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Top Tech Jobs & Startup Jobs in Charlotte, NC
Financial Services
The Digital Media Lead develops and executes digital campaign strategies to drive marketing acquisition, optimizing performance through data insights and collaboration with internal and external teams.
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Google AdsGoogle AnalyticsLinkedin AdsMeta Ads ManagerMicrosoft AdsSalesforce
Reposted 15 Days AgoSaved
Financial Services
The role involves driving revenue growth through strategic partner referral programs, establishing client relationships, and managing complex financial planning processes for high net worth clients.
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Salesforce
Reposted 15 Days AgoSaved
Financial Services
As Regional Vice President, New Client Development, acquire clients with assets over $500,000, support advisory teams, and drive revenue in a remote role.
Top Skills:
Crm SystemsSalesforce
Financial Services
The Director of Advisor Services leads advisor teams, enhancing engagement, driving organic growth, optimizing practices, and facilitating training and development to improve client experiences and business operations.
Top Skills:
MS OfficeOrionSalesforceTamarac
Financial Services
The Director oversees investment manager research, conducts due diligence, develops team expertise, prepares investment reports, and participates in special projects, leading and mentoring junior staff.
Top Skills:
BloombergExcelFactsetMS Office
Financial Services
The Tax Advisor prepares tax returns, provides tax planning advice, conducts research, fosters teamwork, and maintains tax expertise while collaborating with clients and internal teams.
Top Skills:
Cch AxcessCch IntelliconnectExcelProsystems
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