Top Tech Jobs & Startup Jobs in Charlotte, NC

The Sr. Analyst will manage Oracle EPM Cloud applications, provide customer support, enhance backend processes, and lead system optimizations.

The VP of Relationship Management will develop strategies to enhance client relations and sales growth, managing high-profile situations and overseeing a client success team.

The Senior Financial Planner will support financial advisors with planning services, conduct analysis, present financial plans, and enhance client satisfaction.

The AVP, Growth Manager will support growth initiatives in a financial services environment, driving sales strategy and improving advisor satisfaction through data analysis and project management.

The Succession & Protection Consultant will support financial advisors with succession planning, data analysis, client interactions, and process improvement to enhance service offerings.

The High Net Worth Financial Planner will support advisors by creating advanced financial plans, assisting with data entry, and articulating recommendations to clients. The role requires collaborative work and research on financial planning questions.

The Launch Consultant guides financial advisors in transitioning to independence, managing projects, coordinating tasks, and ensuring comprehensive support through client onboarding and resource preparation.