Business Advisory Banking Relationship Manager First Horizon BankBusiness Advisory Banking Relationship ManagerWinston-Salem, NCResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Domain Advisory Execution Lead City National BankDomain Advisory Execution LeadCharlotte, NCRemote$87,000–$153,000 / yearWork closely with Data Management & Strategy team leads and CDO, lead the data domain model delivery and implementation throughout CNB by collaborating with stakeholders on the roll-out and adoption. 4-7 years of experience with hands-on approach to delivering projects, engaging with stakeholders, presenting data domain solution confidently to partners, managing risks and issues.
Financial Crimes KYC Advisory Vice President Morgan StanleyFinancial Crimes KYC Advisory Vice PresidentSpring Valley, NevadaThis is a Vice President level position within the KYC Advisory Team which tasked with setting KYC policy in coordination with Global Financial Crimes Advisory and Legal colleagues, and implementing KYC control changes and enhancements, working directly with Operations, the Business Unit stakeholders and Firm Technology units where necessary. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Economic Sanctions, Anti-Tax Evasion, Anti-Corruption and Government and Political Activities Compliance programs.
CFO Advisory, Not-for-Profit Manager Cherry Bekaert LLPCFO Advisory, Not-for-Profit ManagerRaleigh, NC$124,700–$179,500 / yearOur industry-focused teams (including Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality; Technology & Life Sciences; and Not-for-Profit) provide tailored, practical solutions grounded in experience, enabling clients to address current challenges while preparing for long-term sustainability and impact. In 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.
CFO Advisory, Associate (Staff) Cherry Bekaert LLPCFO Advisory, Associate (Staff)Charlotte, NC$76,000–$99,000 / 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. Pay Range: Pay from: $76k to $99k About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.
CFO Advisory, Manager (GPS State & Local Gov''''t) Cherry Bekaert LLPCFO Advisory, Manager (GPS State & Local Gov''''t)Raleigh, NC$118,000–$171,000 / 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. What you bring to the role: An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, governmental accounting technical knowledge and leadership skills.
PMO Advisory Consultant Financial Institutions Corporate Real Estate- Non IT Arcadis NVPMO Advisory Consultant Financial Institutions Corporate Real Estate- Non ITCharlotte, NC$105,000–$155,000 / yearThe Program Management Office (PMO) Consultant will be responsible for delivering and selling PMO advisory services, providing expert guidance to clients in the public and private sectors, advising on team structure, systems, procedures, and approaches for managing large capital construction programs. The candidate will advise clients on the setup and operations of Program Management Offices, focusing on team structure, systems, procedures, and effective approaches for managing large capital construction programs.
VP, Financial Crimes Advisory Quantifind, Inc.VP, Financial Crimes AdvisoryNC$200,000–$250,000 / yearThis is a hybrid strategic + execution role combining thought leadership in financial crimes risk management, go-to-market strategy and solution development and direct support of sales pursuits and client engagements. You must have exceptional executive communication and storytelling ability, the ability to bridge business problems and technical solutions, strong commercial acumen, and comfort operating in revenue-driven environments.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence BDO USA PCDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceNC$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
NewVP, Advisory Consulting LPL Financial Holdings IncVP, Advisory ConsultingCharlotte, NC$163,152–$271,920 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Vice President - Senior KYC Advisory Officer Morgan StanleyVice President - Senior KYC Advisory OfficerSpring Valley, Nevada$120,000–$205,000 / yearThis is a Vice President level position within the KYC Advisory Team which tasked with setting KYC policy in coordination with Global Financial Crimes Advisory and Legal colleagues, and implementing KYC control changes and enhancements, working directly with Operations, the Business Unit stakeholders and Firm Technology units where necessary. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Economic Sanctions, Anti-Tax Evasion, Anti-Corruption and Government and Political Activities Compliance programs.
Senior Consultant, Business Tax Advisory | Real Estate Solutions FTI Consulting IncSenior Consultant, Business Tax Advisory | Real Estate SolutionsCharlotte, NCWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Director, Business Tax Advisory | Real Estate Solutions FTI Consulting IncDirector, Business Tax Advisory | Real Estate SolutionsNCWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
NewSenior Relationship Manager – Global Commercial Banking - Sports Finance & Advisory (Charlotte) Bank of AmericaSenior Relationship Manager – Global Commercial Banking - Sports Finance & Advisory (Charlotte)Charlotte, North CarolinaCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Capital Markets, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists including Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. The team brings its industry specialization, expertise and innovative solutions to support the financial needs of sports leagues, organizations and associations, teams, facilities such as stadiums and arenas, select sports-centric media entities, and other select content-based and related peripheral companies competing in and supporting the sports industry.
Advisory Services Associate Social Capital Resources LLCAdvisory Services AssociateCornel, NCRapidly growing Charlotte-based Registered Investment Advisor seeking Advisory Operations Associates to join the team! Assist with client account openings and closures, account updates, and cash contribution or distribution requests.
