Top Tech Jobs & Startup Jobs in Charlotte, NC

Support industry-aligned investment banking team on business development and execution for public and private clients. Build valuation analyses and financial models, prepare pitch and marketing materials, conduct due diligence, manage data rooms, and assist with legal documentation throughout transaction processes.

Lead and supervise the wealth contact center operations team, managing inbound/outbound advisor and client interactions. Oversee service delivery, operational and regulatory risk, escalations, quality control, KPI monitoring, staffing, training, procedures, and system changes to ensure consistent, high-quality client and advisor experiences.

Prepare financial models and valuations, support deal execution and client meetings, conduct due diligence, draft transaction and pitch materials, and assist business development in U.S. middle-market consumer and retail transactions.

Support senior bankers in originating and executing M&A, leveraged finance and equity transactions for defense, government, engineering and industrial services clients. Perform financial modeling, prepare pitch materials, conduct due diligence and industry research, assist in transaction structuring and negotiation, and supervise analyst-level bankers through execution to closing.

Support senior bankers in originating and executing capital markets and strategic advisory transactions for Financial Institutions. Participate across the transaction lifecycle, build financial models and analyses, prepare pitch books, roadshows and memos, coordinate with product teams and clients, and supervise junior analysts.

Administer and configure the Incentive Compensation Management system, manage data integrations and SQL performance, design workflows/templates, perform load testing and analysis, liaison with infrastructure teams, produce readiness content, and advise on strategic incentive and sales performance initiatives.

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Lead HR technology strategy and governance across HR systems, align HR priorities with enterprise IT and compliance, advise on vendor and platform decisions, track value via analytics and OKRs, and drive adoption of emerging HR capabilities.

Lead product roadmap and delivery for Citizens' Client Platform. Translate vision into requirements, prioritize backlog, partner with agile teams, ensure regulatory compliance, drive UX and data-informed decisions, and communicate progress to stakeholders.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.