Top Tech Jobs & Startup Jobs in Charlotte, NC

The Actuarial Associate supports actuarial analyses, assists with modeling, valuations, and product development within a rotational program, requiring no prior experience.

The Senior Investment Accountant manages investment accounting for financial transactions, preparing reports, monitoring budgets, and calculating performance returns under minimal supervision.

The Client Outreach Retention Consultant addresses client questions, facilitates fund transfers, educates on products, and collaborates with business partners to retain clients.

The Client Outreach Retention Consultant educates clients on investment options, resolves inquiries, and facilitates fund transfers to improve client retention with the organization.

The Client Outreach Retention Consultant engages with clients to address inquiries, educate on investment options, facilitate transfers, and advocate for organizational solutions.

The Client Outreach Retention Consultant engages with clients at risk of transferring funds, addressing their questions, and promoting the organization’s investment solutions while adhering to service level agreements.

Two-year rotational associate program consisting of three 8-month rotations across product and business development areas. Support product management, new product development, business strategy, and partnership implementation. Conduct research and analysis, prepare materials using Excel and PowerPoint, collaborate cross-functionally, use project management tools, and complete required trainings to build business acumen.

The Individual Financial Consultant provides retirement education and advice, assists clients with investment needs, and aims to meet sales goals related to asset growth and client retention.

The Third Party Wealth Consultant provides servicing to Third Party Advisors, supports operations, and processes related forms and agreements.

The Customer Resolution Manager addresses customer complaints and ensures positive experiences by auditing calls, collaborating with departments, and analyzing complaints.