- Comerica (Charlotte, NC)
- Advisor Solutions Due Diligence Manager The Advisor Solutions Due Diligence Manager ("Manager") is responsible for managing a team of ... maintaining records of any exceptions to programs, completing initial and annual due diligence questionnaires/packets across 140+ Partner firms and Registered… more
- Hart & Hickman (Charlotte, NC)
- …to the next level? Hart & Hickman, PC (H&H) is seeking a skilled Environmental Due Diligence Professional to join our team. We're dedicated to fostering an ... showcase your technical skills while developing as a trusted advisor for our clients. You will work closely with...and Phase II Environmental Site Assessments (ESA) and related due diligence activities. - A degree in… more
- Huntington National Bank (Charlotte, NC)
- …and/or Mergers and Acquisitions (M&A) by leading cross-functional teams through all due diligence , implementation planning and delivery. The role reports to ... organization. Duties and Responsibilities: + Coordinates, drives and monitors the due diligence , implementation planning and Implementation execution of Ventures… more
- Bank of America (Charlotte, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job ... During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide...* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term… more
- Bank of America (Belmont, NC)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Belmont Financial Center Belmont, North Carolina **Job Description:** At Bank of ... impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate...of learnings and new information + Applies relevant regulatory due diligence in daily activities and creating… more
- PNC (Charlotte, NC)
- …Contribution Plan clients. You will be responsible for coordinating ongoing investment due diligence processes for our FIS Investment platform, updating internal ... and communications to the Retirement Plan Advisors. Preferred experience/skills: *Investment due diligence *Experience with attribution analysis to prepare… more
- Bank of America (Charlotte, NC)
- …Guidelines Management + Regulatory Relations + Active Listening + Decision Making + Due Diligence + Leadership Development + Oral Communications **Shift:** 1st ... Services Advisors (FSA), Banking Financial Advisors (BFA), & Corporate Financial Solutions Advisors (CFSA) in the Merrill Edge platform. This platform within… more
- Deloitte (Charlotte, NC)
- …multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence . + Managing engagement profitability, billings to clients, ... a greater impact on organizations by combining tax consulting solutions and innovative technology, then this may be the...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Equitable (Charlotte, NC)
- …of the Product Manager include: + Responsible for the initial and ongoing due diligence of complex products including but not limited to alternative ... projects and initiatives + Participate in the planning and execution of firm advisor conferences + Create communications in relation to various products lines and… more
- TIAA (Charlotte, NC)
- …Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence , Financial Markets, Market/Industry Dynamics, Practice ... Supported with a robust array of resources and solutions , The Wealth Management Advisory Consultant is part...5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional retirement plans +… more
- Deloitte (Charlotte, NC)
- …property tax. + Analyze property tax considerations/impacts related to business restructuring or due diligence projects such as real estate transfer tax. + ... Multistate Tax Services group, you will identify effective tax solutions for new and existing clients in various industry...meet those needs. + Acting as a trusted business advisor to clients on a variety of property tax… more