Divisional Director- Experienced Advisor Recruiting AmeripriseDivisional Director- Experienced Advisor RecruitingCharlotte, NCWithin specific division, partner closely with Divisional Vice President and Regional Directors, corporate employees, field leaders and advisors to achieve recruiting goals aligned with business strategies. • Ensure Recruiting Director execution on diversified sourcing strategy with support on AFA hubs, marketing, lead management, search firm communication and targeted advisor recruiting.
Director, Pricing and Analytics - Cash & Deposit Products AmeripriseDirector, Pricing and Analytics - Cash & Deposit ProductsCharlotte, NCDirect development and refinement of product pricing, profitability and financial models for Cash and Deposit Products using analytical and business expertise including collecting, evaluating, and analyzing pricing-related internal and external data and developing pricing models based upon current business, economic and market dynamics. As part of the Pricing and Analytics team within Banking and Cash Solutions, you will direct product pricing, ongoing rate-setting, data modeling, product analysis, and ad hoc reporting for Cash and Deposit products.
Director, Workforce Analytics AmeripriseDirector, Workforce AnalyticsCharlotte, NCDevelop and integrate the human capital analytics roadmap with the goal of providing strategic solutions that empower key business partners to make data-driven decisions related to each aspect of the employee lifecycle and gain insights to advance human capital objectives within their business function. • Lead team to collaborate with HR business partners, business line leaders and executives to identify and define business use cases for analytic studies, prioritize requests and develop, test and implement sophisticated data analytics and predictive modeling.
Director, Power & HVAC Product Line Management Sunbelt RentalsDirector, Power & HVAC Product Line ManagementFort Mill, SC$146,880–$201,960 / yearDemonstrated ability to lead through both direct and indirect structures, including influencing teams without formal authority, developing talent and organizational capability, and showing readiness to scale into formal people leadership as the function grows. Some Sunbelt jobs may require driving for long periods of time, loading and unloading heavy equipment, performing work in extreme weather conditions including rain, wind, or excessive temperatures and/or night and weekend work.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorCharlotte, NC$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Private Wealth Management Director of Investments Morgan StanleyPrivate Wealth Management Director of InvestmentsCharlotte, NCThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewDirector, Portfolio Management & Finance – Real Estate Investment Management Firm Daley and AssociatesDirector, Portfolio Management & Finance – Real Estate Investment Management FirmCharlotte, NCThis is an excellent opportunity for a real estate finance professional with strong capital markets experience to lead debt execution, oversee fund performance, manage lender relationships, and partner closely with acquisitions, asset management, development, accounting, and executive leadership. This is an excellent opportunity for someone who wants to step into a visible leadership role with broad exposure across capital markets, fund strategy, portfolio performance, and senior-level investment decision-making.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsCharlotte, NCRemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Investment Banking Managing Director - Business & Financial Services Mitsubishi UFJ Financial GroupInvestment Banking Managing Director - Business & Financial ServicesCharlotte, North CarolinaThe practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Investment Banking Managing Director - Head of Business & Financial Services Mitsubishi UFJ Financial GroupInvestment Banking Managing Director - Head of Business & Financial ServicesCharlotte, North CarolinaThe practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Managing Director, Corporate Investment Bank - Metals, Materials, & Construction Group Fifth Third BancorpManaging Director, Corporate Investment Bank - Metals, Materials, & Construction GroupCharlotte, NC$121,900–$262,100 / yearSKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 8+ years of practical experience or advanced academic exposure) across the following areas: Client Advisory & Relationship Management - Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.
