Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports advisors, traders, and home-office staff with trading questions and system navigation. Processes order reconciliations, trade allocations, settlement issues, regulatory reporting, and execution-quality analysis. Reviews policies for compliance, identifies process improvements, supports business analysts, and participates in trading operations projects. Requires strong analytical, organizational, communication, and collaboration skills in a fast-paced, regulated environment.

Owns wealth management product strategy and advisor/client platform experiences. Leads medium-to-large product initiatives, investment product enhancements, compliance reviews, issue resolution, research, quantitative and qualitative analysis, revenue growth programs, and transitions from product development to ongoing product management. Requires strong financial services, regulatory, analytical, communication, and organizational skills, plus an active Series 7 or ability to obtain one within 120 days.

Manages wealth management advisory products and platform capabilities, serving as a subject matter expert across projects and initiatives. Partners with Technology, Operations, Compliance, Legal, Marketing, vendors, and other stakeholders to enhance advisor and client experiences, ensure compliance, resolve complex issues, analyze market opportunities, and drive platform adoption, asset growth, client engagement, and profitability.

Leads macroeconomic and market research supporting investment strategy, asset allocation, portfolio positioning, and advisor/client guidance. Develops economic forecasts, analytical models, dashboards, scenario analyses, publications, presentations, and thought leadership. Analyzes indicators, markets, earnings, valuations, monetary policy, and cross-asset trends to identify risks and opportunities. Partners with senior investment leaders and communicates complex insights clearly to retail investors, advisors, clients, media, and internal stakeholders.

Performs business analysis, operational data analysis, process evaluation, solution design, testing, and implementation support for insurance new business and underwriting initiatives. Develops dashboards, KPIs, reports, and executive materials; identifies automation and workflow improvements; and supports AI and machine learning governance, testing, monitoring, and adoption. Partners with business, technology, data, risk, compliance, underwriting, and leadership teams to prioritize initiatives, resolve issues, and track measurable outcomes.

Leads strategic, full-cycle recruiting for complex and leadership roles across Wealth Management Advisor Group. Partners with executives and HR stakeholders on sourcing, workforce planning, succession planning, compensation strategy, talent market intelligence, and offer negotiations. Develops diverse talent pipelines, advises on hiring decisions, uses recruiting analytics, ensures regulatory compliance, and drives talent acquisition process improvements and strategic initiatives.

Supports the development, delivery, and ongoing support of wealth management advisory products and programs. Analyzes data, conducts research, and recommends improvements to product features, sales, marketing, processes, and procedures. Contributes to new product and service requirements, enhances advisor and client experiences, evaluates competitors, and identifies opportunities to increase assets, revenue, net flows, and profitability.

Conduct fixed-income investment research, quantitative and qualitative manager analysis, selection, and ongoing due diligence for mutual funds, ETFs, separate accounts, and investment strategists. Maintain and improve analytical tools, models, and processes; manage external partner relationships; review marketing and training materials; support senior analysts; and contribute as a subject matter expert to cross-organizational strategic projects.

Develop and execute campus recruitment strategies for interns, recent graduates, and entry-level professionals. Build university relationships, organize recruiting events, source and assess candidates, manage talent pipelines, and partner with hiring managers. Ensure a strong candidate experience, track recruiting metrics, and improve early-career hiring programs. The role requires managing high-volume campaigns and traveling up to 20% for campus events, conferences, and meetings.

Perform fundamental equity research across Consumer Discretionary and Consumer Staples: build and maintain financial models, valuations, earnings analysis, and investment theses. Produce research reports, earnings updates, and sector commentary; partner with portfolio managers and advisors to inform security selection, portfolio construction, and advisor-facing education and due diligence.