- Lincoln Financial (Charlotte, NC)
- …Risk Management, Asset Liability Management, Investments, Data Analytics, and Internal Audit . ADP participants are expected to pass the Society of Actuaries' ... and Analysis (FP&A), Market Risk Management (MRM), Model Development, Pricing, Audit , ERM, Investments, Capital Management, and the Qualified Actuary team. **What… more
- Lincoln Financial (Raleigh, NC)
- …party risk management and due diligence. + Responsible for management of IT Audit support activities related to third party assessments for both internal and ... strategic process improvements that significantly improve the quality for IT audit support activities. + Maintains knowledge on current and emerging… more
- Cherry Bekaert (Fayetteville, NC)
- …, **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we ... and evaluate matters that potentially impact enterprise value and the purchase or sales price + Identify and evaluate financial and operational trends of target… more
- Truist (Raleigh, NC)
- …and regulatory controls to manage risk and compliance. Works within the existing audit , compliance and regulatory framework in order to ensure a high quality, ... met where needed + 8 or more years of sales and client management experience in Wealth Management and...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Truist (Greensboro, NC)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Comerica (Raleigh, NC)
- …Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ... to manage risk and compliance. Works within the existing audit , compliance and regulatory framework to ensure a high...Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and… more
- Truist (Charlotte, NC)
- …This leader is responsible for the monitoring and reporting regarding teammate sales practices behaviors, for providing subject matter expertise regarding matters of ... consistency of decisions made by the team and within alignment of the Sales Practices Risk Policy. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary… more
- Lowe's (Mooresville, NC)
- …within the team, cross-functionally with senior leaders and with external parties to resolve audit questions and issues. + Partners with the team and the business in ... or related area + 8-10 Years Experience in accounting, tax , finance (public accounting or industry) or relevant experience;...in the United States. With total fiscal year 2024 sales of more than $83 billion, Lowe's operates over… more
- Truist (Charlotte, NC)
- …Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit , and more, and ensure action items and deadlines are met. Partner ... Testing + Roadmap Planning + Salesforce: CRM Implementation, Financial Services Cloud, Sales Cloud, Service Cloud + User Acceptance Testing (UAT) + User Experience… more
- Marriott (Charlotte, NC)
- …requirements. **Managing Profitability** * Assists in performing required annual Quality audit with General Manager (GM) & Regional Director (RD). * Verifies ... a viable key control program is in place. * Reviews financial statements, sales and activity reports, and other performance data to measure productivity and goal… more