FULL_TIME

FEED

UNKNOWN

Along with Client Management staff, Account Manager has documentation responsibilities to include maintaining Salesforce service cases, updating checklists and client files, and communicating to clients regularly on outstanding issues. Acts as a resource for clients to help them resolve any day-to-day plan administration/benefits issues pertaining to: billing, paperwork/plan documents, ongoing enrollment/eligibility, benefits administration systems, and client portals.

YEAR

NFP Corp

Account Manager

[AW]-iCims

This position is ideal for an experienced insurance professional who enjoys solving complex transactional challenges, leading internal client teams, working directly with clients, and providing expert risk guidance in a fast-paced environment. The AVP will be responsible for managing complex diligence engagements, delivering high-quality client advisory services, and contributing to the continued evolution of NFP''s due diligence capabilities.

AVP, Risk Due Diligence M&A Manager (Hybrid, US)

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Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.

Financial Analyst - Employee Benefits (Hybrid)

Information Technology Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. IWMS (Institutional Wealth Management Services) is seeking an experienced Full Stack developer to join us in the design and development of innovative technology for financial advisors and their clients using the latest technology stack in a collaborative and engaging environment.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Principal Full Stack Engineer

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Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies.

Financial Analyst Employee Benefits (Hybrid)

The successful candidate will serve as a trusted advisor to business leaders, provide thoughtful challenge and practical guidance, and help translate regulatory expectations into solutions that enable responsible business growth. Vanguard 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.

Vanguard Group

Compliance Director, Sales & Client Engagement

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Aon Plc

Sr Investment Analyst

This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today.

Regional Sales Director, Mid Atlantic (Life Ins. & Related Products)

Working closely with Data Product Managers, Business Domain Owners, Data Engineering teams, and data consumers, this role ensures domain data is trusted, well-defined, properly governed, and fit for operational and analytical use. The Domain Data Steward serves as the day-to-day steward for assigned USDI data domains (e.g., Client & Household, Account, Portfolio & Performance, Advisor, Alternative Products, or Reference Data).

Domain Data Steward

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

Investment Consultant - Cary, NC

Marketing Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The ideal candidate brings experience developing and executing go-to-market strategies that drive measurable business growth, ideally within fintech, SaaS, wealth management, financial services, or other technology-enabled businesses.

Head of GTM Strategy

Investment Consultant - Raleigh, NC

This position is ideal for an experienced insurance professional who enjoys solving complex transactional challenges, leading internal client teams, working directly with clients, and providing expert risk guidance in a fast-paced environment. The AVP will be responsible for managing complex diligence engagements, delivering high-quality client advisory services, and contributing to the continued evolution of NFP's due diligence capabilities.

AVP, Due Diligence

Posting Description Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies.

Financial Analyst

Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

EisnerAmper

Compliance Associate

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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. In this role, you will have the unique opportunity to partner closely with internal teams and Advisors and their clients to drive adoption of LPL’s banking and lending solutions including Cash Management Accounts, margin, our proprietary Secured Credit Account (SCA), and our partner offerings within LPL’s industry-leading distribution network.

LPL Financial

VP, Regional Banking and Lending Consultant

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. 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. Analyst, Growth Program Operations

AVP, Technology M&A Integration Lead

Product Ops Associate

The successful candidate will partner closely with business, technology, operations, legal, compliance, and audit stakeholders to strengthen risk management practices, enhance governance and control effectiveness, and provide thoughtful risk-based guidance that enables innovation while protecting Vanguard, its clients, and its reputation. The division operates across a complex landscape of advice, brokerage & investments, cash management, wealth management, and technology-enabled services, creating unique opportunities to influence both business outcomes and client success.

Wealth Advisor Jobs in North Carolina

Account Manager NFP Corp

AVP, Risk Due Diligence M&A Manager (Hybrid, US) NFP Corp

Financial Analyst - Employee Benefits (Hybrid) NFP Corp

Principal Full Stack Engineer Fidelity

Financial Analyst Employee Benefits (Hybrid) NFP Corp

Compliance Director, Sales & Client Engagement Vanguard Group

Sr Investment Analyst Aon Plc

Regional Sales Director, Mid Atlantic (Life Ins. & Related Products) NFP Corp

Domain Data Steward Vanguard Group

Investment Consultant - Cary, NC Fidelity

Head of GTM Strategy Fidelity

Investment Consultant - Raleigh, NC Fidelity

AVP, Due Diligence Aon Plc

Financial Analyst Aon Plc

Compliance Associate EisnerAmper

VP, Regional Banking and Lending Consultant LPL Financial

Sr. Analyst, Growth Program Operations LPL Financial

AVP, Technology M&A Integration Lead LPL Financial

Product Ops Associate LPL Financial

Risk Director, Personal Wealth (Brokerage & Investments) Vanguard Group

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