Top Tech Jobs & Startup Jobs in Charlotte, NC

The Senior Financial Consulting Director oversees Financial Consultants, manages plan-level events, ensures compliance, and drives client engagement strategies to meet financial goals.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned book, support financial plan implementation, coordinate asset consolidation, and deliver investment and planning solutions while obtaining required registrations and licenses.

Lead and deliver B2C strategy and experience initiatives across Retirement, Retail, and Wealth. Scope problems, design solutions, quantify financial impact, advise senior leaders, manage workstreams, mentor junior staff, and drive stakeholder-aligned roadmaps to improve participant outcomes and retention.

The Wealth Management Client Relationship Manager partners with advisors to manage high-net worth clients, implement financial plans, and build long-term relationships.

Support senior business development and relationship managers to raise institutional capital and retain insurance clients. Prepare marketing and meeting materials, run competitive and industry analysis using Salesforce and S&P Capital IQ, maintain territory business plans, and coordinate cross-functional resources to present Nuveen investment solutions to U.S. insurance companies.

Produce and edit investment, market, and retirement content for varied audiences. Collaborate with client service, finance, strategy, and investment teams to ensure accuracy and alignment with firm branding. Create multimedia pieces, white papers, and product support materials; proofread and submit final drafts for production. Provide messaging recommendations and build stakeholder relationships to support content distribution.

Lead full-cycle recruiting for a high-volume national contact center: source, screen, interview, and extend offers; manage job postings and candidate communications; build talent pipelines; advise hiring managers on strategies; mentor junior TA staff and implement cost-effective staffing plans.

Lead and perform mutual fund operations including dividend processing, trade settlement, pricing, corporate actions, fund setups, and fee collections. Supervise daily team functions, train staff, coordinate with auditors and vendors, manage operational risk, and support special projects and department leadership.

Manage end-to-end investment advice products, driving product strategy, profitability, governance, vendor and stakeholder coordination. Oversee product structuring, monitor governance with funds and internal committees, ensure client service quality, and apply internal AI/LLM tools to accelerate research, content generation, and product decision-making.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.