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Top Tech Jobs & Startup Jobs in Charlotte, NC
Business Intelligence • Financial Services
Partner with Wealth Advisors to create and present comprehensive financial plans covering retirement, tax, estate, insurance, and investments. Monitor client portfolios, collaborate with portfolio management on trades and tax loss harvesting, maintain CRM records, lead client communications, support billing and compliance, contribute to business planning, and develop client relationships and advanced planning recommendations.
Top Skills:
Crm SystemCustodian WebsitesFinancial Modeling ToolsFinancial Planning Software
Insurance
Manage daily general ledger accounting for cash receipts, disbursements, fixed assets, and tax compliance. Serve as Workday process owner for Expenses and Supplier Accounts, oversee payment operations, reconciliations, audits, controls, and year-end activities. Lead process improvements, system enhancements, budgeting, and a team of accounting staff while partnering with Finance, AP, Payroll, IT, and operational teams.
Top Skills:
ExcelWorkday
Automotive • Retail
Outside Commercial Sales rep sells commercial and specialty tires to businesses, solicits new accounts, services dealer relationships, provides quotes and bids, arranges delivery/installation, manages accounts receivable, and supports store sales and events.
Logistics
Manage and grow customer accounts by prospecting, quoting, and providing consultative logistics solutions. Secure capacity, oversee freight operations, meet sales margin and revenue targets, and resolve shipment issues while maintaining strong customer relationships.
Consulting • Financial Services
Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.
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Professional Services • Consulting • Industrial
The Project Engineer oversees commercial construction projects, managing documentation and financial processes, ensuring accuracy and organization. Responsibilities include collaborating with teams, maintaining records in Procore, and preparing financial reports.
Top Skills:
ExcelMicrosoft OutlookMicrosoft ProjectProcoreSageSharepoint
Marketing Tech • Professional Services • Consulting • Design
As a Principal CPA and Director of Tax, you'll manage client relationships, oversee tax planning, supervise a tax team, and ensure compliance while maximizing clients' financial opportunities.
Top Skills:
Accounting Platforms (XeroCloud-Based ApplicationsNetsuite)Quickbooks OnlineSageTax Software
Retail
As a Receiving Specialist, you will manage backroom operations, organize stock, process inventory, and maintain merchandise presentation.
Top Skills:
Pos SystemsRetailpro
eCommerce • Fashion • Retail
Engage customers to drive sales and deliver excellent in-store experiences. Maintain product knowledge, visual merchandising, inventory replenishment, and POS accuracy. Meet measurable sales metrics, assist with floor moves and store housekeeping, and follow company policies and legal requirements.
Information Technology • Software • Automation
Perform outbound prospecting across channels, qualify leads, schedule meetings for Account Executives, maintain CRM pipeline, collaborate with marketing, track industry trends, and meet monthly lead-generation quotas.
Top Skills:
HubspotLinkedInSalesforce
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