- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... retirement related markets. + Possessing a general understanding of overall Broker /Dealer investment and insurance products. + Performing due diligence reviews of… 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
- 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
- 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
- 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
- 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
- World Insurance Associates, LLC. (Winston Salem, NC)
- …from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the US with over 2,200 employees in over 260 offices across North ... America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities… 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
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