Succession & Acquisition Strategist
Advisor Group Inc.
Advisor Group Inc. is seeking a Succession & Acquisition Consultant in Scottsdale, AZ to support the Osaic platform service and advisor network with succession, merger, acquisition, valuation and continuity efforts. The role engages with existing financial professionals needing internal succession support and advisors seeking to acquire or merge within or beyond the Osaic network. A strong background in brokerage and financial practice benchmarking is essential. #J-18808-Ljbffr Advisor Group Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Succession & Acquisition Strategist in Scottsdale, AZ vacancy
- LifeStance Health is seeking a dynamic and strategic Corporate Development Manager to drive growth initiatives, focused on mergers and acquisitions, strategic partnerships, and market expansion opportunities in Scottsdale, AZ. The ideal candidate will have strong financial...Suggested
$130k - $150k
...technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role... ...Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance...SuggestedFull timeFor contractorsWork at officeRemote workOsaic
Scottsdale, AZ3 days ago$126.86k - $137.27k
...teams across all business functions. Cost Strategist will lead cost and pricing elements... ...proposals, ensuring compliance with Federal Acquisition Regulations (FAR), coordinating cost... ...and services that enable customers to successfully execute missions across all domains of...SuggestedWork experience placementRemote workFlexible hoursGeneral Dynamics Mission Systems
Scottsdale, AZ5 days ago$130k - $150k
...Planning Opportunity in Financial ServicesSenior Estate Planning Strategist, High Net Worth Planning ServicesLocation(s):2300 Windy Ridge... ...wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation. Develop concise,...SuggestedFull timeFor contractorsWork at officeRemote workOsaic
Scottsdale, AZ4 days ago- ...Manage sales plan administration and program governance, project plans, risks, dependencies, and stakeholder communications to ensure successful delivery.Identify and implement opportunities to improve governance program effectiveness, scalability, operational efficiency,...SuggestedFull time
Vanguard
Scottsdale, AZ2 days ago $91.8k - $171k
...Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports the growth and...Part timeLocal areaShift workBmo
Scottsdale, AZ1 day ago- ...tax strategy, and family governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private Office who develops,... ...transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters. Effectively...Work at officeLocal area
Rockefeller Financial
Scottsdale, AZ5 days ago $175k
...sustainable solutions. Job Summary The Major Pursuits Capture Strategist is a critical position within the Marketing and Communication... ...plays an integral role in positioning the firm to win and drive successful outcomes on large, competitive procurements. Responsibilities...Contract workFor contractorsLocal area- ...infrastructure consulting firm, seeks a Major Pursuits Capture Strategist to lead end-to-end opportunity capture and pursuit execution.... ..., and the Pursuits + Work Winning group to position TYLin for success on large, competitive procurements. With 10+ years in proposal...
- ...clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com.You Are:As a Senior Enterprise AI Value Strategist, you advise clients on how to create and capture value from AI and data. You define enterprise, industry-specific and function-...Contract workWork experience placementLive inWork at officeLocal area
Accenture
Scottsdale, AZ1 day ago - A growing marketing agency in Scottsdale, Arizona, seeks an experienced Social Media Strategist/Manager to oversee social media strategies and execution across multiple client accounts. The ideal candidate should have over 3 years of experience in social media management...Remote job
- Osaic seeks a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting...Remote job
- PayPal is seeking a Sr. Manager, Sales Specialist - RaaS in Scottsdale, AZ to drive adoption and margin for RaaS solutions like Fraud Protection Advanced, Chargeback Protection, and Dispute Automation. You will lead discovery, design the right solution, and articulate a...
- Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning Services team in a role focused on estate, business, and tax planning for high-net-worth clients. You’ll translate complex concepts into practical strategies for financial advisors...Remote job
- Berkley Aspire, based in Scottsdale, AZ, seeks an experienced insurance professional to oversee complex loss assignments, establish reserves, and ensure coverage decisions align with policy language and regulatory guidelines. The role requires extensive claims management...
