Wealth Management jobs in North Carolina

Business Analyst (Wealth/Investment Management)

Remote

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7d ago

Only Citizen We are looking for individuals who can connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support. Successful candidates will understand the wealth management business, be highly analytical and data savvy, and be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data

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Contract

$60 - $70

Software Development Associate Director - Wealth Management Project Manager

Charlotte, North Carolina

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Today

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Software Development Associate Director to join our team in Charlotte, North Carolina (US-NC), United States (US). Location: Charlotte, NC or New York, NY Role Overview: Looking for an experienced Project Manager to lead technology and integration initiatives within the

Full-time

USD 75.00 - 84.00 per hour

Data Engineer (Snowflake, Python, AI/ML Data Pipelines)

Remote

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Today

A leading wealth management technology firm is seeking a Data Engineer to join their growing AI and Data team. This fully remote contract opportunity offers the chance to build modern data solutions leveraging Snowflake, Python, dbt, Airflow, and AI/ML technologies that support enterprise-scale analytics and next-generation AI applications. Candidates who convert to full-time should be in or willing to relocate to one of the organization's hub locations in Atlanta, GA; La Vista, NE; Oakdale, MN;

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Contract

$52 - $60

Institutional Trust Sales Consultant

Hybrid in Charlotte, North Carolina

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Today

Trust Consultant The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts. Key Responsibilities and DutiesTrains internal partners on t

Full-time

USD 118,000.00 - 159,000.00 per year

Sr. Trust Administrator

Hybrid in Charlotte, North Carolina

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Today

Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters. Key Responsibilities and DutiesFocuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.Participa

Full-time

USD 81,400.00 - 118,000.00 per year

Lead Data Engineer

Remote or Hybrid

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Today

This Senior Cloud Data Engineer will join a team building and supporting a new AWS-based wealth data ingestion platform. The platform receives large vendor data feeds containing brokerage, trust, account, ownership, and transactional information, processes and validates that data, and makes standardized outputs available to downstream enterprise consumers. The environment is heavily AWS-native and currently leverages Python, Lambda, Step Functions, S3, Aurora/Postgres, Terraform, and GitHub Act

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Contract

$90-$00 an hour

Project Manager (Cybersecurity) (100% Remote)

Remote or Birmingham, Alabama

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Yesterday

RESPONSIBILITIES: Kforce has a client that is seeking a Product Manager (Cybersecurity) for a 100% Remote role. Overview: Our client, a large financial services organization, is seeking an experienced IT Security Project Manager to lead and coordinate technology initiatives focused on cybersecurity vulnerability remediation and improving enterprise security posture. This individual will manage approximately 4-5 concurrent projects supporting technology teams across banking, wealth management,

Contract

$70 - $80 hourly

AI Architect (GenAI / MLOps)

Hybrid in Charlotte, North Carolina

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2d ago

< data-pm-slice="1 3 []">Job Title: AI Architect (GenAI / MLOps)Charlotte, NC (Hybrid) Full Time Position OverviewDesign and lead enterprise AI/ML and Generative AI solutions from architecture through production deployment, ensuring scalability, security, compliance, and governance. Advise business leaders and mentor engineering teams on AI strategy and implementation. Key ResponsibilitiesDesign end-to-end AI/GenAI architectures, including RAG, AI agents, fine-tuning, and model serving. Evaluate

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Full-time

Depends on Experience

Estate Settlement Manager

Hybrid in Charlotte, North Carolina

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Today

The Lead Trust Administrator is responsible for the administration, retention, and growth of the Trust business by leading a team of Trust Administrators and Trust Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments and/or Estate Settlement providing thought leadership and ultimately a superior customer experience. Develops the Trust Team through practice management including educati

Full-time

USD 120,000.00 - 123,000.00 per year

Staff Product Designer

Remote

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Today

Staff Product Designer, Internal tools REMOTE Direct Hire 20% fee Up to $200K yearly Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a "human-plus-tech" approach, combi

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Full-time

USD 175,000.00 - 200,000.00 per year

Policy & Procedure Documentation Specialist

Remote

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Today

Description: Remote Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, com

Full-time

Senior ServiceNow Administrator

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Job Description: Primary Responsibilities Design and implement scalable administrative and configuration solutionsLead platform upgrades, performance tuning, and health initiativesDefine and enforce configuration standards and gu

Full-time

USD 100,000.00 - 115,000.00 per year

Staff Software Engineer - Files Platform

Remote

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Today

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end

Full-time

USD 158,000.00 - 248,000.00 per year

Project Manager - PM, Agile, Senior Project Manager, Sr Project Manager, Technical Project Manager

Remote

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Today

Project Manager - PM, Financial, Retirement or Investment Experience Type: W2 With Benefits - No C2C Location: Hybrid - Denver, CO OR Remote - will be supporting MST hours Top 5 Technical Skills: Sr. Project ManagerWork with multiple project teamsMust own the project, and all meetingsUnderlying Projectsare being run Agile - This is NOT a Scrum Master PositionStrong financial backgroundFinancial, Retirement or Investment Experience is a PlusTop 3 Soft Skills: Soft Skills are keyOwn the project a

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Full-time

Depends on Experience

Senior Software Engineer (CA - Remote)

Remote or Santa Ana, California

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Today

Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported,

Full-time

USD 129,300.00 - 172,300.00 per year

Associate Engineer

Charlotte, North Carolina

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Today

Job Description: AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses. We are an integrated team of technologists, investment profession

Full-time

USD 90,000.00 - 107,000.00 per year

Contract CRM Data Lead / Project Manager

Remote

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Today

Description: Remote Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operati

Contract

2027 Early Talent Internship: Risk & Compliance

Hybrid in Charlotte, North Carolina

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Today

Intern Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring: Comprehensive training modulesExecutive speaker seriesEducational workshopsMentorship programsCohort-based learning experiences This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, L

Full-time

Compensation information provided in the description

2027 Early Talent Internship: Marketing & Communications

Hybrid in Charlotte, North Carolina

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Today

Marketing & Communication Internship Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring: Comprehensive training modulesExecutive speaker seriesEducational workshopsMentorship programsCohort-based learning experiences This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human

Full-time

Compensation information provided in the description

ServiceNow Administrator II

Remote or St. Louis, Missouri

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Today

Job Description Summary: The ServiceNow Administrator II is a mid-level computer systems professional responsible for independently administering, configuring, analyzing, testing, and modifying the ServiceNow platform and related workflows. This role applies systems analysis techniques, consults with business and IT stakeholders to define functional and technical requirements, and designs secure, scalable configurations, automation, integrations, and data controls based on approved specificatio

Full-time

USD 70,000.00 - 85,000.00 per year

Wealth Management jobs in North Carolina, USA