Top Tech Jobs & Startup Jobs in Charlotte, NC

The Call Monitoring Manager leads the call monitoring program, ensuring quality assessments of customer interactions, coaching staff, and promoting accountability and improvement processes within a regulated environment.

Manage pricing strategies and product roadmaps for commercial card products while analyzing market trends and collaborating with cross-functional teams to drive business decisions.

Provide virtual investment and insurance advice to mass-affluent clients, analyze financial situations, recommend strategies and products, meet sales goals, grow client relationships, and ensure regulatory compliance while working hybrid from a corporate office.

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, grows client relationships through outreach and partner referrals, and coordinates with specialists to deliver financial planning, investment management, insurance, and estate planning services.

Build and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through outreach and referrals, and coordinating with internal specialists to deliver financial planning, investment management, insurance, and estate services.

Branch-based Wealth Advisor responsible for developing personalized wealth management strategies, growing client relationships through outreach and partner referrals, coordinating with internal specialists on financial planning, investments, insurance, and estate planning, and managing a book of clients focused on high-net-worth individuals.

Wealth Advisors at Citizens help clients achieve financial goals by developing personalized plans, maintaining relationships, and collaborating with partners.

Develop and manage a branch-based wealth management practice by understanding client goals, creating tailored financial plans, driving new business and referrals, performing proactive outreach, and coordinating with specialists for investment, insurance, and estate planning.

Manage end-to-end processing and oversight of alternative investment transactions, client service for private wealth clients, fund/custody operations, operational due diligence, compliance, and process improvements. Coordinate with custodians, fund administrators, advisors, and technology partners to support reporting, platform initiatives, and risk mitigation.

Wealth Advisors help clients achieve financial goals through tailored wealth management strategies, client outreach, and collaboration with business partners.