Wealth management Jobs in Charlotte, NC

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QA Engineer - Wealth Management, Salesforce, Automation

SES

•

Remote or Denver, Colorado, USA

Full-time

QA - Quality Assurance - Wealth Management, Automation, Salesforce Type: W2 With Benefits - No C2C Location: Denver, CO Seeking a QA Engineer with experience in Salesforce Strong Automation AWS Benefits: SES hires W2 benefitted and non-benefitted consultants. Our contract employee benefits include group medical dental vision life LT and ST disability insurance, 21 days of accrued paid time off, 401k, tuition reimbursement, performance bonuses, paid overtime, and more. Please contact me to discu
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Posted 2 hours ago

Business Analyst (Broker Dealer & Wealth Management experience)

Xoriant Corporation

•

Charlotte, North Carolina, USA

Contract

Position Title: Business Analyst (Wealth Management) Location: Charlotte, NC (Hybrid) Duration: 6 Months contract to hire Job Description: Individuals must have Minimum of 5 years experience at a US Broker Dealer as a business analyst. Working in Equities, ETO s, Mutual Funds and Fixed Income Markets. Some experience in Margin Lending and Security Finance would be advantageous.Vendor management experienceEnd-to-End project delivery experienceCollaborating with vendors and internal/external sta
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Posted 60+ days ago | Updated 6 days ago

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio
Posted 40 days ago | Updated 5 hours ago

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio
Posted 40 days ago | Updated 5 hours ago

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe
Posted 40 days ago | Updated 5 hours ago

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe
Posted 40 days ago | Updated 5 hours ago

Wealth/Financial Management Sales

EMW Staffing Solutions LLC

•

Remote

Full-time

Thank you for your possible interest. Please apply for further information. Term: Open, either 1099 or w2 employee status Location: Open anywhere in the continental US and US territories Role: Financial/Wealth Advisor Client: Domestic US Investing House $: Compensation and terms are open for this role. Enterprise Level Financial Services Firms seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $ 300 K T/12 or $50 million AUM in production. Some of the many benefits
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Posted 60+ days ago | Updated 2 hours ago

Sr. .Net Consultant with Tibco

Visionary Innovative Technology Solutions

•

Charlotte, North Carolina, USA

Full-time

Job Title: Sr. .Net Consultant Location: Fort Mills, SC / Charlotte, NC (Hybrid model 3 days in the office) Job Type: Full-time Tibco to .NET Core Migration (Financial Services/Wealth Management) Role Overview: As a Senior/Lead Software Engineer, you will play a pivotal role in our migration project, leveraging your expertise in both Tibco and .NET Core technologies. You will lead technical teams, guide best practices, and ensure that the migration is executed efficiently, with minimal disrupti
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Posted 13 days ago | Updated 12 days ago

Client Compensation Analyst

TEKsystems c/o Allegis Group

•

Fort Mill, South Carolina, USA

Full-time

Description The A/R Net Client Compensation Specialist is responsible for researching and communicating with active advisors and firms on open balances. This role partners with Relationship Management and Finance to produce data results and is responsible for understanding and presenting the issue in an advisor-friendly format, setting proper expectations and managing corrections to completion between business units. Will be coordinating with technical analysts to produce custom reports and util
Posted 9 days ago | Updated 4 hours ago

Product Owner

Judge Group, Inc.

•

Concord, North Carolina, USA

Full-time

Location: Concord, NC Salary: $70.00 USD Hourly - $80.00 USD Hourly Description: Job Title: Product Owner Location: Charlotte Start Date: June 2025 Duration: 12+ months Overview: Our client is seeking a Product Owner to lead efforts around the implementation of Blackrock Aladdin, a new Wealth Management platform. This role requires a seasoned professional with extensive experience in the financial services industry and specific expertise with Blackrock Aladdin Wealth. Responsibilities:
Posted 12 days ago | Updated 5 hours ago

Epic Billing and Claims Sr. Analyst

Deloitte

•

Charlotte, North Carolina, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic Billing and Claims Senior Analyst you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delive
Posted 5 days ago | Updated 7 hours ago

Epic ASAP and Orders Analyst

Deloitte

•

Charlotte, North Carolina, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic ASAP and Orders Analyst you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work
Posted 44 days ago | Updated 7 hours ago

Sr Data Analyst - CXD (Advanced Analytics)

Vanguard

•

Charlotte, North Carolina, USA

Full-time

Vanguard is hiring Data Analysts in our Client Experience and Digital (CXD) group. This team focuses on driving results through advanced analytics supporting Web Channel, Automation and Digitization, Wealth Management and Financial Planning, Conversational Channels (Chatbot, Voicebox, etc.), Call Center Technology (call routing and agent support technology), and our Profile and Account Settings Team all in support of our Personal Investor Technology area. In this role you will l everage analytic
Posted 60+ days ago | Updated 8 hours ago

Epic Orders/ClinDoc/ASAP Support Specialist

Deloitte

•

Charlotte, North Carolina, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic Orders/ClinDoc/ASAP Support Specialist you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service d
Posted 60+ days ago | Updated 7 hours ago

AS400 Developer- Remote(Direct Client)

Digipulse Technologies, Inc

•

Remote

Full-time

Hi Everyone, Please find below the role of high importance. Make sure before sending the profiles that the candidate have all key skills and have Wealth management/ brokerage domain experience in recent projects Role:AS400 developer, , remote role- C2C & W2 Skills: -Need for a AS400 developer. Someone who is very strong in hashtag RPG programming and has extensive experience in DB2 -Financial services experience is must. -Should be able to direct other developers and communicate very well.
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Posted 6 days ago

AS400 Developer- Remote Role(No layers in between)

Digipulse Technologies, Inc

•

Remote

Full-time

Hi Everyone, Please find below the role of high importance. Make sure before sending the profiles that the candidate have all key skills and have financial services orWealth managemnt/ brokerage domain experience in recent projects Role:AS400 developer, , remote role- C2C & W2 Skills: -Need for a AS400 developer. Someone who is very strong in hashtag RPG programming and has extensive experience in DB2 -Financial services experience is must. -Should be able to direct other developers and commun
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Posted 6 days ago | Updated 6 days ago

Data Technology Execution Program Manager, Director

Citi

•

Remote or New York, New York, USA

Full-time

Job Description Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is syst
Posted 2 days ago | Updated 7 hours ago

Applications Development Sr Programmer Analyst - AVP - TAMPA/Irving

Citi

•

Remote or Tampa, Florida, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 17 days ago | Updated 7 hours ago

Data Integration Lead Analyst - VP - GETZVILLE

Citi

•

Remote or University at Buffalo, New York, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 9 days ago | Updated 7 hours ago

Microsoft Purview Data Protection Engineer, VP (C13)

Citi

•

Remote or Tampa, Florida, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 5 days ago | Updated 7 hours ago