Top Tech Jobs & Startup Jobs in Charlotte, NC

The Client Manager oversees crew performance, enhances relationships with ultra-high net worth clients, supports strategy planning, and resolves complex client issues, while also mentoring Relationship Managers and leading team initiatives to improve service quality.

Lead oversight function, design controls, develop reporting frameworks, collaborate with leaders for compliance, and support audits and regulatory exams.

Lead and execute analytics for business decision making, mentor junior data scientists, apply advanced techniques, and communicate findings.

Lead the ethics and compliance program globally for Vanguard, developing policies, overseeing compliance with ethical standards, and managing a team. Responsible for advising on complex issues and monitoring conduct standards.

Lead and develop an enablement team, design onboarding and training curriculums, and drive sales coaching to improve outcomes in consulting. Measure effectiveness, gather feedback, and continuously enhance programs. Collaborate with stakeholders to align priorities and improve processes for participant referrals.

The Sr Data Analyst leads analytical projects, engages with partners to translate business needs into data insights, and manages analytic processes. Responsibilities include mentoring junior analysts and developing visual presentations of findings.

The Wealth Planning Researcher leads research initiatives, enhances wealth planning methodologies, and collaborates with experts to align strategies with client needs. They also conduct training and offer insights on financial planning topics within Vanguard's Investment Strategy Group.

Lead development of complex data queries, build and validate predictive models, perform deep-dive analytics, mentor junior staff, engage stakeholders, and communicate actionable insights to business leaders.

The Senior Risk Advisor ensures risk management for Vanguard's payment capabilities, develops strategies and guidelines for transactional products, and fosters cross-functional partnerships to optimize risk practices in complex environments.

As a Client Representative, Senior Associate, you will handle client inquiries on brokerage and investments, educate clients, and improve processes.