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Top Tech Jobs & Startup Jobs in Charlotte, NC
Financial Services
Responsible for planning and executing corporate events, managing logistics, coordinating with vendors, and ensuring high-quality event experiences.
Top Skills:
CventGlobalmeetMs 365
Financial Services
The Senior Compliance Analyst ensures regulatory compliance in marketing and firm communications, collaborates with teams, and conducts compliance initiatives and training.
Top Skills:
MS Office
Financial Services
The Senior Manager will oversee ETF capital markets workflows, manage broker relationships, ensure market quality, and develop a high-performing team.
Top Skills:
Asset ManagementComplianceEquityEtf Capital MarketsFixed IncomeFxMarket StructurePortfolio ManagementTrading
Reposted 13 Days AgoSaved
Financial Services
The role involves managing investment data, building internal tools, and providing analytics for clients, requiring strong programming and data analysis skills.
Top Skills:
Ci ProcessesGitPythonRest ApisT-Sql
Financial Services
Responsible for managing ETFs and portfolios, executing buy/sell instructions, monitoring portfolio structures, and communicating with clients about investment strategies.
Top Skills:
Client Communication ToolsFinancial TheoryPortfolio Management TechniquesQuantitative Analysis
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Financial Services
Lead a cross-functional team for CRM and reporting platforms, focusing on managing priorities, enhancing Microsoft Dynamics 365, and driving business outcomes through technology.
Top Skills:
AgileCoricMicrosoft Customer InsightsMicrosoft Dynamics 365Power BISalesforceVermilion
Financial Services
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.
Top Skills:
Procure-To-Pay,Oracle,Ariba,Coupa,Zycus,Microsoft Word,Microsoft Excel,Microsoft Powerpoint,E-Procurement,Market Data Systems
15 Days AgoSaved
Financial Services
Support Regional Directors serving RIAs by creating and presenting portfolio analyses, delivering educational webinars, answering advisor inquiries, developing marketing materials, and applying capital markets research to portfolio management. Some travel required.
Top Skills:
AccessExcel
Financial Services
The Regional Director of the Client Acquisition Team is responsible for developing new client relationships, leading sales efforts, presenting investment solutions, and collaborating with advisors to enhance client practices.
Top Skills:
Financial Investment SoftwareLinkedin Sales Navigator
Financial Services
Support and enhance Dimensional's UMA offering by onboarding and servicing accounts, providing portfolio accounting and custody support, advising advisors on portfolio transitions, resolving operational issues, identifying process improvements, and advocating Dimensional's investment implementation.
Top Skills:
Excel
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