CFP Relationship Manager: Personal Finance & Planning
Robinhood
Robinhood is seeking a Relationship Manager to support clients with structured financial planning, asset consolidation, and education. You’ll coordinate with internal teams and external partners to deliver compliant guidance and help clients navigate planning outputs. You’ll guide conversations to understand goals, organize financial information, and provide approachable explanations, with in-person work at least 3 days per week in major US offices. #J-18808-Ljbffr Robinhood
$287.3k - $371.8k
...driving outcomes, expanding relationships, and growing NetApp's business... ...excellence, including pipeline management and forecast accuracy, using... ...a clear value realization plan tied to the original business... ...level of in-office and/or in-person expectations, which will be shared...PersonalWork at officeLocal areaShift work- ...profitable business from our managed accounts, has overall accountability... ...and building strong client relationships. Qualified applicants must... ...as required. High level of personal and professional integrity. Excellent... ...6% Employee Share Ownership Plan Medical, Prescription, Dental...PersonalFull timeLocal areaFlexible hours
$149k - $175k
...building the future of finance. Our mission is to... ...customers with financial planning, advice, education, and... ...with Robinhood Asset Management product and compliance... ...individual contributor in a Relationship Manager role, you will... ...CA office(s), with in-person attendance expected at...SuggestedWork at officeLocal areaFlexible hoursShift work3 days per week$100k
...Bilingual Key Account Manager SiteOne Landscape Supply is the... ...organization by developing relationships with important customers in... ...Understanding of sales and operations planning processes, statistical... ...ask for payment, sensitive personal information, ID documents...PersonalMinimum wageTemporary workLocal area- ...Position Overview The Marketing Finance Manager reports to the Sr. Manager... ...-level view Manage budget plans, reconcile between planned budget... ...business objectives, personal and team goals, and complete... ...maintain excellent working relationships with all assigned levels within...PersonalContract workWork experience placementWork at office
$165k - $285k
...Responsible for short‑term and long‑term business planning; identify business opportunities for... ...addition to their individual practice Manage practice effectively meeting billing,... ...‑serve activity and fully executing a personal marketing plan Serve as key client contact...PersonalTemporary work- ...through transformative AI & data management solutions for disease... ...will involve careful strategic planning and positioning in the... ...target organizations using personal networks, industry databases... ...deepen senior-level client relationships, ensuring high customer satisfaction...PersonalFull timeRemote work
- ...Responsible for short-term and long-term business planning; identify business opportunities for... ...to their individual practice Manager practice effectively meeting billing, realization... ...serve activity and fully executing a personal marketing plan Serve as key client...PersonalTemporary work
- ...through transformative AI & data management solutions for disease... ...will involve careful strategic planning and positioning in the... ...target organizations using personal networks, industry databases... ...deepen senior-level client relationships, ensuring high customer satisfaction...PersonalFull timeRemote work
$132.8k - $199.2k
...Qualifications The Director, Finance & Accounting has direct... ...strategic goals. Ensures personal knowledge of the relevant current... ...Participates in LCNW’s annual strategic planning, which helps establish the... ...Accounting Department. Management/Operations Responsibilities...PersonalFull timeTemporary workWork experience placementRemote work- ...and families to provide the relationships, resources, and skills they need to attain personal growth and success. Friends... ...hiring a Director of Finance who shares the same commitment... ...oversee long term budgetary planning and cost management. Ensure all appropriate internal...PersonalFull timeWork experience placementCurrently hiringLocal area
$138.57k - $207.85k
...member of the Wealth Management and Advisory Services... ...prospects and calling on relationship clients/prospects to... ...in client relationship planning, especially for key relationships... ...personnel. May have personal responsibility for... ...Bachelor’s Degree in Finance, Accounting, Business...PersonalWork experience placementWork at officeLocal area$59k - $113k
...readiness; and continuity planning. This position is... ...and final processing. Manage payroll workflows, procedures... ...Resources, Benefits, Finance, IT, managers, vendors... ..., and/or in person. Set clear expectations... ...develop collaborative team relationships so that loans close on...PersonalTemporary workLocal areaShift work$150k - $200k
...and maintain a key account plan to lead a comprehensive account... ...and goals. Build and grow relationships with relevant decision-makers... ...and wallet share. Use personal expertise to uncover the client... ...the opportunity and proposal management activities; ask relevant questions...PersonalContract workWork at officeWork from homeFlexible hours$83k - $117k
