• Franklin Street Partners Family Office…

    Fifth Third Bank, NA (Chapel Hill, NC)
    …client investment accounts and net asset values. + Review and post broker statements; perform multiple bank and mortgage reconciliations. + Support accountants with ... to improve efficiency and productivity. + Support integration of new accounting systems and applications. + Respond to inquiries from management, auditors, and… more
    Fifth Third Bank, NA (07/18/25)
    - Related Jobs
  • Senior Audit Manager

    Bank of America (Charlotte, NC)
    …expertise in US regulatory reporting (eg Y-14, Y-9C, 009, Y-15, 031), broker dealer reporting or SEC financial reporting (10K/10Q) + Experiencing in performing ... including in external audit or consulting + Experience in evaluating workflows/ systems / data mining + Experience with production of US Regulatory Reports… more
    Bank of America (07/17/25)
    - Related Jobs
  • Sr. Analyst, Risk Management - Market Risk

    Lincoln Financial (Charlotte, NC)
    …and quantitative teams to ensure the implementation and effectiveness of risk management systems , tools, and models + Collaborate with first line partners to design ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (07/16/25)
    - Related Jobs
  • AVP, Actuarial - Annuity New Business Data…

    Lincoln Financial (Greensboro, NC)
    …visualize, and make predictions on relevant data from AnnuityHQ and other systems to influence actuarial decisions, including pricing and ratesetting, within Annuity ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (07/11/25)
    - Related Jobs
  • Director, ANAPLAN Solutions Architect

    Lincoln Financial (Greensboro, NC)
    …protocols. * Design and manage data integration between Anaplan and other enterprise systems to ensure data accuracy and consistency. * Serve as a key advisor ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (07/11/25)
    - Related Jobs
  • Closing and Servicing Specialist, Mortgage & Real…

    Lincoln Financial (Greensboro, NC)
    …statements prepared by the escrow agent for accuracy. + Updating internal systems to ensure that appropriate internal reporting data reflects current information for ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (07/10/25)
    - Related Jobs
  • Wealth Regional Supervisor Specialist Team Leader

    Truist (Charlotte, NC)
    …and managerial functions that are routinely associated with those of a retail broker /dealer. **Essential Duties and Responsibilities** + Manage a team of 4 - 10 ... in meetings and calls, representing the Supervision Team when discussing Policies, Products, Systems , and other items that impact the department and our processes. +… more
    Truist (07/08/25)
    - Related Jobs
  • Employee Benefits CSI Carrier Placement Specialist

    HUB International (Asheville, NC)
    …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... medical quoting, enrollment and takeover paperwork + Maintains organized filing systems + Ordering and preparing insurance carrier documentation including enrollment… more
    HUB International (07/02/25)
    - Related Jobs
  • AVP, Sr. Counsel, Life & Annuities

    Lincoln Financial (Charlotte, NC)
    …- Working knowledge of computer based legal research and other legal systems . - In-depth understanding of corporate structure, client organization, and business and ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (06/26/25)
    - Related Jobs
  • Associate Actuary, Life Model Transformation

    Lincoln Financial (Greensboro, NC)
    …calculations *Identify and explain differences in results between modeling software systems *Validate models using multiple sources for accuracy and reliability ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (06/25/25)
    - Related Jobs