- 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
- 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
- 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
- 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
- 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
- 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)
- …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
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… 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
- 3D Systems, Inc. (Rock Hill, SC)
- …strategy, lead treasury operations, and serve as the voice of the company to the investment community. As a trusted advisor to the CFO and executive leadership, ... strategic, and solutions-oriented*Vice President, Treasurer & Investor Relations*to join our senior finance leadership team and help steer the company's financial… 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