Greensboro or Mooresville or Lexington or Wilmington or Greenville
OnsiteFull Time
Old North State Trust: Manages personal trusts, estates, and investment portfolios for clients.
Knowledge of fiduciary duties and trust administration, business development skills, ability to interpret legal documents, liaison with advisors, and teamwork; bachelor’s degree required, CTFA preferred.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires 2+ years of experience; university degree preferred. Processes trust transactions, reconciliations, documentation, records, and regulatory requirements with accuracy.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOERequires 3+ years of experience in trust, estate, financial services, or related business support; a university degree is preferred. Provides trust administration and client service.
Chilton Trust: Provides bespoke private wealth management and fiduciary services.
10+ YOE10+ years experience in estate and trust law or private wealth management; strong analytical, communication, and judgment skills; ability to handle confidential matters and travel occasionally; law degree, LLM in tax or CFP preferred.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
10+ YOECollege degree (business/finance preferred), 10+ years trust administration/fiduciary experience, knowledge of state trust laws, leadership and communication skills, risk and compliance experience.
Charlotte or Milledgeville or Oak Brook or Centre or Milwaukee
$51-$77/hrRemoteFull Time
Advocate Health: Provides integrated clinical care through a network of hospitals.
8+ YOE3+ MgmtBachelor's required,8+ years in trust/consent/privacy operations with platform ownership, OneTrust expertise, 3+ years leading teams, strong privacy and regulatory knowledge, executive communication skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
2+ YOEAssociate's degree, technical education, or equivalent experience; 2–3 years of related experience; investment, accounting, analytical, mathematical, client service, and Microsoft Excel skills preferred.
Microsoft Excel, Trust Accounting, Bond Accounting
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOEBachelor's degree, 5+ years trustee services experience in a trust company or investment industry, experience with high-net-worth clients, strong communication, pipeline management, and trust administration skills; CTFA/CFP/ChFC preferred.
SAICNASDAQ: SAIC: Provides government and defense clients with technology and engineering services.
High school diploma, basic computer skills, ability to read diagrams/manuals, clear speech; US citizenship with ability to obtain Public Trust clearance.
MS Office, Office Suite, Radar/ATC simulation tools
Marvin: Manufacturer of premium windows and doors for residential buildings.
Ability to run in-home sales appointments, close deals, build trust with homeowners, manage a pipeline, valid driver’s license and ability to lift 30 lbs.
San Antonio or Beavercreek or Houston or Charlotte or Huntsville or Atlanta
$92k-$153k/yrOnsiteFull Time
Guidehouse: Provides management and technology consulting services to diverse organizations.
8+ YOEMaster's or PhD in a quantitative discipline, 8+ years of advanced biostatistics experience, SAS plus R or Python, technical leadership, and ability to obtain Public Trust clearance.
SAS, R, Python, Databricks, Snowflake, Microsoft Azure, Amazon Web Services, Palantir Foundry, Statistical Analysis Plans (SAPs), Electronic Health Record (EHR)
BertrandtXetra: BDTG: Provides engineering, development, and testing services for manufacturers.
10+ YOEBachelor's or equivalent and 10+ years cybersecurity experience focused on network and infrastructure security, zero trust, multi-cloud (AWS/Azure), and enterprise security architecture design.
ZTNA, Zero trust architecture (ZTA), SASE, NDR, DNS security, AWS, Azure, NIST CSF, MITRE ATT&CK, SABSA
Ahold Delhaize USAEuronext Amsterdam: AD: Operates a portfolio of omnichannel grocery brands.
5+ YOERequires 5+ years of network security engineering, firewall and Zscaler expertise, zero trust architecture experience, networking knowledge, automation skills, and a bachelor's degree or equivalent experience.
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Experience with trust/estate settlement, strong communication and organizational skills, ability to coach staff, proficiency with Microsoft Office, BS/BA or equivalent preferred; JD or paralegal designation preferred.
Atlanta or Charlotte or Raleigh or Greenville or Richmond or Norfolk
$90k-$150k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOEProvides tax compliance and consulting for high-net-worth clients; manages engagements, conducts advanced research, supervises staff, and advises on estate, trust, gift, and income tax matters.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
Wayne or Charlotte or Dallas or Fort Worth or Scottsdale
HybridFull Time
Vanguard: Provides mutual funds, ETFs, and investment management services.
10+ YOE10+ years related experience, managing network/security teams; expertise with Zscaler (ZIA, ZPA) and Zero Trust architectures; undergraduate degree or equivalent required; vendor and compliance experience.
Gilbert or Lake Mary or Mechanicsburg or Atlanta or Charlotte or Dallas or Houston or Philadelphia
HybridFull Time
Deloitte: Provides professional audit, consulting, advisory, and tax services.
5+ YOERequires a bachelor's degree, 5+ years delivering Oracle Cloud HCM technical solutions, 3+ years supporting full-lifecycle integrations, conversions, or reporting, and eligibility for Public Trust clearance.