- Deloitte (Raleigh, NC)
- …fast-paced environment, we have the career for you! What you'll do As a Tax Senior you will work within an engagement team and draw on experience in accounting and ... equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications… more
- Deloitte (Charlotte, NC)
- …Recruiting for this role ends on May 31, 2026. What you'll do As a Senior Consultant on our Global Trade Advisory team, you will participate in engagements requiring ... + Licensed attorney + Enrolled Agent + Other Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable,… more
- Lincoln Financial (Greensboro, NC)
- …for this opportunity. **Requisition #:** 74752 **The Role at a Glance** The Senior Project Manager & Business Analyst - Corporate Finance you will provide leadership ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Truist (Charlotte, NC)
- …other Compliance Officers and Analysts. 8. Partner with LOB leaders and other senior Truist teammates to execute on key strategic initiatives for the company, ... interact with all levels of management Preferred Qualifications: 1. Proven Broker /Dealer product knowledge/expertise 2. Eight years of compliance experience, with… more
- Deloitte (Charlotte, NC)
- …Management, Data Access Governance, Data Loss Prevention, Cloud Access Security Broker , Encryption, Certificate Lifecycle Management, Cloud Security, SaaS Security + ... 2+ years of professional experience managing and implementing various encryption technologies (eg, database encryption, file encryption, Public Key Infrastructure (PKI), certificate lifecycle management (CLM), transport layer security(TLS)) and strong… more
- Deloitte (Raleigh, NC)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... non-US citizen qualifying credentials: + Foreign equivalent of the above certifications + CUSICO (Certified US Import Compliance Officer) + Professional Accreditation in EU Customs Law (post masters) + Technology Certifications: + CBAP - Certified Business… more
- Deloitte (Raleigh, NC)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing client work papers and… more
- Atria Wealth Solutions (King, NC)
- …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 ... Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and RIA with a stable track record of...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Cushman & Wakefield (Charlotte, NC)
- …and translating analysis findings into high-level summaries with oversight from senior members of the Multifamily Advisory Group ("MAG"). Additional responsibilities ... **Job Description** **Essential Duties** + Support the execution of MAG Broker team financial analysis and valuation modeling requests, including scenario analyses… more
- CBRE (Raleigh, NC)
- …of products, including land, office, retail and industrial. + Coordinate field broker selection and required resources. Facilitate client review and approval of ... for proposals, proposal comparison packages, letters of intent, and broker 's opinions of value. + Coordinate the negotiation of...groups. + Ability to empower and motivate key employees, senior leaders, and clients to take desired action. +… more