NewEHS Manager JobotEHS ManagerSmithfield, NC$110,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Rather than simply maintaining compliance, the organization is looking for a hands-on EHS leader who enjoys being on the manufacturing floor, engaging employees, identifying opportunities for improvement, and driving a proactive safety culture.
Manager, Sales Growth and Partnerships Steele Rubber ProductsManager, Sales Growth and PartnershipsDenver, NCFull timeAs we continue to grow, we are seeking a Manager of Sales Growth & Partnerships to help expand our market presence, strengthen customer relationships, and contribute to the future growth of our sales organization. For more than 65 years, Steele Rubber Products has been a trusted supplier of premium weatherstripping, seals, and rubber components to customers across the automotive restoration, RV, and marine industries.
NewEngineering Project Manager JobotEngineering Project ManagerCharlotte, NC$140,000–$165,000 / yearThe Regional Engineering Projects Manager leads the planning, execution, and delivery of capital and engineering projects across multiple manufacturing sites within the assigned region. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Banking Center Manager First Horizon BankBanking Center ManagerLenoir, NCHeadquartered 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. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Banking Center Manager II First Horizon BankBanking Center Manager IIDurham, NCHeadquartered 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. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
IT Program Manager - Delivery Lead BC ForwardIT Program Manager - Delivery LeadCharlotte, NC$64–$64.52 / hourFull timeThe ideal candidate will have strong experience in portfolio financial management, delivery governance, and cross-team coordination and a proven ability to lead end-to-end financial operations, enhance tooling and reporting, and improve forecasting and chargeback models. We are seeking an experienced IT Program Manager - Delivery Lead to drive financial stewardship and delivery operations across a portfolio of products within Financial Operations.
Commercial Relationship Manager Senior First Horizon BankCommercial Relationship Manager SeniorCharlotte, NCHeadquartered 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. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 10+ years of experience or equivalent combination of education and experience.
Banking Center Manager III First Horizon BankBanking Center Manager IIIHickory, NCHeadquartered 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. - Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities.
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.
NewPrincipal IT Product Manager (Epic, Mental Health & Wellness) Kaiser PermanentePrincipal IT Product Manager (Epic, Mental Health & Wellness)Greensboro, NC$147,900Defines and drives product strategy and vision, and develops product roadmaps from ideation to launch for complex or high impact products by making decisions on new products or enhancements to bring to market; evaluating potential business process changes, system impacts, and flow concepts to determine the viability of implementing desired enhancements; providing an end-to-end holistic view of how specific business processes and internal system configurations impact the user experience; leading the development of business cases for new products, improvements to existing products, and/or business ventures; defining, managing, and avoiding technical debt as appropriate; leading the development of product enhancements based on validated learnings; ensuring documentation clearly communicates customer/stakeholder needs to the product team; and working with team members to clarify features and requirements as necessary. This role is also responsible for leading and driving internal and external discovery for new and existing products, identifying best in class marketplace innovation, driving prototyping and validation with end users, ensuring learnings are funneled to product roadmaps, overseeing efforts to track outcomes and key performance indicators, and leading and overseeing product team members to solve user problems on complex or high impact issues.
Director of Equities First Horizon BankDirector of EquitiesCharlotte, NCHeadquartered 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. The incumbent will possess the knowledge, experience and capability to analyze and manage complex investment portfolios with a focus on equity securities and experience with liquid alternative investments.
Privately Held Investments Manager Truist Financial CorpPrivately Held Investments ManagerCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Lead Product Manager - Alternative Investments Wells Fargo & CoLead Product Manager - Alternative InvestmentsCHARLOTTE, 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. Required Qualifications: 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Alternative Investments, Product Manager TIAAAlternative Investments, Product ManagerCharlotte, New YorkCommercial Mindset, Consultative Communication, Continuous Improvement Mindset, Investment Strategy Acumen, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Performance/Improvement Monitoring, Research Synthesization, Technical Writing. Creates strategic product plans that evaluate and refine alternative investment vehicles, including Collective Investment Trusts (CITs) and other relevant structures, based on financial, regulatory, operational, and market considerations; plans will include implementation, marketing, and sales components.
Investment Portfolio Manager TRC Talent SolutionsInvestment Portfolio ManagerGreensboro, NCTo be considered an ideal candidate the following requirements would be preferred:· Bachelor’s degree in finance, business administration, economics or related field· 3+ years of private asset management experience or trust investments· Excellent financial, mathematical and statistical skills; can work with complex database and/or quantitative tools.· At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
Investment Accounting Manager Vaco LLCInvestment Accounting ManagerRaleigh, NC$120,000–$155,000Determining 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.
Privately Held Investments Manager Truist BankPrivately Held Investments ManagerCharlotte, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerNC$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
NewFinance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerRaleigh, NC$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Alternative Investments, Product Manager Teachers Insurance and Annuity Association of America (TIAA)Alternative Investments, Product ManagerCharlotte, NC$162,000–$205,000 / yearCommercial Mindset, Consultative Communication, Continuous Improvement Mindset, Investment Strategy Acumen, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Design, Product Development, Product Management, Product Opportunity Assessment, Product Performance/Improvement Monitoring, Research Synthesization, Technical Writing. Creates strategic product plans that evaluate and refine alternative investment vehicles, including Collective Investment Trusts (CITs) and other relevant structures, based on financial, regulatory, operational, and market considerations; plans will include implementation, marketing, and sales components.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningCharlotte, NCRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Investment Banking Manager Accenture PlcInvestment Banking ManagerRaleigh, NCSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
NewInstitutional Investment Operations Manager - Derivative Confirmations Wells Fargo & CoInstitutional Investment Operations Manager - Derivative ConfirmationsCHARLOTTE, 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. They 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.
