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  • Financial Services - Senior Associate

    JBA International 4.1company rating

    Senior associate job in Charlotte, NC

    A large southeastern law firm with a national practice, is seeking an experienced Transactional Lawyer for its Financial Services practice. Preferred candidates would have four to seven years of transactional experience and must have a working knowledge of syndicated credit facilities and leveraged finance transactions. Excellent academic performance and strong interpersonal skills are required. Competitive compensation package includes full benefits. ABOUT THE FIRM We represent ideas, values and aspirations. We represent carefully laid plans and bold long-term goals. By immersing ourselves in a deep understanding of what is important and meaningful to our clients we bring clear perspective to any legal challenge and find solutions in unexpected places. An unwavering focus on our clients has led to steady growth as one of the largest law firms in the southeast. More than 330 attorneys in over 60 areas of focus represent clients across the country and around the globe. Blue-chip Fortune 500 organizations, financial services leaders, domestic and global manufacturers, retailers, individuals, and healthcare and technology companies benefit from our strategic, innovative approach to significant business transactions, complicated legal issues and difficult disputes. BENEFITS Our benefits program reflects the firm's commitment to helping our attorneys achieve a satisfying personal and professional life. Some of our eligible full-time benefits include: Competitive compensation Discretionary bonus program Eligible for paid time off + 11 paid holidays Reimbursements for moving expenses, bar review courses, bar examination fees and bar association dues Medical and dental insurance (domestic partner eligibility) Life and disability insurance Technology package for at-home office
    $72k-98k yearly est. 60d+ ago
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  • Diversified Alternative Equity/Funds & Co-investments - Associate/Senior Associate

    Babson Capital Management 4.7company rating

    Senior associate job in Charlotte, NC

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Position Title: Diversified Alternative Equity/Funds & Co-investments Business Title: Associate/Senior Associate Location: Charlotte, NC Barings is a $420+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities, and employees, and is committed to sustainable practices and responsible investment. Learn more, at **************** Primary Responsibilities Primary responsibilities are focused on underwriting investments and supporting growth and development of DAE's private markets platform. Investment activities include: Origination: Support efforts for origination for funds, co-investment, and secondary opportunities for US and European private markets Investment: Support due diligence of private equity and real asset opportunities; primary funds, direct investments (either via direct co-investment or single asset secondary investment) sponsored by private market managers, including emerging managers and independent sponsors Monitoring: Post-investment investment monitoring. Maintain relationships with existing sponsors and market participants. Provide post-closing monitoring and valuation of investment performance and views on future expectations Candidate will be an integral member of the DAE team and work with senior members of the investment team on the underwriting and analysis of new investments Candidate will have support senior team around multiple functions within the group, including client management and business development activities Candidate will develop a deep understanding of the DAE business and be able to articulate that knowledge internally and externally Candidate must have ability to prioritize and multi-task in a dynamic environment with a high degree of independence, initiative, responsibility, and accountability Qualifications Bachelor's degree Minimum of 1 to 5 years of private markets investment experience, including investment banking, consulting, asset management, etc. Developed corporate finance analytical skills Strong verbal and written communications skills A high degree of proficiency and adaptability with various Microsoft Office programs including Excel, Word, Power Point and Outlook Ability to develop strong working relationships with high-level executives and investors Ability and willingness to travel #LI-JB1 Requisite Skills Direct Investments, Financial Modeling, Investment Banking, Private Equity Additional Skills Investments Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
    $85k-133k yearly est. Auto-Apply 9d ago
  • Oracle ERP Security & Controls Senior Associate

    Rsm 4.4company rating

    Senior associate job in Charlotte, NC

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's ERP Risk and Automation practice is seeking an experienced Oracle Fusion Oracle ERP Cloud security & controls specialist with a strong background in functional security to join our team. The ideal candidate will have experience scoping and executing ERP security assessments, security role designs, Oracle ERP focused GRC implementations, and operationalizing Oracle user access management, and executing managed security services. This is an exciting opportunity to help grow our Charlotte market. The ERP and Automation Risk Consulting practice, assists with various consulting, internal, and external audit clients by bringing in-depth ERP security and controls, automation, and data analytics skills where needed. The practice performs security and controls designs/assessments, complex data analytics, GRC automation/implementation, security role design, security managed services, segregation of duties assessments, as well as ERP implementation risk reviews. Basic Qualifications: Degree required 2-3 years' experience in the Oracle security risk & controls experience with Oracle implementations designing Oracle security or serving as an Oracle security analyst Exposure to Oracle functional automated controls Technical exposure in the Oracle suite of applications including Oracle Cloud ERP, CRM, HCM, Procurement, SCM, and Oracle EBS. Understanding of Oracle Cloud Functional Modules. Knowledge of various functional modules within Oracle Cloud, including Financials, Procurement, Human Resources, and Supply Chain Management. Experience with Oracle Identity Management (OIM): Knowledge of Oracle Identity Management solutions, including user provisioning, identity governance, and access management Experience in performing IT audits or recipient of an audit (ITGCs, Security, Controls) Clear and concise communication skills. Ability to understand what to communicate to difference audiences Highly organized with the ability to monitor engagement time and expenses Ability to provide client status updates, review deliverables, maintain updates with the engagement supervisor timely and communicate client opportunities Ability to put forth additional effort to meet deadlines when necessary Preferred Qualifications: Demonstrated knowledge of using Oracle GRC tools, such as Oracle GRC, or Fastpath Experience with data analytics tools (such as ACL or MS Access) performing complex queries Team member of at least one Oracle implementation. Experience with other ERP security would be nice to have. Demonstrated knowledge of auditing Oracle automated business controls 2 - 3 years of professional experience in public accounting or relevant compliance industry experience relating to Sarbanes Oxley (SOX) compliance or other COBIT/NIST/ISO frameworks Experience with using and configuring Oracle Risk Management Cloud GRC solution (RMC). Proficiency in using and configuring Oracle Risk Management Cloud applications, including modules such as Financial Reporting Compliance, Advanced Financial Controls, and Access Certification. Oracle-specific technical certifications (i.e. Oracle Risk Management Cloud Certified or other) Standards of Performance: The successful candidate will have a high level of energy analytical, organized, and innovative problem solver Ability to communicate effectively with a broad audience ranging from technical to non-technical Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments Possess strong business ethics and willingness to adhere At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $85.1k-161.7k yearly Auto-Apply 43d ago
  • Private Client Senior Relationship Associate

