28 financial advisor jobs found in Charlotte

Ameriprise Financial The Experienced Advisor Recruiting (EAR) Sourcing Specialist will play a critical role by engaging top-tier financial advisors to join Ameriprise Financial. This individual focuses on proactive outreach to experienced advisors within an assigned territory to set appointments for local Recruiting Directors and Field Leaders. The ideal candidate is a growth-oriented individual that has sales experience (in any industry) and wants to get started in financial services. We offer a training program, a clearly defined development path for career advancement, and opportunity to obtain your securities licenses - all designed to support your long-term success and professional growth. Key Responsibilities: Proactively contact financial advisors within your assigned territory to schedule meetings with our recruiters. Partner with internal recruiters, corporate partners, and field leaders to align sourcing efforts with business needs and hiring goals....

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Senior-level officer and leading technical accounting subject matter expert responsible for effectively communicating and ensuring the enterprise's proper understanding and appropriate implementation of...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Solution Architect is accountable for ensuring that solution designs support sound financial accounting practices,accuratefinancial reporting, and audit-ready outcomes.The Solution Architect is the senior functional and technical authority for Microsoft Dynamics 365 Finance and Supply Chain implementations. This role owns solution design frompre-salesthrough delivery, ensures alignment to client business outcomes, and leads consultants through successful execution. The Solution Architect acts as a trusted advisor to client stakeholders, partners closely with Program Managers, and ensures solutions are scalable, supportable, and aligned with Arctic IT best practices. Responsibilities: ESSENTIAL FUNCTIONS: Solution Ownership Own end to end solution design for Dynamics 365 F&SCM implementations Translate business requirements into scalable functional and technical designs Align thesolution...

Ameriprise Financial This role supports the development and maintenance of assigned financial products by conducting detailed research on industry and competitor trends. The position involves analyzing data to make recommendations that improve product features, services, marketing strategies, and operational processes. The Senior Product Specialist will collaborate across multiple teams to execute product initiatives and enhance client and advisor experiences. Your contributions will help shape innovative solutions and ensure competitive positioning in the marketplace. Key Responsibilities Conduct in-depth research and analysis of industry and competitor trends to identify opportunities for product improvement. Make data-driven recommendations to enhance product features, service quality, marketing strategies, and operational processes. Create, maintain, and modify analytical tools to support product research and decision-making. Collaborate with internal...

Logitech Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way. The Team and Role: Logitech is seeking a highly motivated and experienced Sr. Tax Analyst, Transfer Pricing (TP) advisor to join our dynamic tax team. This role is a key position within our Tax department and requires the ability to work collaboratively across functional teams within tax and outside of the tax department. The role will focus on a variety of projects extending from operational and compliance, to advisory, planning, and audit defense. The role will also develop strategies and provide guidance on TP tax technology initiatives including the use of Artificial Intelligence. You will be responsible for ensuring our intercompany transactions across various jurisdictions are compliant with local and international tax regulations, including the OECD Guidelines. Your Contribution: Be Yourself. Be...

Apex Systems, Inc. Job#: 3015397 Job Description: Issue Management Executes oversight & support of issue health across the FCRM & LOB flagged issue portfolios In this role, you will: *Act as an advisor to leadership to develop or influence clear root cause analysis and development of complex issues through a formalized issue management process as well as clear objectives, plans, and success criteria for corrective actions across compliance groups and functions. *Implement and maintain effective and sustainable issue management processes related to the financial crimes program that complies with all applicable laws, regulations, and regulatory expectations including Bank Secrecy Act, Anti-Money Laundering, Counter-Terrorist Financing, and Global Sanctions. *Evaluate the scope and long-term impact and consequences of strategic business decisions and recommend appropriate alternatives for risk management. *Lead investigative research, root cause examination,...

Ameriprise Financial This role will lead the Ameriprise Bank Deposit Products group. Ameriprise Bank is a fully digital bank that launched in 2019. It is a fast-growing start-up within Ameriprise Financial. We are seeking a strong and experienced banking industry leader to independently lead deposit products. In this role, you will lead complex product development projects and initiatives and be responsible for the successful launch and marketing of new products. Scope of development includes product features, service, sales, vendor relationships, marketing materials, processes, policies, and procedures. You will also be responsible for representing the deposit product group in the business and with key business partners. This role may be located in Charlotte, NC or Minneapolis, MN. Key Responsibilities: Ability to independently lead large scale cross-functional product development projects and drive results Operate at both strategic and tactical levels to lead and...

Moody's At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into...

Doyon Management Services Overview: Doyon Management Services (DMS) provides Design-Build and General Construction Services on demolition, new construction, renovations, repairs, and civil projects at government-owned facilities and military installations. The construction Project Manager is responsible for project management and estimating on complex government construction projects. They strategize, lead, and coordinate activities in alignment with company policies, procedures, and governmental regulations. Additionally, they supervise numerous construction projects across various locations. ESSENTIAL FUNCTIONS: Project manage multiple construction projects simultaneously Lead high-performance teams through supervision, training, coaching, and mentoring, ensuring regular feedback and timely performance appraisals Manage and develop assigned staff toward maximum job performance and career potential Cultivate and strengthen assigned client relationships,...

