
11 - 50 employees
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Carolinas Investment Consulting is one of the South’s premier financial advisory firms, offering exceptional service and expert guidance in a family-friendly environment. As an employee-owned boutique, they deliver personalized attention and comprehensive planning, free from the conflicts inherent to larger financial conglomerates. This independent firm provides a small firm touch with the benefits of a large firm, including access to industry-leading research and investment opportunities. They specialize in serving individuals, families, businesses, executives, foundations, and endowments. Carolinas Investment Consulting is a member of FINRA and SIPC, providing advisory services through Carolinas Wealth Consulting LLC, an SEC registered investment adviser.
🔥 2 minutes ago
Where this job comes from
Posted on Carolinas Investment Consulting's careers page, not through a job board
First seen by Remote Rocketship 2 minutes ago

11 - 50 employees
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Carolinas Investment Consulting is one of the South’s premier financial advisory firms, offering exceptional service and expert guidance in a family-friendly environment. As an employee-owned boutique, they deliver personalized attention and comprehensive planning, free from the conflicts inherent to larger financial conglomerates. This independent firm provides a small firm touch with the benefits of a large firm, including access to industry-leading research and investment opportunities. They specialize in serving individuals, families, businesses, executives, foundations, and endowments. Carolinas Investment Consulting is a member of FINRA and SIPC, providing advisory services through Carolinas Wealth Consulting LLC, an SEC registered investment adviser.
• Own the Patient Data Platform from strategy through execution • Identify gaps in Cedar's data capabilities, define solutions, and drive delivery with engineering and integrations • Engage directly with clients and EHR partners to understand upstream data workflows and translate them into platform requirements • Work across product engineering, integrations, payments, and communications teams, and with clients and EHR partners • Drive integration standards supporting multi-product and multi-provider scale • Define and evolve normalized clinical and financial data models for product consumers and agentic workflows • Establish data governance standards covering data quality tracking, lineage, and contract definitions • Own the multi-quarter platform roadmap and prioritize foundational investments against onboarding and launch dependencies • Make tradeoff decisions between long-term platform investments and near-term delivery commitments • Co-own data and architecture decisions with senior technical leaders • Translate product requirements into technical constraints and technical constraints into product implications • Establish data quality frameworks and reliable, accurate data SLAs for go-lives • Define and track platform health, adoption, accuracy, freshness, onboarding velocity, and incident-reduction metrics • Use data to inform prioritization and demonstrate platform ROI
• Bachelor's degree or equivalent practical experience • 8+ years of experience in product management, co-founder, or related technical role • At least 3 years of experience building and shipping technical products that manage data pipelines, data models, or integration platforms • Experience working with senior stakeholders at large enterprises • Track record of shipping products that deliver measurable results, ideally platform products that unblock multiple downstream product teams • Strong knowledge of data exchanges and integration patterns for major EHR players, including Epic, athena, and Cerner • Applicants must be currently authorized to work in the United States on a full-time basis
• Equity eligible • Competitive benefits and wellness package • Flexible work from home or office arrangements • Unlimited PTO for vacation, sick and mental health days • Encouraged minimum of 20 vacation days per year • 16 weeks paid parental leave with health benefits for all parents • Flexible re-entry schedules for returning parents • Diversity initiatives and employee resource groups • Health benefits including fertility and adoption assistance • 401(k) matching at 100% of contributions, up to 3% of annual compensation • Hands-on mentorship • Employee and management coaching • Team discretionary budget for learning and development resources • Competitive pay
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