Top Tech Jobs & Startup Jobs in Charlotte, NC

Provide financial advice via a contact center using Bank of America and Merrill solutions. Build client relationships, identify needs across banking, lending, and investments, recommend solutions, coordinate with partners, and follow regulatory due diligence. Participate in training and may advance to higher advisor levels.

Provide comprehensive investment advice and customized financial plans to clients; triage leads and refer to internal partners; recommend brokerage, banking, and managed solutions; identify new clients; mitigate risk and comply with regulations; maintain required licenses and complete trainings.

Responsible for defining architectural vision and solutions for Mainframe Storage, leading multiple competing deliverables, and ensuring compliance with non-functional requirements.