Top Tech Jobs & Startup Jobs in Charlotte, NC

The role leads the Issues Management program to identify and mitigate risks, ensures compliance with regulations, and supports internal controls across the Personal Wealth subdivisions.

Client Relationship Associates support clients via inbound calls, assist with financial inquiries, and collaborate with internal teams to enhance the client experience.

Lead oversight functions for Personal Investor, focusing on vendor management, resiliency planning, and regulatory readiness while enhancing governance and reporting processes.

Provide legal counsel on the Investment Company Act of 1940, ensuring compliance, drafting legal documents, mentoring junior staff, and advising on regulatory matters.

The Technical Lead oversees Dynamics 365 solutions, data integration, and driving engineering standards, ensuring high-quality design and implementation.

As a Client Transfer Specialist, you'll build relationships with Personal Investor clients, streamline onboarding, and ensure a positive experience during financial transitions.

The Data Analyst, Specialist analyzes data trends and provides actionable insights, manages projects, trains junior analysts, and prepares visualizations for business partners.

Responsible for analyzing data, providing insights and recommendations for business initiatives, mentoring, and managing analytic processes. Engages with partners to translate business needs into analytic projects.

The Product Manager leads strategic vision for digital products, collaborates with teams to enhance user experience, resolves implementation issues, and participates in business planning and special projects.

The Administrative Associate will support a Senior Leader in the Wealth Management division, focusing on strategic partnership, project management, and advanced administrative tasks while ensuring operational excellence in a high-pressure environment.