- Deloitte (Charlotte, NC)
- …moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost ... Mergers & Acquisitions IT Integration & Divestitures Manager Our Deloitte Strategy & Transactions team helps...and private equity buyers with a broad continuum of advisory services to support mergers, acquisitions, carve-outs,… more
- Equitable (Charlotte, NC)
- …of investment products and strategies, the mutual fund industry, and advisory platform marketplace, conference calls with Financial Professionals, external ... Sales Desk Manager - Mutual Funds Team ( 250000EY ) **Primary...as it relates to Equitable Investment Management's products and services , competitor knowledge, portfolio assessment, presentation skills training and… more
- Grant Thornton (Raleigh, NC)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... Grant Thornton is seeking a Manager , Office of the CFO to join the...will coordinate across teams to ensure seamless integration of financial processes, systems, and reporting structures, while maintaining momentum… more
- TD Bank (Charlotte, NC)
- …risk management, operational risk management, or audit experience within a regulated financial service or FinTech environment + Deep understanding of Risk ... Role** : We are seeking a proactive and analytical Manager for Compliance Strategy and Operations (S&O) with extensive...banking experience or are just starting your career in financial services , we can help you realize… more
- Bank of America (Winston Salem, NC)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... Advisor Development Program - Morganton Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC Winston Salem, North Carolina **To proceed with… more
- Bank of America (Asheville, NC)
- …to referral partners based on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client ... Financial Solutions Advisor Stage II - Consumer Investments...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds… more
- Bank of America (Charlotte, NC)
- …to referral partners based on knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client ... Financial Solutions Advisor Stage II Consumer Investments -...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds… more
- TD Bank (Charlotte, NC)
- …an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade finance ... with 5 - 10 years' experience in Commercial Card Product Management, and/or Financial Services Product Management + Previous Product experience required. +… more
- Deloitte (Charlotte, NC)
- …moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost ... Mergers and Acquisitions IT Diligence Senior Manager Our Deloitte Strategy & Transactions team helps...professionals apply deep knowledge and decades of experience offering services ranging from M&A strategy to financial ,… more
- Bank of America (Raleigh, NC)
- …+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * ... Financial Solutions Advisor I - Raleigh / Durham...* Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention… more