Last updated: 2025-11-05

35 Financial Services jobs in Charlotte.

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DP World

DP World exists to make the world’s trade flow better, changing what’s possible for the customers and communities we serve globally. With a dedicated, diverse …

Treasury Intern

Charlotte

  • Skills: Treasury, Cash Management, Banking Activities, Financial Reporting, Financial Analysis, Data Analysis, Microsoft Excel, Liquidity, Cash Flow, Debt Management
  • Level: intern
  • Type: internship

Brighthouse Financial

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in…

Associate, Derivatives Trader

Charlotte

  • Skills: derivatives trading, quantitative analysis, risk management, trade execution, Microsoft Excel, VBA, trading technology, financial analysis, hedging strategies, index-linked insurance
  • Level: mid
  • Type: full_time

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Treasury Sales Officer - North America

Charlotte

  • Skills: Treasury solutions, sales, banking, relationship management, USD Clearing, AML, OFAC, KYC, Salesforce, Tableau
  • Level: senior
  • Type: full_time

Ameriprise Financial

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement. With our team of more tha…

Senior Trading Specialist

Charlotte

  • Skills: fixed-income trading, operational support, trading operations, market volatility, structured products, regulatory agencies, accuracy, trade requests, financial markets, client execution
  • Level: mid
  • Type: full_time

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…

Finance Senior Data Analyst – Traded Products - Derivatives

Charlotte

  • Skills: data analysis, SQL, derivatives, financial reporting, data governance, analytical thinking, data quality, operational data, data management, controls management
  • Level: mid
  • Type: full_time

Coinbase

We're building the open financial system.

Concierge, Customer Success Team

Charlotte

  • Skills: Customer Success, Securities Trading, Financial Services, Customer Experience, Crypto, Blockchain, Communication Skills, JIRA, Salesforce, Service Cloud
  • Level: mid
  • Type: full_time

Ameriprise Financial

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement. We advise, manage and pro…

Sr Operations Professional-U

Charlotte

  • Skills: operations, reconcile, compliance, financial services, transaction processing, problem solving, attention to detail, customer service, process improvements, communication
  • Level: mid
  • Type: full_time

Moody's

Moody's is a global leader in ratings and integrated risk assessment, dedicated to helping clients navigate uncertainty with clarity, speed, and confidence.

Senior Compliance Associate

Charlotte

  • Skills: Compliance, Securities Trade Monitoring, Data Analysis, Investigation, Communication, Organizational Skills, AI Awareness, Employee Trading, Policy Compliance, Risk Management
  • Level: mid
  • Type: full_time

Fidelity Investments

Fidelity Investments is a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent …

Client Support Specialist

Charlotte

  • Skills: Client Support, Financial Services, Customer Loyalty, Investment Needs, Inbound Calls, Product Guidance, Complex Service, Consultative Skills, Problem Resolution, Virtual Training
  • Level: mid
  • Type: temporary

SkillStorm

SkillStorm is united in one purpose: To accelerate opportunity by wiping out the skill gap with a groundbreaking strategy for creating tech talent.

Product Owner

Charlotte

  • Skills: Product Owner, data analysis, solution architecture, Treasury Data Platform, financial domain expertise, Commercial treasury products, Automated Clearing House, AML, KYC, Global Financial Crimes Compliance
  • Level: mid
  • Type: full_time

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Global Financial Crimes Investigator - Consumer

Charlotte

  • Skills: investigations, financial crimes, fraud management, compliance risks, suspicious activity reports, bank secrecy act, anti-money laundering, data analytics, law enforcement, critical thinking
  • Level: mid
  • Type: full_time

TIAA

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associate…

Brokerage Trading Analyst

Charlotte

  • Skills: trade orders, market volatility, financial markets, compliance processes, risk management, database tools, trade execution, client relationship, trade finance, trading rules
  • Level: mid
  • Type: full_time

Ally Financial

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are re…

Senior Supervisor - Bank Fraud Wire Verification

Charlotte

  • Skills: bank fraud, wire verification, financial crimes, customer service, investigation techniques, compliance, risk mitigation, KYC procedures, cryptocurrency, data analysis
  • Level: mid
  • Type: full_time

Cushman & Wakefield

Transaction Coordinator (Capital Markets-Multifamily)

Charlotte

  • Skills: operational coordination, client service, documentation, lease tracking, commission invoicing, data manipulation, KPI tracking, market research, transaction management, administrative support
  • Level: entry
  • Type: full_time

eClerx

eClerx provides business process management, analytics, and automation services to a number of Fortune 2000 enterprises, including some of the world's leading …

Senior Operations Lead – Client Services & Risk Operations

Charlotte

  • Skills: financial services, operations, KYC, CDD, AML, analytics, compliance, stakeholder management, problem solving, client engagement
  • Level: senior
  • Type: full_time

Ameriprise Financial

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team …

Sr. Margin Professional

Charlotte

  • Skills: margin policy, FINRA, risk management, regulatory compliance, client accounts, trading risk, customer service, analytical skills, audit, operations
  • Level: mid
  • Type: full_time

United Bank

Universal Banker

Charlotte

  • Skills: customer service, financial products, consultative banking, sales goals, branch operations, relationship management, banking services, financial review, multitasking, Microsoft Office
  • Level: mid
  • Type: full_time

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Senior Underwriter

Charlotte

  • Skills: Underwriting, Residential loans, Compliance, Operational Risk, Test execution, Quality Assurance, Problem Solving, Data Privacy, Multi-tasking, Documentation
  • Level: senior
  • Type: full_time

Ally Financial

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are re…

Testing and Monitoring Analyst II (Invest)

Charlotte

  • Skills: Testing and Monitoring, Risk Management, Operational Weaknesses, Financial Controls, SOX, BROKERAGE OPERATIONS, Process Improvements, Invest Business Line, Control Deficiencies, FINRA Regulations
  • Level: entry
  • Type: full_time

PNC Financial Services Group

As a leading financial services organization, PNC offers a wide range of banking and financial services to corporate and retail customers.

Personal Banker

Charlotte

  • Skills: Branch Banker, customer experience, sales process, proactive sales, client loyalty, financial wellbeing, community partnerships, risk management, banking products, customer service
  • Level: mid
  • Type: full_time