Top Tech Jobs & Startup Jobs in Charlotte, NC

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.

Develop and execute multi-channel communications and digital marketing campaigns for plan transitions; administer social media; deploy messages via marketing automation; track and analyze engagement metrics; ensure regulatory and policy compliance; create and manage templates; collaborate with Legal, Compliance, Marketing, Client Services, and institutional partners.

Develop and deploy multi-channel communications campaigns for plan transitions, administer social media, use marketing automation to track engagement, analyze and report campaign results, create and manage templates/resources, and collaborate with Legal, Compliance, Marketing, and client teams to ensure regulatory compliance and consistent messaging.

Support statutory accounting and financial reporting for insurance and reinsurance, lead related general ledger close activities, prepare and review journal entries and reconciliations, coordinate audits, maintain internal controls, implement process improvements and automation, and partner with cross-functional teams while assisting oversight of India-based teammates.

Partner with Wealth Management Advisors to deepen relationships with high-net-worth clients. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, drive referrals and business growth, and obtain required licenses and registrations within 120 days.

Lead a team to prepare and review quarterly and annual audited financial statements ensuring GAAP/IFRS compliance and timely delivery; coordinate audits and stakeholders; provide technical accounting guidance on complex transactions (M&A, restructurings); monitor emerging standards; partner with FP&A and Investor Relations; oversee Oracle FCCS change management; and develop a high-performing finance team.

Lead statutory accounting and financial reporting for insurance and reinsurance, manage close and reconciliations, oversee US team and India resources, coordinate audits, prepare technical accounting analyses, strengthen controls, drive automation and process improvements, and partner with Actuarial, FP&A, Tax, Treasury and Legal.

The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.

Manage the full hiring cycle including sourcing, screening, interviewing, offers, job postings, candidate communication, and building talent pipelines. Advise hiring managers, implement recruiting strategies, and mentor junior TA team members.

Provides in-house legal support for C-PACE financing transactions of $10 million or more, including drafting agreements, conducting legal diligence, reviewing closing and conveyancing documents, coordinating recordation, tracking post-closing matters, and supporting capital markets and new business initiatives. Requires experience representing commercial real estate lenders, with preferred expertise in C-PACE structures, securitization, secondary markets, workouts, and forbearance agreements.