Top Tech Jobs & Startup Jobs in Charlotte, NC

The Financial Planner prepares customized financial plans, collaborates with Wealth Advisor teams, utilizes financial planning tools, and manages client documentation.

The Client Development Coordinator provides administrative and operational support to the regional team, coordinating meetings, preparing materials, managing data, and enhancing client outreach efforts.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

As a Growth Analytics intern, you will support the Direct to Consumer Acquisition team through analytical projects, assisting in competitive analytics, data collection, marketing analysis, and collaboration across teams to provide actionable insights.

The Senior M&A Compliance Analyst will support compliance activities, manage regulatory issues, assist with due diligence, and ensure successful firm integrations.

The Tax Support Specialist assists the tax team by handling administrative tasks, managing client documents, and communicating with clients to ensure a high-quality experience.

The Trade Support Specialist will manage trading processes, resolve errors, ensure compliance, and maintain relationships with trading desks and clients.

Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.

The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.

The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.