Top Tech Jobs & Startup Jobs in Charlotte, NC

The Infrastructure and Support Manager oversees IT structure maintenance, manages a team, coordinates support, and ensures operational compliance and performance across IT infrastructure.

The Advisory Manager will lead a team of financial planning associates, ensuring quality service delivery to clients while managing team performance and compliance standards. Responsibilities include mentorship, progress monitoring, and collaboration with HR for career development.

The Planning Associate will support lead advisors in delivering client service, preparing financial plans, and assisting with client meetings and documentation.

The Senior Planning Associate conducts detailed client interviews, develops comprehensive financial plans, assists with implementation, and supports the wealth management team. Responsibilities include research, collaboration, and participation in client meetings to enhance client relationships.

The Portfolio Analyst role involves managing daily trading, portfolio compliance, creating proposals, and ensuring firm-wide trading processes are executed effectively.

Manage the financial planning function by implementing workflows, coordinating deliverables, supporting technology use, and facilitating feedback processes for team members.