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Top Tech Jobs & Startup Jobs in Charlotte, NC
Fintech • Payments • Financial Services
The Tax Manager/Senior Tax Manager will focus on tax planning and preparation, oversee client financial statements, manage relationships, and ensure compliance with tax regulations while training other team members.
Top Skills:
iOS
Fintech • Payments • Financial Services
The Payroll Manager oversees payroll for over 400 physician clients, manages workflow, ensures compliance, and leads a remote payroll team, enhancing operational efficiency and client satisfaction.
Top Skills:
IsolveMineral HrSalesforce
Fintech • Payments • Financial Services
The Salesforce Architect will design, implement, and scale the Salesforce ecosystem, optimizing integrated systems and collaborating cross-functionally to meet business goals.
Top Skills:
Api IntegrationsBulk ApiCpqHubspotJavaScriptLeandataMarketing CloudOutreachPowershellPythonRestSales CloudSalesforceService CloudSoap
Fintech • Payments • Financial Services
Assist the advisory team in client meetings, develop financial plans, onboard and support clients, and ensure compliance with regulatory requirements.
Top Skills:
Fidelity WealthscapeMoneyguideproOrionSalesforce
Fintech • Payments • Financial Services
The Client Development Associate will engage potential clients, generate leads, set meetings for the Director of Client Development, and close leads, focusing on building relationships and achieving sales targets.
Top Skills:
CRMHubspotSalesforce
Fintech • Payments • Financial Services
The Head of Advisory Services will lead Earned's advisory platform, shaping strategy, scaling operations, and ensuring client value creation. They will oversee team dynamics, drive integration, and represent the platform in leadership discussions.
Fintech • Payments • Financial Services
The Corporate Controller manages accounting operations, oversees financial reporting, ensures compliance with regulations, and improves financial processes. Responsibilities include leading audits, developing accounting policies, and providing insights for strategic decisions.
Top Skills:
NetSuiteOracleQuickbooks EnterpriseSAP
Fintech • Payments • Financial Services
The Wealth Advisor will provide tailored financial advice to doctors, develop financial plans, build client relationships, and ensure exceptional service in a fiduciary capacity.
Top Skills:
Fi360Fidelity WealthscapeMoneyguideproOrionSalesforce
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