- Guardian Life (Raleigh, NC)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Wealth Planning Analyst partners with and supports Wealth Strategists, WMAs, and other ... types. This position reports directly to the Director, Business Transition Advisor . ESSENTIAL DUTIES AND RESPONSIBILITIES: Support the Prospect and Client… more
- EDB (Raleigh, NC)
- …with their customer's senior technical leadership team and become their trusted advisor . + Help EDB customers maximize the value of their Postgres investment ... your impact will be ** EDB is hiring a Senior Technical Account Manager (Sr. TAM) for North America....data-centers. The Sr. TAM serves as a trusted technical advisor to ensure successful implementations and to ensure that… more
- Wells Fargo (Winston Salem, NC)
- … Fiduciary Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- Deloitte (Charlotte, NC)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 29, 2026. Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- KeyBank (Charlotte, NC)
- …National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities ... CDLI offers one-stop-shop capabilities that bring together balance sheet lending, equity/ investment and permanent loan offerings and other unique capital solutions.… more
- Deloitte (Raleigh, NC)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Bank of America (Charlotte, NC)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Senior Auditor Charlotte, North Carolina;Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- NTT America, Inc. (Raleigh, NC)
- …Whether 2 Years or 20, Discover Rewarding Journeys with Us!** As an **SAP Senior Account Executive** (AE), you will act as the manager of your territory, enabling ... drive sustainable growth, and demonstrate your ability to be a trusted advisor . + Gain in-depth knowledge of each customer's technology landscape, strategic goals,… more
- NetApp (Morrisville, NC)
- …intelligent data infrastructure company, is seeking a highly motivated ** Senior ** **Corporate** **Counsel** to join its award-winning legal department. This ... 16 reports + Act as a business partner and advisor to finance, tax, treasury, accounting, investor relations, corporate...capital markets activities and assist with other banking and investment matters + Maintain programs and policies to ensure… more