- Deloitte (Charlotte, NC)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Deloitte (Charlotte, NC)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or large CPA firm equivalent +… more
- US Bank (Charlotte, NC)
- …more of relevant experience within the securities industry specifically in a retail broker dealer environment + Series 24 General Securities Principal license or the ... ability to obtain + Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business + Advanced understanding of the business line's operations, products/services, systems, and associated… more
- Xylem (Charlotte, NC)
- …rules, FSFE criteria, and audit procedures. + Demonstrated experience with broker management, audit responses, and documentation controls. + Expertise in ... of time and budget constraints. High levels of energy, drive, focus. ** Preferred Qualifications:** + US Customs Brokerage License highly desirable + CTCS (Certified… more
- Evolent (Raleigh, NC)
- …using advanced MS SQL Server tools, including SSIS, SSAS, XML, and Service Broker . + Conduct deep data analysis using SQL, proprietary applications, Azure App ... detail-oriented + Team player with a low ego and high accountability Preferred Experience: + SQL Server Certification (Querying) + Experience with Microsoft Dynamics… more
- Anywhere Real Estate (Charlotte, NC)
- …California, Washington, and Oregon, so proximity to those regions is preferred to foster strong relationships and collaboration._ **Responsibilities:** The Vice ... through the network. + Consults with and coaches affiliates to improve broker profitability and identify and drive ancillary revenue opportunities + Drives adoption… more
- TD Bank (Charlotte, NC)
- …This team has oversight of TD's retail banking, commercial banking, and broker dealer funding activities. Working knowledge of key liquidity regulations such as ... degree or equivalent work experience + 5+ years of experience ** Preferred Qualifications:** + Experience or knowledge of Liquidity Management, especially Intraday… more
- Lincoln Financial (Raleigh, NC)
- …experience in MG-ALFA *Experience with VBA, Python, or other programming languages preferred *Experience in process optimization within actuarial modeling is a plus ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- CBRE (Raleigh, NC)
- …and conditions. + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease amendments, monitoring lease expirations, ... in existing systems and processes. **What You'll Need:** + Bachelor's Degree is preferred with 3-5 years of real estate transactions or related experience. In lieu… more
- CBRE (Raleigh, NC)
- …estate products. + Coordinate the negotiation of sales through a field broker . Negotiate leases, amendments, and track expirations. + Secure new high-value ... ideas with the ability to influence. **What You'll Need:** + Bachelor's Degree preferred with 8-10 years of real estate transactions or related experience. In lieu… more