Last updated 2026-08-02

71 Financial Services Jobs in Charlotte, NC, United States

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Truist Bank

Aug 1
Treasury Solutions Client Support Team Leader
Charlotte, NC, United States mid Full Time
  • The Team Leader II is responsible for developing and maintaining effective risk controls through documented procedures and job aids for…
  • Provides support to the team while partnering with other teams to improve processes, roll out new features/products and advance business…

First Citizens Bank

Jul 31
Foreign Exchange Sales I
Charlotte, NC, United States entry Full Time $143.8k/yr
  • This role involves supporting senior FX salespeople covering a portfolio of Middle Market and Corporate clients, executing trades, and proa…
  • We are seeking a motivated and results-oriented FX Sales I (Analyst) to join our dynamic Foreign Exchange team.

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Fifth Third Bank, National Association

Jul 31
National Dealer Treasury Management Officer
Charlotte, NC, United States mid Full Time $96.5k-207.5k/yr
  • Technical Treasury Management competencies.
  • Ability to position treasury and payments solutions within dealer operating and financing environments is essential.

Wells Fargo

Jul 31
Senior Lead Market Risk Officer
Charlotte, NC, United States senior Full Time $185k-300k/yr
  • Leverage solid understanding of risk management practices and provide input and challenge with focus on risk disclosures, remediation, due…
  • Identify and implement enhancements to risk management frameworks and programs for counterparty credit risk through close collaboration wit…

Ameriprise Financial

Jul 31
Sr Operations Professional-U
Charlotte, NC, United States mid Full Time $44.4k-66.6k/yr
  • Product-specific or financial services industry experience.
  • Identify process improvements and partner with appropriate resources to implement solutions.

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U.S. Bank National Association

Jul 31
Multiple Positions - International Banking Ops Associate - Global Trade
Charlotte, NC, United States entry Full Time $22.50-30/hr
  • Job Description Inspire, excel and grow with us The International Banking Operations Associate is responsible for supporting the processing…
  • Act as a primary liaison between internal partners, external clients, and correspondent banks to facilitate timely and accurate processing…

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Huntington

Jul 30
Treasury Management Advisor III- International
Charlotte, NC, United States senior Full Time $93k-189k/yr
  • Bachelor’s degree in business or related field Preferred Qualifications: Proven leadership and mentoring capabilities Strong understanding…
  • In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic…

City National Bank

Jul 29
1031 Exchange Officer
Charlotte, NC, United States mid Full Time $65.3k-104.3k/yr
  • Works directly with clients in handling all areas of 1031 operations (e.g., new account request, account research, wires, etc.).
  • This colleague works directly with clients, as well as supporting the Senior Relationship Manager/Certified Exchange Specialist® with Clien…

Wd12

Jul 29
Associate, Foreign Exchange Trade Support
Charlotte, NC, United States entry Full Time $66.7k-76.1k/yr
  • This individual’s responsibilities will include but are not limited to: Work on Trade Confirmations details and to assist in resolving…
  • Ideal Candidate: The Derivative Operations - Foreign Exchange Trade Support team is responsible for Trade Capture and Sales Support for…

AssetMark Financial Holdings, Inc.

Jul 27
Manager, Trading Systems
Charlotte, NC, United States mid Full Time $110k-130k/yr
  • Own the business operation of assigned trading technology capabilities, ensuring systems, configurations, and workflows consistently suppor…
  • Other duties as assigned Knowledge, Skills, Abilities: Demonstrated experience owning business workflows, system configurations, or operati…

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American Enterprise Investment

Jul 27
Senior Trade Specialist
Charlotte, NC, United States senior Full Time $66.7k-91.7k/yr
  • Job Description The Senior Trade Specialist role will manage, prioritize and perform complex fixed-income trading operations.
  • Key Responsibilities Manage, prioritize and perform complex trading operations in support of the fixed income trading desk including: gener…

LPL Financial Corp

Jul 23
Associate Service Consultant
Charlotte, NC, United States entry Full Time $21.10-35.16/hr
  • Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
  • Customer focus Communication skills Proven track record in relationship management and customer satisfaction.

