- Deloitte (Charlotte, NC)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...from every sector of the industry, including investment managers, broker -dealers, banks, insurance companies, mutual funds, investment partnerships, hedge… more
- Deloitte (Charlotte, NC)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist… more
- Deloitte (Charlotte, NC)
- Senior Consultant, Anti-Money Laundering Analytics About Deloitte Regulatory, Risk & ForensicOur Deloitte Regulatory, Risk & Forensic team helps client leaders ... and subject matter experts from throughout Deloitte. Responsibilities typical of an analytics Senior Consultant on one of these projects may include: + Work with a… more
- Equitable (Charlotte, NC)
- …+ 7 years of established compliance experience, preferably with a wholesale distributing broker dealer and/or in a senior compliance level role. + Demonstrated ... understanding of SEC, FINRA and State Insurance laws, rules and regulations. + Proven knowledge and understanding of the variable individual and group annuity retirement markets and practices. + Substantiated track record of implementing policy and procedure… more
- CVS Health (Raleigh, NC)
- …it all with heart, each and every day. **Position Summary** The ** Senior Accounts Receivable Specialist** prepares accounting and financial records and reports, ... in the accounting system. + Follow systems of checks and balances. + Allocate broker commissions for payment. + Answer internal and external customer calls. + Update… more
- Lincoln Financial (Raleigh, NC)
- …**Requisition #:** 74448 **The Role at a Glance** We are seeking an enthusiastic Senior IT Auditor who is a self-starter and initiative driven, ready to take ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a senior lead product manager for the Custody and Wealth Servicing Products in WIM Operations. This role will develop and ... the Trade Processing lifecycle + Wealth Management Operations experience + Broker /Dealer Operations experience **Job Expectations:** + This position offers a hybrid… more
- Deloitte (Charlotte, NC)
- …practice. Recruiting for this role ends on 5/30/2026 What You'll Do As a Tax Senior Consultant, you will work within an engagement team and draw on experience in ... equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications… more
- Broadridge Financial Solutions (Raleigh, NC)
- …Broadridge is hiring! We are seeking an experienced and highly skilled zOS MQ Senior Systems Programmer to join our enterprise infrastructure zOS MQ team. The ideal ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Trustmark (Raleigh, NC)
- …the role** **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an ... and product. + Completes sales with minimal supervision. + Receives assistance from senior sales consultants on more complex sales. + Begins to establish and… more