Top Tech Jobs & Startup Jobs in Charlotte, NC

Owns investment performance platforms, overseeing data quality, reporting, controls, reconciliations, and operational accuracy. Investigates discrepancies, validates returns and benchmarks, improves workflows, supports automation, and collaborates with investment, product, operations, and technology teams. Contributes to performance governance, system modernization, product launches, and reporting enhancements while meeting recurring production deadlines.

Leads go-to-market strategy for AssetMark’s technology products and advisor experiences. Responsibilities include product positioning, messaging, launch planning, sales and internal enablement, demos, customer-facing materials, cross-functional coordination, market research, and using adoption data to improve future launches. The role partners across Product, Engineering, Marketing, Sales, Operations, Service, and Design, with a focus on fintech and wealth management audiences.

Leads corporate compliance for investment advisory products, marketing, advertising, sales materials, and strategic initiatives. Advises product and marketing leaders on regulatory requirements, oversees advertising reviews and junior staff, develops policies and disclosures, performs compliance testing, supports regulatory examinations and audits, and delivers training. Requires extensive financial services and Investment Advisers Act experience, strong leadership and communication skills, and advanced Microsoft Office and Adobe Acrobat Pro proficiency.

Leads strategic planning and business growth initiatives for Wealth Solutions, including budgeting, product and services roadmaps, M&A support, competitive analysis, innovation, KPI and OKR reporting, and executive communications. Partners with senior leadership and Corporate Strategy to align enterprise priorities, develop data-driven insights, improve internal processes, and manage strategic programs across the organization.

Conduct high-volume outbound prospecting to financial advisors, execute targeted campaigns, schedule qualified meetings, promote events, and maintain accurate Salesforce activity. Partner with Business Development Consultants on territory strategy, messaging, follow-up, and opportunity handoffs. The role provides structured coaching in cold calling, discovery, objection handling, financial services solutions, pipeline management, and sales readiness.

Partners with senior sales staff to grow investment platform sales by building advisor relationships, identifying needs, prospecting, managing pipelines, consulting on investment allocations, presenting product solutions, and supporting territory growth. Maintains current investment and platform knowledge, uses Salesforce and related sales tools, conducts cold outreach, and provides sales materials and coverage support.

Leads complex analysis, issue resolution, testing, monitoring, operational readiness, and continuous improvement across trading systems and workflows. Owns root-cause investigations, UAT, regression testing, production validation, documentation, controls, and remediation. Partners with Trade Operations, Engineering, Compliance, Risk, and vendors to translate trading needs into system requirements, improve processing, reduce manual work, and manage operational risk across the investment lifecycle.

Manage relationships with approximately 200 independent financial advisors, focusing on asset retention, advisor growth, sales opportunities, and reducing platform terminations. Diagnose asset outflows, provide consultative guidance on investments and portfolio construction, promote additional solutions, and collaborate with regional sales teams. The role requires hybrid work near designated offices and 30% travel to company and territory events.

Supports wealth consultants in creating customized investment proposals, portfolios, tax-management analyses, financial plans, performance reports, and advisor-facing materials for high-net-worth clients. The role coordinates with portfolio construction, investment, planning, sales, and operations teams; manages workflows and CRM documentation; supports advisor relationships and engagement initiatives; and contributes to process improvements while ensuring accurate, compliant deliverables.

Supports wealth consultants and sales teams by developing customized investment proposals, portfolio analyses, tax-management studies, financial plans, performance reports, and advisor-facing materials for high-net-worth clients. Coordinates with portfolio construction, investment, planning, sales, and operations teams; manages workflows and CRM documentation; ensures deliverables are accurate, compliant, and timely. Provides advisor relationship support, contributes to process improvements, and assists with private wealth initiatives.