Top Tech Jobs & Startup Jobs in Charlotte, NC

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

The Trading Operations Specialist manages trading operations, monitors accounts, collaborates with teams, and resolves trading issues while providing operational efficiency.

Lead and scale the Planning Leadership Team as deputy to the VP, manage capacity and performance across a large planner workforce, coach managers, drive adoption of technology and AI, ensure consistent high-quality member experiences and metric delivery, and translate strategy into organizational action during rapid growth and change.

As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.

Provide end-user and platform support while operating at the intersection of IT operations and security. Automate identity and access lifecycles, monitor and triage security events, translate threat intelligence into configurations, manage endpoint software deployment and patching, and proactively monitor system and SaaS performance. Partner cross-functionally to improve tooling, change management, and vendor relationships.

The Lead Data Scientist will enhance analytics through predictive modeling and data engineering, focusing on quality, feature generation, and continuous learning.

Lead strategic analytics and partner with senior leadership to drive growth, margin, and retention initiatives. Build interactive reporting (Python/Streamlit, BigQuery-connected Google Sheets), perform deep EDA in Jupyter, model and clean data with SQL and dbt, integrate secure AI-assisted tools and automation, ensure analytical quality, and translate insights into measurable business outcomes.

Lead full-cycle recruitment for specialized technical and non-technical roles with emphasis on sourcing and hiring CFP® professionals. Partner with leadership to define role profiles, build interview processes, develop innovative sourcing strategies, optimize candidate experience, track recruiting metrics, and support employer branding across the organization.

As a Senior Financial Planner, you'll provide comprehensive financial guidance to members, helping them achieve their financial goals through remote coaching, relationship management, and technology utilization.

As a Senior Financial Sales Representative, you will consult with leads to guide them through financial decisions, utilizing a flat-fee model and collaborating with various teams to enhance the customer experience.