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71

Investment Advisor Jobs Near Charlotte, NC

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Salary Range

$50K

$400K

Average Salary: $132,700
AVP Advisory Platforms
$100K — $150K *

Prioritize product features and guide development solutions to achieve the key short-term and long-term goals indicated in the overall product strategy (e.g. partnering with technology in agile develo...

Posted more than 4w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Product Owner
$80K — $100K *

Leads the planning, development and implementation of a new product; defines and analyzes markets, developing detailed product features and requirements, and developing implementation plans...

Posted 2w ago

  •   Less than 5 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 more than 4w ago

  •   11 - 15 years exp.  •  Finance & Insurance

Managing Director - Corporate Advisory M&A

Develop and execute marketing strategy for Capital Market mandates in conjunction with coverage bankers and product teams.

Posted 2w ago

  •   11 - 15 years exp.  •  Finance & Insurance

Account Executive, Strategic Accounts
$100K — $150K *

Develop trusted advisor level relationships with senior executives and other important decision makers and influencers.

Posted Today

  •   8 - 10 years exp.  •  Enterprise Technology

Managing Director - Corporate Advisory M&A

Develop and execute marketing strategy for Capital Market mandates in conjunction with coverage bankers and product teams. Communicating and partnering with core and extended client team members withi...

Posted 2w 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 more than 4w ago

  •   11 - 15 years exp.  •  Telecommunications & Hardware

Managing Director - Capital Markets Sponsor Coverage

At Regions the Sponsor Coverage Lead within the Capital Markets group is a client management role focused on originating revenue generating opportunities within the Corporate & Leveraged Finance group...

Posted 2w ago

  •   11 - 15 years exp.  •  Finance & Insurance

Annuity and Insurance Product Manager
$100K — $150K *

Develop and maintain resources to help both internal teams and advisors become familiar with and stay up to date on products and features.

Posted 3w ago

  •   8 - 10 years exp.  •  Finance & Insurance

Events Project Manager
$80K — $100K *

Provides insight on best practices and common obstacles based on prior experiences; serves as a trusted advisor to ensure projects are aligned with the overall company strategy and market conditions...

Posted 2w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Wealth Planning Consultant
$80K — $100K *

Analyzes clients' current financial circumstances and goals in support of the delivery of holistic wealth planning consultations to clients, and leveraging knowledge and research of tax and estate pla...

Posted 3w ago

  •   8 - 10 years exp.  •  Finance & Insurance

easy-apply-job

EASY APPLY

Head of Operational Transformation - Financial Services
$130K — $150K *
AOCharlotte, NC 28202 (MECKLENBURG County) and 17 other locations

Day-to-day responsibility for specific existing business and new sales opportunities; though strong relationships proactively seek new sales opportunities within existing customers...

Posted 3w ago

by Hamish Scott

  •   Finance & Insurance

easy-apply-job

EASY APPLY

Head of Operational Transformation - Financial Services
$130K — $150K *
AOCharlotte, NC 28202 (MECKLENBURG County) and 17 other locations

Day-to-day responsibility for specific existing business and new sales opportunities; though strong relationships proactively seek new sales opportunities within existing customers...

Posted 3w ago

by Hamish Scott

  •   Finance & Insurance

Application Support Specialist

Updates various plan, participant, account, fund information in Enterprise Database and various record keeping systems as required

Posted 1w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Managing Director - Corporate Advisory M&A

Generating strong revenue production over a sustained period of time. Review of financial sponsor portfolio company opportunities. Partnering with other Regions business units to deliver appropriate s...

Posted 2w ago

  •   11 - 15 years exp.  •  Finance & Insurance

Operations Transformation Experienced Manager - Asset Management Focus
$100K — $150K *

The Experienced Manager designs, develops and implements methods and frameworks for delivery on asset management and/or financial services specific engagements...

Posted Yesterday

  •   8 - 10 years exp.  •  Legal & Accounting

Software Developer/Engineering Manager — Personal Advisory Services
$200K — $250K *

Work closely with agile teams, product owners, stakeholders and PAS product families to ensure we deliver world-class advice features and capabilities for our clients; advocate and advance chapter sta...

Posted 3w ago

  •   5 - 7 years exp.  •  Finance & Insurance

Cybersecurity and Privacy Deals Senior Associate
$80K — $100K *

Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

Posted 1w ago

  •   Less than 5 years exp.  •  Legal & Accounting

Digital Solutions Sales: Application Development & Modernization
$80K — $100K *

Serves as a trusted advisor to clients by understanding the business and advising on industry-leading application modernization and cloud integration solutions to streamline business operations, impro...

Posted 2w ago

  •   5 - 7 years exp.  •  Technical Services

Strategic Marketing Communications Lead

Project Management – Detailed coordination, note taking, and socialization of project timelines from the point of concept through to completion to ensure projects are executed on time and on budget...

Posted 2w ago

  •   5 - 7 years exp.  •  Media

Asset & Wealth Management Tax Senior Manager
$100K — $150K *

Deal effectively with ambiguous and unstructured problems and situations.

Posted 3w ago

  •   5 - 7 years exp.  •  Legal & Accounting

Architect, Cloud Security
$100K — $150K *

Integrating external and internal security tools and automation into development and build environments; developing lightweight SDLC processes to embed into engagement deliveries and Software Engineer...

Posted 1w ago

  •   5 - 7 years exp.  •  Technical Services

Asset & Wealth Management Tax Manager
$100K — $150K *

Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations...

Posted 2w ago

  •   5 - 7 years exp.  •  Legal & Accounting

Asset & Wealth Management Tax Senior Manager
$100K — $150K *

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Contribute to an environment where people and technology thrive together to accomplish more than...

Posted 2w ago

  •   5 - 7 years exp.  •  Legal & Accounting

Private Client Advisor

Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed...

Posted 4w ago

  •   11 - 15 years exp.  •  Finance & Insurance

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