Client Relationship Manager Mutual of AmericaClient Relationship ManagerCharlotte, North Carolina$65,000–$90,000 / yearManage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.). Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable).
Tax Manager - Real Estate NorthPoint Search GroupTax Manager - Real EstateCharlotte, NCFull timePosition Overview: The Tax Manager in the Real Estate Practice oversees the preparation and technical review of complex tax engagements for real estate businesses, including passthrough entities and their owners. This position includes researching complex issues, reviewing legal documents, managing engagement economics, leading and mentoring tax staff, and supporting business development efforts.
NewSenior Client Services Associate WSFS BankSenior Client Services AssociateLancaster, South Carolina$53,744–$88,290.50Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and Financial Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork. General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems; Must have 5-7 years of experience in administrative client service required.
Analyst, Global Client Group (Financial Institutions Group) Dimensional Fund AdvisorsAnalyst, Global Client Group (Financial Institutions Group)Charlotte, NCBuild strong relationships with partner firms' internal wholesalers, providing ongoing client service and support through Dimensional updates, training, and content management. A highly motivated individual Analyst on the team will have the opportunity to learn about Dimensional's investment solutions, participate in consultative sales activities, and gain a deep understanding of insurance products and the distribution business.
Audit Manager - Financial Services NorthPoint Search GroupAudit Manager - Financial ServicesCharlotte, NCWho: An experienced audit professional with 5+ years of public accounting audit experience and a CPA.What: Oversee full-cycle audits, supervise and develop audit teams, and enhance audit processes while managing multiple client engagements. Position Overview:The Audit Manager leads audit engagements from planning through completion, supervising audit staff and seniors, improving processes, researching complex issues, and building strong client relationships.
Survey Group Manager NV5Survey Group ManagerCharlotte, North CarolinaOverview: NV5 (NYSE: TIC) is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. The Survey Group Manager will provide technical oversight, project management, staff leadership, quality assurance, client relationship management, and business development support while ensuring the successful delivery of survey projects.
Manager, Tax - Private Client FORVIS, LLPManager, Tax - Private ClientCharlotte, NCThe Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Service Advisor Amerit Fleet SolutionsService AdvisorCharlotte, North Carolina$29–$33 / hourCommunicate work orders with client and observe workflow progress to ensure work is completed to specified requirements in a timely manner with the technicians and the fleet manager. Position Summary: Amerit Fleet Solutions , one of the leading Fleet Maintenance companies in the U.S., is seeking an experienced Service Advisor to support strategic accounts and join our growing team!
Senior Account Manager, Employee Health & Benefits Marsh & McLennan Companies IncSenior Account Manager, Employee Health & BenefitsCharlotte, NCThe Senior Account Manager also oversees enrollment and renewal processes, confirming benefits, rates, and employee contributions, coordinating with benefits administration or enrollment vendors, arranging carrier training for client HR teams, and preparing benefit guides and presentations for open enrollment. Maintaining strong client relationships is a key focus, achieved through scheduled 30-day check-in calls and ongoing communication with carrier representatives to clarify coverage details, resolve issues, and stay informed about carrier guidelines and legislative changes.
HVAC Service Technician Lane Valente IndustriesHVAC Service TechnicianCharlotte, NCFull timeLane Valente Industries offers a broad range of solutions that help multi-site organizations reduce costs through energy reduction, facility maintenance and value engineering. • Prepares for on-site installation and repairs by examining building layout, anticipating difficulties, gathering materials and coordinating on-site work, as necessary.
Finance & Accounting Outsourcing, Accounting Manager (Not-for Profit) Cherry Bekaert LLPFinance & Accounting Outsourcing, Accounting Manager (Not-for Profit)Charlotte, NCIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. The successful candidate will partner with FAO leadership and mission-driven organizations to deliver accounting, financial reporting, and advisory solutions that help clients operate efficiently, maintain compliance, and advance their organizational goals.
Finance & Accounting Outsourcing, Manager (Not-for-Profit) Cherry Bekaert LLPFinance & Accounting Outsourcing, Manager (Not-for-Profit)Charlotte, NCIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. The successful candidate will partner with FAO leadership and mission-driven organizations to deliver accounting, financial reporting, and advisory solutions that help clients operate efficiently, maintain compliance, and advance their organizational goals.
