Top Operations & Support Jobs in Charlotte, NC

Leads enterprise strategy and operational initiatives for the Office of the COO, translating executive priorities into actionable plans, performance insights, governance mechanisms, and measurable results. Advises senior leaders, facilitates cross-functional decision-making, supports member firms, and drives implementation across complex, geographically dispersed organizations. The role requires strong business and financial acumen, executive communication, independent problem-solving, and the ability to influence without formal authority.

Leads enterprise strategy and operational priorities for the Office of the COO, translating ambiguous business problems into recommendations, executable plans, and measurable outcomes. Owns performance analysis, executive operating reviews, governance, organizational effectiveness, and cross-functional implementation across Americas member firms. Advises senior executives, facilitates decisions, manages multiple strategic workstreams, and drives accountability without formal authority.

Owns and resolves complex customer technical issues involving Azure AI and machine learning solutions. Advises customers, collaborates with engineering and support teams, mentors peers, develops readiness programs, investigates product defects, and helps create automation and diagnostic tools. Requires hands-on Azure AI support experience, cloud architecture knowledge, REST APIs, authentication, networking, application integration, and strong communication skills.

Assist Vanguard clients through inbound phone calls with account maintenance, financial inquiries, and issue resolution. Associates use empathy and problem-solving to identify client needs, provide accurate solutions, and collaborate with internal teams on initiatives that improve client and employee experiences. The role includes paid training and licensing support for the SIE, FINRA Series 7, and Series 63 examinations.

Supports investment operations strategy and transformation initiatives across equities, fixed income, FX, and derivatives. Responsibilities include business requirements gathering, process mapping, test case development, UAT, defect tracking, automation and AI workflow implementation, operational risk identification, issue triage, process improvement, and development of new operational capabilities. The role also supports due diligence for new markets and investment instruments.

Manages corporate and international travel bookings using Sabre, including air, hotel, car, and transportation reservations. Leads account support, assists and trains travel agents, manages queues and ticketing, resolves client issues, maintains service-level requirements, and identifies workflow improvements. Provides travel expertise, interprets fare rules and federal travel regulations, communicates with airlines and clients, and meets productivity and service KPIs.

Supports financial advisors, relationship managers, and clients by processing requests, maintaining records, coordinating meetings, managing documents, responding to inquiries, navigating custodial and CRM platforms, improving operational processes, and tracking business metrics. The role emphasizes accurate client support, problem-solving, communication, and operational efficiency within a multi-custodial advisor network.

Manages CRM and venue management systems, provides user support and troubleshooting, improves reporting and dashboards, coordinates system changes with internal teams and vendors, ensures data security and compliance, prepares documentation and training, and manages internal process improvement projects.

Optimize and support Epicor Kinetic ERP systems, including business process analysis, customizations, integrations, data migration, reporting, dashboards, troubleshooting, UAT, and user training. Translate business requirements into technical solutions, improve data quality and operational efficiency, and collaborate with cross-functional stakeholders on ERP initiatives and continuous improvement projects.

Supervise daily customer support operations across phone, email, chat, and ticketing channels. Coach and support representatives, coordinate staffing and workflow, handle escalations, monitor service quality, assist with training and onboarding, communicate policy updates, and recommend operational improvements. Provide direct customer support and help prepare the team for productions, on-sales, subscription campaigns, and procedural changes. Flexible evening, weekend, and holiday availability is required.