- Lincoln Financial (Raleigh, NC)
- …proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental ... Invested Assets from an oversight role of external service providers. + Support strategic asset realignment across General Account portfolios on service provider… more
- Equitable (Charlotte, NC)
- …functions within Equitable Distributors, LLC (EDL). This includes providing compliance support and guidance to EDL business areas related to wholesale distribution ... and managing the EDL Compliance team that provides day-to-day compliance support as well as insurance licensing/FINRA registration processing. The role also… more
- Corning Incorporated (Charlotte, NC)
- …duty drawback, (or other Gov't recovery) opportunities. + Provide guidance and support to internal stakeholders on duty recovery, reduction, bonded operations and ... duty drawback or customs compliance roles. + US Customs Broker 's License + Experience qualifying trade agreements (such as...Corning, NY or Charlotte, NC. **This position does not support immigration sponsorship.** The range for this position is… more
- Bank of America (Charlotte, NC)
- …and testing, or law enforcement liaison responsibilities in an investigative support role **Required Qualifications:** + Minimum 5 years' experience in financial ... or related experience + Demonstrates an understanding of introducing broker and institutional Brokerage Services, and or alternative investments/large portfolio… more
- WTW (Charlotte, NC)
- …Casualty clients. ACAs work with Producers and Client Advocates to support relationships, develop placement strategies with brokers, and execute insurance programs. ... client insurance needs, recommend solutions throughout the policy term, and support acquisition due diligence + Ensure all policy requirements (legal, regulatory,… more
- Xylem (Charlotte, NC)
- …with regional and site-level compliance staff to monitor local adherence and support corrective actions as needed. + **Audit and Documentation Management** + ... with regional and site-level compliance staff to monitor local adherence and support corrective actions as needed. + Other Responsibilities: the successful candidate… more
- US Bank (Charlotte, NC)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... and value; (c) recommending transaction strategy; (d) managing third party broker activity including renewal pipeline management and asset disposition programs; (d)… more
- Wells Fargo (Charlotte, NC)
- …and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker -dealers, mortgage REITs, mortgage originators, and municipalities. This role is in ... coverage for a portfolio of leveraged fund counterparties, as well as periodically support senior CCM portfolio managers in credit coverage for large asset managers.… more
- Equitable (Charlotte, NC)
- …retirement related markets. + Possessing a general understanding of overall Broker /Dealer investment and insurance products. + Performing due diligence reviews of ... as a subject matter expert in ERISA and retirement plan business. + Support our in-house 3(21) & 3(38) ERISA Fiduciary program. + Creating and reviewing… more
- Lincoln Financial (Charlotte, NC)
- …and technologies. **What you'll be doing** + Design, develop, test, and support custom applications using the declarative and programmatic capabilities of the ... Salesforce Platform. + Implement and support solutions which include Salesforce in an ecosystem of...put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial.… more