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Top Tech Jobs & Startup Jobs in Charlotte, NC
Fintech • Financial Services
Leads a team of approximately seven Treasury Management Consultants supporting Government Banking markets. Drives Treasury Management growth, client retention, and new business through partnerships with relationship, market, sales, and product leaders. Provides coaching, client engagement, strategic guidance, resource management, and accountability for performance. Oversees complex opportunities, process improvements, and risk and control execution while managing priorities across multiple markets and stakeholders. The role requires substantial travel and a hybrid work schedule.
Top Skills:
Cash ManagementLiquidity ManagementPayablesPaymentsReceivablesTreasury Management
Fintech • Financial Services
Supports Private Bankers with wealth management account administration, client service, sales support, relationship management, account transactions, operational issue resolution, compliance interpretation, and risk management. The role interacts with clients to identify retention and business opportunities, prepares client materials, manages complex account documentation, and may train junior associates. It requires SAFE registration, mortgage loan originator compliance, strong banking knowledge, attention to detail, and effective communication.
Top Skills:
Client LinkDiprExcelMS OfficeNmlsOutlookPowerPointSafe Mortgage Licensing ActSalesforceSvpTmtWord
Fintech • Financial Services
Manages a portfolio of criticized and classified commercial credits, evaluates company and industry performance, assesses creditworthiness and risk, and recommends resolutions for complex credit situations. The role collaborates with relationship managers, stakeholders, and customers, supports regulatory compliance and risk mitigation, and presents clear analytical findings. It requires commercial credit resolution experience, strong financial analysis, knowledge of loan documentation, effective communication, and proficiency with Microsoft Office.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
Fintech • Financial Services
Manage model-driven, tax-efficient equity portfolios for high-net-worth clients. Responsibilities include portfolio construction, trading, rebalancing, performance monitoring, risk management, benchmark tracking, regulatory compliance, and advisor consultation. The role also involves explaining investment strategies, supporting business growth, building client relationships, and using automated platforms for asset allocation, reconciliation, and trading.
Top Skills:
Aladdin WealthDirect IndexingFinra Series 65FiservInvestcloudMoxySecurities Industry Essentials (Sie)Sei
Fintech • Financial Services
Supports portfolio management and credit underwriting for financial institution clients. Responsibilities include financial modeling, credit analysis, transaction due diligence, industry analysis, enterprise valuation, credit memorandum preparation, portfolio monitoring, relationship management, loan documentation review, credit presentations, regulatory compliance, audit participation, and mentoring analysts. The role also contributes to strategic initiatives and uses internal AI tools to improve efficiency.
Top Skills:
Finra Series 63Finra Series 66Finra Series 79Generative AiSecurities Industry Essentials (Sie)
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Fintech • Financial Services
Supports branch operations by processing and approving teller transactions, resolving customer and employee concerns, minimizing operational risk, assisting with scheduling, promoting digital banking solutions, identifying customer needs, and motivating team members to meet business objectives and compliance standards.
Fintech • Financial Services
Provides white-glove, end-to-end desktop and voice support for trading floors and investment banking teams. Responsibilities include troubleshooting hardware, software, operating systems, virtual desktops, telephony, and trading applications; executing production deployments; developing scripts; managing escalations, risk controls, vendors, and root-cause analysis; documenting incidents; improving support processes; and mentoring junior staff. The role requires 100% on-site work, 24/7 flexibility, on-call coverage, and alternative shifts.
Top Skills:
Active DirectoryApple ProductsAzure Active DirectoryCloud PcCloud TelephonyCollaboration PlatformsDellEncryption TechnologiesHpIpc Cloud-Based Voice ApplicationsLenovoMicrosoft 365Microsoft Entra IdMicrosoft IntunePowershellServicenowTrading TurretsVdiVirtual Desktop InfrastructureWi-FiWindows 11Windows Command Line
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Fintech • Financial Services
Leads the design, engineering, configuration, integration, security, resiliency, and support of enterprise building management systems. Develops BMS integrations, APIs, networking, data movement, monitoring, and automation solutions; manages upgrades, firmware, vulnerabilities, and modernization. Provides technical leadership across Niagara, Desigo, EcoStruxure, Lutron, and related platforms while leading initiatives, advising stakeholders, managing vendors, and mentoring engineers.
Top Skills:
BacnetBuilding Management Systems (Bms)Cloud SolutionsDesigoEcostruxureEndpoint ManagementJaceLorawanLutronMicroservicesModbusNiagaraPowerPointRestful ApisSaaSSnmpZigbee
Fintech • Financial Services
Own the roadmap and ongoing development of an internal GIS webmap product while conducting geospatial and quantitative analyses. Evaluate branch locations, market coverage, customer and competitor data, and network optimization opportunities. Translate complex findings into executive presentations, maps, visualizations, and recommendations. Collaborate with Strategy, Finance, Data Science, Operations, Technology, and other stakeholders to execute strategic initiatives and improve branch network performance.
Top Skills:
AlteryxArcgis ProEsri ArcgisGisPower BIPythonRSQLTableau
Fintech • Financial Services
Manages and grows a portfolio of small-business banking clients, develops relationships, identifies financial needs, recommends accounts, credit, treasury, and digital solutions, and acquires new customers through prospecting and referrals. Partners with relationship managers and lending officers on complex structures while maintaining compliance with lending, risk, and regulatory requirements. Provides client-centered service, follow-up, and financial guidance in a branch environment.
Top Skills:
Mobile BankingNationwide Mortgage Licensing System (Nmls)
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