Senior Wealth Planning Strategist
Jobtailor
Jobtailor is seeking a senior Wealth Management Leader to drive cross-functional initiatives across investments, product, technology, distribution, compliance, and operations. You will shape wealth management offerings, mentor associates, and deliver strategic solutions that advance retirement income, financial planning, and participant guidance for retail investors and retirement plan participants. Collaborate with senior leaders to monitor industry trends, regulations, and competitive #J-18808-Ljbffr Jobtailor
- ...with high-net-worth clients. Responsibilities include developing wealth strategies, managing portfolios, and conducting thorough... ...Microsoft Office and portfolio software, are essential for success in this mid-senior level position. #J-18808-Ljbffr Ultimate StaffingSeniorWork at office
- Jobtailor is seeking an experienced insurance broker to place and manage coverage across Cyber, Professional Liability, Management Liability and P&C lines. You will analyze client exposures, draft submissions, and negotiate terms with underwriters to ensure optimal coverage...Senior
- Deckers Brands is seeking a Sr. Procurement Specialist to manage global sourcing initiatives in a fully remote role. You will collaborate with various teams to drive cost optimization and ensure compliance, all while staying informed on market trends. The ideal candidate...SeniorRemote job
- Vouch is seeking an experienced placement leader to own complex placements for its high-profile clients, structuring and negotiating programs across Mgmt Liability, Cyber/Tech E&O, Professional, and GL/Umbrella. You will shape market strategy and build deep carrier relationships...Senior
$100k - $120k
Mcknights is seeking a Sr. Claims Specialist in California to manage complex medical malpractice claims effectively. The ideal candidate will possess over 6 years of claims management experience and strong analytical skills, with a focus on delivering excellent customer...Senior- Common Thread Collective is seeking a Senior Paid Media Strategist to lead a client portfolio across paid search and paid social. The ideal candidate will have experience managing substantial budgets and optimizing campaigns to achieve exceptional results. You will analyze...Senior
$135k - $150k
J.D. Power is searching for a Senior Analyst, Pricing to drive revenue growth through strategic pricing and data-driven decision-making. This remote role involves supporting pricing development, conducting analyses, and collaborating with various teams to optimize pricing...SeniorRemote job- BN Media LLC is hiring a Senior Business Development Strategist to drive growth across the nonprofit and faith sectors. In this role, you will own the... ...work option and competitive benefits package including health insurance and a 401(k) plan. #J-18808-Ljbffr BN Media LLCSeniorRemote jobContract work
- Join Southern California Edison as a Technical Training Senior Advisor to implement strategies that enhance training effectiveness and support operational needs. In this hybrid role, you’ll collaborate with leaders to design training programs that mitigate risks and improve...Senior
$140k - $185k
Science Corp, based in Missouri, is seeking a Senior Regulatory Specialist to drive global regulatory strategies for medical devices. The successful candidate will have at least 5 years of regulatory experience, excellent project management and communication skills, and...SeniorFlexible hours- A progressive digital marketing agency in California is seeking a Senior Paid Media Strategist to lead performance media campaigns across platforms like Meta, Google, and TikTok. The role involves analyzing data to drive strategies, managing significant media budgets,...Senior
- Acrobit, a Lake City, CA‑based software solutions provider, is seeking a Senior Upwork Bidder and LinkedIn Business Developer for a full‑time, on‑site role. You will identify and qualify opportunities on Upwork, prepare tailored proposals, and manage bids to win new projects...SeniorFull time
- Responsibilities Design and refine sales compensation plans aligned to company strategy Ensure plans are competitive, scalable, and compliant with legal requirements Interpret and apply incentive compensation policies consistently Deliver plan training materials and...Senior
- Jobtailor is seeking a senior business analytics leader to align corporate strategy with commercial performance. You will design KPI frameworks, manage incentive plans with IQVIA, and partner with Sales, Marketing, Market Access, and Customer Care to enable data-driven...Senior
- Micron is seeking a senior technical accounting expert to lead complex transaction evaluation and provide guidance across U.S. GAAP and SEC reporting. You will mentor teams, prepare memos, and partner with Finance and external auditors to ensure timely disclosures and...Senior
- Samsara (NYSE: IOT) is the pioneer of the Connected Operations™ Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we ...SeniorRemote work
$99.83k - $124.8k
...responsible for sourcing candidates, collaborating with colleagues, and facilitating the hiring process. The position offers a salary range of $99,825 to $124,800, along with various employee benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr Kforce, IncSenior$58k - $80k
A marketing agency specializing in healthcare is looking for a Paid Social Specialist to enhance lead generation campaigns across Meta and LinkedIn. The ideal candidate has over 3 years of experience in performance marketing, managing substantial budgets while ensuring ...Senior$150k
Ignite Digital has an exciting opportunity for a Senior Navy Systems Strategist to support our client engagements within the federal government in... ...initiatives, capability development, and mission planning. This position serves a critical role in providing strategic...SeniorPermanent employmentContract workLocal areaFlexible hours$110k
Lifecycle & Retention Strategist Direct-to-consumer marketing success requires mastery of owned channels. We believe that email and SMS marketing... ...you’ll collaborate across internal teams to provide input and plan cohesive marketing campaigns that fuel growth for our clients....SeniorWork at officeFlexible hours$134.75k - $287.91k
...clarity and execution that sticks. Salesforce is hiring Deployment Strategists - Strategic Builders who are customer‑facing advisors, define... ...customer‑facing contact, build trust‑based relationships with senior stakeholders, and present proposals, decisions, and outcomes...Senior$80k - $95k
...the Role Reporting to the Manager of Communications, the Senior Communications Strategist supports the development and implementation of strategic... ...develop and implement internal and external communications plans, strategies, and campaigns that support the mandate and...Senior$66k - $106k
...increase profitability, and enforce stronger controls. The Senior Deal Desk Strategists will understand the ins and outs of our policies,... ..., benefits and/or other applicable incentive compensation plans. For more information, visit Equal Opportunity Statement...SeniorContract workFor contractorsWork at officeFlexible hours- Advantage Media Services in Valencia, CA is seeking a Senior Accountant to support the full accounting cycle, ensure financial integrity, and oversee internal controls across the entity. Reporting to the Controller, you will partner with departments and leadership to align...Senior
- Acord (association For Cooperative Operations Research And Development) is looking for a Senior Physician Compensation & Productivity Analyst in California. The role involves providing complex compensation consultative services, conducting benchmarking, and managing compensation...Senior
- ...with clients in a demanding, high‑standard environment that emphasizes ownership, judgment, and development. We’re hiring Senior Associate Strategists—people with experience, judgment, and growth potential who want to take on more responsibility and develop into senior...SeniorApprenticeshipWork experience placement
- Cedars-Sinai in California is seeking a Senior Physician Compensation & Productivity Analyst to bring clinical competencies to a renowned medical group. This role focuses on providing consultative services for physician compensation design and productivity analysis while...Senior
- ...Retirement, LLC is seeking a seasoned lead advisor to partner with a Wealth Advisor and Client Experience Specialist for a book of high-net... ...clients. You will develop relationships through onboarding, planning, and education, delivering holistic wealth management in a...Senior
- San Bernardino County is seeking a Principal Accountant/Auditor for the Auditor-Controller/Treasurer/Tax Collector office. This position involves complex accounting tasks including preparation of financial statements, conducting audits, and advising management on fiscal...SeniorWork at office
$80k - $95k
A staffing agency seeks a Senior Communications Strategist in California, overseeing strategic communications initiatives and advising leadership. This role requires bilingualism in English and French, strong communication skills, and 4-6 years of experience in strategic...Senior
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