Top Tech Jobs & Startup Jobs in Charlotte, NC

The Associate Project Manager assists in managing projects, focusing on planning, scheduling, resource allocation, communication, and risk management to ensure project objectives are met.

This role involves refining sales infrastructure, tailoring strategies for growth, engaging directly with advisors, and ensuring alignment of execution goals.

The Compliance Analyst will handle compliance testing, registration duties, and assist in maintaining adherence to regulatory requirements for investment advisers, ensuring effective compliance oversight.

Manage strategic initiatives to drive systems adoption, support advisory teams, advocate for operational efficiency, and improve client and advisor experiences.

The Account Manager manages a book of business, advising clients, coordinating services, and ensuring client satisfaction while meeting strategic goals.

The Account Manager oversees client accounts, manages service deliverables, advises on benefits, and collaborates with service teams to meet client needs.