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13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 22
Consumer Investments - Investment Specialist Trainee (Obtain SIE...
Charlotte, NC, United States entry Full Time
  • Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point i…
  • Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide v…

TEKsystems

Jul 21
Client Service Associate
Charlotte, NC, United States entry Contract $20-21/hr
  • What You'll Do: As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors…
  • As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to d…

FDM Group

Jul 20
Reliability & Production Engineer
Charlotte, NC, United States mid
  • Automation & Engineering Build automation and tooling to improve observability, diagnostics, and operational efficiency.
  • Preferred Experience supporting electronic trading systems, exchange connectivity, or brokerage platforms.

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Citizens Bank, N.A.

Jul 14
Trade Ops Group Manager
Charlotte, NC, United States mid $137.5k-244.5k/yr
  • Trade Operations & Post Trade Processing Lead all post trade operational functions, including confirmations, allocations, settlements, reco…
  • People & Organizational Leadership Lead, develop, and mentor high performing trading and trade operations teams.

Allspring Global Investments Holdings, LLC

Jul 13
Trading and Operations Integration Application Strategist
Charlotte, NC, United States entry Full Time $120k-145k/yr
  • This role is critical to supporting Agile methodologies, trading operations, and strategic initiatives.
  • Collaborate with traders, portfolio managers, operations and compliance teams to gather requirements and translate them into scalable, effi…

Circle

Jul 10
Lead KYC Analyst
Charlotte, NC, United States senior Full Time $140k-185k/yr
  • What you'll work on: Conducting detailed assessments of complex customers for risk of money laundering, financial crimes and terrorist fina…
  • Identifying risk appetite of customer and take appropriate decision of onboarding/rejecting the customer Recommending course of action to m…

TIAA

Jul 8
MMS Rollover Specialist
Charlotte, NC, United States senior Full Time $26/hr
  • Seeks advice from senior Rollover Specialists regarding customer issues that require more advanced knowledge and experience.
  • Key Responsibilities and Duties Possess excellent time management and written communication skills Provides outstanding customer service to…

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Sumitomo Mitsui Banking Corporation

Jul 8
CUSO Treasury Operations Associate
Charlotte, NC, United States entry
  • The position is responsible for executing and overseeing key Treasury production processes, performing detailed analytical validation of ou…
  • Qualifications and Skills 2–5 years in Treasury Operations, ALM, FTP, Liquidity, Risk, or related roles.

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Trimont

Jul 6
Associate Credit Portfolio Management (Consents/Surveillance/Workouts)
Charlotte, NC, United States entry Full Time
  • Support the execution of Consents, Enhanced Surveillance Analysis, Workouts, and portfolio management activities where Trimont serves as Sp…
  • Support the development of resolution strategies, processing of consent requests, and acquisition of in-depth knowledge of assets requiring…

Figure Lending

Jul 1
Customer Success Associate
Charlotte, NC, United States entry $71k/yr
  • As a Customer Success Associate, you’ll build real experience in lending, compliance, and customer operations, while helping customers navi…
  • In 2025 alone, 115 employees across Customer Operations received a pay increase or promotion.

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SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

Jun 26
TM Client Support Specialist
Charlotte, NC, United States entry Full Time
  • Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury M…
  • Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner.

South State Bank

Jun 26
TM Client Support Specialist
Charlotte, NC, United States entry Full Time
  • Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury M…
  • Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner.

More roles at South State Bank

SoFi

Jun 25
Loan Setup Analyst
Charlotte, NC, United States mid
  • Act as a primary point of contact with the Loan Setup Client Experience Team to ensure loan terms are compliant.
  • What you'll need: A four-year college degree in Finance, Economics, or another related field is preferred 2+ years in the…
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