Vice President, Data & Technical Client Solutions - DATS StepStone Group IncVice President, Data & Technical Client Solutions - DATSCharlotte, NCIdentifies opportunities to revamp existing workflows or create new workflows by leveraging emerging AI capabilities; partners with business group stakeholders and DATS to evaluate, design, and implement AI-driven solutions that improve operational efficiency, reduce manual effort, and enhance decision-making across the organization. The Business Partner Lead marries strategy and execution, identifying root causes upstream; defining project specifications and coordinating execution with DATS; and implementing outcomes downstream with business stakeholders, holding accountability for results.
NewProject Manager - Energy K.WEST GROUP, LLCProject Manager - EnergyCharlotte, NC5+ years of industry heavy civil/site work construction project management experience (Roadway, DOT, Highway, Concrete Structures, Excavation, Utilities, Asphalt Paving, Concrete, Design & Build Projects). Kwest Group was honored as the Associated Builders and Contractors (ABC) 2024 Contractor of the Year and has received national safety recognition awards from prestigious organizations like ABC and the Associated General Contractors of America (AGC).
Finance & Accounting Outsourcing Senior Manager - Healthcare Cherry Bekaert LLPFinance & Accounting Outsourcing Senior Manager - HealthcareCharlotte, NC$151,000–$216,000 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. As a Finance & Accounting Outsourcing (FAO) Senior Manager, you will: Lead the delivery of outsourced accounting and advisory services for a portfolio of healthcare clients, including complex and strategic engagements.
Events Manager Marriott International IncEvents ManagerCharlotte, NCResponsible for preparing all event documentation and coordinates with Sales, property departments and customer to ensure consistent, high level service throughout pre-event, event and post-event phases of property events. 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; at least 1 year experience in the event management or related professional area required.
Facilities Assessment Principal / Group Manager ECS LtdFacilities Assessment Principal / Group ManagerCharlotte, North CarolinaECS is currently ranked #60 in Engineering News-Record’s Top 500 Design Firms (April 2026), #148 in Engineering News-Record’s Top 200 Environmental Firms (October 2025) and #38 in Zweig Group’s Hot Firm List (June 2026). In this role, you will lead facilities assessment consulting projects and serve as a senior technical expert on property condition assessments (PCA), facility condition assessments (FCA), capital planning, and building system evaluations.
Senior Water/Wastewater Engineer (Engineer IV) ArdurraSenior Water/Wastewater Engineer (Engineer IV)Charlotte, North CarolinaWe have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home. The role includes providing technical expertise in the design, management, and optimization of water and wastewater treatment and conveyance systems, including linear infrastructure (“outside the fence”) such as gravity and pressure piping, pump stations, and booster pump stations.
Advisor: Technology Innovation (Finance) MAYER BROWNAdvisor: Technology Innovation (Finance)Charlotte, NC$171,000–$227,000 / yearThe salary range for this role in New York is between $162,000 and $215,000, Washington, D.C. between $150,000 and $199,000, in Chicago between $146,000 and $193,000, in Charlotte between $135,000 and $178,000, in Houston between $138,000 and $183,000, in Salt Lake City between $122,000 and $161,000, in Los Angeles between $148,000 and $196,000, and in Palo Alto between $171,000 and $227,000, although the actual wage or salary could be lower or higher if the candidate''s education, experience, skills and internal pay alignment are different from those specified. Essential Functions: Understand Needs & Opportunities: Partner with lawyers, clients, and business services to map and evaluate current processes across transactional and finance matters - including deal intake and scoping, due diligence, financing structures, credit agreements, ancillary documentation, signing and closing mechanics, post-closing obligations, and transaction management - with an eye to identifying where process improvement and technology can deliver greater value.
Retail Print Manager The ODP CorpRetail Print ManagerCharlotte, NCAbout The ODP Group: The ODP Group, through its business entities ODP Business Solutions and Office Depot, is a leading provider of products, services, and technology solutions through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by Coworkers assigned to this classification and are not intended to be a complete list of all responsibilities, duties and skills required of Coworkers so classified.