Top Fintech Jobs in Charlotte, NC

Handle inbound calls and warm leads, assess customers’ insurance needs, recommend appropriate Property and Casualty coverage, and convert prospects into policyholders. The role includes paid training and licensing, customer-focused sales, schedule flexibility, and remote work requiring a professional workspace and wired high-speed internet.

Leads supervisory control and risk management activities across private client markets, complexes, and branches. Identifies regional risks, implements mitigating controls, supports complex risk initiatives, and escalates supervisory and human capital matters. The role collaborates with legal, compliance, HR, credit, risk, branch, and leadership teams while ensuring adherence to firm policies, FINRA requirements, and regulatory obligations.

Leads enterprise architecture strategy and execution for corporate and investment banking post-trade technology. Defines target-state architectures across applications, data, integrations, cloud, AI, and engineering platforms; guides modernization, rationalization, automation, resilience, and regulatory compliance. Advises senior business and technology leaders, architects AI-enabled solutions for investment operations and advisor workflows, establishes enterprise standards, and partners with risk, legal, compliance, product, and operations teams.

Processes summonses, subpoenas, and other legal orders served on the bank, following state statutes, deadlines, procedures, and compliance requirements. Performs administrative and customer support tasks, communicates with internal stakeholders and external requestors, escalates issues, identifies operational and regulatory risks, and supports process improvements. Provides guidance to less experienced processors after completing eight weeks of training.

Oversee federal and state tax updates for Cash App’s tax software, from researching tax law changes through product launch. Translate updates into requirements for user interfaces, calculations, help content, PDFs, e-filing/XML, and testing. Review targeted code changes, collaborate with engineering and quality teams on testing and certification, and triage filing defects and rejections with tax agencies and internal partners.

Own federal and state tax software updates from research through launch. Translate tax law changes into product requirements, calculations, UI, documentation, PDFs, e-file/XML, and test scenarios. Review targeted code changes, collaborate with engineering and quality teams, conduct regression and launch testing, and resolve filing defects and rejections with tax agencies and internal partners.

Leads regulatory risk, governance, remediation, and compliance activities for commercial underwriting and portfolio management. Advises senior leaders on commercial credit regulations, risk ratings, lending evaluations, regulatory reporting, documentation, examinations, and escalated findings. Partners with Commercial Risk, Credit Review, Audit, Regulatory Relations, and Fraud teams to maintain compliant processes, address regulatory changes, and manage complex initiatives.

Leads business development for USDC adoption across repo, derivatives, and dealer balance-sheet workflows. Engages swap dealers, primary dealers, FCMs, CCPs, custodians, and market infrastructure providers; drives pilots from design through execution; coordinates with product and engineering teams; aligns integrations with regulatory, legal, compliance, and risk requirements; advises leadership on capital and liquidity benefits; and negotiates strategic C-level partnerships.

Supports new-agent onboarding by advancing contracts, tracking background checks and fingerprints, reviewing paperwork, resolving documentation gaps, communicating candidate status, and processing system integration forms. Provides administrative support to the Managing Partner, including phone assistance, calendaring, and executive correspondence. The role requires customer service or office administration experience, strong communication and organization, meticulous data handling, Microsoft 365 proficiency, discretion, and a compliance-focused mindset.

Supports origination, servicing, collateral management, documentation, and operational activities for Securities-Based Lending and Partner Loan Program portfolios. Monitors collateral positions, processes withdrawals, substitutions, and releases, addresses margin activity, and escalates risk or exceptions. Coordinates with lending specialists, relationship managers, advisors, credit teams, product managers, and internal stakeholders to ensure accurate transactions, regulatory compliance, and strong client and partner support.

Manages a commercial real estate loan portfolio through credit underwriting, risk administration, financial analysis, monitoring, documentation, and client support. Structures and recommends credit and covenant terms for new business, renewals, and modifications; monitors existing relationships for compliance and credit quality; collaborates with relationship managers; and manages moderately complex credits while meeting deadlines and risk policies.

Manages investor relationships and secondary-market programs for consumer lending and mortgage products. Oversees investor onboarding, contracts, certifications, audits, compliance, issue resolution, risk mitigation, and regulatory requirements. Coordinates cross-functional responses, change management, strategic initiatives, and process improvements involving investors, internal stakeholders, and agencies including Fannie Mae, Freddie Mac, FHA, VA, and USDA.

Evaluate formal and informal life insurance applications by assessing medical, occupational, and financial risks. Determine acceptance, modification, or decline decisions; deliver best-first offers; explain decisions to customers and advisors; resolve rate and risk questions; support distribution partners; improve underwriting processes; and mentor emerging talent while maintaining mortality expectations.

The role involves leveraging relationships to prospect and secure partnerships for Snap! Mobile's fundraising solutions, with a focus on generating new business and conducting presentations.