Top Finance Jobs in Charlotte, NC

The Lead Secured Lending Underwriter underwrites vendor credit, leads performance reviews, collaborates with teams, and mentors junior teammates.

The Branch Complex Senior Manager leads multiple branches, focusing on growth, coaching Financial Advisors, ensuring compliance, and managing overall operations including P&L.

Lead issue management in HR product governance, drive accountability in risk management, and propose automation strategies. Collaborate with product teams for decision-making and provide reporting on issues.

The role involves managing credit aspects for SCF clients, including credit analysis, portfolio monitoring, and compliance with credit policies. Collaboration with various teams is essential, and strong analytical and communication skills are required.

Lead Financial Advisory Management Trainee to assist in business development, compliance, operations while developing leadership skills in the Wealth and Investment Management sector.

Manage fixed income portfolios for high-net-worth clients, implement strategies, lead team calls, and support advisor partnerships.

The Senior Retail Investment Research Analyst will conduct investment due diligence, assist in strategy sourcing, draft communications, and perform risk analysis on alternative investments.

The Corporate Banking Program Analyst supports clients by assisting with analysis, relationship management, and the preparation of client materials, while participating in a two-year training program.

The 2026 Investment Banking Summer Associate Program involves training MBA students in financial modeling, deal execution, and client advisory work, while fostering leadership skills.

The Associate will support clients through transactions and capital raising, build valuation models, prepare presentations, and engage in client meetings while receiving mentorship and training.