    Brown Advisory 4.9company rating

    Senior associate job in Charlotte, NC

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients. The primary duties and responsibilities include but are not limited to: Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes: Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements. Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries. Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients. Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices. Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly. Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members. Contribute to ad-hoc projects and ongoing business improvement efforts as needed. Qualifications: Bachelor's degree required; 5+ years of relevant experience in a client-facing role Proven ability to build rapport and foster trust with clients and their outside advisors Ability to multi-task and adapt to changing priorities to meet client demands Demonstrates professional maturity and discretion in handling confidential and delicate client issues Collaborative team-player; self-motivated with a strong work ethic Highly organized work style; detail-oriented and accurate Excellent communication skills, both verbal and written Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency Ability to understand complex documentation related to account structures, trusts, etc. Experience with trust administration and fiduciary functions is a plus Ability to work in the Charlotte office location Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $72k-104k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Real Estate Equity Asset Management

    Barings Corp

    Senior associate job in Charlotte, NC

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Title: Senior Associate, Real Estate Equity Asset Management Department: U.S. Real Estate Equity - Portfolio Management Location: Boston, MA /Charlotte, NC Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct acquisition, we provide innovative solutions and access to differentiated opportunities across public and private capital markets and across the risk/return spectrum. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific. Primary Responsibilities * Maintain valuation models for assigned assets with newly executed leases and make adjustments to market assumptions and valuation parameters, as appropriate * Support Acquisitions team by underwriting and analyzing potential acquisitions using complex ARGUS and Excel cash flow projection models * Evaluate economic, demographic, and real estate market data for both portfolio assets and new investment opportunities * Coordinate quarterly valuations with asset managers, regional director and appraiser. Review external appraisals and work with asset managers to reconcile valuation issues. * Prepare and assist in presenting investment committee presentations * Analyze lease transactions, including calculation of net effective rents and impact on value * Assist with annual budgets and business plans, quarterly reports and ad hoc reporting requirements * Assist with acquisitions, dispositions, and financings, including compilation and dissemination of due diligence information * Maintain and update regional portfolio reports * Report to Regional Asset Management Lead and Asset Managers, as applicable * Participate in regularly scheduled property leasing calls and meetings * Develop a deep knowledge of all assigned assets * Ensure accuracy of the property rent roll and commercial space tracking system (VTS) * Monitor and analyze the performance of property investments through monthly financial reports and IRR of hold/sell modeling * Communicate and collaborate with investment sales brokers, developers, and operators to identify, evaluate, and execute opportunities * Support ESG efforts across managed portfolio Qualifications * 2-4 years of commercial real estate investment analysis or valuation experience. * Bachelor's degree required, preferably with a business, finance or real estate emphasis. * Advanced proficiency in ARGUS and Microsoft Excel required * Proficient knowledge of finance and real estate investment terms and concepts * Strong quantitative and analytical background * Strong verbal and written communication skills * Highly organized * Must be able to work independently while still functioning well in a team * Develop strong and effective relationships both internally and externally * Keen attention to detail and the ability to manage to aggressive deadlines * Ability to prioritize and manage multiple tasks * Excellent problem solving skills * Willing to travel #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS * Medical (including Virtual Care), Prescription, Dental, and Vision Coverage * Fitness Center Reimbursement Program (Including Online Memberships) * Employee Assistance Program (EAP) * Fertility Benefits FINANCIAL WELL-BEING * Highly competitive 401(k) Plan with Company Match * Health Savings Account (HSA) with Company Contributions * Flexible Spending Accounts (FSA) - Health Care & Dependent Care * Retirement Health Reimbursement Account LIFE INSURANCE * Basic and Supplemental Life Insurance * Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE * Paid Vacation, Sick Days and Annual Holidays * Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) * Short and Long Term Disability Plans * Paid Volunteer Time OTHER BENEFITS * Education Assistance Program * Charitable Matching Gifts Program * Commuter Reimbursement Program * Adoption and Surrogacy Reimbursement Program
    $62k-90k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Assurance - Insurance

