Top Tech Jobs & Startup Jobs in Charlotte, NC

Manage and develop a licensed customer service team, handle daily escalations, review complaints and metrics, set team goals, plan support coverage, and implement customer service and technical support initiatives to ensure high-quality client experience.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

The Wealth Client Relationship Manager manages relationships with high-net worth clients, supports financial goals, provides client service, and guides in financial planning and asset management.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plan recommendations, coordinate asset consolidation, and drive advisor referral growth. Communicate with clients and advisors, prioritize time and resources, and obtain required licenses and registrations within 120 days.

Lead enterprise-wide learning strategy, scale L&D programs, manage the learning technology stack (LMS/LXP/virtual classrooms/AI tools), oversee budget and vendors, define KPIs and dashboards to measure ROI, and partner cross-functionally with HR, IT, and business leaders.

Lead and manage the design, delivery, and administration of enterprise learning and development programs. Oversee a team of L&D professionals, manage LMS/LXP and AI-enabled learning systems, review program effectiveness, ensure compliance with internal controls and external standards, and partner with leadership to develop management and talent capabilities.

Define and implement experience-focused product solutions across client journeys. Gather and prioritize requirements, maintain the product backlog, analyze KPIs, map customer needs, design and deliver roadmap solutions, and collaborate cross-functionally. Leverage internal AI resources (LLMs, prompt engineering, generative/agentic AI) to accelerate work and improve client experiences.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.

The Wealth Management Client Relationship Manager partners with advisors to enhance client relationships, manage a book of clients, and support financial planning implementation.

Lead and oversee continuous improvement programs end-to-end: assess opportunities, design diagnostics, prioritize value-creation projects, advise and coordinate cross-functional teams, manage transitions, forecast and report metrics, and mentor junior staff to improve efficiency and cost effectiveness.