Top Tech Jobs & Startup Jobs in Charlotte, NC

The Manager in the Central Supervision Unit oversees supervisory analyses of advisor businesses, ensuring compliance with regulations and enhancing advisor training and policy adherence.

Manage and optimize the onboarding process for Experienced Advisor Recruits, providing training and support, and leading key projects to enhance the overall onboarding experience.

Develop strategic marketing, communications, and training vision for Wealth Management Solutions, creating impactful content and evaluating outcomes to drive growth.

Lead privacy and data protection initiatives within the Compliance group, managing risk assessments, training programs, and stakeholder collaboration to ensure compliance with privacy regulations.

The Regional Sales Manager engages and coaches advisors to enhance business growth through client acquisition and practice management.

Provide strategic case consultation to financial advisors on insurance products, evaluate client needs, and support advisors with coaching and inquiries.

The Senior Manager of Predictive Analytics will lead analytical projects, develop financial models, and provide thought leadership to business leaders on data-driven solutions for advisor performance and risk.