Wealth and Investment Premier Portfolio Manager - Sr. Huntington Bancshares IncWealth and Investment Premier Portfolio Manager - Sr.Charlotte, NCSummary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
NewEmployee Banking & Investments - Performance Manager Bank of AmericaEmployee Banking & Investments - Performance ManagerCharlotte, North CarolinaUS - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Naperville - 1301 E Ogden Ave - NAPERVILLE NORTH BC (IL4347), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NV - Reno - 5370 Kietzke Ln - NevDex Office Park (NV9902), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - WA - Seattle - 401 Union St - Rainier Square (WA1510). PM is responsible to improve sales force effectiveness and productivity by coaching ML's on using talent analytics, top talent retention and partner integration (for example, a PM will analyze a ML's market and identify skill/performance gaps and recommend actions steps/share best practices on how to solve the issue).
Manager - AI Assisted Process, Risks & Controls Transformation - Investment Management Deloitte Touche Tohmatsu LtdManager - AI Assisted Process, Risks & Controls Transformation - Investment ManagementNC$144,600–$265,100 / yearSupport clients in designing and implementing AI-enabled governance across the process, risk and control lifecycle including regulatory and compliance impact assessment, process modeling and risk and control mapping, risk identification, control review, testing and enhancement, and issue management and reporting. Support the development and operationalization of model risk management (MRM) practices for AI and traditional models across the model lifecycle (development, testing/validation, deployment, monitoring), including clearer roles, accountability, and control environment expectations.
Audit Manager - Alternative Investments Elliott Davis, LLCAudit Manager - Alternative InvestmentsCharlotte, 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. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Investment Accounting Manager - Nuveen Private Funds Finance Teachers Insurance and Annuity Association of America (TIAA)Investment Accounting Manager - Nuveen Private Funds FinanceNC$88,900–$145,000 / 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). Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance).
Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementRaleigh, NC$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Private Wealth Management Director of Investments Morgan StanleyPrivate Wealth Management Director of InvestmentsCharlotte, NCThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewWealth Investment Support Specialist I Truist Financial CorpWealth Investment Support Specialist ICharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Entry Level / 1 - 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist Financial CorpWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
NewInvestment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyWilmington, North CarolinaThis opportunity is ideal for an attorney interested in working with private equity funds, venture capital funds, hedge funds, family offices, investment managers, and institutional investors on sophisticated fund formation and investment management matters. • Experience with private fund formation, investment management, private equity funds, venture funds, or alternative investment vehicles strongly preferred.
Wealth Investment Support Specialist II (Greensboro, NC.) Truist BankWealth Investment Support Specialist II (Greensboro, NC.)Greensboro, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 1. 3-5+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorCharlotte, NC$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinNC$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
2027 Wealth & Investment Management Summer Internship - Early Careers Wells Fargo & Co2027 Wealth & Investment Management Summer Internship - Early CareersCharlotte, 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. The group enables success at scale by providing field leadership, sales support, recruiting, platform enablement, and supervisory coordination to help advisors and teams effectively acquire, onboard, serve, and retain clients.
Director, Adhesion Investment Program Management AssetMark, Inc.Director, Adhesion Investment Program ManagementCharlotte, NC$160,000–$180,000 / yearPosition Summary: Reporting to the Senior Vice President, Head of Investment Products, the Director, Investment Program Management leads a team responsible for providing life-cycle product management and driving the AUM and revenue growth by expanding the reach and scalability of Adhesion model marketplace. Required Qualifications, Capabilities And Skills: Requires 10+ years of experience in financial services; must have product development experience in asset management and/or investment platform, with a proven track record of driving commercial outcomes through new products and partnerships.
Investment Analyst Martello ReInvestment AnalystCharlotte, North CarolinaPortfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of various annuity, pension, life insurance liabilities, and other new business opportunities. Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives.
Investment Analytics & Reporting Associate Martello Re LtdInvestment Analytics & Reporting AssociateCharlotte, NCThe Associate will collaborate cross-functionally with Actuarial, Finance, and Risk to optimize investment insights, support key enterprise objectives, and build scalable, reliable systems and reporting tools for managing a complex, multi-asset insurance portfolio. Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members.
Investment Analytics & Reporting Associate Martello ReInvestment Analytics & Reporting AssociateCharlotte, North CarolinaExcellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members. Martello Re welcomes applications for remote roles from candidates based in the Eastern United States—specifically in states where we currently support a remote work model—or from those located within a reasonable commuting distance of our Charlotte office.
Senior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management) Wells Fargo & CoSenior Counsel - Mutual & Private Fund Distribution (Wealth & Investment Management)Charlotte, NC$139,000–$260,000 / yearThey 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. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
Senior Counsel – Mutual & Private Fund Distribution (Wealth & Investment Management) Wells Fargo BankSenior Counsel – Mutual & Private Fund Distribution (Wealth & Investment Management)Charlotte, 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. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
Investment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingCharlotte, NC$100,000–$180,000 / yearThis role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
Director, Adhesion Investment Platform Management AssetMark Financial HoldingsDirector, Adhesion Investment Platform ManagementCharlotte, North CarolinaThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms’ long‑term growth objectives.
Investment Grade Credit Analyst - Associate Director (Financials) BaringsInvestment Grade Credit Analyst - Associate Director (Financials)Charlotte, North CarolinaWe recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment.
Investment Grade Credit Analyst - Associate Director (Financials) Barings LLCInvestment Grade Credit Analyst - Associate Director (Financials)Charlotte, NCWe recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. Individual security analysis, including capital structure and indenture analysis, cash flow and liquidity analysis and total return and relative value assessment.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVCharlotte, NC$100,000–$180,000 / yearWe are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementNC$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).
NewReal Estate Investment Accountant Accenture PlcReal Estate Investment AccountantCharlotte, NCThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.