    Forvis, LLP

    Senior associate job in Charlotte, NC

    Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Perform detailed audit procedures over various income statement and balance sheet accounts * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success * Collaborate proactively with key client management to identify issues and recommend practical solutions. * Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes * Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation. Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge * Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise * Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth * Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 2+ years of relevant audit experience * Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license * Experience with Caseware software for financial reporting and audit documentation #LI-CLTSP, #LI-CLTU #LI-LS1
    $62k-90k yearly est. 60d+ ago
  • Healthcare Financial/Actuarial Senior Associate

    WTW

    Senior associate job in Charlotte, NC

    As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. The Role With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. Develop working proficiency of core financial, actuarial and analytics theories, models and tools. Support accurate and reliable claim reporting and financial modeling to guide client decisions. Develop basic knowledge of all broad-based benefit programs (e.g., health care, pharmacy, wellbeing, life, disability, voluntary benefits, etc.) Assist with financial modeling of benefit plan designs, cost avoidance/funding strategies, and budget projections and rate/contribution development with clear guidance and direction. Take responsibility for execution of specific tasks that contribute to financial/actuarial deliverables for clients, with guidance and adherence to stated deadlines. Partner with Global Delivery Centers and Client Service teams to deliver superior project management. Build strong relationships internally and collaborate effectively on cross-functional teams. 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company Advanced knowledge of health and welfare products & services Experience with big data analytic techniques preferred Advanced knowledge of underwriting and funding concepts Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget Desire and ability to expand relationships with clients Proven ability to identify and resolve issues with limited information and experience Polished and well developed written and verbal communication skills Self-starter attitude and ability to work independently and as part of a team Strong analytical, creative and integrative skills Ability to direct work of more junior colleagues and provide feedback Excellent Microsoft Office skills, particularly in Excel and PowerPoint State Life and Health license required within 90 days of joining Relevant financial experience and/or university degree Progress towards completion of health actuarial designation or CEBS designation (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( Washington State only ) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. The position allows for flexible working: At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets
    $62k-90k yearly est. Auto-Apply 22d ago
  • Senior Associate, Transaction Advisory Services

    Greerwalker

    Senior associate job in Charlotte, NC

    Full-time Description GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do. GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community. As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive. Your life fits at GreerWalker. Job Responsibilities: · Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services · Document key findings and analysis in written report · Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis · Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements · Interacts with the other functional areas of the practice including tax, audit and other consulting practices · Assists in preparing proposals and engagement letters · Represents the firm in community activities and professional association Requirements Basic Qualifications: · Bachelor's degree in accounting · CPA certification · Minimum of two years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm · Supervision / Team Leadership experience · Ability to direct and manage client engagements · Excellent verbal and written communication skills · Proficient with Microsoft Excel and Microsoft PowerPoint Preferred Qualifications: · Networking and communicating with C-level executives · Strong project management skills · Evaluated as exceptional performer in current position · Possess a good balance of strong technical accounting knowledge and business acumen · Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm · Ability to be a self-starter and to be confident when interacting with clients and asking questions · Able to work within tight deadlines and take responsibility for getting the job done in a timely manner · Ability to apply critical thinking and problem-solving skills Working Conditions: · Occasional travel for work using a personal vehicle · Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles · Able to lift boxes, mail, etc. not exceeding 20 lbs. The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required. This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time. EOE No Agencies Please
    $62k-90k yearly est. 60d+ ago
  • Senior Associate - Financial Services

    Success Matcher Recruitment

    Senior associate job in Charlotte, NC

    Job Description Our client is seeking experienced Transactional Lawyers to join their robust Financial Services practice. This is a high-visibility role where you will work within five specialized finance groups: The Syndicated Loans Team The Leveraged Finance Team The Securitization Team The Renewable Energy Project Finance Team The Public Bond / Real Estate Finance Teams Key Responsibilities Represent lenders and borrowers in complex financial transactions. Manage high-stakes syndicated credit facilities and leveraged finance transactions. Draft, review, and negotiate transaction documents with a high degree of precision. Collaborate with a team of legal professionals to deliver innovative solutions for blue-chip clients. Requirements Experience: 5+ years of finance transactional law experience. Background: Prior experience at an Am Law 200 firm is highly preferred. Technical Knowledge: Must have a strong working knowledge of syndicated credit facilities and leveraged finance transactions. Education: Excellent academic performance is required. Bar Admission: Must be currently barred in North Carolina or South Carolina (or eligible to waive in immediately). Soft Skills: Strong interpersonal skills and the ability to work collaboratively in a fast-paced environment. Why Join? Strategic Partnership: Move beyond traditional legal services to become a strategic partner to clients. Growth: Join a firm that is actively expanding, hiring 5+ candidates for this specific practice area. Culture: Be part of a nationally recognized firm with a deep commitment to community and inclusion.
    $62k-90k yearly est. 21d ago
  • Financial Services - Senior Associate (Transactional)

