Top Tech Jobs & Startup Jobs in Charlotte, NC

Internal Audit Intern supporting risk-based financial, operational, and integrated audits. Responsibilities include preparing workpapers, analyzing audit data, documenting findings, testing records and accounts, verifying regulatory compliance, conducting research, and contributing to presentations and cross-functional projects. The 10-week program includes training, mentorship, executive speaker sessions, and exposure to multiple business functions.

Leads the strategic direction, roadmap, and execution of advice and financial planning methodologies. Builds senior stakeholder and vendor relationships, advises on advice product development and regulatory initiatives, monitors competitive dynamics, and aligns Product, Advisory, Oversight, UX, CX, Marketing, and IT teams around a unified advice strategy.

Owns capabilities across TIAA’s annuitization platform and lifetime income products. Develops roadmaps, defines and prioritizes epics, supports solution design, coordinates cross-functional stakeholders, and drives adoption, risk mitigation, and business value. Uses SQL, Snowflake, and Tableau to analyze performance, customer feedback, complaints, and remediation trends. Creates executive presentations and dashboards, serves as a subject matter expert, and partners with Product, Technology, Legal, Risk, Compliance, and Regulatory teams on product initiatives.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

Leads portfolio operations and reporting, including IBOR ownership, portfolio accounting, performance calculations, investment reporting, GIPS composite reports, data governance, reconciliations, and system integrations. Manages Advent Portfolio Exchange, cloud migration, vendor relationships, operational controls, and cross-functional initiatives involving Investments, Trading, IT, and Data Governance. Oversees report development, process improvement, staff training, and portfolio management software support.

Owns enterprise data quality, governance, metadata, lineage, and master data management across operational and analytical domains. Ensures data meets business, policy, regulatory, and contractual requirements; drives consistent metric definitions; oversees data issue resolution, compliance reviews, and quality standards throughout the data supply chain. Partners with business stakeholders, IT, engineering, risk, and compliance teams, and provides training on appropriate data usage.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

Leads acquisition marketing and client onboarding initiatives, including go-to-market campaigns, paid media strategy, audience journeys, experimentation, and performance measurement. Partners with sales, analytics, agencies, vendors, and marketing teams to optimize channel mix, conversion, ROAS, ROI, and customer acquisition. Manages campaign KPIs, onboarding experiences, vendor relationships, and acquisition or onboarding marketing teams, with responsibility for strategic planning and people leadership.

Designs and analyzes moderately complex information systems, defining scope, developing solution models, documenting technical requirements, and collaborating with engineers and programmers. Designs Java and J2EE applications, enterprise integrations, workflow platforms, and cloud-based deployments. Troubleshoots application issues, improves system logic, supports testing and user training, and monitors operational effectiveness across multiple environments.

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