Top Fintech Jobs in Charlotte, NC

Manage compliance and operational risk controls for Commercial Bank business teams. Responsibilities include assessing risks, monitoring and testing controls, analyzing data, improving control processes, ensuring accurate deliverables, driving corrective actions, and partnering cross-functionally to strengthen the control environment. The role requires strong communication, judgment, analytical skills, and knowledge of risk management frameworks.

An 11-week surety underwriting internship providing hands-on experience in financial analysis, risk assessment, relationship management, and bonding decisions. Interns work with experienced underwriters, receive formal training and mentorship, explore the AFSB curriculum, and learn how surety bonds support businesses and infrastructure projects. Candidates must pursue a relevant bachelor's degree, maintain at least a 3.0 GPA, have one semester remaining after summer 2027, and be available full-time.

Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate property and casualty coverage, and converts prospects into policyholders. The role includes paid licensing and sales training, customer relationship building, persuasive communication, and adherence to remote-work requirements. Employees must work four weekdays and one weekend day, complete licensing, and maintain a professional home workspace with reliable wired internet.

Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.

Develop and grow a wealth management practice by conducting client discoveries, creating personalized financial plans, managing relationships, generating referrals, and promoting wealth management services. The role involves client and prospect outreach, business development, and collaboration with internal specialists to provide financial planning, investment management, insurance, and estate planning solutions.

Leads strategic and executional marketing for Citizens’ investment banking business, building brand equity, generating demand, and supporting revenue goals. Responsibilities include digital marketing, content and editorial planning, lead nurturing, marketing automation, analytics, integrated campaign execution, stakeholder management, budgeting, and regulatory compliance. The role partners with sales, leadership, agencies, and marketing centers of excellence to improve client experience and business performance.

Supports securities tax operations for capital markets products, including cost basis, federal tax reporting, withholding, reconciliations, remittances, exception resolution, and 1099/1042-S reporting. Researches tax documentation and regulatory issues, improves procedures and data integrity, and partners with corporate actions and middle-office teams to mitigate operational risk. The role requires institutional investment operations experience and knowledge of tax withholding regimes, securities products, and tax reporting systems.

Leads a large, geographically dispersed Deposit Claims organization of approximately 1,000 employees. Oversees fraud and claims operations, risk policies, controls, performance, resource allocation, customer outcomes, and operational efficiency. Partners with enterprise stakeholders across Fraud Operations, Risk, Compliance, Technology, Product, and Legal while developing senior leaders and succession pipelines.

Performs routine clerical and operations support tasks, including receiving, logging, batching, distributing, filing, photocopying, answering phones, and processing mail. Works under close supervision, follows established procedures, escalates issues, and maintains accuracy and production standards. The role requires cash-handling knowledge as a plus, computer-system navigation, 10-key data entry, physical standing, and lifting up to 50 pounds. Training lasts 90 days, with potential additional hours and on-site work in Charlotte, North Carolina.

Lead and coach a regional field sales team to drive pipeline, close deals, and scale repeatable field sales motions. Spend significant time in-market, run disciplined pipeline and forecast reviews, hire and ramp AEs, use data to improve execution, and partner cross-functionally to deepen product-market fit and grow market share.

Qualify inbound partner and prospect leads, conduct discovery conversations, assess business fit, route opportunities to appropriate business development or sales teams, and manage handoffs. Maintain CRM data hygiene, prioritize follow-up, resolve cases promptly, and use workflow tools to improve response times and prospect engagement. The role requires learning and communicating fintech, payments, blockchain, and digital asset concepts while collaborating with cross-functional teams.

Lead business analysis and Scrum Master activities for high-value and cross-border payments transformation initiatives. Gather and translate business and technical requirements, facilitate agile ceremonies, support payment-system modernization, and coordinate stakeholders across business, technology, and operations. The role requires knowledge of FEDwire, CHIPS, ISO 20022 messaging, payment transaction flows, and agile delivery within banking or payments environments.

Manages unit leaders overseeing Short Term Disability and absence claims teams. Establishes performance expectations, removes barriers, develops team capabilities, and drives customer service, expense management, claim accuracy, and operational efficiency. Uses performance data, claim reviews, call monitoring, automation, and AI strategies to address root causes and improve outcomes. Partners with internal and external customers, supports team accountability, and escalates issues with recommended solutions.

Leads and coaches licensed personal lines insurance agents, drives sales and service metrics, oversees insurance sales from intake through fulfillment, identifies cross-sell opportunities, and develops processes for SoFi Protect. Manages performance, hiring, team development, and carrier relationships while advising members on Home, Auto, and Life Insurance coverage.

Leads reliability, scalability, performance, and security for large-scale cloud systems. Designs AWS infrastructure with Terraform, automates CI/CD and operational workflows, establishes SLOs, manages incident response and disaster recovery, develops monitoring and observability solutions, and builds internal tools. Partners with engineering teams on architecture and reliability practices, conducts code reviews, mentors SREs, and supports compliance, vulnerability management, and security integration.