Senior Financial Planner & Client Strategy Lead
Merceradvisors
Mercer Advisors in San Francisco is looking for a Senior Financial Planner I to create customized financial plans. This role involves supporting advisor teams and requires strong analytical and communication skills, with at least 6 years of relevant experience preferred. The position also offers opportunities for mentoring and contributing to team efficiency. Benefits include a robust package and competitive compensation. #J-18808-Ljbffr Merceradvisors
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner & Client Strategy Lead in San Francisco, CA vacancy
- ...Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied... ..., implement, and monitor sophisticated strategies supporting wealth accumulation and transfer...Senior
- ...& Co. in San Francisco seeks a Senior Investment Analyst to directly execute... ...net worth and institutional clients, monitor liquidity, price trades, and develop strategies. The role includes researching... ...will own client relationships, lead cross-functional projects, develop...Senior
- ...Private Limited, based in San Francisco, is seeking a senior litigation associate to join our office. The role... ..., and public law challenges with direct client engagement. You will work closely with partners on strategy, manage case components with increasing independence...SeniorWork at office
- ...Invent in the United States is seeking a Senior Product Manager to own the strategy, definition, and delivery of both physical and digital products for client engagements. You will balance vision... ...and growing the practice. You will lead product lifecycle across engagements...Senior
- EPIC Insurance Brokers & Consultants seeks a Global Client Executive to own senior client relationships for large, complex accounts. You will lead strategy, risk analysis, and cross-functional delivery to ensure client satisfaction, retention, and revenue growth across...Senior
- A prominent financial planning firm in San Francisco is seeking Financial Advisors to lead clients through complex financial decisions. The ideal candidate has over 6 years... ...such as CFP or CPA. You will develop growth strategies, collaborate on marketing efforts, and ensure...SeniorFull time
$179.85k - $340.97k
...seeking a skilled professional for their Mergers and Acquisitions practice. This position involves extensive engagement management with clients, including direct interaction with C-suite executives. The ideal candidate will have substantial experience in tax due diligence...Senior- ...Manufacturing Co is looking for an Associate Director in San Francisco to lead strategy engagements for utilities. This role involves managing project teams, developing solutions to energy issues, and guiding clients through complex challenges. Candidates should have significant...Senior
- A leading marketing technology firm is seeking a skilled Client Services Manager in San Francisco to drive client relationship management and foster partnerships... ...marketing, with a strong background in CRM strategies and revenue generation. The role involves coordinating...Senior
$160k - $270k
...Director of Transmission in San Francisco. The ideal candidate will lead strategy engagements for utilities, have a strong background in... ...management skills. This role involves conducting research, delivering client presentations, and managing project teams. The position offers...SeniorFlexible hours$105.4k - $207.8k
...leaders, and executive clients to solve their most complex... ...unlock new levels of financial and operational excellence... ...on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation... ...works across finance strategy, process, operations,...SeniorLocal areaVisa sponsorship- ...Health Actuary to join our Actuarial and Financial Consulting teams in a hybrid role with a... ...days in the office. The position supports client engagements, health and welfare insurance... ..., with ASA progress encouraged. You will lead engagements, review analyses, prepare client...SeniorWork at office
- ...seeking a Lateral Recruiting Manager for its client, a highly regarded Am Law 200 law firm, based in San Francisco. The role leads attorney recruitment across the firm,... ...will develop and execute lateral recruiting strategies, improve the candidate experience, and support...Senior
- Citi in San Francisco seeks a Corporate Banking Senior Associate to lead planning of investment strategies for major clients, coordinating with Institutional Banking. The role aims to drive revenue by cross selling Citi’s platform while deploying capital and managing risk...Senior
- ...them to drive real outcomes: sitting in strategy sessions, translating goals into a practical... ...is needed to close. Reduce load on senior strategy team members by independently owning... ..., and design teams. Experience owning client‑facing deliverables end-to-end, with a track...SeniorImmediate startFlexible hoursShift work
- Citigroup Inc. in San Francisco, CA is seeking a Corporate Banking Senior Associate to lead planning of investment strategies for major market clients in coordination with Institutional Banking. The role aims to drive revenue by cross-selling the Citi platform while deploying...SeniorFull time
$200k - $300k
...UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing client relationships, and developing tailored...Senior$197.5k - $271.5k
...as we power the shop local movement. If you believe in community, come join ours.About this roleWe are looking for a Strategy & Analytics Senior Lead to drive better product decisions, faster. In this role, you’ll leverage a unique combination of skills including analytical...SeniorWork experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hours3 days per week$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin... ...team and help clients modernize the future of finance... ...making, manage risk, and drive financial and operational value.Recruiting... ...relationshipsAbility to lead projects or workstreamsAbility...SeniorLocal area- ...Corp is seeking a Project Manager - Collections Strategy in San Francisco, California. In this hybrid role, you will lead the optimization of collections strategies to... ...and lower costs. You will engage directly with clients, conducting analytical projects while leading cross...
- An established industry player is seeking a dynamic senior leader to drive client growth and manage large portfolios in a fast-paced environment... ...management, requiring expertise in B2B marketing strategies. You'll lead a portfolio of high-value global client accounts,...Senior
$197.5k - $271.5k
...long-term strategic bet - one that fundamentally changes how both brands and retailers do business. We're looking for a Strategy & Analytics Senior Lead to drive better decisions, faster, as we scale fulfillment from 1% to 50%+ of GMV.In this role, you'll bring...SeniorWork experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hours3 days per week- Directive Consulting is a leading B2B marketing agency with a remote-first approach and a US-based base. We seek an Account Director, Client Strategy to own strategic client relationships, drive renewal and expansion motions, and align Paid Media, SEO, CRO, Creative, and...SeniorRemote job
- Goodwin is seeking highly qualified senior associates to join our Technologies Companies M&A group. Candidates should... ...for both early- and late-stage technology companies and leading venture capital investor clients. Candidates applying for associate positions with...Senior
- ...help expand our national footprint. These leaders manage top-tier clients and develop new relationships, driving growth while mentoring... ...advisors. They oversee high-value portfolios, participate in strategy meetings, and have opportunities for equity participation as part...
- Thumbtack is looking for a Senior Brand Manager in San Francisco to lead brand strategy and positioning. This role involves shaping the company’s brand promise and driving marketing initiatives. The successful candidate will possess over 6 years of brand marketing experience...Senior
- DoorDash is seeking a Strategy & Operations Associate to drive growth on our Reservations Marketplace. You will define and operationalize how merchants grow their reservations, turning ambiguous problems into clear playbooks and repeatable growth motions. You will report...Senior
- ...seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong sales acumen and a...Senior
$275k
...headquartered in San Francisco, seeks a Senior Real Estate Portfolio Manager to lead its Workplace and Real Estate team... ...comprehensive real estate strategies, conducting market analyses, and managing... ...real estate strategy and financial modeling. Competitive compensation...Senior- Simon-Kucher in North America seeks a Senior Manager to lead the Healthcare & Life Sciences, Pharma consulting team and manage client projects with high-impact insights. You will guide a sizable team of junior consultants, develop actionable recommendations, and build trusted...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner & Client Strategy Lead. Be the first to apply!
Related searches
- financial advisor training program San Francisco, CA
- financial planning assistant San Francisco, CA
- entry level financial advisor San Francisco, CA
- estate planning consultant San Francisco, CA
- associate leveraged finance San Francisco, CA
- financial advisor development program San Francisco, CA
- oracle financial functional consultant San Francisco, CA
- financial advisor part time San Francisco, CA
- wealth advisor San Francisco, CA
- financial planner cfp San Francisco, CA
