Top Tech Jobs & Startup Jobs in Charlotte, NC

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.

Design, develop, and maintain custom Salesforce solutions (Apex, Visualforce, Lightning). Build AI-powered features using Salesforce Einstein and Agentforce, lead integrations, ensure data quality for AI readiness, manage deployments, test deliverables, and mentor junior developers.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.