimal utilization of cash resources across various entities and geographies
Funding & Financing: Identify, evaluate, and execute appropriate short-term and long-term financing strategies (e.g., lines of credit, term loans, bonds, equity) to meet the company's capital requirements at competitive rates. Manage relationships with banks and other financial institutions
Investment Management: Develop and execute investment strategies for surplus cash, ensuring alignment with the company's risk appetite and liquidity needs. Monitor investment performance and compliance with investment policies
Foreign Exchange Management: Develop and execute strategies to mitigate foreign exchange risk exposures arising from international operations, including hedging programs (e.g., forwards, options)
Debt Management: Manage the company's debt portfolio, including covenants, repayment schedules, and interest rate exposure
Banking Relationships: Cultivate and maintain strong relationships with banking partners, ensuring efficient and cost-effective banking services
Financial Risk Identification & Assessment: Identify, analyze, and assess all financial risks, including but not limited to market risk (interest rate, foreign exchange, commodity), credit risk, liquidity risk, operational financial risk, and counterparty risk
Risk Mitigation Strategies: Develop and implement effective strategies, policies, and hedging programs to mitigate identified financial risks
Risk Reporting & Monitoring: Establish and maintain robust financial risk reporting frameworks. Monitor key risk indicators and provide regular reports to senior management and the board on the company's risk profile and mitigation effectiveness

What we offer

Recharge with 28 days of paid time off
Stay mobile with a €50 monthly transportation/mobility allowance
Keep growing with a development budget and access to coaching
Family first - enjoy up to 12 (non-birth parent) or 20 (birth parent) weeks of fully paid parental leave
Learn anytime, anywhere with our online and offline library
Get rewarded with an attractive base salary and participation in our annual incentive plans
Work from anywhere - up to 20 days per year from wherever you feel most productive
Prioritize your well-being with a 24/7 Employee Assistance Programme for you and your immediate family

Fulltime

Total Rewards Manager

We are looking for a dynamic and experienced Total Rewards Manager to lead and s...

Location

United States , Greer

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 7 years of progressive experience in total rewards, payroll, and benefits management
At least 3 years in a senior individual contributor or leadership role
Proven expertise in designing compensation frameworks, managing annual planning processes, and administering incentive programs
Hands-on experience with payroll operations, including tax compliance and year-end reporting
Advanced knowledge of U.S. labor laws, benefits regulations, and pay equity standards
Proficiency in creating and managing benefits portfolios, including retirement plans such as 401(k)
Strong financial and analytical skills, including advanced Excel capabilities
Excellent communication and leadership skills, with the ability to advise executives and collaborate with cross-functional teams

Job Responsibility

Develop and implement a comprehensive total rewards strategy that aligns with global standards and regional market needs
Establish and manage compensation structures, including salary bands, geographic differentials, and job leveling frameworks
Lead the planning and execution of annual compensation processes, such as merit increases, promotions, market adjustments, and bonus distributions
Design and administer incentive programs, including sales commissions, executive bonuses, and equity plans such as RSUs or stock options
Oversee payroll operations for the Americas region, ensuring accurate processing of wages, taxes, bonuses, and year-end reporting
Manage the benefits portfolio, including medical, dental, vision, wellness programs, and voluntary benefits, while negotiating vendor contracts and renewals
Administer the 401(k) retirement plan, including compliance, benchmarking, testing, and employee education initiatives
Build and maintain analytical dashboards to track compensation trends, labor costs, and payroll metrics
Ensure compliance with U.S. labor laws, pay equity standards, and benefits regulations, while establishing internal controls and audit readiness
Provide strategic guidance to executives and HR teams on compensation and benefits strategies to support organizational growth

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

New

Billing Analyst

We are looking for a dedicated Billing Analyst to join our client's team in Nort...

Location

United States , Highland Heights, KY

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in billing and/or account reconciliation
Proficiency in billing functions and accounts receivable processes
Familiarity with systems is required
Advanced knowledge of Microsoft Excel, including formulas and data management
Strong attention to detail and ability to work with numerical data accurately
Excellent communication skills and ability to collaborate effectively with team members
Proven ability to manage multiple tasks and meet deadlines in a fast-paced environment

Job Responsibility

Process and compile billing-related data from various sources, including timecards, purchase orders, invoices, and sales tickets
Perform accurate calculations to determine amounts due for customer billing
Assist in preparing invoices and ensuring timely delivery to customers
Update and maintain financial transactions in customer accounting records
Collaborate with team members to provide necessary information for follow-up on outstanding invoices
Utilize computer systems and tools, such as and Microsoft Excel, to manage billing tasks efficiently
Ensure compliance with company policies and procedures regarding billing and accounts receivable
Address discrepancies or issues in billing records and resolve them promptly
Support additional duties as assigned to ensure seamless financial operations

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Senior Commercial Real Estate Banking Analyst

The Senior Commercial Real Estate Banking Analyst plays an important role advanc...

