Top Tech Jobs & Startup Jobs in Charlotte, NC

Conduct fundamental equity research across Consumer Discretionary and Staples, build and maintain financial models and valuations, develop investment theses and recommendations, support portfolio construction and advisor engagement, produce research reports and presentations, and ensure governance and compliance of research activities.

Provides strategic compensation consulting for U.S. Wealth Management, insurance, annuities, and field operations. Partners with leaders and HR teams on hiring, promotions, retention, pay positioning, market pricing, job evaluations, compensation planning, and organizational change. Conducts competitive analyses, develops recommendations and executive presentations, improves compensation programs, and advises stakeholders on compensation philosophy, policies, and pay decisions.

Promote RiverSource annuity and life insurance products to Ameriprise advisors through inbound and selective outbound calls. Build advisor relationships, assess client needs, match insurance solutions, run illustrations and proposals, support closing opportunities, and assist wholesaling teams with business development initiatives. Maintain required securities and insurance licenses, complete continuing education, and develop expertise for advancement into insurance wholesaling.

Promote annuity and life insurance products to financial advisors through inbound and selective outbound calls. Learn product strategies, match solutions to retirement and legacy-planning needs, run illustrations and proposals, support sales opportunities, build advisor relationships, assist wholesaling teams with business development, and maintain required securities and insurance licenses.

The Senior Manager of Financial Reporting oversees regulatory reporting, ensures compliance, manages filings, and leads a team of accountants while driving strategic initiatives and internal controls.

Reviews advisor business trends, sales practices, specialized reports, trading patterns, and potential policy violations. Supervises suitability, fiduciary, and best-interest standards; communicates with advisors, clients, field leaders, legal, and compliance partners; provides training; documents supervision; supports regulatory examinations and investigations; and improves risk-focused processes. Requires strong analytical judgment, regulatory knowledge, communication skills, technology proficiency, and active securities licenses.

Investigates fraud, financial crime, compliance violations, and other sensitive matters. Analyzes transactions and data to detect suspicious activity, gathers documentation, assesses risk, makes recommendations, supports escalated investigations, develops procedures, monitors regulatory requirements, and trains investigators on fraud trends and processes.

Lead strategy and end-to-end lifecycle for checking, savings, and CD products. Own roadmap, pricing, financial modeling, forecasting, and cross-functional execution. Drive data-driven acquisition and engagement, build performance dashboards, ensure regulatory and operational compliance, and mentor product teams to optimize growth, profitability, and customer experience.

Own and evolve the Adobe Experience Platform data product to enable Real-Time CDP, AJO, and CJA use cases. Ensure data quality, XDM schema and identity standards, monitor platform health and license consumption, partner with Technology, Marketing, Analytics and Adobe, and drive a roadmap for scalable personalized customer experiences.

Engages and coaches financial advisors across the AAG Northern States region to increase client acquisition, net flows, and practice growth. Responsibilities include analyzing sales data, providing personalized coaching, facilitating advisor cohorts and learning labs, developing growth plans and training content, influencing behavior change, and partnering with field leaders. The role also involves presenting to advisors at regional and national events and traveling with leadership teams.