Investment Banking Managing Director - Head of Business & Financial Services MUFG Americas Holdings CorpInvestment Banking Managing Director - Head of Business & Financial ServicesCharlotte, NCThe practice will benefit from significant deal flow opportunities generated through the firm's sponsor coverage, institutional referral relationships, and its parent company's broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Investment Banking Managing Director - Business & Financial Services MUFG Americas Holdings CorpInvestment Banking Managing Director - Business & Financial ServicesCharlotte, NCThe practice will benefit from significant deal flow opportunities generated through the firm's sponsor coverage, institutional referral relationships, and its parent company's broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Director, Adhesion Investment Platform Management AssetMark Financial HoldingsDirector, Adhesion Investment Platform ManagementCharlotte, North CarolinaThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms’ long‑term growth objectives.
Chief Financial Officer - Investment Banking and Capital Markets Truist Financial CorpChief Financial Officer - Investment Banking and Capital MarketsCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. This role supports a large and complex business, requiring advanced financial leadership across multiple business units, products, and functions, as well as high-impact decision-making.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Charlotte, NC$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Advisory Specialist Internal Sales in Investment Management Field Horizon InvestmentsAdvisory Specialist Internal Sales in Investment Management FieldCharlotte, NC$80,000–$100,000 / yearFull timeThe Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.
NewInvestment Banking Associate I or II Fifth Third BancorpInvestment Banking Associate I or IICharlotte, NC$71,100–$145,900 / yearDOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
NewInvestment Banking Associate II - Environmental Services Fifth Third BancorpInvestment Banking Associate II - Environmental ServicesCharlotte, NC$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.
Healthcare Investment Banking Associate Fifth Third BancorpHealthcare Investment Banking AssociateNC$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. SKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 13 years of practical experience or advanced academic exposure) across the following areas: Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.
Sr. Investment Operations Analyst Pacific LifeSr. Investment Operations AnalystCharlotte, North CarolinaAs a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities.
Investment Funds Associate Attorney Aligned Talent AcquisitionInvestment Funds Associate AttorneyCharlotte, North CarolinaThe firm is seeking a motivated associate with strong investment funds experience who is interested in handling complex fund formation and investment management matters across a broad range of alternative investment strategies and asset classes. This opportunity is ideal for an attorney looking to work on sophisticated investment management and fund formation matters within a nationally recognized and rapidly expanding Investment Funds platform.
NewInvestment Banking Principal / Vice President - Environmental Services Fifth Third BancorpInvestment Banking Principal / Vice President - Environmental ServicesCharlotte, NCThe Principal may be responsible for direct day to day supervision of Associates and Analysts, providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ABOUT THE ROLE: Provide leadership in the pitching and execution of CIB transactions while providing support to the Managing Directors in the day to day management of the team's Associates and Analysts to ensure that junior resources are allocated appropriately across the groups projects and that the high-priority projects are getting the appropriate attention.
Vice President, Investment Banking Fifth Third BancorpVice President, Investment BankingCharlotte, NCResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal, Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystNCAnalysts work on dedicated industry groups such as Healthcare, Media, Industrials etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Vice President, Tech M&A Prospect Rock PartnersInvestment Banking Vice President, Tech M&ACharlotte, North CarolinaThe Vice President will play a leadership role in the execution and origination of mergers & acquisitions and strategic advisory engagements across the technology sector, partnering closely with senior bankers, private equity sponsors, founders, and corporate clients. The role offers significant client interaction, transaction leadership, and exposure to a highly active middle-market technology platform with a strong presence across software, fintech, tech-enabled services, cybersecurity, and digital infrastructure.
Investment Banking Associate Corporate Finance - Consumer & Retail Citizens Financial Group IncInvestment Banking Associate Corporate Finance - Consumer & RetailCharlotte, NC$175,000–$200,000 / yearWorking with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives. The candidate should have the ability to work on multiple projects and transactions concurrently and will work directly with senior professionals in Debt Capital Markets, Equity Capital Markets, M&A, Sponsor Coverage and Corporate Banking supporting acquisitions, leveraged buyouts, dividend recapitalizations, restructurings, refinancing, and equity raises.
