Top Tech Jobs & Startup Jobs in Charlotte, NC

Leads enterprise learning and development programs, including program design, delivery, administration, evaluation, and continuous improvement. Manages professional staff, learning systems, course materials, training procedures, and complex delivery issues. Conducts learning needs analysis, supports employee capability development, ensures training aligns with controls and standards, and partners with leadership on management and leadership development. Applies adult learning principles, AI-enabled learning systems, program measurement, consulting, influence, and vendor management.

Provide first-line support for advisory teams by managing client transfers and rollovers into TIAA. Respond to client and carrier inquiries, maintain interaction records, escalate complex issues to senior specialists, and deliver excellent customer service while leveraging product and regulatory knowledge to ensure a seamless rollover experience.

Leads client marketing strategy for retirement plan products across B2B and B2C audiences. Develops journey-based campaigns, automation, audience web strategies, go-to-market plans, KPI measurement, and executive initiatives. Partners cross-functionally with Product, Sales, Digital, Brand, and Creative teams, while managing and developing a team of three professional marketers.

Handles inbound customer calls and resolves rollover, money movement, billing, product, and pricing inquiries. Guides clients through retirement account rollovers, coordinates with alternate carriers, documents interactions and complaints, follows scripts and response resources, escalates complex issues, and maintains strong customer relationships. The role requires financial-services product knowledge, FINRA registrations, a resident-state Life and Health Insurance License, and three years of experience.

Own the vision, roadmap, backlog, and delivery of investment management technology platforms covering data management, accounting, and performance. Lead requirements discovery, data analysis, quality validation, stakeholder alignment, and agile delivery. Manage and develop analysts and associate product owners, oversee performance and hiring, and improve investment operational systems. The role requires extensive investment or asset management experience, knowledge of front-, middle-, and back-office processes, Eagle products, SQL, and data governance.

Leads the company’s tax reporting, planning, compliance, and strategy functions. Oversees tax returns, tax accounting, general ledger analysis, tax journals, depreciation schedules, and regulatory compliance across federal, state, local, and international jurisdictions. Manages tax research and communications with agencies, advises stakeholders on tax matters, and develops experienced and junior team members through performance management and coaching.

Provide advanced estate, tax and wealth transfer planning to high-net-worth clients; support Wealth Management Advisors with analyses, presentations, seminars, written content, and internal training; advise on trusts, tax implications and TIAA products to drive asset retention and account growth.

Handles inbound customer service calls, completes requests, and resolves routine lower-complexity issues involving products, pricing, billing, and money movement. Provides scripted guidance, refers complex matters to senior staff, documents feedback and complaints, and supports positive customer relationships. The role requires securities registrations and a resident-state life and health insurance license, with three years of experience required.

Owns experience product management for assigned platforms and client journey channels. Defines KPIs, represents user needs, leads voice-of-customer research, prioritizes roadmap capabilities, and collaborates with Product, Technology, Design, and leadership teams to deliver measurable customer and business outcomes.

Manage product strategy and lifecycle activities while coordinating enterprise partners, analyzing market and consumer insights, monitoring performance, and supporting compliance. Lead end-to-end testing for onboarding automation, including test planning, execution, defect tracking, documentation, readiness planning, and validation of integrations and user experience. Serve as a subject matter expert and ensure products meet quality, regulatory, and business requirements.