    Hirenow Staffing

    Senior associate job in Charlotte, NC

    Financial Services - Senior Associate (Transactional) Location: Hybrid (3 days in-office) - Charlotte, NC or Charleston, SC Compensation: $200,000 - $300,000 base salary Additional Compensation: Annual bonus Benefits: Full, comprehensive benefits package Employment Type: Full-Time Visa Sponsorship: Not available The Opportunity HireNow Staffing is partnering with a nationally recognized Am Law 200 firm to identify a seasoned Financial Services Senior Associate to support a rapidly expanding transactional finance platform. This role is ideal for an experienced attorney who thrives in complex deal environments and is ready to take on a visible, high-impact position within a collaborative, growth-oriented practice. The firm maintains a strong footprint across the Southeast with national deal flow, offering senior associates the opportunity to work on sophisticated finance transactions while continuing to deepen technical expertise and client-facing responsibilities. Role Overview As a Senior Associate in the Financial Services practice, you will play a key role in structuring, negotiating, and executing complex financing transactions across multiple industries and asset classes. You will work closely with partners, junior associates, and clients on matters that demand precision, sound judgment, and strong commercial awareness. This position is well suited for attorneys who are confident managing core deal components independently while contributing strategically to larger, multi-party transactions. Key Responsibilities Candidates must demonstrate the ability to perform the following to be considered for interview: Draft, review, and negotiate documentation for complex finance transactions, including credit agreements and ancillary documents Support and lead components of syndicated credit facilities and leveraged finance transactions Advise clients on deal structure, risk allocation, and execution strategy Collaborate across finance sub-practices to deliver integrated solutions Manage transaction timelines, diligence processes, and closing mechanics Communicate clearly with clients, lenders, borrowers, and internal stakeholders Mentor junior associates and contribute to efficient deal execution Maintain exceptional attention to detail while handling multiple active matters Required Qualifications To be eligible for consideration, candidates must meet the following criteria: 5+ years of transactional law experience, with a focus on finance Prior experience at an Am Law 200 firm (required) Demonstrated experience working on sophisticated finance transactions Strong academic credentials and professional writing skills Ability to work effectively in a collaborative, team-based environment Willingness to work in a hybrid schedule (3 days in-office) in Charlotte or Charleston Not currently barred in North Carolina or South Carolina (firm will support bar admission as needed) Preferred Qualifications (Strongly Emphasized) Candidates with the following background will receive priority consideration: Substantial experience with syndicated loans and leveraged finance Exposure to one or more of the following areas: Securitization Renewable energy or project finance Public bonds Real estate finance Experience handling multi-party, multi-jurisdictional transactions Comfort taking ownership of key deal components with limited oversight Strong client-service mindset with commercial awareness Why This Role Stands Out Highly competitive compensation aligned with senior associate market expectations National-level finance work within a collegial, well-resourced platform Exposure to multiple finance disciplines without being siloed Clear runway for continued professional growth and leadership Hybrid work model in attractive Southeast markets HireNow Staffing Disclaimer HireNow Staffing is acting as a direct placement partner for this role. All candidate information is handled confidentially and evaluated against defined requirements. This job description outlines the general scope of responsibilities and qualifications. Duties may evolve based on client needs and practice demands. Only candidates meeting core qualifications will be considered for interview.https://www.careers-page.com/hirenow-staffing-inc/job/4RR95Y9V
    $62k-90k yearly est. 20d ago
  • Debt Finance Senior Associate

    Lewis & Associates 3.8company rating

    Senior associate job in Charlotte, NC

    LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand the demanding role of recruiting to source the highest level of legal professionals while incorporating proven, innovative, and successful recruiting techniques. Job Description We are seeking a senior associate to join the Debt Finance department with a well known national law firm. The qualified candidates will have 5 - 6 years of experience in syndicated, club and single lender financing, as well as excellent academic credentials, writing, and extensive law firm work experience. Qualifications Ability to work well with a team Comfortable working in a fast-paced, high activity environment with diverse people Strong organizational skills Ability to effectively work with cross-functional teams Excellent judgment, attention to detail and ability to work independently are a must Ability to handle ambiguity, juggle many matters at once and quickly shift from one situation or task to another
    $62k-106k yearly est. 1d ago
  • Internal Controls Senior Associate

