Top Tech Jobs & Startup Jobs in Charlotte, NC

The Data Engineer will manage an Azure-based data warehouse, develop data pipelines, and implement data models to align with business objectives.

The Regional Vice President will engage clients to provide tailored wealth management solutions, manage sales pipelines, and build long-term relationships.

The Regional Vice President II engages with potential wealth management clients, driving sales and fostering relationships to provide tailored financial solutions.

The Regional Client Development Associate will onboard new clients, strengthen relationships, drive sales, manage follow-ups, and support RVPs with meetings.

The Associate Advisor Guide assists clients in financial planning and management, working closely with a team to enhance clients' financial lives.

The Billing Specialist ensures timely and accurate billing for investment management clients by auditing bills, analyzing data, and collaborating with departments for effective revenue recognition.

The Tax Associate prepares income tax returns and projections for high-net-worth clients, ensuring compliance and accuracy in tax matters.

The Program Specialist supports onboarding and integration of acquired firms, ensuring alignment with company standards, management of integration plans, and communication with stakeholders.

The Accounts Operations Specialist is responsible for servicing investment accounts, managing client communications, resolving discrepancies, and ensuring compliance standards are met.

The Integrated Marketing Manager leads multi-channel marketing campaigns, coordinating efforts across teams, managing timelines, and ensuring campaign effectiveness and alignment with business goals.