Private Markets Investment Professional Jobs in Charlotte, NC

Lead personalized financial planning for senior executives, integrating workplace benefits into comprehensive strategies. Drive client engagement and satisfaction while managing relationships and expa...

Join a dynamic team to manage tax compliance and planning across multiple entities. Collaborate with Finance, Legal, and Operations to enhance tax processes and support strategic projects in a growing...

Lead the aviation underwriting team, driving strategic growth and profitability while managing key accounts and fostering broker relationships. Oversee P&L, develop talent, and ensure compliance with...

Transform client operations in life, annuity, and group benefits by leading process improvements, managing teams, and implementing innovative solutions to enhance service delivery and operational effi...

Transform the strategic partnership landscape by leading a high-performing team to identify, negotiate, and close impactful partnerships that drive growth and enhance our retirement platform's reach a...

Transform client insights into strategic growth by leveraging your analytical acumen to enhance revenue and operational effectiveness. Collaborate with teams to drive informed decisions and present im...

Drive exceptional portfolio management and underwriting for commercial loans, ensuring compliance and supporting Relationship Managers while delivering superior client service and fostering strong int...

Shape the future of home listings by driving supply growth and enhancing buyer experiences. Lead AI-driven initiatives to optimize inventory presentation and engagement, ensuring Redfin remains the go...

Transform learning experiences by leading impactful training initiatives. As a key contributor, you'll design, deliver, and evaluate comprehensive learning solutions that enhance performance and drive...

Lead the charge in developing impactful learning solutions that enhance employee performance. Collaborate with stakeholders to design, deliver, and evaluate comprehensive training programs across vari...

Transform the future of businesses by leading operational strategies, enhancing efficiency, and driving growth. Collaborate with executive teams to create value, monitor performance, and ensure resour...

Join a dynamic team to enhance user experiences by managing product initiatives from discovery to launch, focusing on intuitive design and seamless integrations to improve data capture and conversion...

Drive profitability and organic growth in retirement solutions by cultivating client relationships, leading new business development, and leveraging strategic partnerships to deliver tailored investme...

Join a team that's redefining insurance underwriting by evaluating petroleum distribution applications, determining coverage levels, and ensuring compliance with industry standards. Leverage your expe...

Accelerate client success by managing post-sale relationships, driving implementations, and leading executive engagements. Transition from hands-on project management to strategic account leadership...

Accelerate progress at managing key client accounts with a data-driven approach. Develop tailored strategies that align with client goals while collaborating with cross-functional teams to drive growt...

Unlock potential by partnering with early-stage startups to build robust financial foundations. As a CFO-in-Residence, you'll drive critical finance functions, support fundraising, and shape strategic...

Reimagine data analytics by developing impactful dashboards and reports that enhance risk management and strategic decision-making. Collaborate with stakeholders to drive insights and streamline proce...

Drive investment strategy and governance, ensuring strong relationships with donors and partners for effective philanthropic outcomes across a $5 billion investment portfolio, while leading a collabor...

Drive excellence by ensuring timely, accurate client reporting and service delivery. Collaborate with stakeholders to enhance operational controls and maintain high-quality standards in a dynamic, hyb...

Shape the future of compliance by architecting a robust regulatory framework for a dynamic investment platform. Collaborate with stakeholders to ensure adherence to SEC standards while enabling growth...

Help us architect a robust regulatory framework that empowers GPs to thrive in complex financial markets. You will lead compliance initiatives, ensuring operational integrity and strategic alignment w...

Optimize financial performance by leading budgeting, forecasting, and strategic analysis. Drive data-informed decisions through advanced modeling and reporting, while collaborating cross-functionally...

Lead the charge in developing a high-performing sales team focused on public safety. Drive recruitment, coaching, and retention while ensuring team success through strategic deal management and AI int...

Drive the modernization of data platforms to enhance investor experiences. Lead technical strategy, architect scalable solutions, and mentor teams while ensuring high performance and operational excel...