Top Tech Jobs & Startup Jobs in Charlotte, NC

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Financial Planner prepares comprehensive financial plans, collaborates with sales teams, and ensures client satisfaction through accurate, timely financial strategies.

The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Acquisition Data, Automation, and Tech Specialist manages acquisition systems, optimizing workflows, and using automation tools to enhance marketing efficiency. This role requires strong expertise in Salesforce and BI/reporting tools, along with a focus on operational reliability and AI integration.

The Tax Support Specialist assists the tax practitioner team by handling administrative and client-facing tasks, ensuring efficient workflow and client satisfaction through effective communication and organization.

The Tax Associate is responsible for preparing tax returns, projections, and analysis for high-net-worth clients, while collaborating with wealth management teams.

The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.