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 Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.

As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.

The Manager of CRM and M&A Integrations oversees CRM administration, data quality, and business process integrations while collaborating with M&A teams and stakeholders.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

The Data Engineer will develop and optimize data pipelines, manage data architecture, support cross-functional teams, and ensure data security and integrity.

The Manager of Management & Performance Analytics will oversee reports and tools to improve key business elements, enhance advisor performance metrics, support client service performance, and ensure effective use of Power BI for reporting.

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 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.