Western & Southern Financial GroupCharlotte, North Carolina, United States · Hybrid
Overview Plans, organizes and directs workflow and monitors activities to support the overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, tim…
Skills: Supervision, Mentoring, Performance management, Customer service, Compliance auditing
Charlotte, North Carolina, United States · Hybrid
Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, September 24, 2026 More th…
Skills: Accounting close, Financial reporting, GAAP, FERC, SOX compliance
Charlotte, North Carolina, United States · On-site
$95k–$100k/yr
We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Syne…
Skills: .NET Core, C#, Angular, TypeScript, Python
Charlotte, North Carolina, United States · Hybrid
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Skills: Program Management, Project Management, Agile Delivery, Oracle ERP, SDLC
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Lead Market Risk Officer for the Structuring and Controls team within the Corporate Market Risk Group (CMRG). This lead role will focus primarily on providing independent risk ov…
Skills: Market Risk, ABS Modeling, Securitization, CMBS, RMBS
Charlotte, North Carolina, United States · Hybrid
$65k–$175k/yr
Are you a driven, entrepreneurial professional looking to take your career to the next level? Prophet Homes is looking for ambitious, results-oriented individuals who are ready to build and continue a successful career a…
Skills: Real estate sales, Marketing, Lead generation, Communication, Negotiation
Charlotte, North Carolina, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Commercial lending, Credit analysis, Loan structuring, Business development, Financial analysis
Charlotte, North Carolina, United States · Hybrid
Be an essential element to a brighter future. We work together to transform essential resources into critical ingredients for mobility, energy, connectivity and health. Join our values-led organization committed to build…
Skills: Internal Audit, SOX Compliance, Financial Auditing, Operational Auditing, IT General Controls
Charlotte, North Carolina, United States · On-site
Hendrick Lexus Charlotte Location: 6025 E. Independence Blvd, Charlotte, North Carolina 28212 Summary: Responsible for coordinating the sale of finance and insurance programs to customers. The Financial Services Producer…
Skills: Financial services, Insurance sales, Automotive finance, Menu selling process, Credit application review
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Commercial banking, Credit underwriting, Portfolio management, Workout, Restructuring
Charlotte, North Carolina, United States · On-site
Requisition ID: 266444 Locations: Charlotte Pay: $20 / hour Program Dates: May 17, 2027 to July 23, 2027 Click here to experience a Day in the Life of our Teammates! Uncap Your Potential at America's Largest Coca-Cola Bo…
Skills: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Data analysis, Quantitative analysis
New York, New York, United States · Hybrid
$90k–$135k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Analytical Thinking, Collaboration, Influence, Presentation Skills, Stakeholder Management
Charlotte, North Carolina, United States · On-site
$138k–$169k/yr
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have…
Skills: Mulesoft, API management, Platform strategy, Operational management, Enterprise architecture
Charlotte, North Carolina, United States · Hybrid
Company Description PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and communities after risk events …
Skills: Actuarial modeling, Pricing, Experience analysis, Peer review, R
Charlotte, North Carolina, United States · On-site
$22/hr–$29/hr
Work Location: Charlotte, North Carolina, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuni…
Skills: Relationship building, Consultative engagement, Financial goal discovery, Product knowledge, Client acquisition
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Strategic Initiatives Consultant to support Merchant Services. Learn more about the career areas and business divisions at wellsfargojobs.com. Wells Fargo Merchant services are f…
Skills: Strategic Planning, Project Leadership, Business Execution, Merchant Services, Payments
Charlotte, North Carolina, United States · Hybrid
$44/hr–$62/hr
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Skills: Product Management, Quality Assurance, Test Planning, Agile, Jira
Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Risk management, Compliance, Operational risk, Strategic risk, Issue management
San Francisco, California, United States · Hybrid
$215k–$355k/yr
About this role: Wells Fargo is seeking a Managing Director within Global Payments and Liquidity, a part of Enterprise Functions, to lead the Commercial Card Sales, Account Management, and Sales Support organization serv…
Skills: Treasury Management, Commercial Card, Strategic Planning, Business Development, Sales Leadership
Charlotte, North Carolina, United States · Hybrid
$33/hr–$49/hr
Department: 80096 Carolinas Medical Center - LC: Clinical Trials: Morehead Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Monday - Friday, 8:00 am - 4:30 pm *Position…
Skills: Financial analysis, Clinical trial budgeting, Grant administration, Contract negotiation, Medicare coverage analysis
Western & Southern Financial Group
Charlotte, North Carolina, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The supervisor directs office workflows, monitors compliance, and ensures efficient transaction processing while supporting agency management. They are responsible for recruiting, training, and developing staff while handling complex customer inquiries and resolving escalated issues.
Candidates must have proven experience in supervising and mentoring teams with strong verbal and written communication skills. An associate degree or equivalent work experience is preferred, along with the ability to manage multiple assignments independently.
Plans, organizes and directs workflow and monitors activities to support the overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely feedback and statistical results. Partners with the AOS and sales management teams to improve overall effectiveness within the Agency. Recruits, trains and develops direct reports (Client Support Specialists) using the performance management model. Trains new Financial Representatives on various system functions, form completion, reports and standard office procedures. Partners closely with the Agency’s sales leadership teams and represents the Agency in weekly and monthly meetings and company committees as needed. Identifies and implements process improvements. Handles complex customer issues, escalating to AOS or sales management team when appropriate. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. is the parent company of a group of diversified financial services businesses that includes the following: • The Western and Southern Life Insurance Company • Western-Southern Life Assurance Company • Columbus Life Insurance Company • Gerber Life Insurance Company¹ • Integrity Life Insurance Company • The Lafayette Life Insurance Company • National Integrity Life Insurance Company • Eagle Realty Group, LLC • Fabric by Gerber Life • Fort Washington Investment Advisors, Inc.² • Gerber Life Agency³ • Touchstone Advisors, Inc.² • Touchstone Securities, Inc.⁴ • W&S Brokerage Services, Inc.² ⁴ • W&S Financial Group Distributors, Inc.⁵ ¹Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company. ²An SEC registered investment adviser. ³In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC. ⁴A registered broker-dealer and member FINRA/SIPC. ⁵ W&S Financial Group Distributors, Inc. (doing business as W&S Financial Insurance Services in CA). For more information on the Western & Southern family of companies, visit www.westernsouthern.com. For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures.
Offices: 400 East Fourth St., Cincinnati, OH 45202, US · 400 Broadway St, Cincinnati, OH 45202, US
There are currently 2,179 open finance & accounting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, H&R Block, among others. Browse the listings above to see every active employer.
Yes — 1047 of the 2179 open finance & accounting positions offer remote or hybrid work (175 remote, 872 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
