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Charlotte senior investment professional

11 senior investment professional jobs found in Charlotte

Utica National Insurance Group
08/28/2026  
Commercial Lines Claims Specialist - Commercial General Liability (Southern venues; hybrid)
The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do You'll be responsible for investigating, evaluating, negotiating, and resolving primarily Southern commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide exposure to litigated claims. This position requires strong claims handling...
Utica National Insurance Group Charlotte, NC Full Time
Utica National Insurance Group
08/25/2026  
Senior Property Claims Specialist - Commercial (Inside Desk)
The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations in NYC, Dallas and Charlotte. What you will do The Senior Property Claims specialist will work to resolve Commercial Property Claims in a timely, professional manner with our insureds. This is an inside, desk adjuster position and a hybrid role reporting to our offices in Charlotte-Ballantyne, NC; Woodbury, Long Island; or New Hartford, NY. Investigate, make coverage determination, prepare complete scope and adjust to disposition commercial lines losses. Position requires extensive personal contact with insureds, their legal...
Utica National Insurance Group Charlotte, NC Full Time
Pacific Life
08/22/2026  
AVP, Corporate Cash Management
Job Description: At Pacific Life , we’re investing in bright, driven leaders who want to make an impact. Here, you’ll be supported in your career growth while helping us provide financial security and peace of mind to our policyholders, partners, and communities. We’re seeking an experienced AVP, Treasury Operations to lead enterprise cash management, liquidity, banking, and payment operations across a complex, regulated organization. This role offers broad exposure, senior‑level partnership, and the opportunity to modernize and strengthen Treasury operations that are critical to our business. This role is based in our Charlotte, NC office with an in-office requirement. How you’ll help move us forward: As AVP, Treasury Operations, you’ll lead the end‑to‑end cash lifecycle—balancing precision, control, and agility—while developing a high‑performing Treasury team. Key responsibilities include: Cash Operations & Short-Term Liquidity Management Lead...
Pacific Life Charlotte, NC Full Time
USAA
08/13/2026  
Financial Reporting Analyst Senior
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Financial Regulatory Reporting Senior, you will serve as a key contributor in the preparation, review, and analysis of reports submitted to regulatory agencies, including the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009A. You will be responsible for preparing highly technical components of the...
USAA Charlotte, NC Full Time
Utica National Insurance Group
08/12/2026  
Claims Supervisor - Commercial General Liability (Southeastern Venues)
The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations in NYC, Dallas and Charlotte. This is a hybrid role reporting our offices in Charlotte-Ballantyne, NC. What you will do: You'll be responsible for managing a team of adjusters, including those handling more moderate to complex commercial general liability claims in primarily Southeastern venues, and will provide meaningful coaching and development for the team.  As a leader, you will be responsible for executing the strategic direction of the company to ensure your team's operational excellence and exceptional service to our...
Utica National Insurance Group Charlotte, NC Full Time
USAA
08/11/2026  
AVP, Head of Product Marketing - Life and Health
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity AVPs of Product Marketing lead product marketers to acquire new accounts, shape and implement product-specific marketing strategies, focus on performance metrics, and deliver measurable results. They are accountable for accelerating growth through continuous test-and-learn agenda, improvement of paid marketing efforts, and...
USAA Charlotte, NC Full Time
The Hartford
08/01/2026  
AVP Applied AI
AVP Data Science - GD05AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Assistant Vice President (AVP), Applied AI  leads data science, traditional machine learning, and agentic AI capabilities supporting The Hartford’s Business Insurance. This role partners closely with underwriting, product, actuarial, and technology leaders to deliver scalable, production ready models and ‑AI driven‑ decision systems that support complex risks, bespoke products, and profitable growth across specialty markets. This role can have a Hybrid or Remote work schedule.  Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday)  Candidates who do not...
The Hartford Charlotte, NC Full Time
Utica National Insurance Group
07/24/2026  
Commercial General Liability Specialist (primarily New York venues)
The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do The Commercial Lines Claims Specialist will be responsible for investigating, evaluating, negotiating, and resolving primarily non-litigated New York commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide some exposure to litigated...
Utica National Insurance Group Charlotte, NC Full Time
USAA
07/02/2026  
Financial Analyst Lead - Life Co.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Financial Analyst Lead , you will oversee key financial processes and expense categories, leveraging advanced financial analysis to solve complex business challenges. This role is responsible for forecasting, budgeting, financial planning, and modeling related to revenue, profitability, liquidity, capital structure,...
USAA Charlotte, NC Full Time
HUB International
08/07/2026  
Employee Benefits Financial Analyst
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...
HUB International Charlotte, NC Full Time
CRC Group
07/18/2026  
Project Analyst - AI & Data Transformation
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Project Analyst – AI & Data Transformation supports the delivery, financial governance, and reporting of enterprise AI and data initiatives within the insurance organization. This role partners with program managers, finance teams, data leaders, and engineering teams to coordinate AI platform initiatives, data modernization programs, and advanced analytics use cases. The position plays a...
CRC Group Charlotte, NC Full Time

 

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