Top Tech Jobs & Startup Jobs in Charlotte, NC

Drives growth, retention, and expansion of payment, merchant services, commercial card, and treasury management solutions for insurance clients. Develops sales strategies, consults on payment modernization and cash management, presents solutions, manages the sales process through implementation, builds opportunity pipelines, and leads executive client discussions. Partners with relationship managers, product teams, and other stakeholders to deepen relationships and generate revenue across insurance organizations.

Develop and grow payments, merchant services, and commercial card business for financial institution clients. Manage complex consultative sales cycles, coordinate Treasury, Finance, Operations, and Product stakeholders, and serve as the primary sales lead. Identify opportunities, develop sales strategies, present integrated payment solutions, manage client relationships, and achieve revenue goals across banks, insurers, asset managers, and private capital firms.

Supports sports finance bankers with transaction origination, structuring, execution, financial modeling, market analysis, investor coordination, due diligence, transaction documentation, and client presentations. The role analyzes sports M&A, stadium development, franchise valuations, capital structures, and investment opportunities while helping manage transactions from pitching through closing.

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.

Provides legal, regulatory, product, and risk guidance for digital assets, blockchain, money movement, and next-generation payments. Advises on the GENIUS Act and emerging regulations, evaluates impacts on strategy and product design, supports digital asset commercialization, mitigates regulatory and operational risks, reviews commercial agreements, and counsels business, risk, compliance, technology, and leadership teams.

Advises on complex standby letter of credit transactions, including issuance, amendments, structuring, documentation, and risk considerations. Partners with Relationship Managers, Credit, Legal, clients, and internal stakeholders on sophisticated commercial transactions. Interprets credit and reimbursement agreements, supports complex client onboarding, guides stakeholders through SBLC processes, and balances customer service, business objectives, and risk management.

Provides middle-office support for debt capital markets syndicate and brokered CD trading. Manages trade capture, allocations, confirmations, settlement, reconciliations, exceptions, position accuracy, and P&L validation. Partners with trading, sales, operations, finance, technology, and counterparties to resolve breaks, support new-issue syndications, strengthen controls, and improve automation and operational efficiency.

Provide technical accounting interpretation and guidance on GAAP, lead implementation of new accounting standards, evaluate complex transactions, prepare written positions and industry summaries, partner with business units and senior management, and manage cross-functional project staff to ensure consistent accounting policy application.

Develops profitable new business and expands existing account relationships within an assigned territory. Identifies opportunities, presents commercial payment products, builds referral networks, and executes sales call programs. Requires extensive financial sales experience, CPS product knowledge, strong negotiation and business-development skills, and the ability to travel nationally full-time. Experience serving healthcare facilities, insurance companies, or medical suppliers is preferred.