AVP/ Team Leader NFP CorpAVP/ Team LeaderCharlotte, North Carolina$120,000–$150,000 / yearFull timeOwn and strategically grow your own book of high-value Property/Casualty clients, driving retention and expansion through internal collaboration, proactive relationship management, and innovative solutions, while also providing support, guidance and leadership for your team members and their Book of Business. Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
NewBusiness Accountability Specialist - Securities Based Lending Wells Fargo & CoBusiness Accountability Specialist - Securities Based LendingCharlotte, 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. Conduct assessments and analysis of basic business or operational outcomes, systems of record, technical assignments, documentation, procedures, or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment to guide completion of medium risk deliverables.
College to Corporate - Advice The Vanguard GroupCollege to Corporate - AdviceCharlotte, PennsylvaniaVanguard’s College to Corporate Advice Internship Program is an immersive, hands-on experience for high-potential undergrads passionate about becoming Certified Financial Planner professionals and pursuing a career at one of the world’s leading investment firms. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Financial Controller Dingoblu Financial IncFinancial ControllerCharlotte, NCFull timeDomain Expertise We Value Domain Relevant Skills & Tools Financial Systems ERP Setup ( Acumatica, Velixio, Traild , QuickBooks, Dynamics 365 Business Central, Sage), Chart of Accounts, System Integration Tax Planning/Filing Tax planning, optimization and filing Financial Reporting GAAP/IFRS Statements, P&L, Balance Sheet, Cash Flow Statements, Variance Analysis Cash Management Cash Flow Forecasting, Liquidity Planning, Banking Relationships, Working Capital Accounts Payable Vendor Management, Invoice Processing, Payment Runs, Aging Reports, 1099/W-9 Compliance Audit & Compliance External/Internal Audits, SOX Controls, Tax Filings, Regulatory Reporting, Policy Enforcement FP&A Support Budgeting, Forecasting, KPI Dashboards, Management Reporting, Strategic Analysis Education Bachelor’s degree in Accounting, Finance, or a closely related field required. Financial Integrity │ Operational Excellence │ Strategic Partnership Location On-Site │ Charlotte, NC (HQ) Experience Required 7+ Years in Finance / Accounting People Manager Yes (Finance & Accounting Team) Reports To CEO Classification Full-Time, Exempt Department Finance & Accounting About the Role DingoBlu is seeking an experienced and hands-on Controller to build and lead the finance and accounting function from the ground up.
Commercial Lines Select Business Account Manager Hybrid or Remote (E.S.T.) NFP CorpCommercial Lines Select Business Account Manager Hybrid or Remote (E.S.T.)Charlotte, NCRemote$47,000–$70,000 / yearWhen working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
Wealth Planning Consultant, Senior Specialist-2 Vanguard GroupWealth Planning Consultant, Senior Specialist-2Charlotte, NCRemoteAs a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
Ultra High Net Worth Client Case Representative, Senior Associate Vanguard GroupUltra High Net Worth Client Case Representative, Senior AssociateCharlotte, NCIn this inbound phone-based role, you'll be the first point of contact for UHNW clients-providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. Join Vanguard's Advice & Wealth Management Division as an Ultra High Net Worth (UHNW) Client Consultant, where you'll partner closely with Advisors and Relationship Managers to support some of our most valued clients.
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.
NewSenior Wealth Banking Specialist (SAFE) Wells Fargo BankSenior Wealth Banking Specialist (SAFE)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. Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division.
New2026 Intern Conversion - 2027 Wealth & Investment Management Early Career Development Program Wells Fargo Bank2026 Intern Conversion - 2027 Wealth & Investment Management Early Career Development ProgramCharlotte, 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 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.
Software Engineering Senior Manager Wells Fargo & CoSoftware Engineering Senior ManagerCharlotte, 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. Collaborate with, partner with and influence Product Managers/Product Owners to drive user satisfaction, influence technology requirements and priorities in the product roadmap, promote innovative and intelligent solutions, generate corporate value and articulate technical strategy while being a solid advocate of agile and DevOps practices.
Manager, Tax - Private Client FORVIS, LLPManager, Tax - Private ClientCharlotte, NCThe Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Strategy & Operations – Data & Analytics Director Elliott DavisStrategy & Operations – Data & Analytics DirectorCharlotte, 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. In addition to client service responsibilities, this leader will contribute to business development efforts, including identifying opportunities, developing proposals, cultivating client relationships, and expanding Elliott Davis's Data & Analytics offerings.
NewTax Director – Corporate/Commercial AndersenTax Director – Corporate/CommercialCharlotte, North CarolinaThe Requirements: Bachelor’s or Master’s degree required; Accounting, Finance, Economics or related degree preferred; 8+ years of tax experience in public accounting or a comparable professional services environment; Proven ability to develop and retain client relationships independently; a track record of originating new business or growing existing accounts. Foster new client engagements by developing and deepening relationships with business owners, family offices, private-equity-backed portfolio companies, and professional intermediaries — including legal counsel, commercial bankers, and wealth advisors — across the Southeast.
NewTax Senior Manager - Corporate/Commercial AndersenTax Senior Manager - Corporate/CommercialCharlotte, North CarolinaThe Requirements: Bachelor’s or Master’s degree required; Accounting, Finance, Economics or related degree preferred; 8+ years of tax experience in public accounting or a comparable professional services environment; Proven ability to develop and retain client relationships independently; a track record of originating new business or growing existing accounts. Foster new client engagements by developing and deepening relationships with business owners, family offices, private-equity-backed portfolio companies, and professional intermediaries — including legal counsel, commercial bankers, and wealth advisors — across the Southeast.
Incident Manager AssetMark, Inc.Incident ManagerCharlotte, NCIncident Managers are hands-on operators responsible for driving rapid service restoration, resolving issues directly whenever possible, and eliminating recurring problems at their source. You will work across the full technology stack-partnering with engineering, infrastructure, and operations teams-to ensure reliable system performance and a high-quality user experience.
Advisor Licensing Program LPL Financial Holdings IncAdvisor Licensing ProgramFort Mill, SC$22.28–$37.14 / hourThe 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 Planning Consultant Vanguard GroupWealth Planning ConsultantCharlotte, NCAs a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
Service Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience Required Truist Financial CorporationService Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience RequiredCharlotte, 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. Please review the following job description: The National Accounts Manager's primary role is to build solid long lasting commercial client relationships through consistent delivery of dedicated relationship management.
Senior Water Resources Engineer-North Carolina WSP Global IncSenior Water Resources Engineer-North CarolinaCharlotte, NCAny unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service. Strong background using hydrologic and hydraulic modeling and design software such as Open Roads Designer, Microstation/Geopak, Civil 3D, HEC-RAS, HEC-HMS, StormCAD, SWMM, SRH-2D, etc.