Model Risk Consultant - Financial Crime/Operational Risk First Horizon BankModel Risk Consultant - Financial Crime/Operational RiskCharlotte, NCAt First Horizon, the Senior Model Risk Consultant, under the supervision of the Director of Model Risk Management, will be responsible for executing best-in-class model validation activities to ensure models across First Horizon are conceptually sound relative to their intended use and performing as expected as well as ensuring compliance with our bank-wide model risk management framework including its policies and procedures. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
NewSourcing Consultant 3 - Contingent Pinnacle Technical ResourcesSourcing Consultant 3 - ContingentCharlotte,, North Carolina$50–$55 / hourContractorThe specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. In this contingent resource assignment, candidate may: Consult on or participate in moderately complex initiatives and deliverables within Sourcing and contribute to large-scale planning related to Sourcing deliverables.
Interim Accounting Consultant Vaco LLCInterim Accounting ConsultantCharlotte, NC$70–$80 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Our client base has ongoing, immediate needs for an Strategic Accounting Consultant to support project-based initiatives and interim coverages during peak times, at a Controller -level skill-set, and always doing hands-on work.
Analytics consultant 4 Pinnacle Technical ResourcesAnalytics consultant 4Charlotte, North Carolina$50–$55 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
NewTechnology Business Systems Consultant 3 - Contingent Pinnacle Technical ResourcesTechnology Business Systems Consultant 3 - ContingentCharlotte, North Carolina$50–$55 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. This role involves leadership in implementing and automating Configuration Management best practices, ensuring data quality governance, and supporting the development of configuration management practices across the organization.
Senior National Retirement Plan Consultant AmeripriseSenior National Retirement Plan ConsultantCharlotte, NCThe Retirement Plans Sales Specialist is an internal sales support position whose primary responsibility is to use their technical retirement plan expertise to help advisors with sales strategies, plan selection, rules/regulations and appropriate solutions via consultative inbound calls to drive sales. • Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales.
Senior Oracle FCCS Consultant/Architect BC ForwardSenior Oracle FCCS Consultant/ArchitectCharlotte, NC$70–$70.23 / hourFull timeThe ideal candidate will have strong experience in Oracle Cloud EPM/ERP and banking finance consolidations and a proven ability to deliver a production-grade consolidations solution that supports month-end close, consolidated financial statements, and external reporting. We are seeking an experienced Application Architect III with deep expertise in Oracle Financial Consolidation and Close Cloud Service (FCCS) to lead the end-to-end design and build of the FCCS Consolidations module within our Enterprise Ledger Modernization Program.
New Home Consultant Lennar HomesNew Home ConsultantCharlotte, NCFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Virtual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Virtual Financial ConsultantCharlotte, NC$70,600–$103,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Individual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Individual Financial ConsultantCharlotte, NCIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
National Financial Consultants (NFC) - Plan Event Team-5 Teachers Insurance and Annuity Association of America (TIAA)National Financial Consultants (NFC) - Plan Event Team-5Charlotte, NC$72,700–$95,500 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
VP, Financial Consultant South Charlotte, NC The Charles Schwab CorpVP, Financial Consultant South Charlotte, NCCharlotte, NCAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
NewFinancial Consultant I - Principal Connection (Multiple Locations) Principal Financial Group IncFinancial Consultant I - Principal Connection (Multiple Locations)Charlotte, NCRemote$26.83–$39.61 / hourLouis, MO - Chicago, IL - Denver, CO - Salt Lake City, UT - Atlanta, GA - Dallas, TX - Fort Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL - Jacksonville, FL - Orlando, FL - San Diego, CA - Bridgewater, NJ - Cherry Hill, NJ - Princeton, NJ - Austin, TX Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. Grand Island: $26.83 - $32.59 / hour Des Moines/Orlando: $28.32 - $34.34 / hour Charlotte/Atlanta/Phoenix/Dallas: $29.81 - $36.10 / hour Minneapolis/Princeton/Denver: $32.79 - $39.61 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
Financial Consultant (Sales) The Vanguard GroupFinancial Consultant (Sales)Charlotte, PennsylvaniaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Engage potential leads to understand their goals, challenges, and what prevents full consolidation with Vanguard, while identifying when guidance, advice, or elevated support is needed.
National Financial Consultants (NFC) - Plan Event Team-5 TIAANational Financial Consultants (NFC) - Plan Event Team-5Charlotte, North CarolinaIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Financial Implementation Consultant Momentus TechnologiesFinancial Implementation ConsultantCharlotte, NCThis role will be responsible for partnering with customers to understand business needs, guide financial workflow design, and support the implementation, customization, and optimization of our Momentus Enterprise financial software solutions. Momentus technology powers top shows around the world, famous museums, global convention centers, performing arts venues, professional sports arenas, and other unique venues.
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Consultant - Learn & Lead in Advanced Strategies for HNW ClientsRockwell, AR$75,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant - Non Registered - Charlotte, NC National Contact CenterCharlotte, NC$24.04–$28.85 / hourThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact CenterCharlotte, NC$24.04–$28.85 / hourThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Consultant - Financial Services Sia Partners SASConsultant - Financial ServicesCharlotte, NC$80,600–$98,900 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.
