Top Tech Jobs & Startup Jobs in Charlotte, NC

The Senior Financial Analyst reviews and analyzes financial results, provides insights for management, leads forecasting activities, and supports junior analysts.

The CRM Engagement Specialist manages the CRM transformation strategy, liaising between Wealth Distribution and IT to optimize client experiences.

Summer interns will engage in training, support business initiatives through projects, conduct research, and collaborate across departments for professional development.

Manage high-net worth client relationships, support financial goals, implement financial plans, and coordinate asset consolidation with Wealth Management Advisors.

The Senior Planned Giving Technical Consultant advises on legal, tax, and regulatory requirements for charitable gift planning, collaborating with various stakeholders to ensure compliance and effective management of planned giving arrangements.

The Virtual Financial Consultant provides counseling on financial products and services, helping clients achieve their financial goals through education and exceptional service.

This role involves partnering with Wealth Management Advisors to enhance client relationships, deliver financial solutions, and manage a client book for high-net worth individuals, ensuring successful implementation of financial plans and providing exceptional service.

The Senior Manager for Statutory Financial Reporting oversees regulatory and analytical reporting, ensures accuracy, manages audits, and leads the preparation of financial statements and regulatory reports while maintaining compliance with accounting principles.

The Wealth Client Relationship Manager supports advisors and high-net worth clients, managing relationships and coordinating financial planning and asset consolidation.