Management Trainee

Summit Atlantic; Charlotte (NC); On-site; USD 40,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Life insurance

401(k) with company match

Tuition reimbursement

Online courses

Workshops

Professional development opportunities

Job summary

Summit Atlantic, a prominent financial services firm in Charlotte, NC, seeks a Management Trainee for a full-time position. The role offers a salary range of $40,000 to $57,887 and is available until November 23, 2026.

You will assist in client meetings, data analysis, and process improvement initiatives while supporting the team in developing and implementing strategic plans in a collaborative environment in Charlotte, NC.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Experience in financial analysis or project management preferred.
• Strong communication and analytical skills.

Responsibilities

• Assist in managing client portfolios and investment strategies
• Support the financial analysis team with market research and data collection
• Coordinate with internal teams to ensure smooth project execution
• Assist in preparing financial reports and presentations
• Participate in training programs and professional development opportunities
• Bachelor's degree in Business, Finance, or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Ability to work well in a team environment and meet deadlines

Skills

Data analysis

Client meetings

Process improvement

Strategic planning

Communication

Team collaboration

Education

Bachelor's degree in Finance, Business, or related field

Tools

Microsoft Office Suite (Excel)

Job description

Summit Atlantic, a prominent financial services firm in Charlotte, NC, seeks a Management Trainee for a FULL_TIME position. The role offers a salary range of $40,000 to $57,887 and is available until November 23, 2026.

As a Management Trainee, you will assist in various tasks including client meetings, data analysis, and process improvement initiatives. You will also support the team in developing and implementing strategic plans.

You will work closely with a team of financial professionals in a dynamic environment in Charlotte, NC. The workplace is known for its collaborative culture and commitment to professional growth.

The salary range for this position is between $40,000 and $57,887 per year, providing a competitive base pay that can be further enhanced through performance-based bonuses. In addition to the base salary, the company offers a comprehensive benefits package that includes health insurance, dental and vision coverage, and life insurance. Employees also have access to retirement plans such as a 401(k) with a company match, as well as opportunities for professional development, including tuition reimbursement and access to online courses and workshops. These benefits are designed to support the overall well-being and career growth of employees.

To be successful in this role, you should have a bachelor's degree in finance, business, or a related field. Experience in financial analysis or project management is preferred. Strong communication and analytical skills are essential.

• Assist in managing client portfolios and investment strategies
• Support the financial analysis team with market research and data collection
• Coordinate with internal teams to ensure smooth project execution
• Assist in preparing financial reports and presentations
• Participate in training programs and professional development opportunities
• Bachelor's degree in Business, Finance, or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Ability to work well in a team environment and meet deadlines