- Ankura (NC)
- …& Restructuring (T&R) Senior Managing Director role is an executive level position that sells, leads and manages complex restructuring client engagement(s). ... members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue… more
- Travelers Insurance Company (Charlotte, NC)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) for adherence to quality standards. + Utilizes diary management system to ... Experience and Knowledge + Bachelor's Degree preferred. + Advanced level knowledge in coverage, contract interpretation, liability and damages...reserves the right to fill this position at a level above or below the level included… more
- Deloitte (Raleigh, NC)
- …state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail- level review of tax workpapers, allocations and tax returns, as well as perform ... information. They also train, mentor and supervise new and experienced- level staff and attend required Deloitte Tax LLP and...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Deloitte (Charlotte, NC)
- …and state investor reporting. Managers in our Hedge Fund Tax practice perform detail- level review of tax workpapers, allocations and tax returns, as well as perform ... information. They also train, mentor and supervise seniors and new and experienced- level staff as well attend required national and sector-specific training for… more
- Citigroup (Charlotte, NC)
- …communication skills required in order to negotiate internally, often at a senior level . Developed communication and diplomacy skills are required in order to guide, ... in Finance, Accounting or related field, MBA, CPA, or CFA a plus. + 10+ years of experience working...visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Business… more
- Truist (Mooresville, NC)
- …services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish ... Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner… more
- City National Bank (Raleigh, NC)
- …* Leads/coaches a team of internal audit professionals at the individual audit level * Implements the outcomes from the audit transformation program by leading the ... grounds Staff Performance and Mentoring * Acts as a role model/mentor to lower- level audit professionals * Enhances and maintains staff morale * Challenges others'… more
- Deloitte (Charlotte, NC)
- …tax advisory services to the client. Responsibilities Will Include: + Performing detail- level reviews of tax research, partnership work papers, allocations, and tax ... complete their tax returns. + Training, mentoring, and supervising new and experienced- level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- Comerica (Raleigh, NC)
- …clients. Responsible for developing and deepening client relationships through needs-based, high- level client service and through delivery of the full suite of ... products to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the...+ State Insurance License Preferred: + CFP or CTFA, CFA , CPA, JD, or MBA About Comerica We know… more
- Truist (Charlotte, NC)
- …the general supervision of the Senior Model Validation Officer, perform advanced level model validation for the corporation. Focus primarily on model validation and ... to detail and ability to think at the organizational level . 5. 7+ years of model validation, model development,...or a related field. 7. One or more of CFA /PRM/FRM professional designation. 8. Advanced competency programming in languages… more