Top Tech Jobs & Startup Jobs in Charlotte, NC

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.

The Wealth Management Client Relationship Manager collaborates with advisors to deepen client relationships, manage a book of clients, and implement financial plans for high-net worth clients.

Lead design and delivery of Middle Office applications, partner with IT and business to create roadmaps, migrate on-prem apps to AWS, maintain portal applications, fix bugs and build enhancements, act as technical SME, document workflows, coordinate integration/UAT and deployments, and provide technical estimates.

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

The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.

Provide retirement education and advice to clients via inbound calls, identify product and investment needs, manage sales opportunities and account openings, assist with funding/rollovers/NIGOs, meet asset growth and referral goals, perform administrative follow-up, and make referrals to internal partners.

Review, analyze, and assign production credit for financial advisors and wealth teams per firm policies. Research and resolve attribution discrepancies, partner with Compliance, Compensation, and Wealth Support, communicate outcomes to stakeholders, document cases, escalate systemic issues, and support quality reviews and process improvements in a high-volume, service-oriented environment.

Lead Communications Consultant delivers communications solutions for retirement plan sponsors, leads stakeholder meetings, ensures regulatory compliance, measures communications metrics, oversees junior staff, coordinates technology and templates, manages endorsement mailings and scripting, and partners with technology and business teams to execute projects.

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.

Perform complex analytics and statistical modeling on large datasets to identify market trends and customer segments. Build data mining models, reports, and visualizations to inform product, marketing, finance, and investment decisions. Evaluate data quality, simulate business outcomes, identify risks and opportunities, and partner with business stakeholders to guide strategy.