Top Tech Jobs & Startup Jobs in Charlotte, NC

Partner with Wealth Management Advisors to deepen relationships with high-net-worth clients, manage an assigned book, implement financial plan recommendations, coordinate asset consolidation, and support advisor practice growth. Must obtain required licenses/registrations within 120 days and communicate effectively to deliver TIAA investment and planning solutions.

Lead multi-channel demand generation and digital acquisition for wealth marketing. Develop ABM-style B2C acquisition campaigns, own measurement and testing frameworks, partner with Analytics/CRM to build segmentation and propensity models, optimize media mix and funnel conversion, manage cross-functional stakeholders, and mentor marketing team members.

Provide sales support for retirement and consulting teams by managing pipelines, contacting participants to schedule meetings and money-movement activities, monitoring documentation quality, supporting on-campus events, and coordinating onboarding and logistical tasks.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, manage client relationships, implement financial plans, and enhance client engagement.

The Wealth Management Client Relationship Manager partners with advisors to deepen client relationships, manage a client book, and implement financial plans.

Partner with Wealth Management Advisors to support high-net-worth clients: manage assigned client books, implement financial plan recommendations, coordinate asset consolidation, and deepen client relationships. Communicate effectively, manage time/resources, support advisor practice growth, and obtain required licenses/registrations within 120 days.

Manage the full hiring cycle including sourcing, screening, interviewing, offers, job postings, candidate communication, and building talent pipelines. Advise hiring managers, implement recruiting strategies, and mentor junior TA team members.

Wealth Management Client Relationship Managers partner with advisors to enhance client relationships, manage client portfolios, and help high-net worth clients achieve financial goals through effective communication and relationship building.

Manage client relationships for high-net worth clients, support implementation of financial plans, and build long-lasting advisor-client connections.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.