Top Tech Jobs & Startup Jobs in Charlotte, NC

The Director of Life Taxation leads tax strategy, compliance, and reporting, manages tax staff, and ensures regulatory adherence. Responsibilities include overseeing tax returns, liaising with stakeholders, and mentoring junior employees.

The role involves developing analytics to support business decisions in Wealth Performance, preparing reports, and leading team efforts in data analysis.

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

The Wealth Management Client Relationship Manager supports Wealth Management Advisors in managing high-net-worth client relationships, implementing financial plans, and enhancing client satisfaction.

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 Individual Financial Consultant provides retirement education and investment advice to clients, helping them navigate their financial needs and achieve goals related to asset growth and account management.

The Senior Director of Consultant Relations will manage relationships with consulting partner firms, develop strategies for growth, provide education, and ensure compliance with industry standards.