Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead managed-accounts product strategy and lifecycle: define roadmaps and features, deliver market and customer insights, track KPIs and P&L impact, enable sales/marketing go-to-market, manage governance and regulatory controls, and drive cross-functional product initiatives and rollouts.

Lead design and execution of testing for regulatory processes and internal controls over broker-dealer activities. Identify control gaps, assess regulatory risk, present findings and recommendations, and support cross-functional implementation and communication of policies, procedures, and oversight practices to ensure compliance with regulatory standards.

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.

Handle inbound customer inquiries about transfers and rollovers into TIAA, resolve routine account and billing issues using scripts and guidance, document feedback and complaints, coordinate with clients and alternate carriers, and support advisory teams to ensure a seamless rollover experience. Maintain product knowledge and required FINRA and state licenses.

The Client Services Manager II drives client satisfaction by managing relationships, optimizing processes, and delivering data-driven insights on retirement benefit programs.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, managing their financial goals and implementing investment solutions.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

Provide virtual and in-person financial counseling on TIAA products, recommend and facilitate product purchases, execute transactions, advise on tax and investment strategies, and build relationships with plan sponsors and clients to support long-term financial goals.

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.

Lead development and execution of integrated marketing plans for state 529 programs. Manage multi-channel campaigns, client relationships, agency partners, and contractual marketing budgets. Drive digital consumer engagement, perform market research and KPI reporting, and optimize programs to retain and grow state clients across multiple projects and stakeholders.