Senior Wealth Relationship Strategist
Canadian Imperial Bank of Commerce
Canadian Imperial Bank of Commerce is seeking a seasoned Wealth Management Advisor in Atlanta, Georgia. The role demands over 15 years of wealth management and financial planning expertise, coupled with a strong grasp of investment strategies. Successful candidates will excel in building relationships with high-net-worth clients and demonstrate exceptional communication skills. This position offers a competitive salary, benefits, and opportunities for professional growth within a culture that values trust, teamwork, and accountability. #J-18808-Ljbffr
- Managing Director & Senior Wealth Strategist full-time Georgia, Atlanta, GA, US 8 days ago Requisition ID: 1028 POSITION SUMMARY As a key member... ...discussions and review, with developed beneficial relationships with outside advisors. Reviews, develops and maintains FOS...SeniorFull timeWork at office
- Bank of Montreal in Atlanta is seeking a seasoned professional to manage client relationships and drive business growth. You will oversee complex transactions, direct negotiations, and lead strategic initiatives aimed at enhancing client satisfaction and profitability....Senior
- A leading financial services firm in Atlanta is seeking a Wealth Strategist to advise high-net-worth clients on complex financial matters including tax and estate planning. The ideal candidate will have over 9 years of client-facing experience and a strong background in...Senior
- A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct financial assessments, and create tailored wealth strategies. Applicants should have a Bachelor...SeniorFull timeRemote work
$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...SeniorTemporary workFlexible hours- ...Senior Vice President, Relationship Management (Wealth) About the Company Leading provider of business management solutions for independent financial advisors Industry Financial Services Type Privately Held About the Role The Company is seeking a...Senior
- Broughton Group is seeking a Senior Relationship Manager in Atlanta, Georgia to manage high-net-worth client relations and drive business growth... .... Applicants should possess over 15 years of experience in wealth management and a comprehensive understanding of investment...Senior
- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves assisting financial advisors in developing tailored wealth management strategies and client relationship-building. The ideal candidate will have 3+ years of client service experience in...SeniorFull time
- A leading financial services firm is seeking a technically skilled Senior Financial Planning Strategist to join its High Net Worth Planning Services team. This role requires expertise in financial planning concepts, including Estate, Business, and Tax Planning. You will...SeniorWork at office
- ...Wealth Strategist We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized... ...& Trust to support sales opportunities and client relationship reviews. What You'll Do Lead discovery meetings to understand...Full timeLocal areaRemote work
- Avior Executive Search is seeking a Senior Relationship Manager to develop and maintain relationships with high-net-worth clients across multiple cities in the United States, including Atlanta. This role involves cultivating new clients and partnering with internal teams...Senior
$157.2k
...Through a holistic approach that integrates wealth management, tax planning, and family... ...family enterprise planning. The Wealth Strategist serves as an advisor on the most... ...recommendations for clients, advisors, and relationship partners. Lead and participate in multi...Hourly payWork at officeFlexible hours- ...an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you... ...compliance policies and processes for the assigned area. Builds relationships and works closely with internal and external business...Full timeTemporary workPart timeWork experience placementWork at office
- ...The Senior Strategist is responsible for leading the creation and execution of strategic marketing plans that align with client objectives... ...strategies remain relevant and competitive. Client Relationship Management: Serve as a strategic partner to clients,...SeniorWorldwide
- ...leading voice on challenger brands.The RoleWe're looking for a Senior Strategist who combines thoughtful analysis with collaborative... ...building trust with senior stakeholders and establishing lasting relationships.Lead or collaborate on new business proposals, partnering...SeniorFull timeRemote workVisa sponsorshipWork visa
- A global market leader in benefits solutions is seeking a senior business developer to drive the acquisition of new Health and Benefits... ...You will develop strategies to penetrate the market, maintain relationships, and ensure clients' health and welfare plan designs meet...Senior
- ...consulting firm in Atlanta is looking for a National Accounts Senior Specialist. This role involves supervising specialists, managing... ...research, proposal development, and maintaining strong client relationships. Join a well-established company with significant...Senior
- Jones Lang LaSalle Incorporated is seeking a Senior Transaction Manager in Atlanta, GA. This role involves strategizing and executing real estate transactions while managing client relationships and overseeing lease transactions. The ideal candidate should have a bachelor...Senior
- ...seeking a T-shaped marketer to drive the success of SMB clients through performance marketing strategies. This role focuses on client relationships, project management, and delivering results across channels. The ideal candidate will have a strong background in SaaS marketing...SeniorRemote work
$100k - $110k
...focuses on managing procurement for Indirect categories such as Operations and IT, leading negotiations, and optimizing supplier relationships. The ideal candidate possesses strong communication skills, a relevant degree, and experience in procurement processes. Join...Senior$79.3k
...initiatives across products and solutions, with a particular focus on the clinical side of the business. As part of the Customer Relationship Management (CRM) team, this individual will contribute to developing a center of excellence for creating and managing profitable...SeniorFor contractorsWork at officeLocal areaRemote work3 days per week$85k - $100k
Acosta Sales & Marketing is hiring a Senior Business Manager (C-Store) to enhance business growth in Atlanta, Georgia. This role is... ...sales strategies, managing revenue, and fostering strong customer relationships. The ideal candidate will possess a Bachelor's degree and a...Senior- ...strategy for High Capacity Ethernet Networks and other services to various institutions. The role involves maintaining customer relationships, delivering compelling presentations, and developing sales territory strategies. Candidates should have 5 to 7 years of experience...Senior
- ...an opportunity to contribute to the company’s success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you... ...compliance policies and processes for the assigned area. Builds relationships and works closely with internal and external business...Temporary workWork at office
- ...Claims Analyst to manage Stop Loss claims according to established standards. The role involves evaluating claims, building client relationships, and analyzing losses. Candidates should possess a high school diploma and extensive experience in health insurance claims...Senior
$170k - $280k
..., this is the team our leadership calls. We’re hiring Strategists at both junior and senior levels to help shape multi‑hundred‑million‑dollar pursuits... ...presentations Nurture and expand existing account relationships Identify potential personal business relationships that...SeniorFull timeLocal areaShift work- A healthcare organization in Atlanta seeks a Senior Contract Pricing & Performance Analyst to evaluate contracts ensuring alignment... ...Supply Chain and FP&A, ensuring compliance, and monitoring vendor relationships. Candidates should have a Bachelor's in Finance or related...SeniorContract work
- ...Gilder Search Group is seeking an experienced Private Wealth Advisor to empower clients in wealth and estate planning, investments... ...Ultra High Net Worth clients and a strong network for effective relationship management. The ideal candidate will excel in building...Senior
- ...financial services company in Atlanta, GA is seeking a Private Bank Wealth Advisor III. This role involves developing, managing, and... ...financial advisory. Responsibilities include building strong relationships with clients, self-acquiring new business, and providing legendary...Senior
- ...collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and portfolio oversight. This role involves mentoring Wealth Managers and transitioning into leadership...Senior
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