Top Tech Jobs & Startup Jobs in Charlotte, NC

The Investment Strategist works with regional advisor teams to provide portfolio construction and investment advice to high net worth clients, ensuring compliance and delivering thought leadership.

As a Wealth Strategist, you will assist advisors in creating comprehensive financial plans, analyzing client situations, and ensuring planning software is accurate while supporting various projects within the firm.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

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 Partner Integration Compliance Manager will oversee compliance activities related to marketing materials, ensuring conformity with relevant laws and regulations, and supporting the integration of acquired businesses into Mercer Advisors' compliance framework.