UNKNOWN

FEED

The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives. Drives analysis of competitive and market factors relevant to product pricing and positioning, defining and recommending strategically focused improvement opportunities.

YEAR

Envestnet Inc

Pricing Director

linkup_via_bold

Analyzes competitor pricing, market share and margins and tracks client buying patterns to understand, develop and recommend effective strategies for the company's offerings. The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives.

Senior Pricing Analyst

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Prior experience working in public accounting (with a mix of tax and audit exposure) or managing finances within a single/multi-family office, private equity, or high-net-worth wealth management practice. Sunrock Industries maintains an approved vendor list for recruiting services and will only consider candidate submissions from approved firms when Sunrock has specifically engaged the firm to assist with a search for designated roles.

Sunrock

Controller (Family Office)

clearcompany

Private Banker II - Bachelor''s Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management. Private Banker I - Bachelor''s Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.

First Citizens BancShares Inc

Private Banker

Exit Factor is a business consulting firm that helps small and mid-sized business owners increase profit, efficiency, and the value of their companies so they're ready for a sale down the road. Generate qualified opportunities through networking, LinkedIn, and partnerships with CPAs, lenders, wealth advisors, and M&A professionals.

Exit Factor LLC

Business Development Manager Value Growth & Exit Strategy NC

FULL_TIME

Analyzes competitor pricing, market share and margins and tracks client buying patterns to understand, develop and recommend effective strategies for the company’s offerings. The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives.

Envestnet

Jobvite Talemetry Organic Easy Apply

The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives. • Drives analysis of competitive and market factors relevant to product pricing and positioning, defining and recommending strategically focused improvement opportunities.

Extensive knowledge of retail alternative investment products, operations, and distribution workflows, including private equity, private credit, hedge funds, non-traded REITs, and interval funds, and the industry ecosystem for these products (e.g., DTCC AIP, InvestCloud Private Markets Network, CAIS, SS&C AltServ). The ideal candidate is comfortable working hands-on in an Agile environment, partnering closely with engineering and clients to translate complex operational workflows into high-quality software solutions while advancing the firm's product and partnership strategy.

BetaNXT Inc

Senior Specialist, Product Management

ESSENTIAL RESPONSIBILITIES Client and Firm Engagement Provide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials. Comfort with modern technology and a willingness to use AI tools (such as Claude or Microsoft Copilot) to draft, summarize, research, and streamline work, with good judgment about accuracy and client confidentiality.

Hilltop Wealth Advisors, LLC

Client Services Associate/Trader

ea_via_bold

Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). 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.

Fifth Third Bank

Commercial Relationship Manager

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. This role involves developing scalable data processing solutions, designing robust data models and ETL pipelines, and applying modern DevOps and Agile practices.

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

Senior Data Engineer - PL/SQL

sourcestack_via_bold

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

TAG EisnerAmper, LLC (Inactive)

Tax Director - Real Estate

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.

Principal Full Stack Engineer

This role is the first point of contact for clients and visitors, and the backbone of day-to-day tax administrative support - keeping documents, filings, and client records moving accurately and on time so the tax team can focus on the work itself. Preferred Qualifications: 2+ years prior experience supporting financial services, wealth management, or professional services executive.

Cerity Partners LLC

Receptionist/Tax Administrative Associate

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

If you are seeking a succession opportunity inside a respected firm — not just another advisory seat — we welcome a confidential conversation. We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition.

Chad Richards - State Farm Agent

Registered Representative - State Farm Agent Team Member

Working at the intersection of engineering, data science, product, cybersecurity, and business operations, the team develops and executes innovative testing and validation strategies that help deliver trusted experiences for clients and internal stakeholders alike. Experience with automated testing frameworks, API testing, model evaluation, prompt testing, hallucination testing, data quality validation, AI governance controls, and regulatory, security, privacy, or responsible AI requirements.

Lead AI Quality Assurance Engineer

Technology|Infrastructure Security|Anti Virus, HIPS, IDS, Vulnerability Management, Patch Management Domain|Unified Vulnerability Management|Remediation Governance Technology|Application Security|Vulnerability Management Technology|Security Testing|Vulnerability Assessment Technology|Cloud Security|AWS - Vulnerability Management Raleigh, NC, Richardson, TXUSANorth Carolina, TexasITL USA Infosys Limited Architecture PrincipalPrincipal Technology Architect - US2251781No5439239810.00.009/16/2026Enterprise Security Architect. Hands-on experience with Agentic AI architectures and technologies (agent frameworks, tool/function calling, multi-agent orchestration, RAG, LLM evaluation) with real deployments - not just conceptual knowledge.

<div>
<h1>Infosys is a global leader in next-generation digital services and consulting. We enable clients in 45 countries to navigate their digital transformation.</h1>
<section>
<article>
<div>
<div>
<p>With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.</p>
</div>
</div>
</article>
</section>
</div>

Wealth Advisor Jobs in Raleigh, NC

Pricing Director Envestnet Inc

Senior Pricing Analyst Envestnet Inc

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Controller (Family Office) Sunrock

Private Banker First Citizens BancShares Inc

Business Development Manager Value Growth & Exit Strategy NC Exit Factor LLC

Senior Pricing Analyst Envestnet

Pricing Director Envestnet

Senior Specialist, Product Management BetaNXT Inc

Client Services Associate/Trader Hilltop Wealth Advisors, LLC

Commercial Relationship Manager Fifth Third Bank

Senior Data Engineer - PL/SQL Fidelity

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

Principal Full Stack Engineer Fidelity

Receptionist/Tax Administrative Associate Cerity Partners LLC

Investment Consultant - Cary, NC Fidelity

Head of GTM Strategy Fidelity

Registered Representative - State Farm Agent Team Member Chad Richards - State Farm Agent

Lead AI Quality Assurance Engineer Envestnet Inc

Enterprise Security Architect Infosys Ltd

Similar Job Searches

See More Jobs

Stand out to leading employers.