Top Tech Jobs & Startup Jobs in Charlotte, NC

Manages product strategy and lifecycle activities while serving as a subject matter expert for retirement-services onboarding automation. Coordinates cross-functional partners, analyzes market and product performance, ensures regulatory compliance, and develops and executes end-to-end test plans. Documents requirements, tracks defects and testing progress, validates integrations and user experience, and creates readiness materials such as process maps, job aids, and SOPs.

Designs and analyzes moderately complex information systems, defining scope, developing solution models, documenting technical requirements, and collaborating with engineers and programmers. Designs Java and J2EE applications, enterprise integrations, workflow platforms, and cloud-based deployments. Troubleshoots application issues, improves system logic, supports testing and user training, and monitors operational effectiveness across multiple environments.

Supervise registered representatives, principals, and associated persons across Charlotte and New York City. Monitor sales activity, identify and mitigate regulatory risks, conduct internal reviews, prepare for audits, promote compliance controls, provide training and consulting, and resolve escalated issues with business partners. The role requires strong knowledge of financial products, sales processes, regulatory requirements, risk management, relationship management, research, and enterprise operations.

Develops and manages AWS cloud storage solutions, data pipelines, ETL/ELT processes, and infrastructure as code using Terraform and CloudBees. Builds automation with Python or Java, supports AI solutions using MCP Services, monitors systems with CloudWatch, and contributes to security, compliance, incident response, documentation, training, troubleshooting, and continuous improvement. The role requires enterprise backup and storage expertise, including Data Domain and Rubrik, plus participation in on-call support.

Lead product marketing content and strategy for Nuveen's public products (especially fixed income). Create collateral, position products, support launches and campaigns, partner with product/investment/compliance teams, assess market trends, and manage multi-channel distribution to drive capital-raising and client engagement.

Manages relationships with third-party advisors, plan consultants, and plan sponsors while driving investment product sales and adoption of integrated financial solutions. Coaches advisors, delivers presentations and education, develops distribution partnerships, ensures consistent value messaging, prospects clients, and hosts firm events. Requires substantial travel and financial services licensing.

Prepares investment accounting records, GAAP and statutory financial statements, SEC filings, shareholder reports, and audit support. Analyzes financial information for policy compliance, calculates performance returns, manages cash and investment-level reconciliations, and supports investor reporting, debt compliance, draw requests, accounts payable, and tax-preparer coordination. Works with asset management, portfolio management, acquisition/disposition teams, auditors, and senior investment accountants.

The Internal Advisor Consultant builds partnerships with financial advisors to drive sales, manage pipelines, and educate clients about products, while achieving outbound call goals.

The Wealth Management Client Relationship Manager partners with Advisors to enhance client relationships, manage high-net worth clients, and implement financial plans with a focus on excellent customer service and relationship building.

Handle inbound and outbound client calls to prevent transfers, assess financial needs, educate on products, facilitate transfers, refer to advisory solutions, and participate in outreach campaigns and process improvements.