    Elliot Davis 3.7company rating

    Senior associate job in Charlotte, NC

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Job Objective: The Internal Controls Senior Associate will be in charge of the day-to-day execution of multiple Internal Control audit and advisory engagements, development of test plans and risk and control documentation, manage and report on project status, collaborate with cross functional engagement teams, and provide feedback to Internal Controls staff, and participate in program development efforts. This role will also identify and coordinate process improvements and manage other assigned ad hoc projects. The Internal Controls Senior Associate will be a champion for the Internal Controls program, building a strong team, and delivering extraordinary client service. Key Responsibilities: * Assess risks within various business processes and design appropriate controls to mitigate those risks * Create and maintain detailed documentation of internal controls, including process narratives, risk and control matrices, and flowcharts * Perform tests to evaluate the design and operational effectiveness of internal controls * Provide excellent client service, build relationships, and communicate complex issues clearly and concisely * Identify control deficiencies, develop remediation plans, and track the progress of those plans * Assist with project management activities, including status tracking, reporting, and oversight of team members * Stay abreast of relevant regulations, standards, and best practices related to internal controls and risk management * Lead process walkthroughs to understand and document business processes * Proficient in writing, grammar, and editing skills * Familiarity with risk and controls assessments and controls testing project lifecycles Qualifications: * A minimum of 3 years of risk and controls or related experience * Bachelor's or Master's degree in Accounting, Finance, Business, or related field * Professional certification such as CPA or CIA is preferred * Knowledge of process design, risk management, and internal control frameworks * Experience in scoping and controls testing under AICPA and PCAOB standards and SOX compliance, including identification of control gaps and deficiencies * Strong analytical and critical thinking skills * Effective organization and project management skills * Effective communication abilities * Proficient in Microsoft Office (Word, Excel, PowerPoint, Visio) * Professionalism and professional curiosity * Attention to detail and emotional intelligence * Positive attitude and integrity * Adaptable and flexible * Experience collaborating across functional teams to standardize procedures, identify and implement process improvements, and increase automation efforts * Experience with data analytics, IT audit, and emerging technology like AI is a bonus but not required WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $63k-74k yearly est. Auto-Apply 60d+ ago
  • Senior Onboarding Associate - Financial Institutions

    Ameriprise Financial 4.5company rating

    Senior associate job in Charlotte, NC

    Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership * Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. * Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. * Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support * Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. * Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. * Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management * Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. * Train advisors on digital tools and systems for managing transitions. * Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication * Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. * Deliver a best-in-class experience for advisors and clients throughout the transition. Required Qualifications * Education: Bachelor's degree or equivalent experience. * Experience: 5+ years in financial services, advisor onboarding, or transition management. * Time Management: Ability to prioritize and execute multiple tasks under tight deadlines. * Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams. Preferred Qualifications * Executive Communication: Ability to present to executive leadership and influence decision-making. * Presentation Development: Skilled in creating professional presentations and delivering impactful content. * Facilitation: Lead calls, meetings, and training sessions with confidence. * Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms. * Project Management: Strong organizational skills to manage timelines, resources, and deliverables. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $62.3k-82k yearly Auto-Apply 7d ago
  • Senior Associate - Capital Markets

    Asana Partners 4.6company rating

    Senior associate job in Charlotte, NC

    Full-time Description The Senior Associate will report to the Senior Director - Capital Markets and work closely with the Chief Financial Officer, Partners, and other senior executives to execute and manage the debt capital markets financing strategy for Asana Partners. The Senior Associate will assist with the placement and administration of secured and unsecured financings, leveraged loan financings, lender relationship management, the management of debt investments, the execution of hedging transactions, and fund and investment-level sources and uses planning. The Senior Associate will be a primary lead on all debt capital markets financing activities and partner with Equity Investments, Debt Investments, Asset Management, Leasing, and Development teams to optimize debt capital markets financing execution. Asana Partners is a growing real estate private equity firm with more than $7 billion in assets under management. We acquire, enhance, operate, and finance retail and mixed-use properties in dynamic neighborhoods across the country. Our distinctive company culture is the key to our success. We recruit high-performing, ambitious individuals who are entrepreneurial and eager to maximize their potential in a team environment. We value relationship building - both internally and externally - and view it as the foundation for creating value for our neighborhoods and generating strong results for our investors. Asana Partners is known for our proven, strategic approach; our sophisticated, collaborative team; and our high-quality portfolio. With offices in Charlotte, Atlanta, Boston, Columbia, Denver, Los Angeles, and New York, we were founded to be a firm that would deliver strong results for our investors and provide career-long opportunities for our people. RESPONSIBILITIES Execute and manage financing transactions including secured and unsecured credit facilities, subscription facilities, private debt placements, cross-collateralized mortgages, property mortgages, and interest rate swaps and derivatives Partner with cross-functional teams within Asana Partners to add insight on debt capital markets activity related to acquisition underwriting, dispositions, structured investments, asset management, leasing, and redevelopment Provide primary oversight on post-closing debt financing portfolio management, reporting, and ancillary business opportunities Manage debt investments including senior mortgages, mezzanine financings, and preferred equity Source back leverage for debt investments including A/B notes, note-on-note financings, and repo/warehouse facilities Provide advanced modeling and technical support for debt capital markets financing activities including balance sheet strategy and sources and uses planning Manage and cultivate relationships with lenders, debt placement agents, and sponsors Implement and maintain best practices in CRM and data management Requirements Deep understanding of and experience with real estate capitalization and principal ownership Proven track record of developing relationships and managing commercial real estate capital markets transactions Excellence in Excel, Word, and PowerPoint; Argus Enterprise experience strongly preferred; Advanced Excel modeling experience required Strong work ethic, self-motivated, and capable of effective independent judgment Acute attention to detail and passion for quality
    $93k-129k yearly est. 60d+ ago
  • Senior Associate - Management and Operations Consulting

