Top Tech Jobs & Startup Jobs in Charlotte, NC

Handles inbound inquiries from financial advisors, provides product and competitor information, profiles prospects, and routes qualified leads to sales teams. Supports internal and external sales executives with client follow-up, research, administrative requests, marketing materials, advisor email inquiries, registration reviews, and reporting. The role requires strong communication, sales aptitude, collaboration, judgment, adaptability, and a regulatory license or registration determined by Compliance.

Analyzes deposit pricing, competitive intelligence, portfolio performance, client behavior, market conditions, and financial outcomes for Vanguard cash products. Builds forecasting and scenario-planning tools, evaluates pricing and balance-growth drivers, monitors economic and competitor developments, and delivers executive-ready recommendations. Partners with product, finance, risk, analytics, and marketing teams while maintaining strong controls, data quality, and model documentation.

Leads sales compensation strategy, planning, governance, and administration while advising senior executives. The role drives cross-functional initiatives, analyzes financial and business data, develops recommendations, improves operating models and accountability frameworks, and manages implementation risks, dependencies, and stakeholder communications. It also identifies opportunities to improve program scalability, operational efficiency, governance effectiveness, and sales performance.

Manages a team of data scientists delivering diagnostic, predictive, and prescriptive analytics, including conversational AI projects. Leads model development, validation, data quality assessment, research design, and statistical consultation. Partners with stakeholders to translate business needs into analytic solutions, communicates insights to executives, and advances organizational data science capabilities. Oversees hiring, performance management, training, and strategic planning while applying NLP, generative AI, agentic solutions, transformer architectures, and machine learning methods.

Drives sales and lead generation for Vanguard investment products and services through proactive outreach, cold calling, relationship management, and consultative needs assessment. Builds relationships with prospective and existing clients, attracts high-value investors, promotes advisor consultations, communicates market and product expertise, and supports outreach strategy. Acts as a team role model and contributes to corporate initiatives and special projects.

Provides senior technical leadership for software architecture, full-stack development, cloud engineering, application integration, deployment, and production support. The role directs technology strategy, resolves complex technical issues, establishes engineering standards, mentors technical teams, and ensures secure, reliable, scalable solutions. Responsibilities include designing data integrations across APIs, databases, cloud platforms, and enterprise systems while supporting modernization initiatives and business process improvements.

Lead original quantitative and qualitative research on wealth management, financial planning, taxation, and portfolio construction. Produce thought leadership, inform investment strategy, mentor analysts, consult with senior leaders, and communicate research to clients, advisors, and media.

Identify business-focused AI/ML use cases and develop scalable solutions using machine learning, NLP, generative AI, LLMs, retrieval-augmented generation, and agentic workflows. Collaborate with data science and engineering teams on deployment, evaluation, monitoring, guardrails, and responsible AI standards. Communicate technical concepts to diverse stakeholders and deliver measurable value through practical AI/ML applications.

Build trusted client relationships, assess financial goals and risk tolerance, provide personalized investment and financial planning guidance, educate clients on Vanguard products, and coach them toward long-term financial decisions. Collaborate with sales and internal teams to onboard clients, maintain accurate records, follow regulatory requirements, and use digital tools for virtual advice delivery. The role requires securities licenses and ongoing development of advisory expertise.

Lead family legacy engagements for Wealth Management clients ($5M+). Facilitate family dialogue, coach families and beneficiaries, deliver group and one-on-one workshops, develop educational resources and family meeting processes, collaborate across business units, and manage small projects to advance succession and wealth-planning outcomes.