Client Portfolio Manager AssetMark, Inc.Client Portfolio ManagerCharlotte, NC$140,000–$155,000 / yearWorking closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams.
Sr Director Treasury Honeywell International IncSr Director TreasuryCharlotte, NCAs a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. You will work closely with the Building and Industrial Automation businesses and promote established financing structures and develop new innovative solutions to meet our customers' needs.
NewInfrastructure Financial & Business Analyst Kforce Inc.Infrastructure Financial & Business AnalystCharlotte, NC$34–$46They do not need to be an engineer, but must be comfortable working with architects, engineers, and technical stakeholders while driving budgeting, forecasting, purchasing, workforce analysis, and strategic reporting initiatives. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Trade Operations Quality Analyst Asset MarkTrade Operations Quality AnalystCharlotte, NC$90,000–$100,000 / yearKnowledge, Skills, Abilities: Practical understanding of trading workflows, including order generation, rebalancing, allocations, model or portfolio data, restrictions, exceptions, and operational controls. The Trade Operations Quality Analyst will use practical knowledge of trading workflows to monitor operational quality, review exceptions, validate expected outcomes, and help improve reporting and controls.
Regulatory Reporting QA Vice President Sumitomo Mitsui Banking CorpRegulatory Reporting QA Vice PresidentCharlotte, NCRegulatory Reporting Quality Assurance (RRQA), within SMBC's Finance Control Oversight (FCO) function, conducts independent risk-based assessments of U.S. regulatory reporting processes to evaluate reporting accuracy, completeness, conformance with regulatory requirements, and effectiveness of related controls. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Equipment Finance Regional Sales Manager Home Trust Banking PartnershipEquipment Finance Regional Sales ManagerCharlotte, NCTargets calling efforts towards both private and publicly owned companies with historically high annual capital expenditures (with annual revenues between $3 million and $100 million) and focuses on direct commercial end-users and financially stable vendors of good quality commercial equipment. HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee.
Treasury Sales Consultant - Specialized Industry - Dealer Truist Financial CorporationTreasury Sales Consultant - Specialized Industry - DealerCharlotte, NC$125,000–$175,000 / yearPlease review the following job description: Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. 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.
Execution Management & Trading Connectivity Manager AssetMark, Inc.Execution Management & Trading Connectivity ManagerCharlotte, NC$110,000–$130,000 / yearThe successful candidate will partner closely with cross-functional leaders to deliver a winning trading solution for clients across an array of venues to improve execution quality and drive down trading costs by building processes that are automated, resilient, and drive productivity. Serve as business owner for EMS, OMS integrations, FIX connectivity, Smart Order Routing, algorithm management, RFQ platforms, broker connectivity, and allocation workflows.
Regulatory Reporting QA Vice President SMBCRegulatory Reporting QA Vice PresidentCharlotte, NCRegulatory Reporting Quality Assurance (RRQA), within SMBC’s Finance Control Oversight (FCO) function, conducts independent risk-based assessments of U.S. regulatory reporting processes to evaluate reporting accuracy, completeness, conformance with regulatory requirements, and effectiveness of related controls. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Director, Adhesion Investment Platform Management Asset MarkDirector, Adhesion Investment Platform ManagementCharlotte, NC$160,000–$180,000 / yearThe 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.
Managing Director - Leveraged Finance Execution Leader Huntington National BankManaging Director - Leveraged Finance Execution LeaderCharlotte, OhioThis team is primarily responsible for the structuring, underwriting, and credit approval execution of debt financings for Huntington’s financial sponsor-backed and corporate clients across the Commercial Bank, including multiple specialty industry verticals within the Corporate, Specialty & Government (“CSG”) group and Middle Market Banking. Partner with Syndicated & Leveraged Finance, Financial Sponsor Coverage, CSG Banking, Middle Market Banking, Credit, and product groups to deliver competitive financing solutions as well as assist in idea generation and other value-added services to our clients and private equity relationships.
Senior Analyst - Accounting and Financial Reporting TIAASenior Analyst - Accounting and Financial ReportingCharlotte, North CarolinaIn 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). • Prepare certain disclosures and schedules within TIAA’s annual statement for the general account (Blue Book) and separate accounts (Green Books) as well as the audited financial statements.
Functional Analyst (Financial Systems) - 3588858 Lighthouse Technology ServicesFunctional Analyst (Financial Systems) - 3588858Charlotte, NC$42–$47 / hourWork directly with business team members, developers, and user community to identify business needs and interpret them as application requirements primarily related to financial budgeting & forecasting. Assist the business with the creation, testing and implementation of budget templates for integration within cloud-based solution (Anaplan no Anaplan experience required).
Financial Crimes Analyst Varo Bank, N.A.Financial Crimes AnalystCharlotte, NCOur FCI supports various AML processes, including transaction monitoring alert/case investigations, Enhanced Due Diligence (EDD) reviews of high-risk customers, information sharing and law enforcement requests, and Suspicious Activity Report (SAR) filings. This role may also include some project based work, collaborating with counterparts in the risk organization, product, fraud operations, and engineering teams, to recommend enhancements, efficiency and process improvements, and refine procedures to ensure risks are appropriately mitigated.
Vice President of Financial Planning & Analysis (FP&A) Ferretti SearchVice President of Financial Planning & Analysis (FP&A)Concord, NCIn addition, this role will partner with highly skilled professionals across the business to drive data-driven decision-making, enhance financial performance, and ensure alignment with overall business objectives. ?????The Vice President of Financial Planning & Analysis (FP&A) role will be responsible for leading, coordinating, and executing the organization’s financial planning, budgeting, forecasting, and strategic analysis functions.
NewSenior Accounting Analyst Jones Lang LaSalle IncSenior Accounting AnalystCharlotte, NCPerform comprehensive account reconciliations including bank reconciliations, cash logs, and balance sheet reconciliations for monthly accounting packages, identifying and resolving discrepancies with supporting documentation. What your day-to-day will look like: Execute cash receipt and payment operations, monitoring daily cash flow activities and ensuring accurate, timely processing of all financial transactions while maintaining vendor relationships.
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.
NewSenior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesCharlotte, NC$112,000–$116,000 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
NewConsultant - Financial Services Sia Partners SASConsultant - Financial ServicesCharlotte, NC$80,000–$99,000 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.
Senior Analyst, Sourcing Analytics Southwest Generation Operating Company, LLC (Inactive)Senior Analyst, Sourcing AnalyticsCharlotte, NCIn this role, you will partner closely with sourcing leads, procurement, finance, and operations to translate analytical insights into prioritized sourcing actions, measurable value capture, and sourcing pipeline prioritization. Our mission is that as North Americas premier independent power generator, we will deliver renewable and reliable power to our customers, opportunities to our employees, sustainable returns to the families who invest in us, and a better world to the next generation.