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Top Tech Jobs & Startup Jobs in Charlotte, NC
Fintech • Financial Services
The Senior Defined Benefit Plan Specialist calculates and processes payments for defined benefit plans and assists with regulatory changes and reporting.
Top Skills:
Data AnalysisTechnology Systems
Fintech • Financial Services
The Senior Manager, Brand Marketing will execute marketing strategies, develop brand campaigns, and enhance brand presence while collaborating across teams and leading staff development.
Top Skills:
Brand AdvertisingData AnalyticsMedia Planning
Fintech • Financial Services
The Sr Tax Accountant will oversee tax compliance, prepare tax forms, consult on tax regulations, and guide junior staff in tax processes.
Top Skills:
Checkpoint ResearchMicrosoft SuitePeoplesoft
Fintech • Financial Services
The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, managing a book of clients and implementing financial plans.
Top Skills:
Financial Planning SoftwareWealth Management Solutions
Fintech • Financial Services
The Wealth Management Client Relationship Manager partners with advisors to enhance client services for high-net worth clients and manage client relationships effectively.
Top Skills:
Financial PlanningInvestment Solutions
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Fintech • Financial Services
The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.
Top Skills:
Financial PlanningTiaa Products/Services AcumenWealth Management
Fintech • Financial Services
The Wealth Management Client Relationship Manager supports Wealth Management Advisors to deepen client relationships and assist high-net worth clients in achieving their financial goals, managing a book of clients, and implementing financial plans.
Top Skills:
Finra Series 7Series 63Series 65Series 66
Fintech • Financial Services
The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.
Top Skills:
Charitable Gift Planning
Fintech • Financial Services
The Wealth Client Relationship Manager partners with Advisors to provide service to high-net worth clients, manage client relations, and implement financial plans.
Top Skills:
Tiaa Products/Services Acumen
Fintech • Financial Services
The Wealth Management Client Relationship Manager collaborates with advisors to support high-net-worth clients, manages client relationships, and implements financial plans.
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