Senior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesCharlotte, NC$112,000–$116,500 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center TIAAFinancial Services Consultant - Non Registered - Charlotte, NC National Contact CenterCharlotte, North CarolinaThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center TIAAFinancial Services Consultant -SIE & Registered - Charlotte, NC National Contact CenterCharlotte, North CarolinaThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
PMO Advisory Consultant Financial Institutions Corporate Real Estate- Non IT Arcadis NVPMO Advisory Consultant Financial Institutions Corporate Real Estate- Non ITCharlotte, NC$105,000–$155,000 / yearThe Program Management Office (PMO) Consultant will be responsible for delivering and selling PMO advisory services, providing expert guidance to clients in the public and private sectors, advising on team structure, systems, procedures, and approaches for managing large capital construction programs. The candidate will advise clients on the setup and operations of Program Management Offices, focusing on team structure, systems, procedures, and effective approaches for managing large capital construction programs.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesCharlotte, NCRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Charlotte, NCRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Talent Consultant II – CFO Bank of AmericaTalent Consultant II – CFOCharlotte, North CarolinaJob expectations include partnering with Global Talent, Global Human Resources (GHR), business stakeholders, Subject Matter Experts (SMEs), and vendors to execute enterprise talent processes and provide consultative support to lead the design, development, and implementation of talent development. This Talent Consultant II will join the Chief Financial Officer (CFO) Talent Team to optimize organizational effectiveness, drive development of senior leaders, organizational effectiveness, and talent management solutions.
NewSenior Financial and Actuarial Consultant GallagherSenior Financial and Actuarial ConsultantCharlotte, North CarolinaFull timeHow you'll make an impact : Primary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting team regarding core services. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
Project Consultant-Finance Solutions (Legal Entity Governance Analyst - CFO) Bank of AmericaProject Consultant-Finance Solutions (Legal Entity Governance Analyst - CFO)Charlotte, North CarolinaThis role provides enterprise-level exposure to the structure and governance of a complex, global financial institution, opportunities to influence and strengthen governance practices across the firm, a broad network of senior stakeholders across multiple disciplines and geographies, development of strong business, financial, and regulatory acumen and experience in driving process improvement and operational excellence initiatives. The individual will build strong partnerships across Lines of Business and key corporate functions—including Finance, Treasury, Risk, and Legal—while developing deep expertise in regulatory frameworks, corporate governance, and operational excellence.
Data Analytics Consultant - Financial Risk MindlanceData Analytics Consultant - Financial RiskCHARLOTTE, NCImplement and maintain components of an effective financial crimes program for the company that complies with all applicable laws, regulations, and regulatory expectations including Bank Secrecy Act, Anti-Money Laundering, Counter Terrorist Financing, Global Sanctions and Fraud. Conduct or lead investigative research, root cause examination and consult on transactions, suspicious situations, policy violations, referrals, customers, and related parties that present moderate to high risk or complexity, and some visibility.
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantNC$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantNC$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Senior Consultant - Anti-Money Laundering - Financial Crime and Fraud Deloitte Touche Tohmatsu LtdSenior Consultant - Anti-Money Laundering - Financial Crime and FraudCharlotte, NC$95,600–$188,400 / yearSubject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service businesses, and Financial Technology (FinTech) organizations. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Consultant - Anti-Money Laundering - Financial Crime and Fraud Deloitte Touche Tohmatsu LtdConsultant - Anti-Money Laundering - Financial Crime and FraudCharlotte, NC$78,700–$155,100 / yearSubject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service businesses, and Financial Technology (FinTech) organizations. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantCharlotte, NCLead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesCharlotte, NCDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsRockwell, AR$75,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Managing Director - Principal Financial Network (Charlotte) Principal Financial Group IncManaging Director - Principal Financial Network (Charlotte)Charlotte, NC$94,000–$127,000 / yearLicenses and/or exams necessary for this position include: • Resident state Life/Health and Variable Annuity license; • non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
NewInternal Market Growth Consultant Wells Fargo & CoInternal Market Growth ConsultantCharlotte, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Personal Financial Counselor; Charlotte, NC Magellan Health IncPersonal Financial Counselor; Charlotte, NCCharlotte, NCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Internal Advisory Consultant LPL Financial Holdings IncInternal Advisory ConsultantFort Mill, SC$67,671–$112,785 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Alternative Investment Middle Office Support Consultant Wells Fargo & CoAlternative Investment Middle Office Support ConsultantCHARLOTTE, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo is seeking an Alternative Investments Middle Office Support Consultant (Customer Service Associate) to join the Alternative Investments team within Wealth and Investment Management.
Alternative Investments Middle Office Support - Senior Consultant Wells Fargo & CoAlternative Investments Middle Office Support - Senior ConsultantCharlotte, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo is seeking an Alternative Investments Middle Office Support Senior Consultant (Customer Service Specialist) to join the Alternative Investments team within Wealth and Investment Management.
Associate Service Consultant LPL Financial Holdings IncAssociate Service ConsultantCharlotte, NC$21.10–$35.16 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Trustee Consultant LPL Financial Holdings IncSenior Trustee ConsultantCharlotte, NC$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Estate Planning Consultant LPL Financial Holdings IncEstate Planning ConsultantNC$83,739–$139,565 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Sr. Recruiting Consultant LPL Financial Holdings IncSr. Recruiting ConsultantFort Mill, SC$70,967–$118,347 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.