Top Tech Jobs & Startup Jobs in Charlotte, NC

The Director of Advisor Services executes strategies to empower advisor teams, focusing on engagement, development, practice optimization, and organic growth, driving operational success and client retention.

The Trading Associate assists advisors in trade support and order management, providing training and utilizing key trading platforms while collaborating with peers.

The Workday Team Manager leads the design, deployment, and maintenance of Workday systems, ensuring alignment across teams while managing the Workday team and supporting various operational projects.

Lead and manage development resources, oversee Salesforce and Workday solutions, ensure best practices are followed, mentor team members, and manage project allocations.

The Senior Annuity Desk Lead manages the Annuity Desk, trains advisors, provides annuity expertise, and develops strategies to enhance client engagement and advisor support.

As Regional Vice President, you will drive revenue by cultivating relationships with strategic referral partners to support financial advisory teams and generate high net worth client referrals, while educating professionals on financial topics. Travel up to 30% required.

The Supervision Analyst reviews new business for compliance, communicates firm policies, manages Salesforce workflows, and collaborates with the principal review team.