    Prosidian Consulting

    Senior associate job in Charlotte, NC

    ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. With a reputation for its strong CONUS/OCONUS practice, we help forward-thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies. Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. See Link To ProSidian website at ***************** Launched by former Big 4 Management Consultants, our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Environmental Management, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at ***************** Job Description ProSidian Consulting seeks a Management and Operations Consulting Senior Associate to support and participate in team member initiatives design, development and delivery of client solutions for the Firm's Consulting Practice. The Senior Associate plays an integral role in successfully participate in the designing, planning and executing client engagements and building the firm's reputation for quality service. This includes researching, pursuing, and documenting possible business opportunities; supporting, participating, and contributing to our proposal development process; supporting the management of client relationships and deliverables; and developing teams while communicating with appropriate stakeholders. The Senior Associate is support the contribution to business development, client engagement management, thought leadership, market presence, and team-building/leadership of Management Consultants. ProSidian's business development initiatives include but are not limited to proposal writing, responding to requests for information/sources sought, client presentations and capabilities briefings, attending industry and client conferences and general meetings, and creating awareness of the firm. This position will participate in identifying solutions to important client challenges/opportunities, support the production of results for engagement team deliverables and internal firm initiatives, drive change and impact client outcomes. The Senior Associate provides oversight and management of professional consultants to insure consistent, high quality service delivery in a cost effective manner for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. In this visible position you will use your skills to participate in all phases of the business development and management process. Reporting directly to the Managing Principal, you will be integral to the development and management of the firm and share revenues with potential equity stake based on future successes for strategic five (5) year goals and objectives. Although daily activities may change and evolve, the following represents initial primary areas of activity: 15% Internal Operations Focus, 45% Business Dev Initiatives, 40% Client Service. Other responsibilities include, but are not limited to, working with other consultant practices and company business units, interfacing with contract On-Demand resources, and working with other Engagement Team Members (new employees, fellows, contractors, and collaborating partners) to develop or support business opportunities. Industry Focus: Strategically diversified services offered by ProSidian Consulting for Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Business Development: Actively participate in business development activities, by coordinating and/or leading proposal or engagement teams while creating strong working relationships with clients. Participate in the development of a sales strategy that identifies targeted accounts, account planning, consulting service product packaging, proposal development, proposal delivery, and processes for closing the deal. Support the development of a strategic sales action plan which clearly demonstrates target goals and sales success and manage practice action plans to grow sales, create new service offerings and offer thought leadership to find solutions to important client challenges. Provide leadership to ensure consistent, high quality and cost effective service delivery. Support the contribution to conducting follow-up calls and visits as required for maximizing a strong close ratio. Leverage skills for and engage in activities as a Technical and Solution Architect for Leverage skills for and engage in activities as a Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process Work with business development teams to close new sales opportunities. Any other Business Development responsibilities as required Client Engagement Management: Participate in the build, development and maintenance of long-term relationships with clients at the C-Suite level. Conduct quantitative and qualitative analysis, including financial or business modeling, and coordinate and execute research, data collection, and analysis Support the creation of a services mix that demonstrates a high-level of professionalism and a clear understanding of a client's unique business needs. Develop and offer services that reflect an understanding of a client's unique business needs and offer client market specific solutions that are measurable. Develop, Implement and present solutions and recommendations Engagements will address a wide range of strategy and business issues that may include strategy sessions, strategic planning, and evaluation strategic client initiatives. Structuring and performing analysis, and conducting primary research, to uncover the insights that support our recommendations to clients Leverage skills for and engage in activities as a Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process Any other Client Engagement Management responsibilities as required Thought Leadership: Assist the firm in efforts to strengthen market presence such as bylining articles, speaking at key conferences, and publishing. Be an active participant within a team that provides thought leadership, project support artifacts and analytical concepts for use within the practice. Presenting at team and client meetings, and determining the most practical way to drive lasting results based on your insights Provide thought leadership to deepen and expand the firm's product offerings and client solutions. Researching and creating Frameworks to deliver solutions that solve problems and enhance client operations Support and contribute to the development of intellectual capital for the firm. Any other Thought Leadership responsibilities as required Personnel Management: Consultants will include a mix of independent contractors as well as employed subject matter experts as business needs dictate. Be self-led and refine the ability to be self-led and refine the ability to develop, coach and recruit talented consulting team members. Lead engagement teams on complex projects and develop junior team members Support the contribution to employee performance appraisals or annual contract employee reviews. Support the contribution to project management oversight, supervision, and leadership and building a team of consultants who deliver quality projects in consulting area. Any other Personnel Management responsibilities as required Collaboration and Team Building: Assume ownership of projects while simultaneously leading a team. Comfortable reporting and working in a matrix