Top Tech Jobs & Startup Jobs in Charlotte, NC

Leads cross-functional business transformation and technology initiatives from problem definition through implementation and post-production monitoring. Translates business needs into functional, technical, process, and data requirements; partners with Engineering and Data teams; manages dependencies, risks, milestones, testing, and implementation. Defines data quality standards, KPIs, and value-realization measures while improving processes, controls, scalability, efficiency, and user experience.

Leads requirements gathering and develops scalable analytics solutions, dashboards, semantic models, and self-service BI products. Partners with Analytics Engineering on Snowflake canonical models, dbt transformations, data quality, testing, and migration from legacy platforms. Applies responsible AI-assisted tools, mentors analysts, establishes standards, coordinates delivery across stakeholders, and drives adoption and business impact.

Owns data pipelines and feature groups supporting money movement and custodial integrations. Develops product strategy, roadmaps, backlogs, user stories, RFCs, UX concepts, test plans, and priorities while partnering with engineering, design, QA, and stakeholders. The role requires managing multiple software features, integrating external provider APIs, using analytics for decisions, leading planning meetings, and mentoring junior product managers within a wealth management technology platform.

Develop and test software features using modern programming languages and web technologies. Collaborate with cross-functional teams in an Agile environment, debug technical issues, document code and processes, participate in code reviews, and continuously expand technical expertise through mentorship. The role is designed for recent graduates or engineers with up to three years of experience and offers a path toward increasing ownership and complexity.

Conduct quantitative investment research, develop equity and fixed-income security selection strategies, build alpha models, perform backtesting and statistical analysis, and support portfolio construction and risk management. The role leads multi-asset factor risk model development and maintains investment dashboards, reports, and analytical tools while collaborating with portfolio managers to improve systematic investment decisions.

Leads AssetMark’s advisor marketing strategy, team, roadmap, campaigns, content, educational programs, thought leadership, surveys, lead generation, and AI-related initiatives. Oversees a white-label advisor marketing program, evaluates marketing technology vendors, manages cross-functional partnerships, and measures engagement, adoption, leads, ROI, and business growth. The role manages two direct reports and requires strong financial services marketing, advisor engagement, program management, communication, and analytics expertise.

Serves as a senior legal advisor on commercial contracts, technology transactions, data licensing, employment matters, corporate initiatives, and risk management. Negotiates complex agreements, advises business and People and Culture leaders on legal issues, supervises paralegals, and develops legal processes, templates, and policies. Partners with Legal, Compliance, Risk, Information Security, and business teams while managing multiple matters and providing practical, business-oriented counsel.

Leads the vision, strategy, roadmap, and growth of wealth management and planning solutions, including securities-backed lending, charitable, and self-directed brokerage products. Partners with senior leaders and cross-functional teams across distribution, marketing, technology, legal, and finance. Manages product performance, executive communications, strategic initiatives, sales enablement, product positioning, and team development while delivering complex projects and new wealth solutions.

Supports the sales team by generating financial reports, administering Salesforce, ordering marketing materials, and executing outreach campaigns for conferences, webinars, and regional events. The role requires strong organization, communication, prioritization, and problem-solving skills, along with proficiency in Microsoft Office. A bachelor's degree in business or finance and sales or customer service experience are required.

Lead and manage a trade operations team to execute trading strategy accurately and on time, strengthen controls, reduce risk, drive process improvements, manage operational performance and metrics, write business/functional requirements, support testing and change management, and improve advisor and client outcomes.