WM Field Compliance Advisory Coverage Specialist Morgan StanleyWM Field Compliance Advisory Coverage SpecialistSpring Valley, Nevadagifts, non-cash compensation, outside business activities, trading, etc.); > Ability to challenge the Business where there is a potential for regulatory or reputational risk; > The ideal candidate will be proactive, have strong verbal and written communications skills, and the ability to prioritize and handle multiple tasks in a fast-paced environment; > Ability to analyze data and identify and escalate key trends, patterns, and root causes; > Ability to work within a team and act independently; > Excellent judgment and the ability to be discreet in all matters; > Bachelor's Degree required; > Working Knowledge of Tableau Analytics Software and Dashboard Maintenance and Creation; > Preference for FINRA SIE, Series 7, 9/10, 24, and/or 65/66. > Minimum 6+ years relevant experience; > A strong understanding of SEC and FINRA regulations, with a particular focus on sales practice and suitability concerns involving retail products in brokerage and advisory accounts; > Knowledge of various products, including, Futures, Annuities, Structured Investments, Alternative Investments, Exchange-Traded Products, Fixed Income, Equities, Options, Unit Investment Trusts, and Mutual Funds; > Understanding of conflicts of interest and business practices typically associated with a broker-dealer (e.g.
NewInternal Advisory Consultant LPL Financial Holdings IncInternal Advisory ConsultantCharlotte, NC$67,671–$112,785 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Vice President, Advisory Billing, Performance & Data Reconciliation LPL Financial Holdings IncVice President, Advisory Billing, Performance & Data ReconciliationCharlotte, NC$115,051–$191,683 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewAVP, Advisory Consulting LPL FinancialAVP, Advisory ConsultingCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCWhat you haveRequired QualificationsClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Additional RequirementsBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
AVP, Corporate Transformation Advisory Delivery Manager (REMOTE) Arch Capital GroupAVP, Corporate Transformation Advisory Delivery Manager (REMOTE)Raleigh, North CarolinaRemoteCoach senior leaders to be effective in their roles as sponsors; and coach leaders at all levels on their role to support and sustain continuous improvement in their area including their own management practices and routines. Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs.
Advisory Manager Modera Wealth ManagementAdvisory ManagerCharlotte, North CarolinaFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management T.Y. Lin International Group LtdAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementCharlotte, NC$168,000–$247,000 / yearServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin's market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin's integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
NewAdvisory Senior Associate Frazier & DeeterAdvisory Senior AssociateCharlotte, NCJob Summary: The Advisory Senior Associate will be responsible for leading the day-to-day execution and delivery of a range of projects focused on SOC examinations and reporting, IT internal audit and advisory, IT governance and risk assessment, system implementation reviews, Sarbanes-Oxley compliance, PCI, and information security. Join Frazier & Deeter and be a part of a rapidly growing top 50 accounting & advisory firm that has been repeatedly named a best firm to work for, a best firm for women and a pacesetter firm among U.S. accounting firms.
M&A Tax Advisory, Senior Associate Elliott DavisM&A Tax Advisory, Senior AssociateCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses.
NewCybersecurity Architect Advisory Consultant Huntington Bancshares IncCybersecurity Architect Advisory ConsultantCharlotte, NC$70,000–$140,000 / yearPreferred Qualifications: Extensive knowledge of traditional security controls and technologies, such as: Security Information and Event Management (SIEM) systems, intrusion detection/prevention systems (IDS/IPS), public key infrastructure (PKI), identity and access management (IDAM) systems, antivirus and firewalls, in addition to newer offerings such as endpoint detection and response (EDR), threat intelligence platforms, security automation and orchestration, deception technologies and application controls. The Cybersecurity Architect Advisory Consultant works closely with many diverse and dynamic teams, including, but not limited to, security engineering, IT infrastructure, application development, security operations, security audit and end users.
Senior Associate, Transaction Advisory FORVIS, LLPSenior Associate, Transaction AdvisoryCharlotte, NCForvis 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. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Healthcare Transaction Advisory Manager Elliott DavisHealthcare Transaction Advisory ManagerCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis, LLC’s Healthcare Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers.
Senior- Transaction Advisory Vaco LLCSenior- Transaction AdvisoryCharlotte, NC$100,000–$120,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Finance & Accounting Manager – Data Centers / Advisory ABBFinance & Accounting Manager – Data Centers / AdvisoryCary, North CarolinaRemoteCandidates should bring a mix of accounting, finance, mergers & acquisitions, P&L ownership/support, and/or controllership experiences in order to best serve the stakeholders in this position and be able to assist in capitalizing upon a growing market. Serving as a key partner for the local Operations P&L Manager of the Electrification Services division, the Finance & Accounting Manager for Data Centers and Advisory will be a vital member of its finance team in the United States.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist BankChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Charlotte, North CarolinaRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Staff II Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Staff II Consultant - Grants Management (Government Sector Services Advisory)NCEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Raleigh, NCRemoteAbout our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Advisory Consultant (Big 4 External Audit) Supplied TalentAdvisory Consultant (Big 4 External Audit)Charlotte, NCThis role is specifically designed for current or former Big 4 external auditors with strong technical accounting experience and a background working with complex, publicly traded or large privately held organizations. A leading professional services organization is seeking experienced Big 4 auditors to join a client-facing advisory team serving Fortune 1000 and large private equity-backed companies.