organization. Delegate or accept delegation to promote client engagement opportunities and/or client relationships. Performs other duties as assigned. Supporting and leading business development initiatives and proposal writing Taking on stimulating challenges including corporate and business unit strategy, regulatory compliance initiatives; business process reviews, assessments, and improvement initiatives; organizational effectiveness and optimization, and training and talent management initiatives. Any other Collaboration and Team Building responsibilities as required Qualifications Generally, Senior Associates/Senior Consultants have a BA or equivalent qualification, an MBA, and > 5-7 years' experience, with at least 50% in Management and Operations Consulting. Task and assignment lead; Performer of complex analysis; Contributor and co-pilot on engagement pursuits, Develops recommendations for clients; Develops deeper functional knowledge in ProSidian capability areas. Lead and direct data collection and analysis roles in structuring, performing analysis, conducting primary research, pursuing opportunities, and delivering engagements that uncover insights that support our recommendations to clients. Lead and direct team recommendations, engagement pursuits, and problem solving for clients. Enhances Management and Operations Consulting and functional skills. Senior Associates serve and support business development, client delivery, and operations initiatives. These professionals perform roles of solution and technical architects for new business development while also responding to new and current client needs, providing oversight on engagement operations, and managing client relationships. A successful Senior Associates level professional at ProSidian is able to oversee multiple engagements and multitask on internal operations and Engagement requirements for oversight and deliverable service quality. The Senior Associate level professionals that excel are comfortable in a small, dynamic, yet growing environment where Management and Operations Consulting entails multiple types of engagements and activities focused nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Initial focus is estimated at 45% business Dev Initiatives, 30% Client Service, and 25% Internal Operations and Engagement Support. Ability to work and lead others in ambiguous situations Ability to effectively analyze and structure problems and service requirements based on the services we provide Ability to participate in the management of work streams that support of large, complex projects Results orientation/self-directed -- ability to drive change in unstructured environment Strong interpersonal communication skills and ability to work well in teams Must have proficiency with various software applications including Microsoft Suite External, client-facing consulting experience Excellent written communication skills ======= HIRING EXPECTATIONS/ POSITION SPECIFICATIONS Participates in the development and implementation of best practices and programs. Demonstrates commitment to excellence and service in dealing with all internal and external customers. Offers best possible solutions while displaying best possible values. Participates in effective retention and recruitment strategies for the Practice. Elevates consulting services to a new standard of professionalism and sales contribution. Elevates the level of consulting to achieve further competitive advantage with speaking engagements, client case studies and on site evaluations. Establishes a sense of professionalism among the consulting staff to further elevate the standards of the Practice. Establishes, communicates and guides the accomplishment of relevant objectives, measurable goals, and performance standards to ensure effective, efficient and economical client outcomes. Fosters trust and support from the various constituents to position ProSidian Consulting as a trusted partner and the preferred quality provider in the market place. Supports and participates through influence in a matrix environment. Leadership is accomplished through a positive team approach, resulting in achievement of standards for all service lines. Supports initiatives to assess productivity and throughput to optimize resources. Effectively participates in the establishment and guidelines for relevant objectives, measurable goals, and performance standards to ensure effective, efficient and economical client outcomes. Serves as a leader in performance improvement and best practices initiatives - encouraging 'best of the best' mindset. Works closely with members of senior management support strategic and tactical plans to meet sales goals, drive pipeline growth and facilitate new sales opportunities. Works closely with members of senior management to devise budgets to meet sales goals. Works collaboratively with other disciplines to assure that standards for excellence in consulting are met, clients and employees are treated fairly and with respect, and that all client needs are met in a positive and responsive fashion. Additional Information As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. CORE COMPETENCIES Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership - the ability to guide and lead colleagues on projects and initiatives Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people Communication - ability to effectively communicate to stakeholders of all levels orally and in writing Motivation - persistent in pursuit of quality and optimal client and company solutions Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment - exercises prudence and insight in the decision-making process while mindful of other stakeholders and long-term ramifications Organization - the ability to manage projects and actions, and prioritize tasks ------------ ------------ ------------ OTHER REQUIREMENTS Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness - to constantly learn, share, and grow and to view the world as their classroom ------------ ------------ ------------ BENEFITS AND HIGHLIGHTS: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently includes the following for Full-Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options is available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Paid time Off (PTO) - Vacation: Basic Paid Vacation - Ten (10) Days (80 Hrs.) used for personal accrued leave used for vacation, personal leave, bereavement, and religious observance, etc. Paid time Off (PTO) - Sick Leave: Paid Sick Days - Three (03) Days (24 Hrs.) used for health-related purposes Paid time Off (PTO) - Holidays: 10 Federal Government Holidays in accordance with ProSidian's Holiday Schedule. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to USD $4K for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability ------------ ------------ ------------ ADDITIONAL INFORMATION - See Below Instructions on The Best Way to Apply. ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON http://*****************/ OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS -@- PROSIDIAN.COM. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
    $4k monthly 60d+ ago
  • Implementation Client Onboarding - Senior Associate

