Top Tech Jobs & Startup Jobs in Charlotte, NC

Serve as an embedded security partner to business, product, data, and technology teams. Assess architectures, conduct threat reviews, develop secure-by-design patterns, guide SaaS and vendor selection, and translate security requirements into practical controls. Support identity, infrastructure, AI workflows, data strategy, M&A integrations, and automated guardrails while enabling teams through training and collaboration.

Provides security architecture and enablement across SaaS platforms, APIs, custom applications, data integrations, cloud environments, and AI workflows. Partners with product, engineering, data, architecture, identity, infrastructure, enterprise, and procurement teams to conduct threat reviews, develop secure-by-design patterns, assess vendors, implement guardrails, and manage risks. Translates security requirements into practical solutions, supports enterprise data strategy and M&A integration, and mentors teams as a trusted security advisor.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Leads technology and analytics instruction for wealth management advisors. Designs and delivers monthly education on AI, automation, productivity tools, digital client experiences, and data-driven decision-making. Manages academy data, reporting infrastructure, attendance, assessments, completion, and technology adoption metrics. Identifies performance gaps, supports development plans, communicates insights to leadership, and partners with IT, Innovation, Compliance, and business units to ensure current tools, protocols, and regulatory requirements are reflected in training.

Manages and implements options-focused investment strategies, monitors client accounts, researches holdings, develops tailored investment solutions, and executes trades across options, equities, and other asset classes. Responsibilities include portfolio rebalancing, account allocation, trade execution, process improvement, and communicating investment analysis and recommendations to advisors.

Supports portfolio accounting operations for alternative investments by processing investment documents, validating AI-extracted data, reconciling positions and valuations, maintaining fund and entity data, and resolving exceptions. Partners with advisors, investment operations, technology teams, fund administrators, and general partners to ensure accurate reporting and client records. Improves workflows, procedures, data integrity, and spreadsheet-based operating tools.

Leads functional-skills curriculum strategy, development, delivery, evaluation, and continuous improvement across financial-services business units. Partners with leaders and subject-matter experts to define competencies, translate technical expertise into practical learning, facilitate in-person and virtual training, and assess learner performance. Develops scalable, evidence-based programs, capstone courses, and resources while supporting individualized development and expanding curriculum coverage across business domains.

Designs, configures, and deploys Agentforce agents and autonomous workflows within Salesforce Financial Services Cloud. Integrates agents with MuleSoft APIs, external data, and financial planning platforms; implements Einstein AI capabilities; and ensures security, compliance, and reliable agent behavior. The role also tests and monitors agents, mitigates hallucination risks, analyzes usage data, incorporates advisor feedback, and evaluates new Salesforce AI features.