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.

Prepare and analyze financial plans for clients, collaborate with advisors, utilize financial planning tools, and maintain client relationships to deliver exceptional financial planning services.

The Regional Vice President develops client relationships, generates sales, and leads a team in delivering wealth management solutions

The Managing Director, Client Development will lead organic growth strategies, manage the Sales team, and enhance client and partner relationships.

The SVP of Client Development Sales Revenue and Operations will enhance sales productivity, manage teams, drive revenue growth, optimize territories, and lead training initiatives to achieve significant performance improvements.

The Sr. Director, Sr. Wealth Advisor is responsible for managing high net worth clients, generating referrals, and supporting team goals in the Carolinas.

The Senior Software Engineer will develop applications, manage data integration, collaborate with teams, and ensure high-quality software delivery using various technologies and programming languages.

The Regional Vice President will engage with clients, manage sales pipelines, and provide tailored wealth management solutions while driving sales growth.

The Partner Development Analyst will drive growth through M&A by analyzing financial data, conducting due diligence, and supporting internal reporting.

The Data Engineer will manage an Azure-based data warehouse, develop data pipelines, and implement data models to align with business objectives.