Top Tech Jobs & Startup Jobs in Charlotte, NC

Monitor and analyze trading workflows, identify exceptions and trends, maintain dashboards and controls, investigate anomalies, support testing and validation of system/reporting changes, document findings, and work cross-functionally to improve trade execution reliability and operational controls.

The Platform Software Engineer develops APIs and infrastructure components, ensures system security and reliability, and collaborates with teams on technical solutions.

Design, build, and evolve self-service developer platforms, CI/CD pipelines, and cloud-native infrastructure to improve developer productivity, deployment automation, and reliability. Lead cross-team initiatives, establish standards and metrics (DORA/SPACE), mentor engineers, and collaborate with SRE and Security to deliver scalable, compliant platform solutions on Azure and Kubernetes using IaC and automated deployment practices.

As a Senior Financial Planner, you will provide expert financial planning services to advisors and clients, developing comprehensive plans in areas such as investments, retirement, and estate planning.

Lead portfolio oversight and client engagement for AssetMark's Private Wealth clients. Conduct comprehensive portfolio reviews, provide investment guidance and market commentary, develop advisor- and client-facing investment materials, and collaborate with CIO, Portfolio Management, Research, Wealth Planning, Product, and Marketing to enhance private wealth solutions.

Lead design and implementation of mission-critical platform systems and APIs, define platform architecture and standards, build enterprise-scale data and integration solutions, enforce API governance and compliance, mentor engineers, drive refactors and modernization, and coordinate platform work across multiple teams to ensure scalability, reliability, and security.

Operate and improve AssetMark's Azure platform and AKS operations, build and maintain IaC and automation (Terraform/Bicep, PowerShell/Python), support CI/CD (Azure DevOps/GitHub Actions), observability (Azure Monitor, Log Analytics, Grafana, OpenTelemetry), identity and security integrations, cost optimization (FinOps), and provide secondary support for data platforms and AI/agent workloads on Kubernetes.

Drives adoption of AssetMark’s Private Wealth and other wealth solutions among independent financial advisors across an assigned Texas or Florida territory. Responsibilities include consultative selling, advisor relationship development, portfolio and wealth strategy support for HNW and UHNW clients, pipeline and territory management, presentations, industry event participation, and collaboration with internal investment and planning specialists. The role is fully remote but requires regular regional travel.

Leads advanced financial, estate, tax, retirement, business succession, and asset protection planning for high-net-worth and ultra-high-net-worth clients and advisors. Directs planning strategy, manages and mentors senior financial planners, develops scalable processes and tools, supports advisor opportunities, and collaborates with Product, Sales, Marketing, leadership, and external stakeholders. Presents complex wealth strategies, oversees written planning reports, and drives innovation in planning technology and client experiences.

Business Consultants assess and improve business performance for AssetMark advisors, providing guidance on various operational aspects while ensuring client satisfaction and relationship management.