Ameriprise Financial This role leads global compensation operations, ensuring effective administration of annual programs, policies, and processes. It oversees compensation data, analytics, and reporting, driving insights that support strategic decision-making. The position collaborates closely with HR partners and external vendors to ensure accurate execution, compliance, and service quality. It includes managing and developing a team through coaching, delegation, and performance feedback. Additionally, the role contributes to enterprise-wide projects and leads communication and training efforts related to compensation programs. Responsibilities: Operate in a strong player/coach capacity overseeing the global compensation operations function, including responsibility for the effective administration of annual compensation programs, procedures, policies, and processes; accountability for the management and administration of our compensation data, insights and analytics;...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Position location is open to office locations within Truist's footprint. If located in a Truist hub city location, the work style will be: In Office (5 days/week). Provides operational support for Truist's...

Ameriprise Financial In this role, you will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists across Managed Accounts. You will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools and be responsible for search and selection related to the maintenance of the U.S. Core Equity category. Key Responsibilities Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. In most instances, this will include back-up coverage for assigned asset classes...

Ameriprise Financial Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. Key Responsibilities Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Identify process improvements and partner with appropriate resources to implement solutions. Utilize various computer applications to provide operational processing information and take action as appropriate. May participate in various team or...

Ameriprise Financial In this role, you will provide analysis and support of Risk Management initiatives, with a focus on trading business controls. This involves working with multiple systems used to calculate risk measures, identifying, researching and resolving various data issues for accurate reporting and analysis. You will also support day-to-day risk oversight for assigned business deliverables, project support, change management support and lead process reviews identifying risk and developing solutions while maintaining regulatory and supervisory controls. Lead and assist with ongoing regulatory inquiries or audits in a timely and accurate manner. Key Responsibilities Manage, prioritize and perform trade reporting, exception report processing and reconciliation for trading business controls in accordance with regulatory and company requirements for all security types (I.E. Fixed income, Equity and Options), Utilizing knowledge of the systems, implement other...

Ameriprise Financial Ameriprise Financial has an exciting opportunity for a Learning and Development Specialist to join our global team. In this role, you will support enterprise learning and development programs, ensuring they run smoothly and provide a positive experience for participants. Key responsibilities include coordinating schedules, managing communications, and assisting with facilitation. You'll collaborate closely with instructional designers, program leads, and other stakeholders to deliver learning initiatives that align with organizational priorities. If you are passionate about fostering a culture of continuous learning, helping employees build critical skills, and contributing to organizational growth and success, this role could be a great fit for you! Key Responsibilities Program Delivery : Own the end-to-end delivery of workforce development programs and targeted development initiatives. This includes coordinating program logistics such as...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions.As a globally inclusive community unified by the FactSet spirit of going above and beyond for...

Ameriprise Financial Responsible for supporting the department's data needs for analytical and operational uses. Acquire data and integrates, consolidates, cleanses and structures data as appropriate. Test, maintain and optimize data pipelines and storage solutions. Influence tool and technology selection and shares evolving best practices. Partner with business users/advanced analytics teams to provide technical insight/input on how to best acquire, process, store and manage data. Ensure adherence to enterprise data governance standards. Key Responsibilities 1. Maintain data environments and designs controls/pipelines for adding data. 2. Build, manage, and optimize processes for extraction, transformation, and loading of data from a variety of sources. Ensure data is ready to meet analytical and operational needs. 3. Actively participates in identifying test cases and the review process to ensure test and development work adheres to standards and specifications;...

Ameriprise Financial The Business Systems Analyst will provide direct support for the Equity, Fixed Income or Advisory trading desk systems and projects. Help maintain a compliant and successfully functioning trading desk. The analyst will be a dedicated resource for system maintenance, enhancements, and troubleshooting to help reduce risk to the firm. Provide support to projects as it relates to business requirements and technology. Communicate implementation & technology related information to the business, and assist with validation, while providing guidance to determine system requirements and the best solution. Design, test, and debug applications with assistance from others. Key Responsibilities Process and resolve routine and less complex problems for the business as it relates to business requirements and technology. Support projects in identifying routine business requirements, projects, and process specifications within the identified team. Provide input...

Ameriprise Financial We are seeking a seasoned leader to oversee and manage all aspects of P&S trade clearance and OCC settlement funcitons. This leadership role is responsible for ensuring accuracy, compliance, and efficiency in clearing and settlement processes, while maintaining strong regulatory and business relationships. Key Responsibilities Oversee daily balancing of OCC positions and monitor trade activity for errors. Manage clearing of trades via DTCC/CNS and pledge securities to OCC. Maintain strong internal and external business partnerships. Serve as the primary liaison for OCC, staying informed on regulatory changes, technology updates, and project initiatives. Host quarterly LOPR meetings and represent the organization with a mature executive presence. Lead and develop a high-performing team, delegating responsibilities across multiple Written Supervisory Procedures (WSPs). Drive operational excellence and manage additional Clearing...

Ameriprise Financial Ameriprise Financial has an exciting new opportunity for a Mobile Product Owner to join our team! In this role, you will act as the voice of the customer by maintaining key information on personas, user journeys, product metrics and benefits. You'll partner with key stakeholders to define goals, success criteria and measurable outcomes for delivering ongoing value. Product Owners will provide effective day-to-day leadership of an agile product team by defining the vision and directing execution of a digital product roadmap. Responsibilities: Lead day-to-day execution of product strategy and delivery for one or more Agile Scrum teams. Represent the Customer to the Product team based on product strategy. Influence team without direct leadership responsibilities. Partner with UX Design Lead and Software Engineering Lead to define roadmap, backlog and sprint plans. Author user stories and provide context for product vision, strategy and requirements....