    Jpmorganchase 4.8company rating

    Senior associate job in Charlotte, NC

    Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment. As an Implementation Client Onboarding Senior Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes. Job responsibilities Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform. Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies. Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients. Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience. Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy. Required qualifications, capabilities, and skills Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience. Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms. Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting. Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques. Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business. Preferred qualifications, capabilities, and skills Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders. Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness. Adept at fostering digital literacy within the team to enhance technology use in the onboarding process. Experienced in implementing cybersecurity measures to protect client data during onboarding. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.
    $60k-88k yearly est. Auto-Apply 12d ago
  • Senior Associate, Real Estate Equity Asset Management

    Babson Capital Management 4.7company rating

    Senior associate job in Charlotte, NC

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Title: Senior Associate, Real Estate Equity Asset Management Department: U.S. Real Estate Equity - Portfolio Management Location: Boston, MA /Charlotte, NC Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct acquisition, we provide innovative solutions and access to differentiated opportunities across public and private capital markets and across the risk/return spectrum. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific. Primary Responsibilities Maintain valuation models for assigned assets with newly executed leases and make adjustments to market assumptions and valuation parameters, as appropriate Support Acquisitions team by underwriting and analyzing potential acquisitions using complex ARGUS and Excel cash flow projection models Evaluate economic, demographic, and real estate market data for both portfolio assets and new investment opportunities Coordinate quarterly valuations with asset managers, regional director and appraiser. Review external appraisals and work with asset managers to reconcile valuation issues. Prepare and assist in presenting investment committee presentations Analyze lease transactions, including calculation of net effective rents and impact on value Assist with annual budgets and business plans, quarterly reports and ad hoc reporting requirements Assist with acquisitions, dispositions, and financings, including compilation and dissemination of due diligence information Maintain and update regional portfolio reports Report to Regional Asset Management Lead and Asset Managers, as applicable Participate in regularly scheduled property leasing calls and meetings Develop a deep knowledge of all assigned assets Ensure accuracy of the property rent roll and commercial space tracking system (VTS) Monitor and analyze the performance of property investments through monthly financial reports and IRR of hold/sell modeling Communicate and collaborate with investment sales brokers, developers, and operators to identify, evaluate, and execute opportunities Support ESG efforts across managed portfolio Qualifications 2-4 years of commercial real estate investment analysis or valuation experience. Bachelor's degree required, preferably with a business, finance or real estate emphasis. Advanced proficiency in ARGUS and Microsoft Excel required Proficient knowledge of finance and real estate investment terms and concepts Strong quantitative and analytical background Strong verbal and written communication skills Highly organized Must be able to work independently while still functioning well in a team Develop strong and effective relationships both internally and externally Keen attention to detail and the ability to manage to aggressive deadlines Ability to prioritize and manage multiple tasks Excellent problem solving skills Willing to travel #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
    $85k-133k yearly est. Auto-Apply 60d+ ago
  • TAS Senior Associate - Financial Due Diligence

    RSM 4.4company rating

    Senior associate job in Charlotte, NC

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM is looking for a Senior Associate to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice. Responsibilities: * Performs financial due diligence for clients who are acquiring and divesting businesses * Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis * Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements * Uses various software tools as designated by the firm * Interacts with the other functional areas of the practice including tax, audit and other consulting practices Required Qualifications: * A bachelor's degree, ideally with a major in accounting or finance * Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm * Excellent verbal and written communication skills * Proficient with Microsoft Excel and Microsoft PowerPoint * Ability to travel up to 10-15% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $81.4k-153.5k yearly Easy Apply 10d ago
  • Senior Associate, Assurance Services

    Greerwalker

    Senior associate job in Charlotte, NC

    Full-time Description GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do. GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community. As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive. Your life fits at GreerWalker. Requirements JOB RESPONSIBILITIES: Technical knowledge sufficient to supervise staff accountant as well as review their work. Skills necessary to develop quality client relationships and loyalty. Communicate with client personnel in order to identify and assess existing client accounting processes, internal controls, and compliance with regulatory requirements. Review accounting transactions and consider appropriate application of generally accepted accounting principles. Prepare financial statement footnotes (on areas audited) and internal control observations and recommendations. Research fundamental issues using online tools. Perform other duties as needed on engagements and as assigned by supervisory personnel. Various other duties as assigned CANDIDATES MUST POSSESS THE FOLLOWING: Bachelor's degree in accounting. Masters preferred. Minimum of three years of experience as a staff accountant CPA Excellent project management, analytical, interpersonal, oral and written communication skills. Ability to function in a team environment. Superior client service focus. Ability to thrive and adapt in a fast-paced, dynamic environment. Integrity, dependability, and trustworthiness. Ability to succinctly communicate and document procedures performed. Strong skills with general office use software and an ability to adapt to new software applications required in audit environment WORKING CONDITIONS: Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required. This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time. EOE No Agencies Please
    $62k-90k yearly est. 60d+ ago
  • Implementation Client Onboarding Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Senior associate job in Charlotte, NC

    JobID: 210702065 JobSchedule: Full time JobShift: Day : Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment. As an Implementation Client Onboarding Senior Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes. Job responsibilities * Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform. * Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies. * Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients. * Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience. * Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy. Required qualifications, capabilities, and skills * Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience. * Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms. * Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting. * Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques. * Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business. Preferred qualifications, capabilities, and skills * Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders. * Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness. * Adept at fostering digital literacy within the team to enhance technology use in the onboarding process. * Experienced in implementing cybersecurity measures to protect client data during onboarding. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.
    $60k-88k yearly est. Auto-Apply 12d ago

Learn more about senior associate jobs

How much does a senior associate earn in Rock Hill, SC?

The average senior associate in Rock Hill, SC earns between $51,000 and $105,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.

Average senior associate salary in Rock Hill, SC

$73,000

What are the biggest employers of Senior Associates in Rock Hill, SC?

The biggest employers of Senior Associates in Rock Hill, SC are:
  1. Carrie Rikon & Associates
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