Sr. Investment Operations Analyst Pacific LifeCorpSr. Investment Operations AnalystCharlotte, NC$45.05–$55.06 / hourAs a Senior Investment Operations Analyst, you'll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational controls and driving process efficiencies. How you'll help move us forward: Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlement for public fixed income securities.
Senior Investment Writer Allspring Global Investments Holdings, LLCSenior Investment WriterCharlotte, North Carolina$130,000–$155,000 / yearFull timeExperience in developing thought leadership for institutional, wealth, or intermediary audiences, and specifically demonstrated experience writing on subjects: U.S. ETFs and portfolio construction, Direct indexing / SMAs, Tax-aware investing and investment tax implications. Overview: The Senior Investment Writer plays a critical role in shaping and delivering differentiated thought leadership that supports the firm’s strategic priorities, strengthens brand credibility, and drives commercial outcomes.
Director, PEPI - Technology Services CTO Domain Alvarez & Marsal Holdings LLCDirector, PEPI - Technology Services CTO DomainCharlotte, NCThis role requires a practitioner who has operated inside or directly alongside engineering and product organizations-someone who has personally led SDLC transformations, managed engineering teams, governed AI coding tool rollouts, or run DevOps programs at scale-and who can translate that hands-on operating experience into rapid, credible impact within the compressed timelines of a PE holding period. Govern LLMOps at enterprise scale: RAG pipeline architecture and optimization (chunking strategies, embedding models, vector database selection-Pinecone, Weaviate, Qdrant, pgvector), prompt versioning, evaluation frameworks (RAGAS, LangSmith, Phoenix), and inference cost governance.
Director of People Development CatapultDirector of People DevelopmentCharlotte, NCFull timeLead the design, development, and delivery of scalable learning programs for all employees in all stages of their career path, including new hire/rehire training, craft skills training, technical training, project management/field supervision, leadership development and any relevant compliance training. Work with People Development Manager, Employee Services Director and Corporate Safety Director and Division leadership to ensure the Stage 1 - Onboarding process for new hires and rehires results in a great start at Crowder, and that the process for supporting the first 90 days encourages retention of high performers.
Industry Marketing Director, Financial Services Intapp IncIndustry Marketing Director, Financial ServicesCharlotte, NCLead the Financial Services GTM positioning and execution to grow the business: Build and maintain the financial services industry bill of materialsprioritizing private capital markets, with coverage of investment banking and advisory and real assets: competitive positioning, sales plays, executive pitch decks, library of use cases, vision demos, client proof points, and competitive positioning that drive pipeline and improve win rates. What you will do: Develop bold, differentiated industry thought leadership: Own the annual messaging architecture for the financial services verticalsprivate capital markets, investment banking and advisory, and real assetsdefining the strategic themes that connect industry challenges to Intapp's differentiated value and drive one coordinated story across all channels.
Director, PEPI - Technology Services CIO Domain Alvarez & Marsal Holdings LLCDirector, PEPI - Technology Services CIO DomainCharlotte, NCThis role requires a practitioner who has operated inside or directly alongside CIO organizations-someone who has personally led IT transformations, managed vendors, governed AI deployments, or run enterprise technology programs-and who can translate that hands-on operating experience into rapid, credible impact within the compressed timelines of a PE holding period. Data platform & BI transformation: Track record leading large-scale data platform modernization - including cloud and modern data platform architecture spanning hyperscalers and data-lake environments, enterprise data governance, and business intelligence enablement - to support AI-ready, insight-driven decision-making at scale.
Audit Director - Market Risk Madison-DavisAudit Director - Market RiskCharlotte, NCThe ideal candidate will bring deep expertise in market risk, capital markets products, quantitative risk methodologies, and internal audit execution within complex banking environments. This role focuses on evaluating market risk frameworks, trading risk oversight, valuation controls, stress testing, capital frameworks, and regulatory risk management practices.
