Top Tech Jobs & Startup Jobs in Charlotte, NC

The Business Development Associate will prospect financial advisors, qualify leads, and drive sales through cold calling and digital outreach, while tracking performance with Salesforce.

Drive financial advisor lead flow through phone-based prospecting, lead qualification, and reporting. Perform 100 daily outreaches, use Salesforce to track KPIs, and collaborate with recruiters to present qualified leads. Support career progression into regional director roles.

Lead cross-domain Wealth Management capability design and delivery across Systems of Record. Drive data definitions, ownership, quality, domain-driven design, and enterprise alignment while mapping end-to-end data flows and influencing architecture, engineering, and business teams to reduce duplication and risk.

Lead design and implementation of enterprise-scale agentic and generative AI systems, establish AI-first PDLC, integrate AI with core platforms and data pipelines, ensure security/compliance and Responsible AI, and mentor teams while driving cross-functional adoption and architecture standards.

Lead product analysis for a unified wealth platform initiative supporting financial institutions. Drive strategy, document requirements, create training and marketing content, monitor product metrics, and act as subject-matter expert on users to inform cross-functional decisions.

Lead FP&A for Technology business units, managing budgeting, forecasting, variance analysis, financial modeling reviews, and presenting insights and recommendations to senior leadership to support decision-making and improve profitability.

The VP of Advisor Experience Technology leads the Rapid Response Team, ensuring software stability and operational excellence while collaborating across teams to drive tech improvements.

Lead end-to-end strategic sourcing and high-value vendor negotiations to drive cost reduction, improved commercial terms, and risk-aligned contracts. Manage RFx processes, coordinate with Finance, Legal, and Third-Party Risk, maintain deal discipline, and deliver executive-ready negotiation documentation and measurable savings.

Lead third-party spend analytics and sourcing support: build vendor spend analyses and negotiation deal packets, produce executive-ready decks, track savings and initiatives, and coordinate cross-functional stakeholders to drive procurement decisions and execution.

Lead and manage the People Systems portfolio (primarily Workday), prioritize backlogs and roadmap, oversee 2-3 direct reports, run intake/governance, partner with HR COEs, IT, Finance and vendors, and drive operational improvements and release planning.