NewSenior Financial Analyst - Strategic Analytics (Charlotte, NC - Hybrid) Compass Group USA IncSenior Financial Analyst - Strategic Analytics (Charlotte, NC - Hybrid)Charlotte, NCPartner across Compass Group with Benefits and Compensation, Risk Management, Legal, Labor Relations, Corporate Accounting, Financial Planning, Payroll, and sector financial leadership, building relationships and visibility throughout the organization. The role identifies key trends, financial risks, and opportunities to improve fringe recovery and overall financial performance and serves as a trusted financial resource on fringe matters.
SR. Financial Analyst (Hybrid) Compass Group USA IncSR. Financial Analyst (Hybrid)Charlotte, NCAs the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. We have over 284,000 US associates who work in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50 states.
Financial Due Diligence Director Grant Thornton LLPFinancial Due Diligence DirectorCharlotte, NC$223,514–$289,172 / yearAs a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions - all with the resources, environment, and support to help you excel. Placement within the pay range is at Grant Thornton's discretion, and it is based on multiple factors, including but not limited to, job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity.
Partner, Assurance Services | Financial Services (Broker-Dealer) AprioPartner, Assurance Services | Financial Services (Broker-Dealer)Charlotte, NCAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
NewNew Grad 2027 – Foundational Analyst Rotational Program (FAR) – Corporate Finance LPL FinancialNew Grad 2027 – Foundational Analyst Rotational Program (FAR) – Corporate FinanceCharlotte, 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.
Wealth Advisor III Truist Financial CorporationWealth Advisor IIICharlotte, NCEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
Wealth Advisor III Truist BankWealth Advisor IIICharlotte, North CarolinaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Deals Services - Manager, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Manager, Strategic Finance And Fp&A, Advanced Decision ModelingCharlotte, NC$112,100–$225,500 / yearThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
NewSenior Finance Analyst- CIB Markets Wells Fargo BankSenior Finance Analyst- CIB MarketsCharlotte, 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.
NewNew Grad 2027 – Foundational Analyst Rotational Program (FAR) - Risk, Operations, & Compliance LPL FinancialNew Grad 2027 – Foundational Analyst Rotational Program (FAR) - Risk, Operations, & ComplianceCharlotte, 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.
Investment Banking Analyst Robert W. Baird & Co. IncorporatedInvestment Banking AnalystCharlotte, NCUse AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.
Senior Associate or Vice President - Asset Backed Finance Fifth Third BankSenior Associate or Vice President - Asset Backed FinanceCharlotte, New York$82,100–$172,500 / yearGENERAL FUNCTION: Client-facing deal execution role (Senior Associate / VP), part of deal team working on asset securitization transactions focusing on both Consumer (auto, card, unsecured, and home improvement) and Commercial (aviation, rail, container, and equipment, esoteric, and digital infrastructure, amongst other) asset classes. Successful candidates will demonstrate a higher degree of proficiency (typically from 5–7 years of practical experience or advanced academic exposure) across the following areas: Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.
Regulatory Policy Manager Truist BankRegulatory Policy 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. The Manager will ensure compliance with evolving regulatory frameworks, support internal control programs (SOX, FDICIA), and provide fully informed guidance to leaders across Finance, Risk, and Business Units.
Vice President, Equity Research, Wealth Management Solutions Ameriprise FinancialVice President, Equity Research, Wealth Management SolutionsCharlotte, NC$196,700–$270,000 / yearIn this highly visible leadership role, you will shape research strategy, develop a high-performing team of analysts, and ensure investment insights directly influence portfolio construction, security selection, and advisor guidance. Experience within asset management, investment advisory, separately managed account, institutional investment, or equity research environments; experience supporting portfolio implementation structures is preferred.
Investment Strategist – Platform Distribution Allspring Global Investments Holdings, LLCInvestment Strategist – Platform DistributionCharlotte, North Carolina$130,000–$170,000 / yearFull timeOverview: Sales and relationship management role focused on growing Allspring’s presence and market share within intermediary and wealth management organizations through engagement with manager research and discretionary portfolio management teams (“professional buyers”). In 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 bonus programs, or other annual or non-annual incentive or sales plans.).
Partner- Bankruptcy And Restructuring EisnerAmperPartner- Bankruptcy And RestructuringCharlotte, NC$300,000–$500,000 / yearWhat Work You Will be Responsible For: Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees. About our Financial Advisory Services (FAS) Team: The EisnerAmper Financial Advisory Services team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations.
Portfolio Strategist Horizon InvestmentsPortfolio StrategistCharlotte, NCFull timeThe Portfolio Strategist will communicate with clients on behalf of the Investment Management team, translate complex investment views into clear and actionable insights, integrate Horizon strategies into customized portfolios, and advocate internally for the interests of consulting clients. Required Education and Experience Bachelor's Degree with a business, math, finance or economics or similar emphasisCFA Designation Preferred Education and ExperienceA strong knowledge of asset allocation modeling and economic analysis is highly beneficial.
Commercial Analyst Abacus Group LLCCommercial AnalystCharlotte, NCGTM Finance & Billing Special Projects Lead cross-functional commercial and operational projects that support GTM execution where ownership or bandwidth may be limited Partner with GTM leadership to improve quote-to-cash workflows, pricing governance, SKU structures, bundling logic, and discount guardrails Diagnose and resolve recurring billing and invoicing challenges impacting renewals, expansions, and client satisfaction Build scalable self-service tools and commercial resources for Sales and GTM teams Drive targeted system and process enhancements across CRM, CPQ, PSA, ERP, and billing platforms. Sales Enablement & Deal Acceleration: Enable Sales and Solution Architects with intuitive pricing tools, calculators, and commercial guardrails Support complex deal structuring for enterprise, multi-location, and highly customized client environments Improve speed, accuracy, and consistency of the quoting process to accelerate revenue growth Support high-urgency and complex deal scenarios, including incident response, security events, and enterprise transformation initiatives Serve as a trusted advisor to leadership on pricing strategy, commercial risk, and profitability considerations.
Analyst, Advisor M&A LPL FinancialAnalyst, Advisor M&ACharlotte, 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.
Senior Analyst, Business Management LPL Financial ServicesSenior Analyst, Business ManagementFort Mill, SC$72,100–$120,201 / 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.