Trading Quality Analyst AssetMark, Inc.Trading Quality AnalystCharlotte, NC$90,000–$100,000 / yearKnowledge, Skills, Abilities: Practical understanding of trading workflows, including order generation, rebalancing, allocations, model or portfolio data, restrictions, exceptions, and operational controls. The Trading Quality Analyst will use practical knowledge of trading workflows to monitor operational quality, review exceptions, validate expected outcomes, and help improve reporting and controls.
Investment Advisor Representative The Pelora GroupInvestment Advisor RepresentativeCharlotte, NCAs an Investment Advisor Representative (IAR) supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.
Sr TA Advisor eTeam Inc.Sr TA AdvisorCharlotte, NCJob title: Sr. TA Advisor Location: Charlotte NC (Hybrid i.e., 3 days a week onsite) Duration: 04 Months+ Client: Financial Services The Senior Talent Acquisition Advisor performs activities related to the entire hiring cycle, including recruiting, talent evaluation and screening, job advertising and posting, talent prospecti...
Sr Analyst, Regulatory Program Management Teachers Insurance and Annuity Association of America (TIAA)Sr Analyst, Regulatory Program ManagementCharlotte, NC$66,200–$94,100 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Acumen, Business Process Improvement, Business Process Understanding, Communication, Compliance, Continuous Improvement Mindset, Detail-Oriented, General Risk Management, Influence, Relationship Management, Risk Mitigation, Risk Monitoring.
Department Manager | CMT Services - Charlotte BUNNELL LAMMONS ENGINEERINGDepartment Manager | CMT Services - CharlotteCharlotte, NCThe Department Manager will be expected to bring an entrepreneurial mindset to building BLE’s local construction materials testing and special inspections practice, including developing client relationships, leading business development efforts, recruiting and mentoring staff, and expanding the department’s market presence. Develop and execute the department’s business development strategy in collaboration with the Charlotte Branch Manager and BLE leadership through strategic client development, market expansion, and long-term relationship building with contractors, developers, owners, design professionals, and public agencies.
Insurance Sales Agent -Gastonia, NC AAA Southern New EnglandInsurance Sales Agent -Gastonia, NCGastonia, NCSales, Retention & Revenue Growth: Own the sale and ongoing service of ACG‑branded and brokered insurance products, memberships, and financial products within a high‑traffic ACG branch; uncover customer needs, generate new business, retain existing clients, grow ACG's insurance portfolio, overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive plan expectations. Prospecting, Community Engagement & Referrals: Actively engage in local branch and community events to prospect, expand referral networks, develop new business opportunities, and identify cross‑sell and referral opportunities into Travel and Financial Services to maximize overall member value.
NewSr Financial Recovery Rep (Sba) Huntington Bancshares IncSr Financial Recovery Rep (Sba)Charlotte, NC$70,000–$140,000 / yearSummary: The Sr Financial Recovery Rep (SBA) develops resolution strategy on classified (special asset) loans to minimize losses on current Business Banking or commercial loan portfolio. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Financial Recovery Rep 2 ( Special Asset ) Huntington Bancshares IncFinancial Recovery Rep 2 ( Special Asset )Charlotte, NC$70,000–$140,000 / yearSummary: The Financial Recovery Rep- Senior develops resolution strategy on classified (special asset) loans to minimize losses on current Business Banking or commercial loan portfolio. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Customer Service Representative - State Farm Agent Team Member Jay SylvanCustomer Service Representative - State Farm Agent Team MemberFort Mill, South Carolina$35,000–$45,000 / yearWe help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, College Planning, Health Insurance, and Renters Insurance. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
NewAssociate Account Resolution Representative – OCDR – Boots to Banking – Veteran Initiative Wells Fargo BankAssociate Account Resolution Representative – OCDR – Boots to Banking – Veteran InitiativeCharlotte, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
GRC Manager - Associate SMBCGRC Manager - AssociateCharlotte, NCManage preliminary audit findings Engage with auditors at an early stage in preliminary findings to ensure completeness and accuracy of understanding Responsible for reviewing preliminary findings for plausibility reasonability engaging with the Control Owners Senior Management Relevant Subject Matters Experts as applicable. Manage the facilitation and coordination of audit request and issue management activities including but not limited to interviews documentation requests artifact requests and review logistical support for walkthroughs meetings facilitating follow up queries with various stakeholders reviewing Issue Closure Packs and facilitating management review and approval.
Assistant Corporate Tax Director Truist BankAssistant Corporate Tax DirectorCharlotte, North Carolina1. Review, analyze, and advise on complex tax credit transactions (e.g., investment tax credit, new markets tax credit, low-income housing tax credit, etc.), including identifying material federal income tax issues, evaluating transaction structures, assessing technical tax positions, and recommending approaches to appropriately mitigate tax risk. The successful candidate will work closely with internal business, legal, finance/accounting, risk, and external tax advisors to identify and address tax issues, mitigate tax risk, support M&A and restructuring activity, and help ensure that material tax positions are appropriately analyzed, documented, communicated, and implemented.
Personal Banker Palmetto West District Wells Fargo & CoPersonal Banker Palmetto West DistrictRock Hill, SCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Personal Banker Bilingual Spanish Palmetto West Wells Fargo & CoPersonal Banker Bilingual Spanish Palmetto WestRock Hill, SCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
NewPersonal Banker Matthews Wells Fargo & CoPersonal Banker MatthewsMatthews, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
NewPersonal Banker Bilingual Spanish Piedmonth South Wells Fargo BankPersonal Banker Bilingual Spanish Piedmonth SouthConcord, North CarolinaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Branch Manager CURO Group Holdings CorpBranch ManagerChester, SC$58,000–$85,000 / yearOther company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.
Automotive technician B AAA Southern New EnglandAutomotive technician BNC$40,000–$85,000 / yearBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Oil changes, tire replacement and repairs, general maintenance repairs, fluid exchanges, alignments, brake services, advanced repair and maintenance services, etc. are expected to be learned and performed.
Department Manager | Geotechnical Services - Charlotte BUNNELL LAMMONS ENGINEERINGDepartment Manager | Geotechnical Services - CharlotteCharlotte, NCThe Department Manager will be expected to bring an entrepreneurial mindset to building BLE’s local geotechnical practice, including developing client relationships, leading business development efforts, recruiting and mentoring staff, and expanding the department’s market presence. As an employee-owned engineering consulting firm, we believe our greatest strength is our people, and we are committed to creating an environment where employees are empowered to lead, innovate, grow professionally, and make a lasting impact on our clients, our communities, and our firm.
Associate / Analyst - Settlements Sharp Decisions, IncAssociate / Analyst - SettlementsCharlotte, NCCharlotte, NC - Hybrid Permanent / Full-Time $75,000 - $90,000 5+ Years Financial Services Security Settlements Required. Partner with the New York Securities Operations team to ensure tight controls, regulatory compliance, and continuous product and process education.