Top Tech Jobs & Startup Jobs in Charlotte, NC

Facilitates business continuous improvement projects from research and assessment through implementation and transition. Analyzes processes, identifies operational upgrades, implements complex enhancements, partners with cross-functional teams, and uses metrics to measure outcomes. Coaches lower-level professionals and supports business solutions that improve efficiency and cost effectiveness.

Partners with Wealth Management Advisors to serve high-net-worth clients, manage an assigned client book, support financial plan implementation, coordinate asset consolidation, and deepen client relationships through consultative communication and referrals. The role requires strong knowledge of investment and financial planning solutions, efficient resource management, and obtaining required securities registrations and a resident-state life and health insurance license within 120 days.

Lead a multinational accounting team owning general ledger integrity, balance sheet reconciliations, financial close, and cash operations. Ensure GAAP compliance, partner with FP&A and Tax, manage auditors, and drive consistent reporting and controls across legal entities.

Coach and enable client-facing retirement associates to deliver integrated financial solutions. Drive adoption of retirement products, own solutions forecasts, provide one-on-one coaching, participate in client meetings and training, and partner with leaders to meet territory scorecards and scale best practices.

Provides inbound and outbound call center support and consultative guidance to institutional retirement plan sponsors, advisors, vendors, auditors, and legal counsel. Advises on plan design, investment and Planfocus education, fiduciary responsibilities, compliance, audits, Form 5500 filings, nondiscrimination testing, and regulatory changes. Builds client relationships, supports product adoption, troubleshoots online administration access, delivers training, resolves complex service issues, and assists with retirement plan tax and compliance inquiries.

Partner with Wealth Management Advisors to deepen relationships with high-net-worth clients, manage an assigned book, support implementation of financial plans, coordinate asset consolidation, and drive practice growth through referrals. Obtain required licenses and registrations within 120 days and deliver high-quality, client-focused service.

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.

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

Partners with Wealth Management Advisors to serve high-net-worth clients, manage an assigned client book, support financial plan implementation, coordinate asset consolidation, and deepen client relationships through consultative communication and referrals. The role requires knowledge of investment solutions, financial planning, and wealth management while obtaining required securities registrations and a life and health insurance license within 120 days.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned client book, support financial plan implementation, coordinate asset consolidation, and deepen client engagement through relationship-building, communication, and advisor support. Obtain required licenses and registrations within 120 days.