- Lincoln Financial (Greensboro, NC)
- …within the Corporate Finance organization. We are seeking a self-motivated and strategic Manager to help lead our Finance Systems Strategy team. In this role, you ... the organization that includes, but not limited to, Finance Operations (Treasury/Cash Management/Procurement), Accounting and Financial Reporting, Planning &… more
- Atria Wealth Solutions (King, NC)
- …plan. + Perform various additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on trust and respect with ... rules and regulations set forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and production goals. + Provide… more
- TD Bank (Charlotte, NC)
- …and structured products + Manages investment management product including strategies and manager 's available on the platform + Manages solicitation policy for all ... and product performance to determine how the product impacts the Company operations including product life cycle, quality, technical support, marketing programs and … more
- TD Bank (Charlotte, NC)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary experience for Clients… more
- Deloitte (Raleigh, NC)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and ... assess and deploy technology solutions to enable international trade management operations . + Helping importers and exporters achieve worldwide compliance and… more
- Truist (Charlotte, NC)
- …Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex Managers. The individual will be a member of ... a team which functions as the designee of the Principal Manager and performs administrative supervisory functions that are routinely associated with those of a… more
- Carrington (Raleigh, NC)
- …conditions, stipulations or pre-funding requirements received. + Communicates with clients, sales teams and operations teams to resolve outstanding issues ... the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of...in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add… more
- Carrington (Raleigh, NC)
- …external parties as required to resolve outstanding issues. + Communicates with Sales Management, Account Executives, Operations Manager , Disclosure ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more