- Deloitte (Raleigh, NC)
- …hedge 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… more
- Amentum (Raleigh, NC)
- **Amentum seeks a Director, Insurance and Risk Management.** **Amentum** is a global leader in advanced engineering and innovative technology solutions, trusted by ... Team has an immediate opening for a **Director of Insurance and Risk Management** position to join our Treasury...acts as a key advisor to business units and senior leadership on risk-related matters and ensures compliance with… more
- Atria Wealth Solutions (King, NC)
- …assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly ... information to enable clients to make prudent investment and insurance decisions. Assist in additional duties as needed. NATURE...forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and… more
- WTW (Charlotte, NC)
- …the Willis Group. + To provide technical advice on request within the Practice. ** Insurance ** + Liaison with insurance broker and reinsurance brokers as ... Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human… more
- WTW (Charlotte, NC)
- …as well as interacts with clients, prospects, regulators and external service providers. ** Insurance ** + Liaison with insurance broker and reinsurance ... in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk… more
- Zurich NA (Charlotte, NC)
- …hiring talent remotely. This role will be filled at either the Senior Construction Casualty Underwriter (Level III) or AVP, Construction Casualty Underwriter (Leve ... + Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. + Develop, maintain & collaborate with Line of… more
- Kestra Financial (Raleigh, NC)
- …and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance + ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, Skills, and/or… more
- PNC (NC)
- …Compliance Program Advisor should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24 or 53) are preferred ... of Compliance Program objectives in the Public Finance Line of Business Senior Management and other business partners. - Supporting key initiatives by analyzing… more
- Lincoln Financial (Charlotte, NC)
- …will manage the daily administration of non-qualified deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). ... and details on the deferred compensation for top executives. * Collaborate with senior leadership to develop and refine strategy and plan design for agents; aligning… more
- Lincoln Financial (Charlotte, NC)
- …with capacity. **What you'll be doing** + Leads the collaboration of senior management and key internal stakeholders to strategically develop and prioritize the ... + Communicates the status, value, and importance of technology initiatives to senior leadership. + Leads regular portfolio reviews and status meetings with… more