Top Tech Jobs & Startup Jobs in Charlotte, NC

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

The Manager of CRM and M&A Integrations oversees CRM administration, data quality, and business process integrations while collaborating with M&A teams and stakeholders.

The Director of Strategic Partnerships will manage key business partnerships, drive revenue growth, lead cross-functional teams, and oversee partnership strategies and operations.

The Manager of Management & Performance Analytics will oversee reports and tools to improve key business elements, enhance advisor performance metrics, support client service performance, and ensure effective use of Power BI for reporting.

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

The Wealth Enablement Intern will support the WME team by developing training materials, organizing content, testing new processes, and collaborating on improving advisor resources. This role provides exposure to financial services enablement strategies while assisting in enhancing client experiences.

The Senior Staff Accountant is responsible for month-end close procedures, maintaining schedules, payroll reconciliations, and ensuring compliance with GAAP standards.

The Operations Manager oversees daily operations for the Insurance Solutions group, focusing on UHNW client needs, case management, and process improvement.

As a Data intern, collaborate with the team on projects like customer analysis and document modeling, conduct data analysis, and communicate findings.

The Internship involves preparing financial plans using tools like eMoney, adhering to compliance procedures, and engaging in client service. Interns will gain exposure to financial planning roles while developing analytical and communication skills.