Top Tech Jobs & Startup Jobs in Charlotte, NC

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 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 Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.

The Senior Director, Client Relationship Expansion leads the growth strategy by empowering advisors, ensuring cohesive initiatives, and translating data into actionable insights to elevate client engagement and commercial performance.

The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.

The Onboarding Coordinator will manage HR administration for mergers and acquisitions, ensuring smooth onboarding and compliance processes for new hires.

The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.

The Wealth Management Enablement Manager will enhance services in Wealth Management by training staff, improving processes, and supporting integrations during acquisitions.

The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.

The Senior Director of Infrastructure & Operations will lead infrastructure strategy, manage IT services, ensure security and compliance, and optimize resource allocation while mentoring teams and collaborating with stakeholders.