Client-Focused Wealth Strategist
$92k - $127kNorthRock Partners
NorthRock Partners in San Francisco is seeking a strategic and detail-oriented professional to join our Client Experience team. In this role, you will deliver personalized financial advice while collaborating with Advisors to develop and execute client strategies. Ideal candidates thrive in fast-paced environments and possess strong analytical and communication skills. The position requires a Bachelor’s degree in Finance or related fields, along with 3–5 years of financial services experience. The role offers a salary in the range of $92,000 – $127,000 per year with extensive benefits including health coverage and a company-funded ESOP. #J-18808-Ljbffr NorthRock Partners
- JPMorgan Chase & Co. seeks a Client Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored...Suggested
$121.9k - $262.1k
...FUNCTION: Serves as the primary Wealth Planning expert and resource... ...high net worth prospects and client relationships ( $10MM... ...experience to prospects and clients. Focus in this process is gaining... ...plans, supervising Analysts, Strategists, and leveraging Life360 and...SuggestedBank staff- ...Executive Director, Lending Specialist for its Wealth Management division in San Francisco. This role drives client outcomes in lending, offers expertise to advisors... ...The position offers a dynamic work environment focused on continuous business development. #J-18808-Ljbffr...Suggested
- Bank of America is seeking an experienced wealth planning professional in San Francisco, California, to support advisors focused on high net worth clients. Responsibilities include leading client engagement, developing planning strategies, and expanding relationships within...Suggested
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SuggestedTemporary workFlexible hours$110k - $140k
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $ 14 billion in assets under management...Summer workFlexible hours- Client Strategist Drive strategic growth and client success by managing accounts, optimizing hiring processes, and collaborating across teams... ...candidate will be highly motivated with a high degree of focus on detail, process, and creativity. You will work with Engineering...Full timeRemote work
$92k - $127k
Client-Focused: You prioritize delivering exceptional, personalized experiences and build trust through thoughtful, tailored advice Detail-Oriented: You ensure accuracy across financial plans, documentation, and compliance requirements Collaborative: You work effectively...Work at office$170k - $225k
...Senior Wealth Planning Strategist Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive...$63k - $95k
...seekers. (*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue growth among our largest enterprise accounts and...Work experience placementLocal area- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...regarding planning, personal philanthropy, and wealth transfer/tax minimization.... ...drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy...Work experience placementShift workDay shift
$207k - $300k
...Job Description: Merrill Wealth Management is a leading provider... ...Advisors and Wealth Management Client Associates help clients pursue... ...driven, resilient, results focused and effective. Job Description: The Private Wealth Strategist, part of Merrill’s Strategic Wealth...Private practiceWork at officeShift workDay shift$138k - $203k
McDermott Will & Schulte seeks a Business Development Manager in San Francisco to enhance client relationships and implement strategies for growth. Responsibilities include managing RFPs, developing client proposals, and leading the Business Development team. A Bachelor...$90k - $150k
...Insight Strategist We're hiring for our Insight Strategist team to help our customers unlock... ...: ~3 to 6+ years of experience in client-facing insights, strategy, research, or... ...~ Curious, analytical, and relentlessly focused on helping customers succeed. ~...Flexible hours- ...a user and performance-obsessed Product Strategist to lead the strategy and development of... ...utilities and government agencies. This role focuses on optimizing enrollment experiences and... ...sustained repayment. Partner with Clients and Stakeholders Collaborate...Permanent employmentFull timeWork at officeLocal areaFlexible hours
- ...support bid lifecycle activities. You will collaborate closely with Bid Directors and technical teams to ensure high-quality, client-focused submissions and improve pursuit strategies. The role requires a degree in Marketing or related fields and 4+ years of relevant...
$166k - $195k
...and beyond. About The Team The Product Strategist team comprises mortgage industry veterans... ..., then own the rollout with enterprise clients. You’ll drive engagements with customers... ...debugging, and optimizing workflows. Customer‑focused—you can navigate complex client...Local areaFlexible hours- A major financial institution in San Francisco is seeking a Wealth Management Advisor. This role involves developing investment strategies and managing client portfolios while providing insightful economic and market views. The ideal candidate will have a Bachelor's degree...
- ...the Banker SAFE Act role. This position requires 15+ years of experience in Private Banking, particularly with Ultra High Net Worth clients. The ideal candidate will have a deep understanding of investment strategies and a proven track record in relationship selling. The...
$148.9k - $271.5k
...technology. We're hiring a Principal Strategist to lead our Software practice , the... ...strategy and operating models-guiding clients to jointly define use cases, sequence... ...leadership: Develop original thought leadership focused on emerging trends, use cases, and...Temporary workLocal areaWorldwide$148.9k - $271.5k
...Principal Digital Strategist Adobe's Digital Strategy Group partners with C-suite leaders... ...major Media, Entertainment, and Telco clients, from scoping to executive readouts... ...life, including our values and culture, focus on people, purpose and community, Adobe...Temporary workLocal areaWorldwide$155k - $200k
...backgrounds and skills working together to help our clients and communities thrive. As a Growth Strategist - Commercial Banking, you will be responsible for... ...offerings and capabilities into compelling, client-focused value propositions and marketing campaigns. Act...Work at officeLocal areaRemote workMonday to FridayFlexible hours$150k - $250k
...What We Are Looking For As an AI Strategist, you will be the project lead for customer... ...motivated team of engineers and researchers focused on solving our customers' most critical... ...roles, with demonstrable experience in client-facing positions within AI or technology...Work at office3 days per week$66k - $106k
...complex deal structures and requests that our clients demand. We drive scale within the Sales organization, allowing Sales to focus on selling, while we create efficiencies,... ...stronger controls. The Senior Deal Desk Strategists will understand the ins and outs of our policies...Contract workFor contractorsWork at officeFlexible hours- A leading defense technology company seeks a Deployment Strategist to enhance the adoption of their innovative platform with military and international customers. The role requires exceptional relationship management, problem-solving skills, and the ability to translate...
- ...powerful integrations, intuitive design, and AI-driven automation. The client’s leadership team includes top engineers and finance... ...streamline and automate accounting processes, enabling teams to focus on strategic, high-impact work. About the Company The client is...
$80k - $140k
...States and its allies. About the Role As a Deployment Strategist at Picogrid, you will serve as a trusted partner to our... ...Clearance. Ability to travel 50 - 75% depending on project and client needs. Low ego, focused on team success, delivering impactful outcomes, and...Permanent employmentContract workWork at officeRelocation package$139.83k - $211.5k
...team sport. We help each other out by sharing best practices and focusing on winning as a team. In this role, you will Align customer... ...build deep and empathetic working relationships with customers/clients and internal teams Structured thinker with an eye for value and...Full timeRemote workFlexible hours$108k - $154k
Senior Account Strategist, Mid-Market Sales, Google Customer Solutions Google San Francisco,... ...platforms). Experience assessing and achieving client success via sales techniques, including... ...sellers who maintain a relentless focus on customer success by bringing the best...Full time$120k - $180k
Exciting Opportunity: Founding Capture Strategist Success Matcher Recruitment is proud to partner... ...of government procurement. Our client is building the "Amazon for Government"—... ...high-growth defense and space clients, focusing on onboarding, adoption, and retention....Contract workVisa sponsorshipRelocation package
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