Top Fintech Jobs in Charlotte, NC

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.

Manages and grows relationships with small-business customers across an assigned territory. Uses consultative selling to assess business needs, educate customers on payment solutions, increase card purchase volume, and identify expansion opportunities. Responsibilities include prospect outreach, appointment setting, customer engagement, spend analysis, product integration with purchasing and bookkeeping systems, CRM maintenance, and managing the full sales cycle.

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.

Provide empathetic, multi-channel support for everyday banking customers in a high-volume contact center, resolve routine inquiries, escalate as needed, follow policies and use multiple computer systems to deliver accurate service.

Supports fiduciary tax services and securities operations by monitoring daily securities and cash activity, resolving low-complexity issues, reviewing transaction documents, gathering data, assisting with reconciliations, and coordinating with tax vendors, investment partners, accountants, and internal teams. The role also contributes to process improvements, risk identification, customer service, and implementation of operational projects and procedures.

Reviews and approves promotional and marketing materials as a qualified supervisor, ensuring compliance with firm policies and FINRA requirements. Leads supervisory and human capital risk management, prioritizes review requests, implements risk controls, and serves as an escalation point. Partners with financial advisors, legal, compliance, and supervision teams; provides education on review processes; supports complex initiatives; and communicates clear guidance while managing deadlines.

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.

Lead vision and roadmap for Oak, Citizens' fraud alerts and case management platform. Translate strategy into requirements, prioritize features with cross-functional partners, run Agile ceremonies, support UI prototyping and data provisioning, monitor OKRs and metrics, and drive adoption of customer-centric design to improve fraud alert handling.

Supports Wealth Advisors by managing client service requests, onboarding and new account opening, appointment scheduling, workflow submissions, CRM and pipeline updates, funding follow-up, audit preparation, and operational coordination. The role also supports prospecting, telemarketing, referrals, seminars, client relationship development, and sales activity reporting while maintaining regulatory compliance. Training and support are provided to obtain Series 7 and 66 licenses.

Leads a regional team of approximately 20 Wealth Advisors, directing sales and marketing strategy, recruiting, mentoring, budgeting, performance management, regulatory supervision, auditing, trade review, and compliance. Develops affluent client relationships, supports financial planning conversations, identifies investment and insurance opportunities, and drives team financial results. Requires registered principal experience, FINRA supervision expertise, relevant securities and insurance licenses, and a proven record managing direct sales teams.

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.