Senior Financial Planning Leader: Client Growth & Expertise
Habitat For Humanity Of Durham
Habitat For Humanity Of Durham is seeking a Premier Financial Planning Leader to manage financial plans and deepen client relationships. The ideal candidate will have a Bachelor's degree, CFP certification, and extensive knowledge of financial planning concepts. This role demands strong interpersonal skills and the ability to lead project management efforts, while collaborating with internal teams to enhance overall client experiences. Comprehensive benefits and opportunities for professional development are included. #J-18808-Ljbffr Habitat For Humanity Of Durham
- ...identify, acquire, expand, and retain high net worth clients through comprehensive wealth management and financial planning solutions. You will serve as the primary... ...consultative, planning-based approach to drive revenue and growth across product lines, acting as a #J-18808-...Senior
- ...Search Group is looking for a Public Tax Senior in Raleigh, NC. The role involves reviewing... ...junior staff, and engaging with clients to ensure excellent service. This position... ...competitive compensation and benefits, significant growth opportunities, and a dynamic,...Senior
$124.6k - $255.9k
...(DCHS) is seeking a Senior Research Leader to drive innovative thought... ...our teams, serve our clients, develop impactful... ...Deloitte’s growth. The role combines thought... ...Own sector workforce planning, hiring, onboarding,... ...leadership, or strategy roles.Expertise in the LSHC industry,...Senior- ...Res Consultant Group / Recruiting Edge Staffing is seeking a Tax Associate or Tax Senior for a remote position located near Raleigh, NC. This role emphasizes client interactions, tax return preparation, and offering solutions for tax issues. Candidates should have a Bachelor...SeniorRemote work
- Position Overview The Premier Financial Planning Leader is an enabler for deepening client relationships and deepening teammate... ...and deep technical planning expertise to drive positive client outcomes... ...models. Proactively engage in the growth and development of teammates...SuggestedFull timePart timeWork at officeShift workDay shift
- ...recruitment firm is seeking an Assurance Senior to enhance client relationships and ensure high-quality... ...prepare audit workpapers, analyze financials, and contribute to problem-solving... ...This full-time role offers professional growth opportunities and competitive...SeniorFull time
- ...Engineering Group Lead/Senior Project Manager to join... ...quality of services to our clients. Whether you’re an... ...Transportation Discipline Leaders and Project Managers.... ...Perform QC reviews of design plans and documents prepared... ...within candidate’s expertise.Ability to maintain...SeniorContract workWork at officeLocal area
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$143.19k - $244.44k
...team partnering with senior leaders across insurance and... ...transformations spanning financial planning, profitability... ...often in the context of growth, integration, or large... ...engagement Leadership & Client / Stakeholder... ...environments Demonstrated expertise in: FP&A and enterprise...SeniorWork at officeLocal area- The Senior Director of Infrastructure Financing role... ...responsible for key financial planning and strategic funding... ...strategies for clients’ businesses. This position... ...stability and growth. This role is self-directed... ...abilities. Advanced expertise in risk identification...SeniorFull timeTemporary work
- ...seeking experienced auditors to join their team in North Carolina. Candidates will be responsible for leading audit teams, maintaining client relationships, and driving business solutions. Successful applicants will have at least 5 years of external audit experience and...Senior
$173.08k - $276.47k
...With our historic growth, it is an... ...RISK FOCUS The Senior Risk Manager provides... ...as a technical leader in risk... ...project management plans and procedures... ...project manager or client/owner of the... ...PMPs, RCMPs) and financial plans as... ...management.Proven expertise in developing and...SeniorFull timeContract workFor contractors$128k - $252.5k
...As an Actuarial Senior Consultant on... ...insurance and annuity clients on actuarial... ...development, financial reporting,... ...teams and senior leaders to support solution... ...and human expertise. We innovate and... ...pricing, financial planning, asset... ...449 Strategy, Growth, and Transformation...SeniorLocal areaVisa sponsorship$105.4k - $207.8k
