Top Fintech Jobs in Charlotte, NC

Provides high-volume inbound customer support across phone and digital channels for everyday banking products. Handles inquiries, transactions, service requests, issue resolution, documentation, and escalations while following established procedures and regulatory guidelines. The role requires accurate system navigation, empathy, problem-solving, collaboration, and adherence to risk and compliance requirements. It is an on-site position in Charlotte, North Carolina, with seven weeks of mandatory training and schedules that may include weekends, holidays, and evening shifts.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, financial discovery, product recommendations, and ongoing portfolio reviews. Provides guidance across deposits, lending, investments, credit, and banking services; coordinates referrals with Wealth, Home Lending, and Business Banking partners; promotes digital banking adoption; supports branch colleagues; and maintains strong documentation, compliance, licensing, and risk controls.

Leads web application and network penetration testing, identifies and validates vulnerabilities, develops proof-of-concept exploits, supports remediation, and conducts security risk assessments. The role also develops custom testing tools, uses AI-enhanced scanners, validates AI-assisted findings, mentors engineers, and ensures security activities align with compliance, privacy, and ethical standards.

Own the full sales cycle for Airwallex’s fintech solutions, targeting US SME and growth businesses. Responsibilities include prospecting, discovery, consultative selling, negotiation, closing, onboarding, and early customer success. The role requires generating pipeline, exceeding sales targets, explaining complex financial technology, partnering cross-functionally, and improving sales motions through new verticals, events, best practices, and market expansion.

Independent real estate associate agent conducting home showings, open houses, and inspections on a flexible schedule. The role involves working directly with customers in the field without sales pressure, contracts, or closings. Candidates must hold a state real estate license, affiliate exclusively with Redfin, join the local MLS and Realtor Association, and have reliable transportation and basic mobile technology.

Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate property and casualty coverage, and converts prospects into policyholders. The role requires strong persuasion, communication, organization, typing, and PC skills. Employees receive paid training and licensing support, work remotely on weekday and weekend schedules, and must maintain a dedicated workspace with reliable wired high-speed internet.

Manage complex environmental and commercial casualty claims from initial loss through resolution. Responsibilities include coverage analysis, liability assessment, reserving, litigation strategy, settlement negotiation, payment oversight, and directing defense and coverage counsel. The role also partners with underwriting and reinsurance teams, monitors environmental liability developments, mentors claims staff, and advises leadership on emerging exposures and claims practices.

Manage complex environmental, pollution, toxic tort, and mass litigation claims throughout the full lifecycle. Responsibilities include coverage analysis, investigations, liability assessment, reserving, litigation strategy, settlement negotiation, payment authorization, and defense counsel management. The role also involves coordinating with legal, underwriting, reinsurance, policyholders, brokers, and consultants; monitoring environmental coverage developments; mentoring colleagues; and serving as a claims subject matter expert.

Supervises agents, registered representatives, and investment adviser representatives within New York Life general offices. Responsibilities include inspections, compliance interviews, correspondence and complaint reviews, financial monitoring, enhanced supervision, disciplinary recommendations, regulatory follow-up, site inspections, and compliance training. The role serves as a primary resource for standards and compliance questions and assists with maintaining supervisory systems across multiple offices.

As a Senior Principal Engineer, you'll define and drive the technical strategy for customer experience platforms, lead architectural decisions, and mentor engineering teams to enhance customer and agent experiences.

Lead product strategy and roadmap for a new venture from MVP through product-market fit and scale. Own outcome briefs, weekly planning, customer research, prioritization, success metrics, and launches. Partner closely with engineering, design, sales, marketing, support, and operations to simplify workflows, validate customer value, and build scalable onboarding, reliability, self-service, and integrations. Use data and AI tools to guide decisions, prototype, research, and improve product outcomes.

Lead a four-person engineering team building a new product from concept through MVP and beyond. Act as a player/coach by writing code, fixing bugs, triaging customer issues, shaping architecture, and driving rapid weekly sprints with Product. Establish lightweight engineering practices, coordinate cross-team dependencies, incorporate modern tools, and maintain close customer feedback loops while balancing speed, quality, and long-term viability.

Leads enterprise process transformation initiatives from scoping through implementation, manages process improvement teams, and advises executives on strategic change. Responsibilities include process redesign using Lean and Six Sigma, AI-enabled workflow automation, change management, governance, KPI development, business cases, and executive presentations. The role requires cross-functional leadership, people management, project oversight, and transformation experience in regulated financial services environments.

Provides legal leadership for M&A, strategic transactions, venture investments, and financial partnerships with banks and financial institutions. Independently manages deals from structuring and diligence through negotiation, signing, closing, and integration. Drafts and negotiates transaction and financial services agreements, coordinates cross-functional stakeholders, develops legal playbooks, and leads AI-enabled workflow improvements while protecting confidentiality, privilege, and legal judgment.

Develops, updates, presents, and executes personal financial plans for wealth management clients and prospects. Partners with Wealth Advisors to support annual reviews, uncover client needs, expand relationships, win new assets, and achieve sales objectives. Ensures planning quality standards while applying expertise in discovery, goal setting, gap and scenario analysis, recommendations, monitoring, and financial plan delivery. The role requires financial planning licenses, CFP or ChFC designation, strong communication, and experience serving high-net-worth clients or business owners.

Creates personal financial plans and product or service proposals for clients and prospects. Supports Wealth Advisors by analyzing client discovery data, identifying planning opportunities, and helping deliver scalable financial planning solutions. The role requires learning financial planning software, understanding basic investment, insurance, and account concepts, and collaborating effectively while testing and improving processes.

Creates personal financial plans and product or service proposals to support Wealth Advisors, improve client outcomes, and win new assets. Reviews client discovery data, assesses financial planning needs, identifies opportunities, and learns financial planning software platforms. Requires teamwork, time management, adaptability, and knowledge of basic financial services, insurance, investment, and account concepts.

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.