Top Tech Jobs & Startup Jobs in Charlotte, NC

The Sr. Tactical EAR Specialist will support advisor onboarding through communication, training, and process documentation, managing requests, and collaborating with Transition Managers to improve the onboarding experience.

The Sr. Tactical EAR Specialist supports advisor onboarding, coordinates with Transition Managers, manages requests, and resolves onboarding issues while documenting processes.

Collaborate with financial advisors to develop strategies for high-net-worth clients, ensuring accurate documentation and strong understanding of complex financial concepts.

The Annuity Sales Consultant provides internal sales support for financial advisors regarding annuity offerings, emphasizing product training, compliance, and case consultation to meet client needs.

The Legal Affairs Manager supports retail investment advice by applying federal securities laws, conducting legal research, reviewing documents, and maintaining compliance in financial products and services.

The Operations Specialist will analyze cost basis and tax reporting, provide recommendations, develop solutions, and assist in team training and processing duties.

Conduct research, define business requirements, and provide analytical support for investment performance reporting in a financial services organization.

The manager will develop and implement sales strategies, support teams, facilitate training, and track results across the organization to drive sales effectiveness.

The Software Engineer will design, code, test, implement, and support applications, ensuring adherence to standards, mentoring junior developers, and managing database designs while collaborating with various teams.