Top Fintech Jobs in Charlotte, NC

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 licensing and sales training, customer communication, persuasion, decision-making, and maintaining accurate records. Employees must work a designated weekday and weekend schedule and meet remote-work requirements, including a professional workspace and wired high-speed internet.

Participate in an 11-week commercial lines underwriting internship, learning to evaluate business operations, assess risk, develop insurance solutions, and support customer and business outcomes. Responsibilities include analyzing information, making decisions, relationship management, and contributing to underwriting projects. Interns receive professional development, networking opportunities, and exposure to commercial insurance products while working alongside experienced underwriting professionals.

Supports branch operations by processing and approving teller transactions, resolving customer and employee concerns, minimizing operational risk, assisting with scheduling, promoting digital banking solutions, identifying customer needs, and motivating team members to meet business objectives and compliance standards.

Leads AI engineering productivity analytics by designing scalable data pipelines, governed data models, Power BI dashboards, trusted metrics, and automated quality controls. Analyzes DORA, delivery, quality, developer productivity, and AI adoption data to identify trends and opportunities. Partners with engineering and data leaders to improve data reliability, enable self-service analytics, measure AI impact, and translate complex information into executive recommendations and continuous improvement actions.

Leads the design and scaling of a product-centric operating model across technology organizations. Establishes product governance, portfolio prioritization, organizational structures, and value realization frameworks. Partners with executive Product, Technology, Operations, and Business leaders to improve accountability, decision-making, delivery effectiveness, investment allocation, and measurable business outcomes. Drives cross-functional transformation, operating model adoption, product-to-technology alignment, and AI-enabled organizational modernization.

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.

Provides centralized support to four Assistant Vice Presidents through business reporting, analytics, executive presentations, calendar and meeting coordination, expense and travel administration, leadership event support, and tracking of priorities and deliverables. The role analyzes business information, coordinates cross-functional requests, supports strategic initiatives and operational improvements, and identifies opportunities to streamline processes through automation and AI.

Develop and manage relationships with small business clients, grow commercial loan and deposit portfolios, identify client needs, and provide banking solutions. The role involves consultative B2B sales, credit and lending risk assessment, portfolio management, community engagement, and collaboration with banking, lending, and investing teams to increase customer loyalty and profitability.

Reviews transaction processing, shareholder services, and wealth management operations to maintain quality and reduce risk. Develops QA strategies, methodologies, test plans, documentation, and reports; executes testing and analyzes results. Monitors regulatory changes affecting wealth operations and systems, supports process improvements, and resolves straightforward quality assurance issues. The role requires financial services experience, FINRA Series 7 licensure, strong analytical and communication skills, and in-office work during training.

Develop and manage a wealth management practice by conducting client discoveries, creating personalized financial plans, expanding existing relationships, generating referrals, and engaging prospects. The role provides financial planning, investment management, insurance, and estate planning services while collaborating with branch partners and internal specialists. Success is measured through client growth, business development, relationship management, and commissioned performance.

The Sanctions Advisor provides second-line compliance oversight across the enterprise, advising on global sanctions risks including OFAC, UN, EU, UK, and cryptocurrency-related matters. Responsibilities include investigations, risk analysis, screening control tuning, policy development, regulatory monitoring, product assessments, governance reporting, and support for audits and examinations. The role partners with AML leadership, Compliance, Risk, product managers, engineers, and business units to maintain effective sanctions controls and provide guidance on complex transactions and emerging regulatory requirements.

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.