...you’ll collaborate with CFOs, finance leaders, and executive clients to solve their most complex... ...manage risk, and unlock new levels of financial and operational excellence. Recruiting... ...for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead...SeniorLocal areaVisa sponsorship- Stantec is seeking a Senior Hydrogeologist in North Carolina to support groundwater remediation services in a client-facing role. The candidate will lead business development efforts... ...offers opportunities for professional growth within a supportive environment. #J-18808...SeniorFull timeLocal area
$211k - $290k
...to life the art of the possible for our clients. We have passion for building strategies... ...sensitive environments.• Strong analytical and financial modeling capabilities, including... ...The targeted base salary pay range for Senior Principal in Silicon Valley and San Francisco...SeniorTemporary workLocal area- A leading healthcare provider in North Carolina is seeking a Surgical Technologist, Sr. Service Rep. This integral role ensures a safe operating room environment and supports surgical procedures across all ages. Candidates must be certified and have a graduate degree in...SeniorRelocation package
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant -... ...Forensic team helps client leaders translate multifaceted... ...project execution, work planning, and deliverable... ...skillsEnthusiasm for developing expertise across financial... ...353424 Strategy, Growth, and Transformation...SeniorWork at officeVisa sponsorship- ...is looking for a Senior Management Consultant... ...CROs, and senior leaders across industries.... ...planning, cost optimization... ...Build trusted senior client relationshipsContribute... ...our continued U.S. growth journeyIf you are... ...motivated by combining financial rigor with real transformation...SeniorTemporary work
- S&ME Inc. is seeking a Practice Leader to drive growth in the Industrial and Data Centers market across the organization. The role focuses on developing growth strategies, expanding client relationships, and leading multidisciplinary teams to deliver high-quality geotechnical...
- ...Business Line Lead to drive strategic growth, financial performance, market positioning, and long... ...partners with the Technical Service Leader to align technical excellence with national... ...growth strategies, leading major pursuits, client #J-18808-Ljbffr Burns & McDonnell
- ...SOLUTIONS combines the expertise of defi SOLUTIONS and... ...Position Purpose: The Senior Client Executive assumes the... ...to maximize client’s growth and profitability,... ...and document an Account Plan at least annually that... ...relationships with large/complex financial organizations....SeniorWork experience placementFlexible hours
- ...designers, and sales to deliver innovative Appian-based solutions and growth. You’ll manage risk, guide delivery, and build strong executive-level relationships while aligning roadmaps with client goals and value-based outcomes. Expect travel around 20% and a competitive...
- S&ME, Inc. is seeking a Practice Leader for the Industrial & Data Centers market to drive growth, build client partnerships, and develop high-performing teams. The role spans strategic planning, market expansion, and cross-service collaboration across environmental, civil...
- ..., Stratus® serves clients nationwide while maintaining... ...supporting high-growth economies and... ...promise of Better Plans. Better Places.... ...Market Director is a senior leadership role... ...project delivery, financial performance, talent... ...senior technical leaders, fostering accountability...Temporary workLocal areaFlexible hours
- ...A dynamic growth-focused company in Raleigh, NC is seeking a Senior Specialist for Employee Relations. This role requires 5–7 years of HR experience and involves handling complex employee issues, coaching managers, and ensuring company policies are applied consistently...Senior
- Finance Systems Manager / Senior Finance Systems... ...optimizing and managing our financial systems to support... ...-making and financial planning. Provide strategic insights... ...with organizational growth and transformation... ...initiatives Advanced expertise in NetSuite architecture...Senior
- ...all 50 states, and clients in three Canadian... ...Medicaid Lead is a senior leadership role accountable for the growth, operational... ...program quality, financial performance, and alignment... ...leadership, this leader sets direction for... ...financial planning for SBS programs,...SeniorFull timeH1bWork at officeLocal areaRemote workShift work
$107k - $230k
...come join us.THE ROLEAs our Senior Community Manager, you will serve... ...the gap between technical expertise and community engagement, you... ...directly with core corporate growth objectives.Cultivate Advocacy... ...discussions, articles) while planning global user groups and virtual...SeniorWork at officeFlexible hours
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