Top Fintech Jobs in Charlotte, NC

Supports prospective and existing clients in a digital wealth and investment environment. Provides investment guidance, financial solutions, relationship management, service support, and proactive outreach. Partners with internal teams on referred clients, portfolio reviews, and product alignment while following compliance, risk management, and FINRA requirements. The role includes structured apprenticeship training, coursework, mentorship, and preparation for post-apprenticeship responsibilities.

Lead design and delivery of enterprise-scale API platforms and microservices. Architect, build, test, and document scalable, secure APIs; drive adoption of modern API and event-driven patterns; mentor teams; define governance, standards, and best practices; collaborate with architects and partners to resolve complex integrations.

Two-year rotational HR development program for early-career talent beginning in August 2027. Participants complete assignments across HR functions, conduct research and data analysis, present recommendations, support human capital initiatives, improve processes, and contribute to risk, compliance, project management, and solution delivery. The program includes formal training, mentorship, senior-leader exposure, and professional development, with potential placement into Wells Fargo HR roles after completion.

Manage commercial banking product management initiatives by identifying customer needs, translating business strategy into digital product solutions, driving technology-enabled innovation, solving complex problems, mitigating product risks, and leading cross-functional teams toward aligned business outcomes.

Own long-term product strategy and roadmap for Circle's digital assets and capital markets platform. Lead cross-functional initiatives, manage regulatory and market risks, define forecasting and liquidity models, influence executives, and mentor product managers to scale global stablecoin and capital access infrastructure.

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.

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.

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.

Participate in a 10-week commercial banking internship through project-based assignments, learning, networking, and mentorship. Support loan underwriting, portfolio monitoring, financial and credit analysis, financial modeling, market research, credit approval materials, treasury operations, analytics, and strategic projects. Interns may work in healthcare mid-corporate banking, middle-market portfolio management, or treasury and wholesale payments, with opportunities to present recommendations and gain exposure to client and executive interactions.

Supports Citizens Bank’s Oil & Gas corporate banking portfolio management team through industry research, borrower and sponsor analysis, financial statement and projection analysis, credit risk assessment, underwriting, profitability modeling, and facility rating preparation. Interns communicate with portfolio and relationship managers, identify policy exceptions, recommend risk mitigations, and participate in project-based learning, networking, mentorship, and volunteer activities.

Ten-week commercial banking internship supporting asset-based lending, commercial risk management, portfolio management, underwriting, treasury solutions, and wholesale payments. Interns may perform financial and credit analysis, financial modeling, collateral and portfolio monitoring, regulatory control testing, research, project management, client presentations, and strategic initiatives. The program includes mentorship, networking, learning activities, and potential early consideration for full-time roles.

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.