Top Tech Jobs & Startup Jobs in Charlotte, NC

The Analysis & Reporting Manager leads a team in Wealth Management Operations, ensuring compliance, risk management, and team development while overseeing daily workflows and quality control of services provided.

The First Line Risk Senior Analyst assesses and executes control monitoring and testing for products and processes, ensuring compliance and effectiveness, while collaborating with teams and producing high-quality documentation.

This role involves leading High Yield sales for institutional investors, managing client relationships, driving revenue growth, and ensuring compliance.

The role involves providing high-level support to Private Wealth clients, ensuring compliance with regulations, processing trades, and resolving account discrepancies. It requires collaboration with various teams to enhance customer loyalty and drive business development.

The Sr. Business Support Manager oversees the debt platform's operations, enhancing efficiency, governance, and reporting for Debt Capital Markets and related areas. They partner with leadership to streamline workflows, implement controls, and manage risks while ensuring effective communication and reporting processes across departments.

The Private Wealth Operations Manager oversees Wealth Management operations, manages a team, ensures compliance, resolves issues, and promotes continuous improvement in service delivery.

The Director/Managing Director will lead high yield sales and trading activities, deepen client relationships, drive revenue growth, and mentor junior professionals, ensuring adherence to regulatory requirements.

The Virtual Wealth Advisor engages mass affluent clients to deliver financial strategies, analyze investment needs, and recommend products while achieving sales growth goals.

Wealth Advisors conduct client discovery to create tailored financial plans, develop wealth management practices, enhance partner relationships, and promote services.

The Market Planner will analyze the New York Metro market for site selection, supporting branch expansion by evaluating locations and collaborating with various departments.