...The Community Relations Manager is responsible for delivering... ...focuses on fostering positive relationships, managing communication, ensuring... ...resident questions both in-person and virtually. Promote a high... ...that includes career planning and development, accountability...PersonalFull timeWork at officeLocal areaFlexible hours- ...solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new... ...problem solving and time management skills Good planning, organizational and prioritization skills...PersonalWork experience placementWork at officeLocal area
$100k
...role involves building strategic relationships with key IT and business executives, managing a robust sales pipeline, and... ...business.Produce detailed account plans for customers in your portfolio.... ...: Can take ownership of complex personal or professional initiatives, collaborate...PersonalTemporary workWork experience placementWork at officeWorldwideFlexible hours$130k - $150k
...Job Title: Accounting Manager Department:... ...Reports To: Director of Finance FLSA Status:... ...decisions and strategic planning. Manage the annual... ...Develop and maintain strong relationships with internal and... ...Used or Operated: Personal computer and computer...PersonalFull timeWork at officeMonday to Friday$145k - $170k
...Associate Director, Financial Planning & Analysis Boston, MA; New... ...is a growing wealth management firm serving ultra-high net worth... ...~ Bachelor's degree in Finance, Accounting, Economics, Data... ...offers, and we will never ask for personal or financial information through...PersonalWork at officeRemote workFlexible hours$68k - $75k
...startup reimagining financial management for self-employed... ...Corporation management, and financial planning — so our customers can focus... ...and trusted advisor — the person who knows their situation, anticipates... ...You're operationally sharp, relationship-driven, and comfortable...PersonalRemote job16 hoursFull timeSelf employmentImmediate startFlexible hours$74k - $129k
...As a Business Development Manager (BDM) you will be responsible... ...Building and cultivating prospect relationships by initiating communications,... ...including prospecting, sales planning, and proficiency with value-... ...to a Verizon location for in-person training and meetings....PersonalFull timeTemporary workPart timeWork experience placementLocal areaShift work$110k - $130k
...re adding a National Account Manager to our Sales team in the... ...landscape, has the distributor relationships to back it up, and gets fired... ...Convenience, and Drug High personal accountability and an... ...Program sell-in and promotional planning U.S. three-tier distribution...PersonalFull timeLocal area$156.86k - $296.02k
...field. - Experience with team management and independently... ...logical thinker with effective planning, analytical, and problem-solving... ...per year and 17 days of Paid Personal Time (prorated upon hire with... ...direct, adverse and negative relationship on the following job duties,...PersonalFull timeTemporary workLocal area$171.6k - $392.1k
...systems. As a Senior Manager in Technology Business... ...foster and manage client relationships, contributing to... ...client engagements from planning to execution and closure... ...with one or more SAP Finance modules. Strong written... ...roles to work together in person 40‑60% of the time...PersonalSummer holidayFlexible hours$131.01k - $251.97k
...success within the practice, fostering both personal and professional development, thereby... ...a career in Advisory. Responsibilities Manage buy‑side and sell‑side transaction advisory... ...in project management including planning, organizing, coordinating, and managing...PersonalWork experience placementH1bLocal area- ...leadership and supervision to Finance team members and support... ...necessary. Oversee financial planning & analysis (FP&A) on a strategic... ...productive, supportive relationships with key stakeholders (financial... ...health and other metrics, managing remediation as needed...Work experience placement
$123.1k - $186.3k
...investment. As a Customer Success Manager aligned to our Technology,... ...Build and sustain trusted relationships with business and technical stakeholders... ...to streamline success planning, health monitoring, and QBR... ...learning. You're Our Person If... ~4-6+ years in Customer...Personal$123.76k - $168.48k
...clients by aiding them in learning, personal development, and fostering... ...growth. Job Summary The Director of Finance provides leadership and coordination of financial planning, budget administration, and the overall management of financial operations. The Director...PersonalFull timeContract workWork experience placementWork at officeLocal area$190k - $300k
...seeking an Advisory Director Client Relationship Executive - Transformation to... ..., and executive relationship management — shaping how capabilities are... ...drive sustainable growth through Finance, Operations, Workforce, Customer, ERP, planning, and enterprise platform...Work at officeLocal area$45k - $60k
Branch Manager The Branch Manager role leads one or more... ...executing a business plan to grow the branch profitably... ...culture to optimize relationships and resources. Key... .... Maintain or build a personal wealth‑management practice... ...designations (e.g., CFP). Compensation The estimated...PersonalWork experience placementWork at officeLocal area
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