• Product Owner, Portfolio Rebalancing

    Cognizant (Charlotte, NC)
    …role, you will: + Determine advisor needs and desires through interviews, market research, competitive research, and insights from stakeholders. + Define mid- and ... a client-facing role and/or the financial services industry, preferably within a broker -dealer, RIA, investment or financial services firm . Experience with Agile… more
    Cognizant (08/16/25)
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  • Assoc Category Manager

    US Foods (Zebulon, NC)
    …weekly ATC communicates and disseminate direction to appropriate parties. + Develop broker and vendor contacts along with using internal resource pool to ... escalation point of contact for RSC inquires + Support PSSAs/COMs with sourcing/ market baskets/special pricing requests. + Gatekeeper of all COM related inquires;… more
    US Foods (07/25/25)
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  • Specialist, Accounting

    Lincoln Financial (Charlotte, NC)
    …fund complex. Specifically, you will be responsible for placing trades prior to the stock market open related to our separate accounts and LVIPT funds (hours ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
    Lincoln Financial (06/26/25)
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