- Truist (Raleigh, NC)
- …may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect ... etc. 6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration. 7.… more
- Cherry Bekaert (Charlotte, NC)
- **Description** **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 75 years! We are seeking a **Property Tax ... Manager .** **The location is flexible and remote would be...efficiency and accuracy. + Provide insights and recommendations to senior leadership on property tax matters. **Qualifications:** + Bachelor's… more
- Bank of America (Charlotte, NC)
- Relationship Manager Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Relationship- Manager \_25035373) **Job Description:** Merrill Wealth Management is a leading… more
- City National Bank (Charlotte, NC)
- * MANAGER IT RISK STRATEGY* WHAT IS THE OPPORTUNITY? The Risk Strategy Manager will serve as trusted advisor, confidential thought partner, and act as sounding ... board to the Executive, Head of Technology Risk Manager (HTRM). The function will be integral in developing...routines to ensure appropriate oversight, monitoring and escalation to senior leadership / CIO as needed for efficient risk… more
- United Therapeutics (Research Triangle Park, NC)
- …at the forefront of a rare disease treatment for Pulmonary Hypertension. As a **Product Manager ** or ** Senior Product Manager ** , you'll take ownership of ... field ride-alongs in order to understand the audience and resource utilization ** Senior Product Manager ** + Lead large, complex, and cross-functional marketing… more
- Equitable (Charlotte, NC)
- Sales Desk Manager - Mutual Funds Team ( 250000EY ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... help unlock your potential? Equitable is looking for a 1290 Funds Sales Desk National Manager to join our team in Charlotte, NC. In this role you will manage the… more
- Deloitte (Charlotte, NC)
- Mergers & Acquisitions IT Integration & Divestitures Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- City National Bank (Raleigh, NC)
- …analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, ... *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY?...Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory , Broker/Dealer, Investment Banking activities for CNB's Capital Markets,… more
- Deloitte (Charlotte, NC)
- …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" peak ... role ends on 5/30/2026 What You'll Do As a Manager , you will work within an engagement team and...+ Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the… more
- Grant Thornton (Charlotte, NC)
- …program through assessment, automation, process re-engineering, and managed services. As a Manager within our Privacy & Data Protection practice, you will get the ... resolve problems, and make recommendations for improvements + Work closely with senior managers and partners to promptly identify and resolve client problems or… more