- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Asset Management Private Bank organization, ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Sands Investment Group (Charlotte, NC)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Equitable (Charlotte, NC)
- …focus of the firm's growth strategy. Equitable Advisors is a broker/dealer and registered investment advisor that serves as the main retail wealth management arm ... SEC and FINRA a compliance programs related to its investment advisory and broker/dealer operations. Reporting to the CCO...As one of the lead contacts for Equitable Advisors' senior management on all compliance matters, the DCCO must… more
- Principal Financial Group (Charlotte, NC)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Anywhere Real Estate (Charlotte, NC)
- ** Sr . Director, Strategy & Partner Success** This role reports into the SVP of Growth at Anywhere Integrated Services. Our team is focused on building out new, ... Own the P&L for this new business line, including investment in both new and existing ventures. Partner with...potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Sr Data & Analytics Consultant to join our Principal Asset Management team! In this role, you'll serve as a strategic partner ... and trusted advisor , helping stakeholders identify and solve complex business problems through data-driven insights and advanced analytics. You'll consult with asset… more
- Xylem (Charlotte, NC)
- …expectations through innovative and sustainable solutions. **The Role:** The ** Senior Salesforce Solution Architect** serves as the enterprise leader responsible ... and govern Salesforce strategic direction** , advising CIO/IT leadership on investment paths, license optimization, AI enablement, and platform rationalization. +… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Vanguard (Charlotte, NC)
- …By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...strategies, and additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Truist (Charlotte, NC)
- …and promote best practices in scripting, configuration management and observability. Senior -level trusted advisor and thought-leader providing an experienced ... trends in the industry to identify opportunities that warrant consideration and potential investment by the CTO. 2. Stay abreast of business trends to identify… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. ... Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy changes.… more
- Deloitte (Charlotte, NC)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Compensation Senior Manager to join our Total Rewards Compensation Team to support our Corporate & Investment ... while ensuring alignment with governance and compliance standards. The Corporate & Investment Bank delivers a comprehensive suite of corporate banking; investment… more
- Citizens (Charlotte, NC)
- …policy enhancements, and strategic initiatives. + Stakeholder Engagement: Act as a senior advisor to Relationship Managers, Portfolio Managers, and business line ... Description Commercial Credit Risk Senior Director We are seeking a dynamic and...acquisition financing, and syndicated loans. Partner with Corporate & Investment Banking and Capital Markets teams to deliver tailored… more
- Deloitte (Charlotte, NC)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 29, 2026. Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (Charlotte, NC)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business.… more
- Deloitte (Charlotte, NC)
- …for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal… more