Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist in Atlanta, GA vacancy
  • 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... 
    Senior
    Full time
    Work at office

    Oxford Financial Group, Ltd.

    Atlanta, GA
    1 day ago
  • 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

    Bank of Montreal

    Atlanta, GA
    4 days ago
  • 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

    Forvis Mazars US

    Atlanta, GA
    2 days ago
  • 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... 
    Senior
    Full time
    Remote work

    United Community Banks Inc.

    Atlanta, GA
    21 hours ago
  • $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... 
    Senior
    Temporary work
    Flexible hours

    RBC

    Atlanta, GA
    4 days ago
  •  ...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

    Confidential

    College Park, GA
    3 days ago
  • 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

    Broughton Group

    Atlanta, GA
    3 days ago
  • 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... 
    Senior
    Full time

    UBS

    Atlanta, GA
    2 days ago
  • 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... 
    Senior
    Work at office

    Osaic

    Atlanta, GA
    4 days ago
  •  ...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 time
    Local area
    Remote work

    United Community Bank

    Atlanta, GA
    2 days ago
  • 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

    Avior Executive Search

    Atlanta, GA
    1 day ago
  • $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 pay
    Work at office
    Flexible hours

    Forvis Mazars US

    Atlanta, GA
    4 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Atlanta, GA
    3 days ago
  •  ...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,... 
    Senior
    Worldwide

    Ammunition LLC

    Atlanta, GA
    3 days ago
  •  ...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... 
    Senior
    Full time
    Remote work
    Visa sponsorship
    Work visa

    eatbigfish

    Atlanta, GA
    4 days ago
  • 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

    WTW

    Atlanta, GA
    21 hours ago
  •  ...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

    ECS Corporate Services, LLC

    Atlanta, GA
    1 day ago
  • 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

    Jones Lang LaSalle Incorporated

    Atlanta, GA
    2 days ago
  •  ...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... 
    Senior
    Remote work

    Directive

    Atlanta, GA
    2 days ago
  • $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

    Help at Home

    Atlanta, GA
    2 days ago
  • $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... 
    Senior
    For contractors
    Work at office
    Local area
    Remote work
    3 days per week

    Highmark Health

    Atlanta, GA
    6 days ago
  • $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

    Acosta Sales & Marketing

    Atlanta, GA
    1 day ago
  •  ...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

    Comcast

    Atlanta, GA
    4 days ago
  •  ...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 work
    Work at office

    PNC Financial Services Group, Inc.

    Atlanta, GA
    3 days ago
  •  ...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

    Highmark Health

    Atlanta, GA
    21 hours ago
  • $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... 
    Senior
    Full time
    Local area
    Shift work

    Capgemini Invent

    Atlanta, GA
    2 days ago
  • 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... 
    Senior
    Contract work

    Northside Hospital

    Atlanta, GA
    21 hours ago
  •  ...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

    Gilder Search Group

    Atlanta, GA
    11 hours ago
  •  ...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

    Huntington Bancshares, Inc.

    Atlanta, GA
    11 hours ago
  •  ...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

    Judson Group

    Atlanta, GA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!