Top Fintech Jobs in Charlotte, NC

Support annuity and securities operations by researching branch inquiries, monitoring daily securities and cash production, resolving low-complexity escalations, assisting onboarding, reconciliations, and implementing process improvements under manager direction.

Lead securities operations lifecycle work: reconcile client portfolio and performance data, analyze returns, identify and resolve discrepancies, perform root cause analysis, strengthen controls, support audits, and drive process improvements across cross-functional teams.

Senior product leader responsible for end-to-end strategy, roadmap execution, and platform modernization for Investment Risk, Implementation and Strategy. Owns cross-functional delivery, team leadership, change governance, and AI-enabled improvements while integrating enterprise investment platforms (e.g., Aladdin, InvestCloud). Drives delivery discipline, incident and release management, and measurable business outcomes across a regulated environment.

Lead the vision and roadmap for a document intelligence platform, designing taxonomy and ontology, migrating to a graph-based architecture, enabling ML-driven extraction and chat-with-document experiences, and partnering across business lines to deliver compliant, discoverable, high-impact document products.

Lead development and delivery of GenAI/AI products for Commercial Banking. Define product specs, manage roadmaps, prioritize features, collaborate with data scientists, engineers, and cross-functional stakeholders, and serve as PM for a cross-functional pod to drive iterative quarterly delivery.

Underwrite Wholesale Excess & Surplus casualty policies within delegated authority, manage broker/agent portfolios, build market relationships, contribute to product strategy, ensure regulatory compliance, collaborate cross-functionally, mentor junior underwriters, and analyze portfolio performance and emerging risk trends to drive profitability.

Support accounting for crypto activity including subledger review, journal entry preparation, reconciliations, month- and year-end close, variance analysis, control execution, audit support, process documentation, and cross-functional reporting.

Manage and grow relationships with top prosumer derivatives traders to drive volume across futures, options, and perpetuals. Source and convert high-value traders from competitors, reactivate dormant accounts, maintain pipeline and forecasts, deliver market and client insights to Product/Risk/Marketing, and use data-driven strategies and CRM tooling to prioritize outreach and upsell opportunities.

Build and own end-to-end full-stack systems for AI-powered agentic trading across web and React Native mobile. Implement real-time, low-latency UIs and Go backend services, integrate streaming AI/ML features and market data, drive architecture and code quality, and collaborate with AI/ML, design, and product teams to ship production-ready features used by millions.

Lead two cross-functional corporate programs (CORA and Planning), conduct research and analysis to identify pain points, drive Executive QBR and OKR planning, maintain operating rhythms and reporting, represent programs during audits/compliance, partner with technical teams for tooling builds, maintain enablement resources, and design scalable process and tooling solutions to improve workflows and outcomes.

The Senior Analyst in AML KYC will conduct detailed customer onboarding, monitor client relationships for compliance, and update KYC records while utilizing AI tools for efficiency.

Build and productionize agentic workflows and RAG pipelines, integrate LLMs into the GTM stack, and develop high-performance backend services and ML pipelines. Connect quoting engine, Salesforce, and data lakes, solve synchronization and architectural challenges, and ensure observability, scalability, and reliability for sales automation tools.

Provide phone and digital customer support for insurance policy, billing, and coverage inquiries; resolve complex issues using AI-guided tools; validate AI summaries; document interactions; escalate when needed; participate in training and continuous improvement.

Lead accounting function including GL, AP/AR, payroll, financial reporting, controls, audits, and tax filings. Develop policies, streamline month-end close and automation, manage cash flow, provide financial analysis for forecasting and strategic planning, and mentor the accounting team to ensure compliance and operational efficiency.

Design, prototype, and productionize generative AI solutions (LLMs, RAG, agents). Build scalable backend services and APIs, deploy on cloud (AWS/Azure/GCP), collaborate cross-functionally, and support knowledge sharing and mentoring.