Top Tech Jobs & Startup Jobs in Charlotte, NC

Leads LPL Financial’s third-party advisor recruiting partner program, including strategic relationship management, sales growth, advisor recruiting, team leadership, forecasting, governance, and program execution. Builds joint business plans, improves referral conversion, manages partner economics and contracts, oversees scorecards and reporting, and influences cross-functional stakeholders. The role directly manages strategic recruiting-firm relationships and coaches Partner Account Managers and an Analyst while driving growth across W-2, wirehouse, and 1099 advisor channels.

Own the vision, strategy, roadmap, and outcomes for an enterprise AI Consumption Management platform. Translate Finance and stakeholder needs into workflows, reporting, data requirements, and product capabilities covering usage, costs, attribution, budgets, and forecasts. Lead cross-functional delivery, dashboard validation, backlog prioritization, financial reconciliation, rollout, and adoption while partnering with engineering, architecture, data, AI platform, governance, Risk, and business teams.

Supports client reporting applications by resolving escalations, explaining performance results, analyzing investment transactions, validating performance figures, reconciling discrepancies, identifying reporting defects, documenting data quality issues, and implementing process improvements. The role collaborates across business units to mitigate operational risk and requires strong analytical, communication, client service, and investment performance data skills.

Leads the enterprise AI risk and governance function, establishing multi-year strategy, governance frameworks, risk standards, assessment processes, model risk management, monitoring, control testing, and regulatory readiness. Advises executives on AI adoption and risk decisions, partners with control and technology functions, oversees third-party AI requirements, represents the firm in examinations and audits, and builds a specialized AI risk organization.

Develops tax and financial plans for advisors and clients by reviewing personal and business tax returns, analyzing financial information, identifying tax-saving opportunities, researching tax questions, and preparing and presenting tax-plan deliverables. The role also educates advisors on tax-code updates and provides expertise on personal, business, estate, state, and federal tax matters.

Provides technical support to employees across phone, chat, and incident channels. Troubleshoots Microsoft technologies, business applications, VPNs, mobile devices, computers, printers, and network issues. Manages service requests, escalations, documentation, knowledge base content, technology deployments, user adoption initiatives, and new-hire IT onboarding while contributing to service improvement and automation efforts.

Manage day-to-day operations for the Wealth Advisors Group, lead and develop operations specialists, resolve escalated issues, and partner with leadership on departmental goals. The role focuses on improving processes, implementing training and operational guides, ensuring compliance, facilitating team meetings, and driving efficiency, accuracy, and a strong client experience.

Develop and execute integrated marketing and communications initiatives for LPL Research. Responsibilities include managing social media strategy, creating thought-leadership content, partnering with research analysts, supporting webinars and market outlooks, coordinating campaigns across digital, PR, and creative teams, and measuring performance to improve engagement and brand visibility.

Designs and operationalizes IAM controls for human, non-human, and AI agent identities. Responsibilities include authentication, authorization, secrets management, lifecycle governance, least-privilege policy-as-code, identity architecture, monitoring, incident response, compliance, and integration with AI development teams. The role also builds and leads a technical team focused on agentic IAM and workload identity.

Develops and maintains risk and compliance dashboards, reports, metrics, and data analyses. Identifies trends, ensures data integrity, supports surveillance reviews and strategic decisions, responds to ad hoc requests, and improves reporting processes. Partners with stakeholders, documents methodologies and data sources, and provides actionable insights into the firm's risk posture and compliance activities.