Top Tech Jobs & Startup Jobs in Charlotte, NC

Conduct supervisory reviews and final principal determinations for investment and insurance business. Perform risk assessments, compliance and regulatory oversight, control testing, monitoring, training, incident management, and investigations within wealth management. The role requires independent judgment, securities product knowledge, strong communication, and FINRA licensing, with an initially fully onsite schedule and potential hybrid work after training.

Reviews transaction processing, shareholder services, and wealth management operations to maintain quality and reduce risk. Develops QA strategies, methodologies, test plans, documentation, and reports; executes testing and analyzes results. Monitors regulatory changes affecting wealth operations and systems, supports process improvements, and resolves straightforward quality assurance issues. The role requires financial services experience, FINRA Series 7 licensure, strong analytical and communication skills, and in-office work during training.

Supports senior investment bankers in originating and executing M&A, leveraged finance, equity capital markets, and corporate finance transactions. Responsibilities include financial modeling, company and industry research, transaction screening, credit and underwriting processes, pitch and marketing materials, due diligence, transaction documentation, client support, and coordination with legal counsel and senior banking teams. The Associate also supervises and develops analyst-level bankers.

Lead deposit forecasting, pricing strategy, and performance analytics for the Private Bank. Own end-to-end models, deliver monthly outlooks and executive reporting, influence pricing and balance sheet decisions, and drive data/automation improvements while partnering with Finance, Treasury, and business leaders.

Lead end-to-end trade execution and post-trade operations across asset classes and custodians. Ensure best execution, regulatory compliance, risk controls, vendor/platform management, automation, and continuous improvement while managing and developing large trading and operations teams.

The VP, Corporate Finance will lead transactions, develop strategic ideas, cultivate client relationships, oversee financial modeling and due diligence, and mentor junior staff.

Performs pre-funding and post-closing quality-control reviews of home mortgage loans. Re-underwrites loans, verifies underwriting conditions, evaluates appraisals, reviews legal documents, and ensures compliance with credit policies, investor requirements, and state and federal regulations. The role requires meeting daily review productivity targets while maintaining accuracy, escalating issues, supporting assurance reviews, and completing regulatory and HR training.

Designs, builds, and supports scalable batch and streaming data pipelines, integration solutions, data models, APIs, and enterprise data platforms. The role focuses on cloud data architecture, data quality, governance, platform performance, and graph capabilities using Neo4j. It partners with stakeholders, analytics, and data science teams to support operational insights, AI, machine learning, fraud detection, and connected-data use cases.

Leads the enterprise cybersecurity exercise and simulation program, including strategy, governance, scenario development, execution, evaluation, metrics, reporting, and continuous improvement. Manages a cybersecurity team and oversees talent development, workforce planning, and program documentation. Partners with security, resilience, technology, risk, and executive stakeholders to strengthen cyber preparedness, incident response, operational resilience, and remediation of identified gaps.

Develop and manage relationships with small business clients generating $1 million to $10 million in annual revenue. Identify financial needs, provide banking and lending solutions, manage portfolios, acquire new commercial relationships, assess credit risk, generate loans and deposits, cross-sell products, and expand networks through market and community engagement.