Top Tech Jobs & Startup Jobs in Charlotte, NC

The CPA Channel Marketing Manager will strategize and execute marketing strategies to enhance advisor growth through CPA partnerships, focusing on lead generation and brand awareness.

The Director of Integration Management designs and executes post-acquisition integration strategies, ensuring smooth onboarding of acquisitions while leading cross-departmental operations and managing integration teams.

The Vice President of Growth Strategy leads initiatives to accelerate growth using AI and data analytics, oversees strategic programs, and communicates with executive teams.

The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.