Location

United States of America , New York; Hicksville

Salary:

82000.00 - 103000.00 USD / Year

Flagstar Bank

Expiration Date

Until further notice

Requirements

Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, Bachelor’s degree preferred.
Minimum experience required: 4+ Years of business analyst, project management or similar relevant work.
Demonstrated strong analytical and problem-solving skills.
Demonstrated ability to create executive level presentations.
Demonstrated strong written and verbal communication skills.
Proficiency with Microsoft applications with an emphasis on PowerPoint, Excel, and SharePoint.
Excellent verbal, written and interpersonal communication skills.
High degree of curiosity and learning agility.
Strong attention to detail.
Strong time management.

Job Responsibility

Organizes and manages projects for the leadership team.
Translates leadership team priorities to executable plans, problem solving with other team members and partners to achieve stated outcomes, conducting research and analysis as needed to inform the project, and ensuring projects are brought to closure.
Creates content to support executive presentations, board materials, leadership routines, town halls, and other forums. Content may take the form of presentations, agendas, executive summary and action items, spreadsheets, or other.
Maintain Teams / SharePoint site and content.
Supports and contributes to the development of Commercial Real Estate Banking’s strategy, strategic plan, and related strategic initiatives.
Analyzes data and makes recommendations based on the results to discern insights and support decision making at the senior leadership level.
Supports other members of the Commercial Real Estate Banking’s senior leadership team with special projects, content creation, analysis, and research, as required.
May be responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

What we offer

medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program

New

Senior Technical Consultant

We are seeking an experienced Senior Technical Consultant to join our Dynamics 3...

Location

Ireland , Dublin

Salary:

Not provided

Codec

Expiration Date

Until further notice

Requirements

5+ years implementing Dynamics 365 CE / Power Platform solutions
Strong hands-on configuration experience with Model-Driven Apps & Dataverse, Power Automate, Security / Environment / Solution Management
Experience designing or integrating Azure cloud services (e.g., Azure Functions, Logic Apps, Service Bus, API Management)
Solid understanding of C# & .NET, Dataverse plugin development, JavaScript form customisation, and REST APIs
Experience working in Agile / sprint-based delivery
Strong communication and stakeholder engagement skills

Job Responsibility

Design, configure, and extend Dynamics 365 CE / Power Platform solutions across Customer Service, Sales, Case/Workflow Management, and custom line-of-business scenarios
Build and enhance Model-Driven Apps, Canvas Apps, Power Automate flows, Power Pages, and PCF controls where required
Implement Dataverse data models, business rules, security roles, environment strategies, and ALM processes
Work with developers to deliver plug-ins, Azure Functions, logic apps, APIs, and integrations following best practices
Work directly with business and technical stakeholders to shape requirements and solution approach
Maintain a trusted-advisor relationship, ensuring customers understand platform capabilities and roadmap
Support pre-sales activities including solution design input, demonstrations, and proposal responses
Support project planning, estimation, sprint planning, and quality assurance
Mentor consultants and developers in solution design, configuration, and technical standards
Identify delivery risks and help define mitigation strategies

Fulltime

New

Sales Assistant

We are looking for a meticulous and organized Sales Assistant to join our team i...

Location

United States , Dayton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong proficiency in Microsoft Excel and Word
Experience in order entry and data management
Excellent attention to detail and organizational skills
Ability to handle a high volume of tasks without compromising accuracy
Effective communication skills, including the ability to work with diverse customer personalities
Previous experience in customer service or sales support roles
Familiarity with generating reports and managing data using advanced tools
Adaptable and capable of thriving in busy work environments

Job Responsibility

Process and enter customer orders accurately using a Windows-based system
Manage international orders, ensuring compliance with required procedures
Verify and confirm daily orders, typically ranging from 20 to 50, by reviewing dates and other details
Utilize Microsoft Excel to organize data and generate reports
Address backlog issues efficiently, ensuring timely completion of tasks
Leverage Cyber Query for data management and reporting needs
Maintain attentive and respectful interactions with customers, including railway clients, in challenging scenarios
Handle a variety of administrative tasks to support sales functions effectively
Collaborate with team members to ensure seamless workflow and communication

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Desktop Support Technician

The Field Tech Specialist role involves providing onsite IT services, including ...

Location

United States , Atlanta

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Minimum 4 years experience performing deskside technical support roles or responsibilities
Ability to obtain Public Trust clearance

Job Responsibility

Proficiency in troubleshooting end-user devices
Ability to provide on-site IT support as needed
Familiarity with IT asset management
Strong communication and customer service skills

Equity Options Senior Portfolio Manager

Wells Fargo

Location:
United States , Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 12, 2026

Expiration:
March 23, 2026

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