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Top Tech Jobs & Startup Jobs in Charlotte, NC
Financial Services
The Compliance Analyst will ensure retail communications comply with laws and regulations, assist in reviewing advertising materials, and manage compliance inquiries.
Top Skills:
FinraInsurance RegulationsNaicSec
Financial Services
Lead the Regional Growth Team to achieve sales goals, manage advisor relationships, and drive organic growth through strategic engagement and team management.
Top Skills:
Advisor Engagement ToolsFinancial Planning PlatformsSales Pipelines ManagementSales Strategies
Financial Services
The Senior Manager, Business Development will lead recruitment efforts for Financial Advisors and Accounting Firms, focusing on promoting CFG's value in the Tax business. Responsibilities include relationship building, recruiting strategy development, and achieving recruitment goals, while traveling 50% of the time.
Top Skills:
ExcelSalesforce
Financial Services
The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.
Top Skills:
ExcelSalesforce
Financial Services
The Senior Advanced Planning Consultant develops sophisticated wealth strategies for high-net-worth clients, collaborates with advisors, and provides strategic recommendations while ensuring regulatory compliance.
Top Skills:
EmoneyFinancial Planning Platforms (E.G.MS OfficeMoneyguidepro)Salesforce
Financial Services
Lead the Regional Growth Team to achieve sales goals, manage advisor relationships, and drive organic growth through effective engagement and strategic planning.
Top Skills:
Business DevelopmentCetera PlatformsRelationship ManagementSales Management
Financial Services
The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.
Top Skills:
Cost-Benefit Analysis (Cba)Financial ServicesKpi ManagementWealth Management
Financial Services
The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to deliver integrated financial solutions while ensuring compliance with regulations.
Top Skills:
EmoneyMS OfficeMoneyguideproSalesforce
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