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Fintech • Financial Services
Manage and grow relationships with affluent and complex customers by providing multi-product banking, credit, lending, and investment solutions. Acquire new clients, deepen existing relationships, coordinate with Wealth, Home Lending, and Business partners, ensure accurate documentation and regulatory compliance, promote digital adoption, and support branch service needs while meeting licensing and risk standards.
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive branch performance, manage operational risk and compliance, partner with internal product teams, promote digital adoption, and complete the Branch Manager Readiness Program prior to placement.
Fintech • Financial Services
Support remote compliance supervision for branch managers and financial advisors by conducting compliance and operational reviews, designing risk processes, identifying and resolving issues, using technology and reports, and collaborating with advisors and management to ensure regulatory and firm policy compliance.
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Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