Sales & Business Development - Regional Director DimensionalSales & Business Development - Regional DirectorCharlotte, North CarolinaWhether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base. By showing up at regional events, networking actively, and genuinely supporting your clients, you create a pipeline of new business that naturally drives net new revenue.
Senior Director, Information Technology/Information Security ChoreoSenior Director, Information Technology/Information SecurityCharlotte, NCChoreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. This individual acts as both a strategic advisor and hands-on leader, serving as the escalation point for all IT and security matters while driving key technology initiatives across the organization.
Translation Program Director University of North Carolina at CharlotteTranslation Program DirectorCharlotte, NCConducts proactive, campus-wide engagement with UNC Charlotte researchers - in research centers, institutes, and directly with individual researchers not affiliated with any center - to identify research with commercial translation potential at TRL 2-3, before it self-selects through formal disclosure or exits through publication unrealized. Leads proactive, systematic engagement with UNC Charlotte's full research portfolio - in research centers, institutes, and directly with individual researchers not affiliated with any center - to identify commercially promising research at TRL 2-3, before it self-selects through formal disclosure or exits through publication unrealized.
Vice President, Financial Planning Director (Southeast Region) Morgan StanleyVice President, Financial Planning Director (Southeast Region)Charlotte, NC$140,000–$160,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients.
Sales & Business Development - Regional Director Dimensional Fund AdvisorsSales & Business Development - Regional DirectorNC$155,000–$185,000 / yearWhether you are supporting independent advisors, pension funds, or any other client types, you will be responsible for all sales-related activities as well as organizing the efforts of client service team members to effectively address the needs of your client base. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution channel and territory.
NewDirector, PEPI - Technology Services CIO Domain Alvarez & MarsalDirector, PEPI - Technology Services CIO DomainCharlotte, NCThis role requires a practitioner who has operated inside or directly alongside cio organizations—someone who has personally led it transformations, managed vendors, governed ai deployments, or run enterprise technology programs—and who can translate that hands-on operating experience into rapid, credible impact within the compressed timelines of a pe holding period. data platform & bi transformation: track record leading large-scale data platform modernization — including cloud and modern data platform architecture spanning hyperscalers and data-lake environments, enterprise data governance, and business intelligence enablement — to support ai-ready, insight-driven decision-making at scale.
Managing Director and Team Lead - Asset Based Lending Sponsor and Capital Markets Huntington Bancshares IncManaging Director and Team Lead - Asset Based Lending Sponsor and Capital MarketsNCSummary The Managing Director and Team Lead of Asset-Based Lending ("ABL") Sponsor & Capital Markets, manages a team of Business Development Officers ("BDOs" or "BDO team") who focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity ("sponsor") and (ii) participations in syndicated sponsor and non-sponsor asset-based loans managed by other financial institutions. This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors, intermediaries, and bank syndication teams and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions.
Director, M&A Valuation & Transaction Strategy Ember Group ConsultingDirector, M&A Valuation & Transaction StrategyCharlotte, NCWe're seeking a Director-level M&A Valuation & Transaction Strategy leader to partner directly with Corporate Development, Finance, Executive Leadership, and the Transaction Leadership Office in evaluating, modeling, pricing, and executing transactions that will shape the future of the organization. You'll work directly with executive leadership to evaluate opportunities that influence the organization's long-term growth strategy while helping build the financial frameworks supporting a multi-billion-dollar acquisition portfolio.
Director of AI Party ReflectionsDirector of AICharlotte, North CarolinaThe ideal candidate will possess a strong blend of technical expertise and business acumen, with proven experience developing and implementing AI strategies that drive operational efficiency, enhance decision-making, and create measurable business value. This position is often a blend of technology leadership, business strategy, and operational decision support, making it particularly valuable in organizations seeking to integrate AI into core business processes and executive decision-making.
