Top Tech Jobs & Startup Jobs in Charlotte, NC

Build trusted client relationships, assess financial goals and risk tolerance, provide personalized investment and financial planning guidance, educate clients on Vanguard products, and coach them toward long-term financial decisions. Collaborate with sales and internal teams to onboard clients, maintain accurate records, follow regulatory requirements, and use digital tools for virtual advice delivery. The role requires securities licenses and ongoing development of advisory expertise.

Lead family legacy engagements for Wealth Management clients ($5M+). Facilitate family dialogue, coach families and beneficiaries, deliver group and one-on-one workshops, develop educational resources and family meeting processes, collaborate across business units, and manage small projects to advance succession and wealth-planning outcomes.

Manage ultra-high-net-worth clients by offering tailored financial advice, fostering strong relationships, and delivering exceptional client service to meet long-term goals.

Leads Vanguard’s Global Financial Crimes Compliance governance, strategy, and transformation agenda. Translates financial-crimes strategy into enterprise roadmaps, operating-model improvements, AI and data initiatives, portfolio execution, regulatory readiness, issue management, metrics, and executive and Board reporting. Partners across compliance, risk, technology, data, legal, finance, and regional teams to strengthen controls, oversight, remediation, and sustainable transformation outcomes.

Designs, implements, supports, and improves enterprise technology platforms serving social media and marketing needs. Responsibilities include troubleshooting complex application and system issues, managing deployments across development, test, and production environments, evaluating vendors and technologies, performing systems analysis, documenting solutions, and mentoring junior staff. Requires expertise with APIs, integrations, data flows, and web technologies.

Leads a team of product professionals and manages a strategic portfolio of digital wealth-management products. Establishes product vision, strategy, roadmaps, priorities, and measurable outcomes while partnering with business, technology, engineering, UX, and operations teams. Oversees product development, optimization, stakeholder alignment, portfolio planning, and funding decisions. Coaches product teams, supervises employees, and balances transformational initiatives with operational excellence across client servicing, advisor workflows, reporting, householding, and teaming experiences.

Develops enterprise fraud prevention strategy for real-time payment channels, manages fraud rules and decisioning platforms, optimizes detection and false-positive performance, applies analytics and model insights, partners with Product, Engineering, Risk, and Operations, and maintains governance and regulatory controls.

Designs, develops, and supports secure cloud integration and data transmission solutions using AWS and Azure. Builds REST API, event-driven, serverless, and managed file transfer capabilities; implements infrastructure as code, CI/CD, and automation; modernizes legacy integrations; and supports production services through troubleshooting and on-call rotations. Partners with application, security, network, and business teams while contributing to architecture reviews, documentation, monitoring, compliance, and engineering standards.

Leads the design and implementation of enterprise cloud security controls across AWS environments. Builds policy-as-code, infrastructure-as-code, CI/CD guardrails, posture checks, drift detection, and automated remediation. Establishes technical standards, mentors engineers, influences cross-team architecture, operationalizes CSPM findings, supports audit and governance activities, and participates in on-call rotations.

Develops institutional sales growth and retention across the Northeast by managing strategic relationships with retirement and investment consultants. Executes territory plans, prospecting, consultant engagement, positioning, opportunity management, and compliance processes. Advises senior stakeholders on Vanguard investment capabilities, monitors market and regulatory developments, and mentors junior sales professionals. Requires extensive institutional financial services sales experience, retirement investment expertise, FINRA licensing, and travel of at least 60%.