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HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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As a Digital Product Strategist you will be:A critical thinker, ideating outside of the box & helping strategically shape next big ideas;Financially astute, building out investment strategies & business cases;Sales & marketing savvy, helping shape the go-to-market approach;A facilitator, mentoring our product business teams & championing a new way of thinking; and,A collaborator, bringing together different perspectives & insights from multiple teams to help shape a cohesive strategy.
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We are looking to speak with mid to senior-level asset management regulatory associates to join our client’s stellar global financial services group in Charlotte. A unique practice built around the needs of asset managers, this is an excellent opportunity to join a team who are leading advisers to financial services firms, asset managers and investment funds, representing clients that range from small start-up boutique operations to some of the world’s largest financial institutions and fund groups.
$250,000 - $370,000Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Meet all the client’s financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Our services include: personal accounting and net worth reporting cash flow planning; bill paying and expense reporting tax planning coordination; investment and balance sheet administration legal oversight insurance management employee benefits and human resources and concierge services You and Your Role:L&L Management, Inc. (“L&L”) is searching for a Senior Accountant, which is a role that combines tax accounting, financial accounting, and reporting.
$90,000 (bonuses)ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
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Provide leadership in managing multiple and/or large scale high-risk data technology projects by facilitating project charter, vision/objectives, financials, scope, metrics, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management, value realization necessary to deliver specified requirements, objectives and value.
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This individual will lead the process for billing investment management fees. Key ResponsibilitiesLead the billing and cash collection process for investment management fees.
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Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals with offices in Cornelius, NC and Lincoln, NE. Infovisas solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.
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10+ Years in Utility Construction and Contract Management Education. Through infrastructure investment and Operational Excellence, we safeguard our natural resources for today and future generations.
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At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firmKPMG is currently seeking an Associate to join our State and Local Tax (SALT) practice.
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Prior experience in performance analysis, investment research, or financial analysis within the asset management or private credit industry. The Performance Analyst will play a critical role in evaluating and optimizing the performance of the investment portfolio.
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The UKG (Legacy Kronos) Dimensions (Pro WFM) Integration Lead Consultant works closely with teammates to ensure the maximum time to value of our clients workforce management investment is achieved.
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This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of U.S. Bancorp (USB), affiliates, wholly owned subsidiaries and entities where USB owns a majority (controlling) interest.
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investment management jobs in Charlotte, NC
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