Top Tech Jobs & Startup Jobs in Charlotte, NC

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Lead cross-functional teams to reimagine customer servicing journeys using automation and AI. Define product vision, OKRs, roadmaps, and acceptance criteria; translate strategy into actionable requirements; drive agile delivery, demos, and continuous improvement while ensuring customer-centric design and measurable financial outcomes.

Lead engineering strategy and delivery for AI-assisted customer servicing platforms. Modernize legacy systems, build agent-assist, intelligent routing, NLP search, and observability. Drive architecture, CI/CD, compliance, and cross-functional collaboration with Product, Data Science, Security, and Operations.

Lead the Salesforce Center of Excellence to define and execute enterprise Salesforce strategy, roadmaps, standards and integrations. Partner with business, security, vendors, and delivery teams to drive platform adoption, compliance, reusable components, and cross-instance initiatives.

Manage day-to-day Loss Mitigation operations to ensure investor and regulatory compliance, optimize backend closing processes, drive process improvements, oversee vendor and GSE/Government reporting, mentor staff, remediate QA/audit issues, and present results to senior management.

Lead CRA strategy and community development initiatives across assigned markets. Build partnerships with nonprofits, government, and internal business lines to generate CRA-qualified lending, investment, and service opportunities. Manage CRA reporting, exam documentation, market planning, and outreach programs to support affordable housing, workforce development, small business, and financial empowerment.

Build and manage a branch-based wealth management practice for high-net-worth clients. Conduct financial discoveries, create tailored financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists on investments, insurance, and estate planning.

Lead a team of data scientists to develop, validate, and operationalize marketing mix and multi-touch attribution models. Build econometric and time-series models, derive incremental marketing impact and KPIs, implement non-linear constrained optimization for scenario planning, automate model pipelines, and communicate insights to marketing stakeholders.

Lead and manage a Client Service Team supporting high-net-worth clients and Wealth Managers. Coordinate meetings, onboarding, reporting, hiring, training, performance management, and risk escalations (client complaints, fraud, KYC). Develop career paths, optimize workflows, assist advisor integrations, and provide solutions to improve operating efficiency and compliance.

Manage and grow a portfolio of commercial customers ($10M–$50M revenue) through advisory-led selling, cross-selling credit, liquidity, treasury, and wealth solutions. Drive new loan and deposit generation, fee income, customer satisfaction, and community engagement while collaborating with internal partners to uncover opportunities and manage risk and compliance.