Advisory Solutions Consultant SailPoint IncAdvisory Solutions ConsultantNC$116,900–$197,083.60 / yearSailPoint maintains broad salary ranges for its roles to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect SailPoint's differing products, industries, and lines of business. By harnessing the power of AI and machine learning, SailPoint automates and streamlines the complexity of delivering the right access to the right identities and technology resources at the right time.
M&A Tax Advisory, Senior Manager Elliott DavisM&A Tax Advisory, Senior ManagerCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. This role is highly visible and client-facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecycle—from kickoff through deal close.
Service Delivery Consult (GHR) - Global Mobility Advisory Bank of America CorpService Delivery Consult (GHR) - Global Mobility AdvisoryCharlotte, NCProficient with Microsoft office products (Outlook, Excel, PowerPoint, Co-Pilot)Skills:Analytical ThinkingCritical ThinkingDecision MakingProcess ManagementInfluenceProblem SolvingQuality AssuranceStrategic ThinkingBusiness Process AnalysisData GovernanceExternal Resource ManagementPolicies, Procedures, and Guidelines ManagementShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acts with a sense of urgency and drives issues through completion with a positive attitudeAttention to detail with strong analytical capabilitiesA team player who thinks and acts cross-functionsA problem solver with a "can do" attitude, consultative approach and client service mentalityHighly organized and numerate and is comfortable with high-volume/ fast-paced transactions.
M&A Tax Advisory, Senior Associate Elliott Davis, LLCM&A Tax Advisory, Senior AssociateCharlotte, NCResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses.
Healthcare Transaction Advisory Senior Manager Elliott Davis, LLCHealthcare Transaction Advisory Senior ManagerCharlotte, NCLead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers • Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis • Develop an understanding of the client's business, recognize and evaluate key performance drivers, operational trends and developments of target companies • Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations • Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports • Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery • Create a collaborative team environment, motivate, and develop team through communication and actions • Lead and participate in people development and business development efforts • Provide timely, high quality client service that meets or exceeds expectations • Lead conversations with teams, clients and stakeholders to build trust • Identify performance improvement opportunities and recommend creative solutions to complex issues • Be growth motivated, own client relationships and oversee engagement economics and management of resources • Collaborate with other Elliott Davis team members • Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice. Here are some of the ways our work works for your life, your growth, and your well-being: • Generous time away and paid firm holidays, including the week between Christmas and New Year's • Flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • First-class health and wellness benefits, including wellness coaching and mental health counseling • One-on-one professional coaching • Leadership and career development programs • Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally.
Tax & Advisory Manager TruelineTax & Advisory ManagerRaleigh, NC$120,000–$140,000 / yearYou'll lead complex tax planning and advisory engagements, mentor a talented team, build lasting client relationships, and step into a clear path toward firm ownership within 3-5 years. A well-established and growing public accounting firm is seeking a Tax & Advisory Manager to join their team in the Raleigh, NC area.
NewPrivate Client Banker: Wealth Advisory & Growth FairygodbossPrivate Client Banker: Wealth Advisory & GrowthCharlotte, NCFairygodboss is seeking a Private Client Banker in Charlotte, North Carolina to manage affluent client relationships while providing tailored banking advice. The role includes generating growth through client acquisition and utilizing a relationship-oriented approach.
M&A Tax Advisory, Senior Manager Elliott Davis, LLCM&A Tax Advisory, Senior ManagerCharlotte, NCResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. This role is highly visible and client-facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecyclefrom kickoff through deal close.
Advisory Revenue Accounting Manager Vaco LLCAdvisory Revenue Accounting ManagerCharlotte, NC$115,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCWhat You HaveRequired QualificationsClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Additional RequirementsBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire.
Business Advisory Banking Relationship Manager First Horizon CorpBusiness Advisory Banking Relationship ManagerWinston-Salem, NCResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Treasury Advisory Manager/ Senior Manager Accenture PlcTreasury Advisory Manager/ Senior ManagerCharlotte, NCAs a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. Our Treasury Advisory team works closely with leading banks, insurers, fintechs, payments organizations, and capital markets clients to solve complex treasury and finance challenges while helping shape the future of treasury transformation.
NewAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management Global Infrastructure PartnersAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementCharlotte, NC$168,000–$247,000 / yearServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin's market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin's integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr Manager, Wealth Advisor - Schwab Wealth AdvisoryCharlotte, NCAdditional RequirementsCFP® designation or CFA® designationBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employmentActive FINRA Series 66 license (or equivalent)May be obtained within the first 120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you haveClient Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Advisory Specialist Internal Sales in Investment Management Field Horizon InvestmentsAdvisory Specialist Internal Sales in Investment Management FieldCharlotte, NC$80,000–$100,000 / yearFull timeThe Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.
Manager- Accounting Advisory Centri Business ConsultingManager- Accounting AdvisoryRaleigh, NCAs a leader of the firm, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. From complex technical accounting transactions to monthly financial reporting , our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.