Top Tech Jobs & Startup Jobs in Charlotte, NC

The Senior Analyst will prepare and analyze financial reports, ensuring compliance with regulations, collaborating with various departments, and maintaining documentation for audits.

Oversee D&CX portfolio management, ensuring alignment with strategic goals and resource optimization, while managing complex projects and facilitating decision-making processes.

Provide retirement education and advice via inbound calls, identify client needs, manage sales opportunities, assist with account opening and funding, meet asset growth and referral goals, and pass required licensing and language assessments.

Support portfolio management by analyzing investment performance, maintaining quantitative and qualitative agricultural datasets, preparing client and senior leadership reporting, and producing research papers and strategic recommendations for farmland and timberland investments. Improve analytics and modeling tools and communicate insights to clients and internal teams.

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 virtual financial counseling on TIAA products, educate clients on investment options, and maintain relationships with plan sponsors.

Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.

Support and oversee payroll tax operations including Workday payroll tax setup, multi-state tax filings, reconciliations, SUI rate updates, tax notice resolution, audit support, payroll processing supervision, system audits, and process improvements to ensure timely, accurate, and compliant payroll and tax reporting.

The role involves reviewing marketing materials for compliance, guiding regulatory adherence, and collaborating with various departments. Key tasks include resolving issues, maintaining disclosures, and supporting audits, requiring strong analytical and communication skills.

This role involves partnering with high-net worth clients to develop customized financial plans, provide strategic investment advice, and enhance client relationships within Wealth Management.