- Wells Fargo (Charlotte, NC)
- …decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in ... critical service, and TPP resilience strategies. + Serve as a trusted advisor to business and technology leaders, providing insights and recommendations that drive… more
- Grant Thornton (Charlotte, NC)
- …their data across hybrid environments. You will serve as a trusted advisor to senior stakeholders, guiding them through the implementation of Microsoft Purview's ... compliance , data loss prevention (DLP), insider risk, and information...and vision insurance programs and the firm's employee assistance program . Interns also receive a minimum of 72 hours… more
- WelbeHealth (Raleigh, NC)
- …to ensure compliance with applicable federal and state requirements, particularly Program for All Inclusive Care for the Elderly (PACE) regulations. The Senior ... resources to ensure that WelbeHealth maintains a robust, data-driven compliance oversight program that supports operational integrity,...+ Serve as the subject matter expert and trusted advisor to leadership, acting as a key stakeholder in… more
- First Horizon Bank (Raleigh, NC)
- …The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue ... requests, address changes, etc. * Serves as liaison and between sales team, compliance , and other business lines throughout the firm * Manages account opening… more
- Fresenius Medical Center (Wadesboro, NC)
- …vision, core values and customer service philosophy. Adheres to the FMCNA Compliance Program , including following all regulatory and FMS policy requirements. ... and programs. Adheres to all requirements of the FMCNA Compliance Program , and FMS patient care and...external customers; particularly in problem resolution. Acts as an advisor to subordinate(s) to meet schedules and/or resolve technical… more
- CDM Smith (Fayetteville, NC)
- …Business Partner will play a key role in mitigating organizational risk and ensuring compliance with company policies and procedures. This role will be an advisor ... meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary...guidance and seek legal counsel when necessary to ensure compliance and mitigate risk. * Partner with other HR… more
- Deloitte (Raleigh, NC)
- …and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a ... Services group, you will provide federal tax consulting and compliance services to a diverse client base in various...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- USAA (Charlotte, NC)
- …what truly makes us special and impactful. **The Opportunity** The **Lead Resiliency Advisor , Business Resiliency Program (BRP)** plays a critical role in ... implementation, and continuous improvement of the association-wide Operational Resiliency program within a regulated financial and insurance organization. Reporting… more
- Principal Financial Group (Charlotte, NC)
- …opportunities and drive growth. + Collaborate closely with sales, legal, compliance and administration teams to analyze retirement plan documents, to assessing ... meetings. + Represent Product Management in workgroups associated with HLIs, Strategic Advisor Relationships, and Advisor presentations. + Serve as a subject… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …set ambitious goals and drive growth through an innovative fundraising program , strengthened donor cultivation and stewardship, and a comprehensive marketing ... carries responsibility for providing strategic oversight of the UNC Life Income program , the UNC -Chapel Hill Foundation's portfolio of life insurance gifts, and… more