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Top Tech Jobs & Startup Jobs in Charlotte, NC
Financial Services
The Vice President of Tax will develop a comprehensive tax strategy, lead a tax team, drive operational excellence, and ensure compliance and efficiency in tax operations.
Top Skills:
AccountingCpaFinanceJdMaster'S
Financial Services
The Insurance Specialist will perform insurance needs assessments, create tailored solutions, manage policies, ensure compliance, and educate clients on products.
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Microsoft Office SuiteSalesforce
Financial Services
The Trading Specialist provides expert guidance on trading systems, manages account trading processes, and collaborates with various teams to enhance trading efficiency and compliance.
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MS OfficeOrder Management SystemsOrion EclipseSalesforce
Financial Services
The Advisor Marketing Manager will oversee the Premium+ marketing program, lead a team, and collaborate across departments to enhance advisor support and client experience.
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CanvaFmg SuiteMS OfficeSalesforceWistiaWrike
Financial Services
The Content Strategist & Finance Writer will create investment-focused content, collaborate with teams, track performance, and refine strategies for better engagement.
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CanvaDrupalMicrosoft Office SuiteWrike
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Financial Services
The Sr. Tax Advisor will provide tax advice, planning, return preparation, and improve client satisfaction through teamwork, while maintaining tax expertise.
Top Skills:
Cch AxcessExcelProsystems
Financial Services
The Senior Regional Marketing Specialist will enhance firm growth by developing marketing strategies, training advisor teams, managing budgets, and collaborating with corporate departments to optimize processes.
Top Skills:
ExcelOutlookPowerPointSalesforceWord
Reposted 10 Days AgoSaved
Financial Services
The role involves driving revenue growth through strategic partner referral programs, establishing client relationships, and managing complex financial planning processes for high net worth clients.
Top Skills:
Salesforce
Financial Services
The Compliance Associate supports the compliance department by assisting with investigations, complaints, and office inspections, and performing various administrative tasks.
Top Skills:
Microsoft Office Suite
Financial Services
The Sr Program Specialist will manage growth programs, execute operational tasks, support data analysis, and improve processes in a fast-paced environment.
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Microsoft Office SuiteSalesforceWorkday
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