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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

YEAR

LPL Financial Holdings Inc

AVP, Senior Full Stack Software Engineer (AI & Cloud Platforms)

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That means working continuously with key leads across business, product, technology, risk, and legal — not as a status-collector, but as the person who surfaces where execution is at risk, resolves the cross-functional tradeoffs that block progress, and keeps the program moving toward business outcomes rather than activity. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

VPII, Enterprise AI Portfolio Strategy Leader

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Identify and responsibly implement approved AI-assisted tools and automation to improve efficiency in SQL and dbt development, documentation, testing, migration, data quality, and user support while maintaining human review, security, and data governance. Partner with Analytics Engineering to define and develop canonical models and gold-layer curated datasets in Snowflake, including SQL and dbt transformations, tests, documentation, and data quality controls.

Asset Mark

Senior Data Analyst

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. 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.

Senior Software Engineer

Partner across technology, operations, risk, compliance, legal, servicing, and external providers to modernize mission-critical payment capabilities while improving client and advisor experience, efficiency, and controls. Modernize high-volume money movement capabilities, including ACH, wires, checks, debit and card transactions, transfers, reconciliation, exceptions, and lifecycle management.

Vanguard Group

Head of Digital Product, Cash Management & Money Movement

You will partner closely with advisors, field leadership, investment teams, Operations, Compliance, Legal, Technology, Wealth Solutions, Product, and Engineering to deliver scalable capabilities that improve advisor productivity, client experiences, operational efficiency, and platform adoption across multiple channels, including broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust. In this role, you will serve as the primary advocate for advisors and firms that actively manage client portfolios, ensuring their workflows, business needs, and regulatory requirements are reflected in the platform roadmap.

Channel Manager

While broader portfolio strategy and long-term performance ownership are shared with Cabin's senior leadership, this leader plays a critical role in managing day-to-day outcomes, surfacing risks and opportunities, and enabling high-performing client teams. The Senior Principal, Client Executive at Cabin Consulting is a senior client and commercial leader responsible for establishing, growing, and scaling Cabin's strategic Financial Services accounts from early-stage relationships into enduring, multi-year partnerships.

Cabin

Client Executive - Financial Services

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Role Overview: The RFP (Request for Proposal) Team Analyst plays a key role in supporting the business development and client acquisition processes by creating compelling, accurate, and timely responses to RFPs and RFIs (Request for Information). This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while collaborating with subject matter experts and sales teams.

NFP Corp

RFP Analyst

Aon Plc

FULL_TIME

You will provide authoritative guidance on all commercial coverage lines You should be comfortable conducting presentations and client meetings and partner with the Team to prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients. Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance.

Commercial Lines, Sr. Account Executive (remote)

[AW]-iCims

Information Technology Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. This role involves developing scalable data processing solutions, designing robust data models and ETL pipelines, and applying modern DevOps and Agile practices.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Senior Data Engineer - PL/SQL

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Demonstrated Expertise developing and consuming Java RESTful and Simple Object Access Protocol (SOAP) Web services in an Agile environment using Java design patterns, Spring Model-View-Controller (MVC), Spring Core, Spring Security, and Spring Boot frameworks; and crafting complex SQL queries, and establishing efficient and reliable software delivery processes by implementing Continuous Integration/Continuous Deployment (CI/CD) practices using Terraform to ensure software delivery and maintain application stability and performance through proactive monitoring with Jenkins, GitHub, Grafana, and Splunk. . Demonstrated Expertise designing scalable and highly available technology solutions using Confluence and draw.io tools for financial planning and profiling; performing daily activities -- user story refinement, micro services development, and product environment support -- using Datadog, Splunk, Spring Integration, Drop Wizard within a complex ecosystem of Financial Planning and Profiling APIs; and developing backend services for financial services products --customer account management.  .

Director, Data Engineering

Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bank

Commercial Relationship Manager

SKILLS FOR SUCCESS: Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in: Decision Making: Exercises sound judgment in estate settlement matters, balancing client needs and fiduciary risk considerations. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.

Manager, Estate Settlement

5+ years of experience in investment management, wealth management, capital markets, trading operations, trading systems, or investment technology, including experience leading complex analysis, testing, issue resolution, or implementation workstreams. Responsibilities: Lead end-to-end analysis of complex trading system, workflow, data, connectivity, and control issues across order creation, execution, allocations, trade posting, and post-trade processes.

Trading Systems Lead

The Senior Manager provides strategic direction for estate settlement services, drives consistent fiduciary practices, and partners with leadership to enhance client outcomes, operational effectiveness, and growth of estate settlement capabilities. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.

Senior Manager, Estate Settlement

EVP, Head of Production Services & Reliability Engineering

AVP, Data Product Owner

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. This role serves as the technology lead for advisor affiliate acquisitions and integrations , partnering closely with Corporate Development, Integration Management, Product, Technology, and Project Management teams to drive successful deal execution.

AVP, Technology Program Manager – M&A & Integrations

This position is ideal for an experienced insurance professional who enjoys solving complex transactional challenges, leading internal client teams, working directly with clients, and providing expert risk guidance in a fast-paced environment. The AVP will be responsible for managing complex diligence engagements, delivering high-quality client advisory services, and contributing to the continued evolution of NFP's due diligence capabilities.

Wealth Management Advisor Jobs in North Carolina

AVP, Senior Full Stack Software Engineer (AI & Cloud Platforms) LPL Financial Holdings Inc

VPII, Enterprise AI Portfolio Strategy Leader LPL Financial

Senior Data Analyst Asset Mark

Senior Software Engineer Asset Mark

Head of Digital Product, Cash Management & Money Movement Vanguard Group

Channel Manager Asset Mark

Client Executive - Financial Services Cabin

RFP Analyst NFP Corp

RFP Analyst Aon Plc

Commercial Lines, Sr. Account Executive (remote) NFP Corp

Senior Data Engineer - PL/SQL Fidelity

Director, Data Engineering Fidelity

Commercial Relationship Manager Fifth Third Bank

Manager, Estate Settlement Fifth Third Bank

Trading Systems Lead Asset Mark

Senior Manager, Estate Settlement Fifth Third Bank

EVP, Head of Production Services & Reliability Engineering LPL Financial

AVP, Data Product Owner LPL Financial

AVP, Technology Program Manager – M&A & Integrations LPL Financial

AVP, Due Diligence Aon Plc

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