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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$70,585 - $154,300 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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6+ years of direct experience with proven client interaction and Debt Capital Markets, Loan Syndications, Leveraged Finance, Direct Lending, M&A, or Mezzanine Debt transaction experience. Citizens Debt Capital Markets Group, part of Citizens Capital Markets & Advisory division, is seeking an experienced Vice President in Boston, MA or Charlotte, NC to support the team's senior professionals in originating, structuring and executing debt capital markets transactions in support of acquisitions, leveraged buyouts, dividend recapitalizations, restructurings and short/long term refinancings.
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Coordinating with sales distribution team to answer lender due diligence questions. Preparing detailed transaction marketing materials including confidential information memoranda and lender presentations.
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Build an advisory relationship with strategic accounts and engage with Architects, Chief Technology Officer (CTO), and Chief Information Officer (CIO). You have experience in technology/software sales or pre-sales consulting.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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AML Investigations,SAR Writing,BSA,Transaction Monitoring. Ideally within transaction monitoring, not KYC. TEKsystems is looking for both an AML Manager & AML Investigator for one of our top clients here in the Charlotte area.
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We are seeking an associate with a background in transaction monitoring, AML, and KYC. In this remote role, the AML Associate will carry out tasks on engagements related to look-backs and transaction monitoring activities which could include but is not limited to KYC.
ExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Our FCI supports various AML processes, including transaction monitoring alert/case investigations, Enhanced Due Diligence (EDD) reviews of high-risk customers, information sharing and law enforcement requests, and Suspicious Activity Report (SAR) filings.
$50,000 - $55,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Excellent working knowledge of BSA/AML laws and regulations relative to money laundering and terrorist financing and the ability to apply this knowledge in assessing transaction activity. Assist with the design, development, and execution of the ongoing transaction monitoring programs completed by offshore partners, (e.g., AML/Fraud transaction monitoring investigations.
$128,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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A career in Treasury Advisory, within Risk & Regulatory Advisory, will allow you to advise financial institutions on developing strategies to optimize financial performance and risk management across financial risks, including liquidity risk, market risk, counterparty credit risk and interest rate risk.
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Wonderful Sales™ is the sales and merchandising organization for The Wonderful Company, a privately held $6 billion company with consumer brands including Wonderful® Pistachios, Wonderful® Halos®, POM Wonderful®, FIJI® Water, JUSTIN® and Landmark® wines, as well as the Teleflora® flower delivery service.
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
$88,900 - $108,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Legence, a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities.
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Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) – CFO Services team in various locations throughout the U.S. With more than 5,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation.
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Support will also include training, product knowledge, practice management, investment research, developing historical illustrations, presenting sales ideas, and generally providing "go-to" practice support for our FPs.
$67,000 - $100,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Today
inside sales transaction advisory jobs Title: director in Charlotte, NC
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