- Early Warning Services LLC is seeking a Fraud Risk Analyst in a hybrid role based in the Scottsdale area. You will analyze and deploy rules and scoring logic from fraud models to optimize risk, cost and user experience across payment networks. The role partners with Product...
- W. R. Berkley Corporation in Scottsdale, AZ seeks an experienced loss adjuster with deep insurance expertise to manage loss assignments, perform coverage analyses, and coordinate outside vendors. This role emphasizes precise documentation, timely claims handling, and strong...
- AXA XL, Global Underwriting Manager - General Liability, is seeking a liability product strategist to drive underwriting excellence and shape product strategy across the liability portfolio. This role supports the Global Casualty Underwriting Office with strategic insights...Contract workWork at office
- Ethology, a rapidly-growing data-driven digital marketing agency in Scottsdale, is seeking a Digital Analyst Specialist. The role focuses on providing analytical support, reporting, and optimizing client marketing efforts. The ideal candidate will have 3+ years of experience...
- Axon is seeking a highly motivated Paid Media Manager to own end-to-end paid advertising strategy across digital channels. You will lead planning, execution, and optimization while collaborating with Product Marketing, Growth Marketing, Creative, Web, and Marketing Ops ...
- General Dynamics Mission in Scottsdale, AZ, is seeking a skilled Cost Strategist to support the development of cost proposals within strategic captures for the Space, Cyber & Intelligence (SC&I) sector. The ideal candidate will have strong analytical abilities and experience...Remote jobFlexible hours
- Advisor Group Inc. is seeking a highly experienced Senior Estate Planning Strategist for its High Net Worth Planning Services team. The role focuses on sophisticated estate planning strategies, trust design, wealth transfer planning, and related legislative developments...Remote job
- PayPal is seeking a Sr. Sourcing Analyst, Technology to develop, manage and execute the sourcing strategy for IT procurement categories (Hardware, Software, Cloud based solutions, Storage, Telecom and Data Center related services) in North America. Based in Scottsdale with...
- CVS Health is seeking a Sr. Workday Talent Management Strategy & Solutions Analyst to partner with HR, IT, and Product teams. You will define business requirements, configure Workday Talent Management, and support system improvements to drive efficiency and data quality...Remote jobFull time
- Sunwest Bank is seeking a credit professional to support Relationship Managers in developing and analyzing credit information for loans. You will prepare or assist in Credit Authorizations, collateral analysis, and third‑party evaluations, spreading financial statements...
- Cogir Senior Living in Scottsdale, AZ seeks a Sales Performance Specialist to lead sales and marketing for a community portfolio. The role covers regional coverage, builds referral networks, and drives occupancy and revenue growth while collaborating with regional teams...
- The Hartford is seeking a Claims Consultant for the D&O group in a Hybrid or Remote setup, handling a portfolio of litigated Private and Non-Profit D&O claims from inception to resolution. The role requires five years of litigated D&O experience, strong negotiation and ...Remote jobWork at office
- Roberts Resorts & Communities is seeking a VP of People & Culture to partner with the business, shaping people strategy, systems, and governance as we scale. You will own recruiting, onboarding, development, compensation, and performance to attract and retain top talent...
- Radix is seeking a Director of Finance to drive financial planning, reporting, and strategic modeling for a fast-growing SaaS business in Scottsdale. You will partner with executives to balance growth with financial health and ensure investor readiness. You will lead budgeting...
- ...roadmaps that unlock measurable business value. This role spans install-base and pre-sales activities, collaborating with Sales, Customer Success, and Product teams, and representing Kinaxis at industry events while staying ahead of AI/ML innovations in supply #J-18808-Ljbffr...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Succession & Acquisition Strategist. Be the first to apply!
Related searches
- design strategist Scottsdale, AZ
- investment strategist Scottsdale, AZ
- senior brand strategist Scottsdale, AZ
- strategist Scottsdale, AZ
- strategy consultant Scottsdale, AZ
- communications strategist Scottsdale, AZ
- business strategist Scottsdale, AZ
- technology strategist Scottsdale, AZ
- media strategist Scottsdale, AZ
- senior strategy consultant Scottsdale, AZ