Top Tech Jobs & Startup Jobs in Charlotte, NC

Design and produce high-quality PowerPoint presentations and data visualizations for virtual and in-person events. Collaborate with subject matter experts, speakers, and stakeholders to create animations, ensure brand consistency, meet deadlines, and manage multiple projects while maintaining accuracy and visual clarity.

Support Regional Directors and Senior Associates in relationship management and business development for institutional clients. Prepare presentations, compile performance and analytical materials, manage due diligence and RFP responses, maintain CRM, build marketing lists, ensure data quality, and coordinate with internal teams. Some travel required.

The Associate will support the Global Client Group by managing logistics for the Way of Selling curriculum, coordinating cohorts, and ensuring effective communication. Responsibilities include project planning and fostering productive training experiences.

Support Regional Directors and Senior Associates in relationship management and business development for insurance clients. Prepare presentations, compile performance data and analysis, ensure data quality, complete due diligence, maintain CRM, build marketing lists, and coordinate with internal teams to support client meetings and inquiries.

Provide analytical and relationship-management support to sales and client service teams for insurance clients: prepare presentations and reports, compile performance data, ensure data quality, facilitate due diligence and client questionnaires, maintain CRM, build marketing lists, and coordinate with internal teams to support business development and client retention.

Lead a cross-functional team for CRM and reporting platforms, focusing on managing priorities, enhancing Microsoft Dynamics 365, and driving business outcomes through technology.

Lead strategic sourcing and procurement initiatives including contract negotiation, supplier management, procure-to-pay operations, RFP/RFQ execution, metrics and reporting, process improvements, and cross-functional collaboration to optimize cost, compliance, and supplier performance across market data and indirect spend.

Design, build, and optimize internal data platforms, automated pipelines, semantic layers, and scalable data models. Develop production-grade Python and SQL code, ensure CI/CD and uptime, perform code reviews and debugging, partner with stakeholders to translate requirements, and own the end-to-end technical product lifecycle for analytics and BI tools.

The Senior Associate will develop, execute, and measure integrated marketing campaigns to support brand awareness and sales goals within the Global Client Group.

Provide analytical and relationship support to Regional Directors and financial advisor clients: build and present complex portfolio analyses, deliver educational webinars, answer advisor service inquiries, assist marketing material development, and learn advisor business practices and capital markets. Some travel required.