Top Tech Jobs & Startup Jobs in Charlotte, NC

The Client Relationship Manager is responsible for leading relationships with ultra-high-net-worth clients, ensuring effective communication and coordination across teams, and managing client onboarding and service delivery.

The Senior Wealth Analyst supports the advisory team by analyzing investment portfolios, creating financial reports, and providing client service. Responsibilities include data gathering, scenario building, and assisting in estate planning and presentations.

Develop enterprise data platforms and data pipelines, integrate systems, manage CI/CD and IaC strategies, and coach junior engineers.

The Wealth Strategist analyzes estate planning documents, manages wealth transfer strategies, coordinates with clients and counsel, and supports planning initiatives.

The Director of OCIO Operations is responsible for managing investment operations, vendor relationships, workflow design, and technology integration for OCIO client portfolios.

The Senior Analyst, Incentive Compensation manages third-party compensation programs, ensuring accurate calculations, data analysis, and collaborative partnerships for process improvements.