Director, Portfolio Lead The Hartford Insurance Group IncDirector, Portfolio LeadCharlotte, NC$128,000–$192,000 / yearKey Responsibilities: Partner with DAIO workforce strategy lead to develop and maintain a workforce strategy within the respective DAIO function, inclusive of vendor partners, such that the ratios of employee and or vendor, onshore and or offshore, HIG offices, etc. are considered to achieve an optimum balance. Ideal candidate should have strong IT financial competency, ability to understand and track technology work and infrastructure needs across a broad spectrum of teams - tying it to forecasts and financial outcomes; and a proven ability to work and communicate with an executive audience as their primary partner.
Associate Director Victory Capital Holdings IncAssociate DirectorCharlotte, NC$85,000–$100,000 / yearWestEnd looks to seek returns and manage risk across asset classes - U.S. equities, international equities, fixed income, and real assets - and we serve a broad network of wirehouse, regional, and independent firms through our institutionalized investment philosophy, a deeply experienced team, and a relentless commitment to advisor relationships. You will work closely with experienced external and internal Sales Directors and have direct engagement with WestEnds investment team, giving you the context and confidence to drive meaningful conversations with financial advisors across multiple channels.
Director, Revenue & Rebate Accountant BaringsDirector, Revenue & Rebate AccountantCharlotte, North CarolinaIn addition to managing recurring revenue and rebate deliverables, the role will be expected to lead process improvement, strengthen controls, maintain robust documentation, and help drive further automation across the team using tools such as Excel, Power Query, Power BI, SQL, workflow solutions, and emerging AI-enabled capabilities. The role is suited to an experienced candidate who can operate with autonomy, apply strong technical accounting judgement, review and challenge complex fee and AUM calculations, and partner effectively with senior stakeholders across Finance, Technology, Risk, Compliance, Client Services, and Investment Operations.
Director, Revenue & Rebate Accountant Barings LLCDirector, Revenue & Rebate AccountantCharlotte, NCIn addition to managing recurring revenue and rebate deliverables, the role will be expected to lead process improvement, strengthen controls, maintain robust documentation, and help drive further automation across the team using tools such as Excel, Power Query, Power BI, SQL, workflow solutions, and emerging AI-enabled capabilities. The role is suited to an experienced candidate who can operate with autonomy, apply strong technical accounting judgement, review and challenge complex fee and AUM calculations, and partner effectively with senior stakeholders across Finance, Technology, Risk, Compliance, Client Services, and Investment Operations.
Director of Treasury Hayward Industries, Inc.Director of TreasuryCharlotte, NCHayward designs, manufactures, and markets a full line of residential and commercial pool and spa equipment including pumps, filters, heating, cleaners, salt chlorinators, automation, lighting, safety, flow control and energy solutions at our company owned facilities. This individual serves as a key business partner to the Vice President, Treasury, playing a critical role in protecting the company's financial resources and supporting strategic initiatives while continuing to enhance Treasury's operational capabilities.
Product Director, Partnerships iraLogix, Inc.Product Director, PartnershipsCharlotte, NCIdentify, pursue, and close newplatform and integration partnerships-including technology providers,connectivityand data platforms, and fintech ecosystem partners that expand IRALOGIX's platform capabilities andmarketreach. You will originate, negotiate, and activate high-value partnerships - from financial institution distribution relationships to technology integrations and strategic enterprise alliances - while serving as the primary voice of partners back into the product organization.
NewBES Business Group Technology Director HDRBES Business Group Technology DirectorCharlotte, NC$183,530–$262,185 / yearThis position reports to the Professional Services Director and success is measured by the development of effective technology solutions for consulting and project delivery, talent-oriented growth, fostering a technology-focused community of practice, shaping long-term strategic plans, leveraging technology as a market differentiator, and positioning HDR as an industry leader. The Building Engineering Services Business Group (BES BG) Director of Technology will work as part of our Professional Services leadership team, with the primary function of driving a strategic vision and leading a team of experts in the implementation of technology solutions across the multidisciplinary BES consulting practice.