Top Tech Jobs & Startup Jobs in Charlotte, NC

Support Macro Rates Sales by designing and demonstrating derivative pricing, valuation, and hedging solutions. Prepare market presentations and RFP responses, coordinate credit/ISDA documentation and trade confirmations, assist client execution and idea generation, and back up senior sales team members.

Advise high and ultra-high-net-worth clients on wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Originate and deepen client relationships through sales and strategic advice, coordinate specialist teams, and comply with regulatory registration and background checks (NMLS). Drive growth via internal and external business development and act as a regional representative for PWM partners.

Lead credit-card risk management and governance for consumer and small business payment services. Partner with business and RCA teams to design, review, and maintain risk frameworks, ensure regulatory compliance, identify and remediate gaps, and translate complex requirements into actionable controls and content.

Supports presales and post-sale implementation of complex technical products and solutions. Conducts needs assessments, develops proposals, delivers demonstrations, addresses technical objections, and advises sales teams. Translates customer requirements for technology, operations, systems, and product teams to support integration. Installs or hands off solutions for implementation, maintains product and competitive knowledge, identifies sales opportunities, and may support trade shows.

Supports complex accounts payable solution sales by leading client discovery, assessing business needs, designing tailored payment solutions, delivering demonstrations and presentations, addressing technical questions, and coordinating implementation handoffs. Partners with sales, implementation, support teams, internal stakeholders, and vendors throughout the sales lifecycle. Provides consultative guidance, client education, and solution expertise, with emphasis on treasury management, payments, fintech, and accounts payable processes.

Partners with sales teams to sell, design, and implement complex financial technology and payment solutions. Conducts customer discovery, technical consultations, demonstrations, proposals, and solution recommendations. Translates technical concepts into business value, addresses objections, advises on integrations and architecture, supports pricing and implementation, and provides training. Builds relationships with enterprise clients, executives, product leaders, and technology teams while driving customized solutions and strategic initiatives.

Develop and grow profitable business card relationships by prospecting and selling payment products to mid-to-large businesses. Conduct consultative discovery and credit/financial assessments, manage pipeline and referrals, partner with internal teams, and travel locally, regionally, and occasionally nationally to close deals and retain portfolio clients.