Top Tech Jobs & Startup Jobs in Charlotte, NC

The Document Imaging Services Specialist is responsible for scanning, indexing, and quality control of financial documents, ensuring their integrity within the digital imaging system. Duties include operating scanners, performing quality assurance, and collaborating with departments for document retrieval.

The Associate Client Compensation Consultant manages projects for client compensation, supports operational functions, and enhances advisor experiences. Responsibilities include auditing, relationship management, and developing training plans.

The Senior Analyst supports regulatory trade reporting and compliance, ensuring accurate data reporting, conducting quality control, analyzing data, and enhancing reporting processes.

The SVP, Head of Client Compensation at LPL Financial leads advisor compensation transformation, oversees key operational teams, manages compliance, and drives process improvements for client experience.

The Senior Analyst role involves managing day-to-day processes within the Strategic Sourcing Team, collaborating to enhance client experiences in a fast-paced environment.

The Senior Success Manager provides relationship management support to LPL Advisors, ensuring high client satisfaction and promoting growth initiatives while engaging in consulting, advocacy, and problem-solving within the financial services industry.

The Senior Transition Support Partner facilitates onboarding for financial advisors, manages project plans, ensures compliance, and provides comprehensive support throughout transitions.

The Financial Planning Operations Associate provides phone support to financial advisors, resolves issues, processes payments, and ensures efficient engagement management.

The VP of Global Tax Operations leads tax compliance and reporting, manages audits, partners with finance leaders for tax planning, and implements technology for efficiency.

The Sales Manager will oversee licensed financial advisors, manage sales performance, talent management, client escalations, and ensure adherence to business objectives in a fast-paced environment.