Top Tech Jobs & Startup Jobs in Charlotte, NC

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investments, insurance, and estate planning to serve high-net-worth clients.

Provide advanced estate, tax, and legacy planning for high-net-worth clients. Develop and model customized strategies, review estate documents, advise on insurance and charitable planning, produce client deliverables, collaborate with advisors and external professionals, and contribute to research and thought leadership.

Lead West Coast field marketing for Citizens Private Bank, developing integrated campaigns and events that engage HNW/UHNW clients, support sales, and drive pipeline. Partner with growth marketing and sales to target accounts, manage regional calendars and activations, define KPIs, track marketing-sourced revenue, and optimize programs using data-driven insights. Execute events and local campaigns end-to-end while collaborating across functions and solving problems independently.

Lead mortgage default and servicing analytics: monitor portfolio performance, design risk-based segmentation and treatment strategies, collaborate with Collections/Loss Mitigation/Investors, create reports and presentations, and implement improvements to reduce losses and cycle times.

Lead marketing for Corporate Banking: develop and execute multi-channel B2B marketing programs, serve as primary contact for region leaders, create briefs, manage projects and budgets, optimize customer experience, and analyze performance to improve effectiveness.

Branch-based advisor who builds and grows wealth management relationships by conducting client discovery, creating tailored financial plans, driving new business development, and collaborating with internal specialists on investments, insurance, and estate planning.

Build and manage a personalized wealth management practice for clients, drive new business through partner referrals, conduct financial planning, investment, insurance, and estate planning in a branch-based, team-oriented environment.

Manage and grow a portfolio of commercial clients ($5M–$50M revenue) through advisory-led sales, credit and treasury solutions, cross-bank collaboration, community engagement, and new loan/deposit generation focused on customer satisfaction and risk-compliant outcomes.

Lead the People Analytics function to deliver workforce insights, predictive models, and AI-driven solutions; build and manage a high-performing team; ensure HR data governance and partner with HR, IT, and executives to inform strategic workforce decisions.

Manage and deepen a portfolio of commercial clients ($10M–$50M revenue) through advisory-led solutions across credit, liquidity, treasury, interest rate management, and Wealth Management. Drive new loan and deposit generation, fee income, customer satisfaction, and community engagement while collaborating with internal partners to uncover opportunities.