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Top Tech Jobs & Startup Jobs in Charlotte, NC
Fintech
The VP of Relationship Management will develop strategies to enhance client relations and sales growth, managing high-profile situations and overseeing a client success team.
Top Skills:
Financial MarketsFinancial ServicesLpl Platforms
Fintech
The Senior Financial Planner will support financial advisors with planning services, conduct analysis, present financial plans, and enhance client satisfaction.
Top Skills:
EmoneyMS OfficeMoneyguideRightcapital
Fintech
The AVP, Growth Manager will support growth initiatives in a financial services environment, driving sales strategy and improving advisor satisfaction through data analysis and project management.
Fintech
The Succession & Protection Consultant will support financial advisors with succession planning, data analysis, client interactions, and process improvement to enhance service offerings.
Top Skills:
Salesforce
Fintech
The High Net Worth Financial Planner will support advisors by creating advanced financial plans, assisting with data entry, and articulating recommendations to clients. The role requires collaborative work and research on financial planning questions.
Top Skills:
Emoney AdvisorMS OfficeSalesforce
Fintech
The Launch Consultant guides financial advisors in transitioning to independence, managing projects, coordinating tasks, and ensuring comprehensive support through client onboarding and resource preparation.
Top Skills:
ActifiCRMFintech ToolsProject Management ToolsSmartsheetTableau
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