Top Fintech Jobs in Charlotte, NC

Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate coverages and products, and convert prospects into policyholders. The role includes paid Property and Casualty licensing and sales training, remote work, commission opportunities, and a schedule covering four weekdays plus one weekend day.

Leads a securities settlements team responsible for trading settlement, cash processing, reconciliations, controls, exception management, and operational readiness. Oversees daily production, risk management, process improvement, automation, testing, audits, regulatory compliance, and stakeholder partnerships. Develops employees, manages escalations, drives transformation initiatives, and ensures accurate, timely post-trade operations across brokerage, trust, and custody platforms.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, financial discovery, and tailored guidance across deposits, lending, investments, and banking services. Owns a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and maintains strong risk, compliance, documentation, and licensing standards.

Supervise and monitor annuity and insurance sales activities for branch offices, ensuring compliance with firm policies, FINRA rules, and applicable regulations. The role provides advisor training, analyzes controls and risk trends, resolves and escalates issues, supports branch managers, and recommends process or technology improvements. It requires collaboration with financial advisors and management, data analysis, documentation, and ongoing maintenance of FINRA and insurance licenses.

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.

Analyzes branch, regional, and national performance data to identify trends, root causes, and opportunities that improve sales effectiveness, conversion, product penetration, and productivity. Develops dashboards, executive reporting, KPIs, and data stories; evaluates initiatives and campaigns; ensures data integrity; and partners with sales, product, field execution, and analytics teams to deliver actionable recommendations and support business decisions.

Lead and develop an endpoint engineering team managing Windows, Mac, and mobile devices. Oversee device configuration, Intune and Configuration Manager operations, patching, vulnerability remediation, compliance reporting, and Tier III incident response. Partner with cybersecurity, service desk, DEX, and infrastructure to improve endpoint reliability, security, and user experience while driving modernization, automation, and audit-ready operational controls in a regulated banking environment.

Supports the Transition Manager in managing end-to-end onboarding and transitions for Private Wealth Advisors, advisor teams, and their books of business. Coordinates stakeholders, gathers documentation, prepares technology and operational readiness, explains policies and requirements, resolves issues, and delivers a high-touch concierge onboarding experience. The role requires strong organization, communication, relationship management, financial industry knowledge, and travel for advisor transitions and onboarding activities.

Processes regular and off-cycle U.S. payroll, calculates wages and deductions, reconciles payroll reports, validates timekeeping data, resolves employee inquiries, supports audits, maintains compliance with payroll regulations and SOX controls, documents procedures, and recommends process improvements.

Supports the Litigation and Arbitration group through end-to-end matter management, document collection and review, legal holds, invoice and vendor tracking, litigation tracking, and legal workflow management. The paralegal assists in-house counsel with complex legal requests, coordinates with attorneys and outside counsel, supports subpoena and e-filing processes, and manages multiple deadlines while maintaining confidentiality and accuracy.

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.

Leads the architecture, technical delivery, integrations, data foundation, reliability, compliance, and continuous improvement of Coupa’s revenue systems stack. Establishes platform standards, roadmaps, automation and AI capabilities, change controls, and incident management practices. Partners with IT, Information Security, Procurement, Finance, and vendors; evaluates and consolidates platforms; and oversees technical delivery across Salesforce and other go-to-market systems.

Manage commercial treasury management products by defining strategy, delivering new features, partnering with technology and design teams, improving customer and associate experiences, and reducing operational risk. The role involves translating business needs into digital products, leading cross-functional teams, strengthening controls, and driving profitable, resilient solutions for commercial banking clients.