Top Tech Jobs & Startup Jobs in Charlotte, NC

Coordinates business intake, technology roadmaps, strategic initiatives, leadership priorities, BrightIdeas, and advisor onboarding across Private Wealth. Manages governance, prioritization, stakeholder communications, reporting, requirements translation, and cross-functional execution. Supports process improvements, operating model enhancements, strategic planning, and team transitions while identifying risks, dependencies, and execution challenges.

Build and maintain branch network performance reporting, dashboards, semantic models, and analytical datasets using SQL and Alteryx. Translate banker, branch, market, and enterprise data into actionable insights for senior leaders. Lead analytical projects, manage timelines, communicate executive-ready findings, improve reporting processes, and mentor junior analysts. Partner with Distribution and Consumer Bank leadership in a hybrid, primarily onsite environment.

Develop and manage a wealth advisory practice by discovering client goals, creating personalized financial plans, expanding client relationships, generating referrals, and promoting wealth management services. The advisor collaborates with internal specialists and external partners to deliver financial planning, investment management, insurance, and estate planning solutions. This branch-based role requires active securities and insurance licenses, business development experience, and familiarity with high-net-worth clients.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with clients, prospects, business partners, and referral sources to generate new opportunities and grow existing accounts. The role requires active securities and insurance licenses, financial advisor experience, and success in client development and book management.

Leads field marketing for Citizens Private Bank and Private Wealth across Southern California. Develops market-specific go-to-market plans, local sponsorships, events, content, and brand activations tied to growth goals. Partners with bankers, advisors, executives, communications, events, and enterprise marketing teams to support office openings, advisor-team integrations, executive engagement, and pipeline generation. Builds a scalable regional marketing model and represents the private banking brand with senior stakeholders and external partners.

Leads the strategy, modernization, convergence, and innovation of the bank’s consumer deposit product portfolio. Oversees core platform transformations, product rationalization, system conversions, technology roadmaps, regulatory alignment, customer experience, and performance metrics. Partners across Technology, Operations, Risk, Compliance, Finance, and Digital Banking while managing and mentoring product managers. Requires extensive banking leadership, deposit product expertise, and experience delivering large-scale transformation initiatives.

Conduct independent fundamental research on U.S. large-cap equities, including financial statement analysis, earnings coverage, valuation, forecasting, and financial modeling. Generate, pitch, and defend investment ideas; advise wealth teams; write investment commentary and research; present views to senior audiences; and use Excel and AI tools to scale research. The role requires broad market expertise, strong communication skills, CFA certification, and minimal oversight.

Manages, acquires, and deepens commercial business banking relationships with companies generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Drives loan, deposit, and fee-income growth through consultative selling, prospecting, referrals, community engagement, and collaboration with internal partners. Maintains customer satisfaction, manages moderately complex portfolios, and operates within risk, compliance, and performance goals.

Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.

Leads strategic and executional marketing for Citizens’ investment banking business, building brand equity, generating demand, and supporting revenue goals. Responsibilities include digital marketing, content and editorial planning, lead nurturing, marketing automation, analytics, integrated campaign execution, stakeholder management, budgeting, and regulatory compliance. The role partners with sales, leadership, agencies, and marketing centers of excellence to improve client experience and business performance.