Top Tech Jobs & Startup Jobs in Charlotte, NC

The Client Services Director leads a team of Client Service Managers to ensure exceptional service delivery, drive strategic initiatives, and maintain client satisfaction. This role involves mentoring, performance management, and fostering a client-centric culture while analyzing metrics for improvements.

The Regional Supervisory Principal supervises registered representatives and ensures compliance with regulations, reviews sales activities, and promotes adherence to company policies.

The Internal Investment Consultant supports Managed Account solutions by collaborating with sales teams, driving product adoption, and providing training while managing client interactions.

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 Wealth Management Client Relationship Manager partners with advisors to enhance client services for high-net worth clients and manage client relationships effectively.

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

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.

The Wealth Management Client Relationship Manager partners with advisors to deliver client service and supports high-net worth clients in achieving financial goals while managing assigned clients and implementing financial solutions.

The Client Portfolio Manager, Content writes and edits investment-related content, ensures editorial quality, and collaborates with stakeholders for effective communication and brand adherence.