Top Tech Jobs & Startup Jobs in Charlotte, NC

The Regional Vice President is responsible for expanding the RIA referral platform by developing relationships with channel partners to drive sales and acquire high net worth clients.

The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.

The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.

The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.

As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.

The Financial Operations Intern will support the FP&A team by enhancing financial reporting processes and maintaining key datasets, while developing professional skills.