Top Tech Jobs & Startup Jobs in Charlotte, NC

The Wealth Advisor I builds relationships with affluent clients, identifies their financial goals, and recommends tailored financial solutions to achieve these objectives while ensuring compliance and adherence to company standards.

The Regional Vice President is responsible for expanding the RIA referral platform by developing relationships with channel partners to drive sales and acquire high net worth clients.

The role involves executing investment implementations for complex portfolios, aiding in client transitions and developing investment deliverables. The consultant collaborates closely with various departments to optimize client experience and portfolio management, ensuring timely and efficient processes.

Build and manage relationships with prospective wealth management clients, own the sales pipeline from prospecting to close, present tailored solutions, collaborate across teams, and drive sales growth while meeting client needs and supporting business objectives.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

As a Senior Product Manager, you will lead the development of tools for financial advisors, focusing on product execution, advisor-centric development, and integrating AI into workflows while mentoring junior team members.

The Director of Strategic Partnerships will manage relationships with business partners, negotiate agreements, identify new opportunities, and lead cross-functional teams to drive revenue growth for Mercer Advisors.

The Senior Business Intelligence Analyst will develop reports and tools for analyzing sales and marketing performance and client service operations while collaborating with various leadership teams.

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.