Top Tech Jobs & Startup Jobs in Charlotte, NC

The Sales Development Representative will identify potential customers, drive meetings with advisors, and assist in the sales process while improving lead generation.

As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.

Lead and build a modern tax practice for high-net-worth clients, overseeing compliance, holistic planning, and tax tech management.

The Transition Manager will lead the onboarding process for new advisors, ensuring successful transitions, improving processes, and managing stakeholder relationships effectively.

Lead the design, development, and maintenance of high-quality iOS applications. Collaborate with cross-functional teams to deliver scalable mobile features, ensuring performance and security while mentoring junior engineers.

The role involves building sales systems, designing processes, training teams, analyzing performance, and collaborating with cross-functional groups to streamline revenue operations and support sales enablement.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.

The General Counsel will provide legal counsel on AI use, contract negotiation, and corporate governance while managing risks to support business growth.

As a Wealth Management Associate, you'll support financial advisors, manage client onboarding, track communications, and enhance client experiences through coordination and organization.