Top Tech Jobs & Startup Jobs in Charlotte, NC

The Associate Regional Vice President role focuses on business development, managing client relationships, and collaborating with custodial partners to grow market share for Wealth Enhancement.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Transition Support Specialist assists with the repapering process, ensuring accurate and compliant transitions of client accounts while providing ongoing support to Advisor Teams.

The Procurement Associate will support vendor lifecycle strategies, collaborate with stakeholders, analyze data, and facilitate contract reviews and negotiations.

Lead and execute risk-based internal audits, provide advisory support to business units, and communicate audit findings and recommendations.

The Senior Client Advisor manages strategy-only client relationships, providing personalized investment recommendations, converting clients to full wealth management, and enhancing client experiences.

The Workday Functional Lead will manage Workday configuration, support Finance and Accounting needs, and improve system functionality. They will also provide training, handle data management, and assist in various business processes.

The Anti-Money Laundering Associate ensures compliance with AML regulations, coordinates activities to improve AML policies, and utilizes AI tools for financial crime detection.

The Sr. Tax Advisor delivers high-quality tax advice, conducts planning, prepares returns, and maintains client relationships within Wealth Enhancement's Tax & Consulting Services team.