20 manager financial planning analysis jobs found in Charlotte

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: The Client Advocacy (CA) Relationship Manager is responsible for collecting, aggregating, reporting, and analyzing client problem data from various sources within expected timeframes. Identify, highlight and...

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...

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 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...

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. We are seeking a highly motivated and detail-oriented Senior Manager of Technical Accounting & Revenue Recognition to join our team. This high-impact, high visibility role will focus primarily on revenue recognition, ensuring compliance with ASC 606 and internal policies, while also supporting broader technical accounting research...

Ameriprise Financial The Business Systems Analyst II is responsible for delivering both production support and project initiatives. This role involves defining scope, gathering and refining business requirements, and working closely with internal teams, vendors, and technology partners to ensure successful implementation and alignment across stakeholders. Leverage your strong organizational skills to manage multiple concurrent projects, perform data and reporting analysis, deliver timely and accurate documentation, and ensure clear communication across project teams. Key Responsibilities Represent business and provide expertise on project initiatives; identify business requirements, assess design and process specifications, create accurate documentation, drive progress against project plan, and provide timely updates across our organization through the life of the project. Monitor and evaluate potential business-driven or regulatory changes that may impact the...

Ameriprise Financial Are you ready to apply your analytical expertise on a dynamic, world-class HR team? Ameriprise Financial is seeking a Senior Human Capital Insights (HCI) Analyst to join our high-performing organization. In this role, you'll help shape talent strategies by delivering actionable people insights that drive meaningful conversations across the enterprise. As a Senior HCI Analyst, you will: - Partner with team members and stakeholders to identify data and analytics needs. - Transform complex data into compelling stories for executive audiences. - Guide leaders in interpreting results, discussing implications, and enhancing data literacy. - Serve as a trusted authority on HR data and reporting, bringing creativity and innovation to new solutions. What you bring: - Strong analytical and data management skills. - Experience creating innovative approaches and solutions. - A passion for using insights to influence strategy and elevate decision-making. How...

Ameriprise Financial Ameriprise Financial has an exciting new opportunity for an Associate Product Owner to join our team! This role will lead the day-to-day execution of one of our mobile app product teams, delivering on new feature enhancements and key enhancements designed to achieve parity with the secure site. Responsibilities Support execution of product strategy and delivery for one or more agile Scrum teams. Represent the customer to the product team based on product strategy. Partner with Sr Product Owner, UX Design Lead and Software Engineering Lead to assist in defining roadmap, backlog, and sprint plans. Author user stories and provide context for product vision, strategy and requirements. Assist in the development and execution of digital product strategy. Support the customer product strategy by assisting Sr. Product Owners to define Key Performance Indicators that will align metrics to business outcomes. Regularly monitor and track progress. Provide...

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: This role is required to sit in one of the locations listed on the requisition. This will be an in office role. This role is responsible for supporting development and deployment of strategic initiatives to...

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: This role is required to work in office at one of the locations listed on the requisition. Atlanta is the preferred location but will consider Charlotte. As the Consumer Deposit Service Charges Product Leader,...

Apex Systems, Inc. Job#: 3015676 Job Description: Job Title: P ega - Lead System Architect Duration: 12 Months Location: Charlotte NC (3 days onsite a week hybrid) Pay rate: $65.00 - $69.72/hr Position Summary Responsible for driving design, development and delivery of complex requirements to accomplish business goals, ensuring software is developed to meet functional, non-functional, and compliance requirements. Serve as the primary liaison between business stakeholders and technical team ensuring that PEGA requirements are designed and implemented to meet business objectives while adhering to best practices and governance standards. This role ensures solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Possess strong proficiency in development and testing practices common to the industry and have extensive experience of using design and architectural patterns. Key Responsibilities: Lead...

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 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...

First Horizon National Corporation Location: On site at location listed in job posting. Schedule: Monday through Friday, 9:00am to 5:00PM Summary The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files Ability to convey technical information in a way that is easy for others...

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....

First Horizon National Corporation Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, or Miami, FL Job Summary: The DocuSign Business Analyst supports the DocuSign Product Owner in enhancing, implementing, and supporting DocuSign solutions across the bank. This role acts as a liaison between line of business partners, technology teams, vendors, and management to elicit requirements and deliver solutions that improve the client and associate experience. Key Responsibilities: Collaborate with the Product Owner to define and prioritize business requirements for strategic projects, product enhancements, and production support related to DocuSign. Elicit, document, and validate business and functional requirements by engaging stakeholders and translating business needs into detailed specifications. Develop user stories and acceptance criteria and participate in Agile ceremonies,...

Ameriprise Financial Join a team that powers enterprise-scale innovation. We're looking for a seasoned engineer who thrives on solving complex challenges and building secure, high-performing systems. In this role, you'll shape the backbone of our End User Computing platforms, ensuring reliability, scalability, and resilience for mission-critical applications, and making sure our users have secure and frictionless access to their applications, data, and workflows. You'll help define, engineer, and deliver enterprise strategies for end-user computing technologies across Windows and MacOS platforms. This role focuses on endpoint management and automation, Office 365, browser management, and cloud management solutions leveraging Microsoft Intune and Azure. You will work on software packaging and lifecycle management, support escalations, and ensure compliance with ITIL processes including Change, Incident, Problem, and Vulnerability Management. As a driver of change, you'll...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Senior Program Manager will assume full responsibility for overseeing the entire project life cycle for business application implementation projects, ranging from small to large in scale. This includes performing a full range of project management duties, with a key focus on ensuring the successful delivery of our implementation services, meeting client expectations, and maintaining a high level of client satisfaction while effectively managing project scope. In addition, this role will actively contribute to, employ, and advocate for Arctic IT's Project Implementation Methodology, all the while providing support to the Director of Program Services in a variety of tasks and activities. Responsibilities: ESSENTIAL FUNCTIONS: Learns, utilizes, and promotes the Arctic IT's Project Implementation Methodology and work with Practice Managers to improve best practices. Full project life cycle ownership:...

Ameriprise Financial The Marketing Manager - Paid Search & Social leads the strategy and optimization of search and social digital advertising campaigns for the firm across platforms such as Google, Meta, LinkedIn, and YouTube. This role collaborates cross-functionally with internal teams at Ameriprise and external agencies to deliver data-driven, brand-aligned content while ensuring performance, compliance, and innovation. As a subject matter expert, you will translate insights into actionable strategies and evolve Ameriprise's paid media approach in a dynamic search and social landscape. Key Responsibilities Strategy Development and Evolution Lead the development and ongoing refinement of Ameriprise's paid social media strategies across platforms such as Facebook, Instagram, LinkedIn, and YouTube. Lead the creation and optimization of paid search strategies across platforms including Google Ads and Bing. Campaign Execution & Optimization Collaborate...