Top Tech Jobs & Startup Jobs in Charlotte, NC

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.

Leads tax planning and compliance services for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing and signing individual, gift, trust, corporate, and partnership tax returns; delivering tax projections and analysis; advising on entity structures, family businesses, wealth transfer, and philanthropy; managing client relationships; responding to tax notices; and mentoring tax professionals.

Leads Mercer Advisors' Growth organization roadmap, portfolio governance, operating cadence, revenue operations, field enablement, and conversion improvement initiatives. Manages a four-person Revenue Operations and Enablement team, coordinates cross-functional programs across Client Development, Marketing, Technology, and Analytics, drives onboarding and change management, and provides leadership with visibility into risks, progress, dependencies, and decisions required.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.

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' Wealth Enablement function: centralize content strategy and curriculum, build a domain-specialized L&D team, create scalable AI-enabled training and playbooks, drive advisor adoption and measurable behavioral change, support M&A integrations, and partner cross-functionally to align enablement with product and field delivery.

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

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.