- Deloitte (Raleigh, NC)
- Mutual funds-Are you a leader, passionate about financial...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and ... begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Relationship Manager , Advisory and Investment Consulting ( 250000AO )...relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience + Financial planning experience **Preferred ... Senior Relationship Manager , Advisory and Investment Consulting ( 250000AP )...with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth through driving investment and advisory-related… more
- Volvo Group (Greensboro, NC)
- …cross-functional support across all business areas within Retail Operations - Doc Fund Book, Collateral Administration and Customer Service. The Operations team is ... preparation and execution, including communications with dealers, customers, District Finance Manager 's, and legal counsel. Ensure accuracy and sufficiency of all… more
- Volvo Group (Greensboro, NC)
- …the opportunity to work with various departments within VFS including, Doc/ Fund /Book, Collateral administration, Capital Markets, and your counterparts on the Retail ... information to a Credit Analyst, Credit Underwriter or Credit Manager for review and approval. Finally, you will have...You will work directly with both our customers and sales teams to become a trusted advisor. **Daily Focus**… more