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The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Experience with financial and ERP Systems such as Unanet GovCon, QuickBooks, Deltek, and others. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
$85,000 - $183,750 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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RAMs develops a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager. IDT is a leading communications and financial services company looking for enthusiastic and energetic Sales Representatives / RAMs. In this role, you will be responsible for sales of specified telecom and financial services products in an assigned geographical territory.
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This Regulatory Reporting Manager position will be focused on critical reporting activities related to regulatory capital as well as key banking products including but not limited to loans, derivatives, and trading assets.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Assist with project start-up activities and provide support to Project Engineer, Project Superintendent, and/or Project Manager. Position Description: Assist in day-to-day supervised activities related to the development of a construction project to build foundational knowledge in construction management, business and project financial management, project safety protocols, subcontractor relationships, quality control, and project coordination and lifecycle.
InternExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We are looking for an Audit Manager with a specialization in Financial Institutions. 5+ years recent audit experience in a public accounting firm with a concentration in Financial Institutions and Banking.
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Manage the Deli Bakery HMS Department in the absence of the Deli Manager, including supervising the performance of all duties and responsibilities of Deli Bakery HMS Associates. Understand and use company tools such as; financial reports, ACIS, scheduling, productivity, ordering (CAO), and business information systems.
$12 - $18 an hourFull-timeRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Maintain proper risk management to keep the company from being the victim of theft and/or fraud by reviewing and evaluating the adequacy of internal controls for all systems - including financial/accounting systems, computer systems, as well as building security systems.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Branch Manager will drive the branch toward strong economic performance including: achieving branch goals and budgets; community relations and new business development; originating mortgage loans; staffing branch operations; supervising and developing member service representatives; ensuring effective and efficient member service, maintaining adherence to branch operating policies and procedures, and maintaining appropriate facilities and equipment.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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This very popular fast casual scratch concept is currently seeking a Assistant General Manager for their Charlotte, NC location. Minimum of 1 year Salaried Assistant General Manager experience in a regional or national fast casual or full service concept.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Responsible for assisting in the completion of general business administration to include payroll, human resources, marketing and financial reporting. Assists General Manager in the selection of Front of House and Back of House employees.
$60,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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And as an Audit Manager, you’ll be at the heart of that goal, personally visiting high-profile clients on site to understand their unique needs and build your reputation as a trusted business advisor.
$109,400 - $200,500 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Technical Accounting Manager responsibilities include establishing financial status by developing and implementing systems for collecting, analyzing, verifying and reporting information.
Full-timeExpandApply NowActive JobUpdated 2 days ago
financial manager jobs in Charlotte, NC
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