Director of Financial Strategy - Charlotte - beBeePlanning

The Financial Crimes Strategy and Oversight Lead is a senior leadership position within Truist's Financial Crimes risk organization. ...

We are seeking a Financial Strategy Associate to support the financial strategy of our organization. You will be responsible for analyzing financial data and creating detailed financial models to provide actionable insights to executive leadership. · Financial Modeling: Develop a ...

As a Financial Strategy Associate at Brightway, you will play a crucial role in supporting the financial strategy of the organization. · ...

The Financial Crimes Strategy and Oversight Lead will execute strategic direction. · Define and execute AML strategic priorities in alignment with enterprise objectives influencing organizational direction and long-term risk posture. · Collaborate with technology data and busines ...

The Financial Crimes Strategy and Oversight Lead is a senior leadership position within Truist's Financial Crimes risk organization responsible for executing the vision governance and strategic priorities for Truist's enterprise-wide Anti-Money Laundering AML program including Sa ...

You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. · ...

This is a full-time on-site role for a Chief Financial Officer (CFO) located in the Charlotte Metro area.The CFO will oversee the organization's financial operations, · including developing and managing financial strategies, · analyzing financial data, · and ensuring accurate fin ...

Thisfull-timehybridroleasafinancialadvisorisbasedinthecarlottametroareaprovidingamixofoffice-basedandremoteework.Thefinancialadvisorwillberesponsibleforbuildingandmanagingclientrelationshipsdesigningpersonalizedfinancialexpertplanhelpingclientsachieve theirlong-termfinancialgoals ...

We are representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. · This is a growth hire, and the firm has added billions of AUM in just two years. · Their success is largely thanks to a combination of a client-centri ...

This role involves providing comprehensive financial planning services including retirement planning and investment advice to clients. · ...

Job summary · The Portfolio Analytics & Accounting team is responsible for tracking analyzing and reporting the financial performance of Summit Street Capital's trading activity. · This role sits at the intersection of accounting portfolio management and quantitative analysis. ...

We are seeking a highly motivated Quantitative Analyst to join our team in Charlotte, NC. · Conduct quantitative analysis and modeling to support trading and risk management activities. · Develop and implement financial models for derivatives pricing and risk assessment. · ...

This contingent assignment supports Risk-Compliance and Financial Crimes initiatives at an enterprise level.The Financial Crimes Officer serves as a senior subject-matter expert, consulting on highly complex and strategic Financial Crimes challenges across the organization. · ...

Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity. Start-up company previously inside a 100-year-old financial services giant New entity is $4B+ in sales, global client base with Top ...

+ Data Strategy role involves working with team to define use cases for cloud adoption and AI ML adoption. · ...

The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. · This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engageme ...

Data strategy role involves data strategy for cloud adoption AI ML adoption data ingestion financial background working with team to define use cases experience in data programs like data warehouse data lake etc · ...

Job summaryAs the Tax Manager you will oversee tax compliance strategy and planning while managing the company's North American tax function. · This role ensures regulatory compliance optimizes tax positions and mitigates financial risks. · QualificationsBachelor's degree in Acco ...

The Advanced Planning Team is a centralized group of financial planners. · Provide expert financial planning services and advice to advisors & clients. · ...

Choreo is seeking an innovative and analytically minded Vice President of Growth Strategy to lead firmwide initiatives that accelerate growth, optimize performance, and deepen client engagement. · ...

We are seeking a dynamic and detail-oriented Senior Financial Analyst to play a crucial role in driving our client's financial evolution. · Assess current financial processes and workflows, identifying inefficiencies, bottlenecks, and areas for improvement. · Collaborate with cro ...