Last updated 2026-06-18
47 Financial Services jobs in Charlotte ()
Browse 47 Financial Services jobs across Charlotte, including Trade Desk Specialist, Trade Desk Specialist (Charlotte, NC), Director/MD Cap Mkts, Trader High Yield Sales & Trading, CLO Deal Administrator Trust Manager, and Executive Director, Onboarding & Servicing Lead roles. Listings are updated hourly and include salary data where available.
Financial Services jobs in Charlotte
Roles focused on trading, operations, and analysis within financial markets and digital assets.
Browse Financial Services jobs in Charlotte from companies including Wells Fargo, Bank of America, Truist Bank, Huntington, EY, Candidate Experience site, and South State Bank.
- Common titles include Trade Desk Specialist, Trade Desk Specialist (Charlotte, NC), Director/MD Cap Mkts, Trader High Yield Sales & Trading, CLO Deal Administrator Trust Manager, and Executive Director, Onboarding & Servicing Lead.
- Roles span mid, senior, and entry levels.
- Recent postings include trade desk, capital markets, financial services, wholesale payments, and liquidity specialist roles.
- Most listed roles are in Charlotte (46), with openings also in Matthews (1).
- Reported pay for Financial Services jobs near Charlotte ranges around $86,360-$230,000 annually (P25-P75 across 21 postings that disclosed pay).
- Hourly Financial Services roles near Charlotte pay a median rate of $43/hr based on 4 postings.
- Explore Financial Services salaries in North Carolina in Salary Explorer.
Financial Services jobs in Charlotte
Roles focused on trading, operations, and analysis within financial markets and digital assets.
Browse Financial Services jobs in Charlotte from companies including Wells Fargo, Bank of America, Truist Bank, Huntington, EY, Candidate Experience site, and South State Bank.
- Common titles include Trade Desk Specialist, Trade Desk Specialist (Charlotte, NC), Director/MD Cap Mkts, Trader High Yield Sales & Trading, CLO Deal Administrator Trust Manager, and Executive Director, Onboarding & Servicing Lead.
- Roles span mid, senior, and entry levels.
- Recent postings include trade desk, capital markets, financial services, wholesale payments, and liquidity specialist roles.
- Most listed roles are in Charlotte (46), with openings also in Matthews (1).
- Reported pay for Financial Services jobs near Charlotte ranges around $86,360-$230,000 annually (P25-P75 across 21 postings that disclosed pay).
- Hourly Financial Services roles near Charlotte pay a median rate of $43/hr based on 4 postings.
- Explore Financial Services salaries in North Carolina in Salary Explorer.
Snapshot updated 8m ago
Charlotte
mid
Full Time
$86.4k-101.6k/yr
The CLO Deal Administrator Trust Manager - Internal Oversight leads a team responsible for oversight, reporting, and controls within the…
The Internal Oversight team supports regulatory reporting, metrics oversight, and the SOC1 control environment.
Charlotte
senior
Full Time
This role is critical to scaling Wholesale Onboarding and Servicing as a cohesive platform amid growing regulatory complexity and AI…
This includes LOB business management, business solutions & enablement, client lifecycle management, data management, strategy & transforma…
Charlotte
mid
Full Time
$130k-160k/yr
This role is responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading or A…
Major responsibilities include working on and providing guidance on core operational tasks including Client On-Boarding, Trade Capture, Sec…
TM Client Support Specialist
Jun 16
Charlotte
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.
Operations Expert-U
Jun 15
Charlotte
mid
Full Time
Research and respond to more complex issues escalated from operations teams, and take a lead role in communicating resolution status…
Preferred Qualifications Product-specific or financial services industry experience.
