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 Financial Planner prepares accurate financial plans, assists wealth management teams, responds to inquiries, and reviews plans to ensure quality standards are met.

The Internal Advisor Consultant builds partnerships with financial advisors to drive sales, manage pipelines, and educate clients about products, while achieving outbound call goals.

Provide virtual financial counseling on TIAA products, educate clients on investment options, and maintain relationships with plan sponsors.