Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports private wealth fund operations, investor onboarding, reporting, communications, redemptions, fee management, vendor coordination, reconciliations, and client inquiries. Maintains operational KPIs, supports distributor and platform diligence, coordinates with custodians and technology partners, and contributes to projects and analyses. Requires strong organization, communication, project management, problem-solving, and client service skills, along with proficiency in Microsoft Office and Copilot.

The Vice President oversees fund-level wire activity, ensuring compliance, governance, and internal controls, while leading treasury operations and managing bank relationships.

Manage end-to-end investor and SMA onboarding for private markets funds, coordinate cross-functional stakeholders, ensure AML/KYC and subscription documentation compliance, maintain onboarding platforms and data integrity, drive process improvements and AI/automation initiatives, and provide client-facing support to meet closing timelines.

Serve as a cross-functional business partner translating operational needs into data, workflow, and technology solutions. Own project lifecycles from requirements to implementation, drive workflow standardization, design reporting and dashboards (Power BI, Snowflake, Salesforce), identify AI opportunities, coordinate technical execution, manage change and adoption, escalate data governance issues, and mentor junior staff.

Hands-on tax leadership role focused on Alternative RIC reporting and compliance for private markets funds. Coordinate with Big 4 advisors, manage RIC/Subchapter M tests, international filings (Forms 8865, 5471, 926, 8621, FBAR), partnership tax-basis tracking, K-1 processing, ASC 740 tax provisions, GAAP-to-tax reconciliations, IRS/state notices, and process improvements. Collaborate cross-functionally and support investor tax inquiries and documentation management (W-8/W-9, EINs).

Drive new institutional investor acquisition and sales operations for SPI by StepStone. Manage full-cycle prospecting, demos, contract coordination, CRM pipeline, reporting, and territory planning while providing product feedback and supporting onboarding and renewals.