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71

Investment Advisor Jobs Near Charlotte, NC

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Salary Range

$50K

$400K

Average Salary: $132,700
Investment Advisor Sr

Provides portfolio and relationship management services to sophisticated clients with large and complex account types.

Posted 2d ago

  •   8 - 10 years exp.  •  Finance & Insurance

Investment Advisor

Interacting with customers with account questions; update account information as needed; respond to customer inquiries on related issues; troubleshoot basic technical problems; provide product and ser...

Posted 2w ago

  •   5 - 7 years exp.  •  Information Technology

Compliance Director – Chief Compliance Officer for Registered Investment Advisors
$250K — $250K+*

Build and execute a Registered Investment Adviser regulatory compliance monitoring program.

Posted more than 4w ago

  •   15+ years exp.  •  Finance & Insurance

Assistant General Counsel- Regulatory/ Trading

Ability to analyze regulatory issues in investment advisor and asset management businesses and provide effective advice to clients on complex legal matters. Experience with asset management business...

Posted 2w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Senior Director, Investment Advisory Business Leader
$200K — $250K *

Work with the Chief Investment Officer to set investment thesis and direction for the organization.

Posted 4d ago

  •   11 - 15 years exp.  •  Enterprise Technology

Manager – Retail Advice Methodology
$100K — $150K *

Coordinate and evaluates special requests for assistance from the Advice business on investment related issues. This includes clarifying aspects of Investment Methodology and providing supporting data...

Posted Yesterday

  •   5 - 7 years exp.  •  Finance & Insurance

Senior Financial Representative

The Advisor of the Investor Solutions Team is part of a team of LPL corporate employee advisors who provide investment solutions to mass affluent investors...

Posted 3w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Sr. Financial Representative

The advisor will help individuals examine their immediate and long term investment needs, and help design solutions that best meet their individual financial goals. This is a team based call center en...

Posted 3w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Regional Director, Broker-Dealer Advisor Group

The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients and this individual...

Posted 2w ago

  •   11 - 15 years exp.  •  Finance & Insurance

AVP, Strategy & Finance Consultant

The program helps advisors understand their financials and business metrics to make strategic decisions to grow revenue, profits, and increase their business valuation...

Posted 3w ago

  •   Finance & Insurance

Sr Analyst, Risk Management
$80K — $100K *

The Senior Analyst will work closely with the AVP of the Care Organization Risk Management team to coordinate diverse reporting processes and methodologies, and to identify opportunities to improve or...

Posted 3w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Software Developer in Test (SDET)
$80K — $100K *

You will be part of an inter-disciplinary team of hardware, firmware, software, system, and test engineers to develop and integrate cutting-edge technologies for Financial Services Company building E2...

Posted 3w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Senior Analyst - Business Operations & Reporting
$80K — $100K *

Deliver key insights with interpretation and recommendation, contributes to the development of hypotheses and actions, and presents them to the management team...

Posted 3w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Sr Full Stack Developer - Cloud
$100K — $150K *

Evaluate new design proposals, investigate and recommend solutions and process improvements that deliver applications with high scalability and performance...

Posted 3w ago

  •   8 - 10 years exp.  •  Finance & Insurance

Senior Software Development Engineer in Test, SDET
$150K — $200K *

Leads process, technology improvement efforts, KPIs/OKRs with in quality engineering team and larger part of organization to improve engineer productivity, Speed and Quality...

Posted 3w ago

  •   8 - 10 years exp.  •  Finance & Insurance

Analytics Consultant 3 - WIM Analytics Business Intelligence Team

Ensure adherence to data management/data governance regulations and policies. Data involved may be very large, structured or unstructured, and from multiple sources...

Posted 3d ago

  •   5 - 7 years exp.  •  Finance & Insurance

Integrated Marketing Operations & Project Manager

Lead and coordinate inputs from others to strategize, plan and execute a variety of programs and initiatives.

Posted 2d ago

  •   5 - 7 years exp.  •  Finance & Insurance

Securities Operations Service Specialist 5: Team Lead - Annuity Operations

Communicating with internal and external business partners within and across Company Monitoring work distribution.

Posted 3d ago

  •   5 - 7 years exp.  •  Finance & Insurance

WIM Control Officer - Investment Solutions CoE

Designing appropriate metrics to inform and monitor the health and control of the operational risk environment with escalation based on breaches and defined triggers...

Posted 2d ago

  •   8 - 10 years exp.  •  Finance & Insurance

Manager of Product Management

Develop expert-level knowledge of investment performance reporting, application, performance analytics, and general platform application. Participate as a subject matter expert in sales conversations...

Posted more than 4w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Senior Business Development Advisor - Institutional Asset Management Healthcare

Provides portfolio and/or relationship management services to institutional clients with large and complex account types.

Posted 1w ago

  •   8 - 10 years exp.  •  Finance & Insurance

Managing Principal - Wealth Management

As a Managing Principal on the Wealth & Asset Management team, you will work in a fast-paced team setting, alongside industry experts; provide end-to-end oversight for the delivery of complex, large-s...

Posted more than 4w ago

  •   11 - 15 years exp.  •  Finance & Insurance

Client Delivery Director - Technology Solutions
$200K — $250K *

Develops staffing plans which ensure the delivery team has the capability and capacity to execute solutions.

Posted 3d ago

  •   11 - 15 years exp.  •  Telecommunications & Hardware

Client Delivery Director - Data Center Operations
$200K — $250K *

Directs execution of sales and delivery activities based on the approved business plan and following the standards and practices established by/with functional organizations...

Posted 1w ago

  •   11 - 15 years exp.  •  Telecommunications & Hardware

VP, Relationship Manager
$200K — $250K *

Job ID: R-014187 Date posted: 04/14/2021 Primary Location SC-Fort Mill Other Locations CA-Remote Job Overview: We are currently looking to hire Vice President, Relationship Manager within our Instit...

Posted 3w ago

  •   11 - 15 years exp.  •  Finance & Insurance

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