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Operations CoachMay 26
Charlotte
mid
Full Time
$105.7k-164.7k/yr
Job Description: The Global Transactional FX team is seeking add a team member to assist in product commercialization, and performance…
Operational Risk & Governance Leadership Serve as the lead for operational risk and control processes across the Global Transactional FX…
Charlotte
senior
Full Time
$230k-297.5k/yr
Experience collaborating with cross-functional teams on high-impact, institutional partnerships, with a focus on capital markets, exchanges…
Extensive experience drafting and negotiating complex crypto, fintech, and capital markets agreements, including exchange, market maker, li…
Charlotte
senior
$102.5k-187.9k/yr
The Opportunity We are seeking an Investment Compliance Data Specialist to support investment compliance platform implementations and trans…
Partner with compliance, operations, portfolio management, and technology stakeholders to ensure data supports intended compliance outcomes.
Charlotte
senior
Full Time
$102k-208k/yr
As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, l…
Contribute to training, sales tools, and enablement materials, mentor junior Liquidity Specialists.
Trade Desk Specialist
Jun 5
Charlotte
mid
Collaborate with Trade Desk leadership to resolve customer issues.
Primary responsibilities include Trade entry, order execution, and quality control.
Client Service Associate
Jun 4
Charlotte
entry
$54k-65k/yr
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing…
Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
Trade Desk Specialist
Jun 4
Charlotte
mid
Prior Trade Desk experience preferred.
Collaborate with Trade Desk leadership to resolve customer issues.
Charlotte
mid
Qualifications (Knowledge, Skills and Abilities) Experience working on trading desk; supporting OMS\EMS systems.
O Onboarding of new client setup o Daily BAU tasks (e.g. investigating order rejects) o Handling queries from Trading desk,…
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Front Office DeveloperMay 11
Charlotte
senior
Full Time
$45-55.06/hr
As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income…
How you’ll help move us forward: Manage post-trade lifecycle activities including trade validation, allocations, confirmations, and settlem…
Client Portfolio Specialist
May 30
Charlotte
senior
Surety Client Service Specialist Philadelphia, PA, United States and 14 more Posted on 05/05/2026 WTW is a leading global advisory,…
Compensation and Benefits Benefits information for this position are being included in accordance with requirements of various state/local…
Transaction Manager
May 29
Charlotte
mid
Full Time
$64.6k-90.2k/yr
Provide training and support to transaction management staff and business constituents.
Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
Manager of Loan Operations
May 27
Charlotte
mid
Cross-Functional Collaboration: Act as the primary operational point of contact and liaison connecting Treasury, Treasury Operations, and A…
You will act as the strategic, cross-functional bridge between Treasury, Treasury Operations, and Accounting to safeguard capital flows, im…
Charlotte
mid
Full Time
Operations Specialist on triage, escalation, and case follow-up.
Trellis Financial is hiring Operations Specialists, New Business - the backbone of eApplication processing and a critical part of how…
Charlotte
entry
Contract
In this role, you will: Perform a variety of operational tasks for complex securities or process extensive knowledge of systems.
Must respond timely to all request validations and effectively collaborate with other members of the team in support of the…
Charlotte
senior
Full Time
$125k-145k/yr
Requisite Skills Data Management, Process Control, Process Governance, Transaction Execution Additional Skills Barings is an Equal Employme…
The role sits at the intersection of investment, operations, and internal business partners and provides hands‑on support across public and…
Charlotte
senior
Full Time
FTP's specific responsibilities cover the following: Establishes and oversees the policies under which business assets and liabilities are…
Most Relevant Skills Business Acumen, Data Analysis, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Iden…
Charlotte
entry
The successful candidate will be the primary point of contact for clients on day-to-day matters—including draw requests, paydowns, notices,…
Partner with internal stakeholders to identify and mitigate operational risks.
Charlotte
mid
Full Time
$80k-110k/yr
Leading client service projects and coordinating internally, maintaining account master and retention of client and internal documentation…
Experience working with investments, legal, operations, and distribution.
Charlotte
senior
Key Responsibilities Own and actively manage High Yield trading risk across cash bonds and related instruments, with disciplined balance‑sh…
Qualifications 10+ years of High Yield Trading experience or closely related credit markets role.
Charlotte
senior
Collaborate on financial planning for the firm, contributing expertise on the long-term financial effects of hedging strategies.
Collaborate with our Pricing team on new product development initiatives, advising them on hedging strategies we will use for the…