Client Experience Manager — Financial Planning
Strategy Financial Group
Strategy Financial Group in Peoria / Phoenix, AZ is seeking a Relationship Manager to support the Lead Financial Advisor and deliver high-touch client experiences in a full-time, on-site role. The candidate should have 2+ years in client service or related roles, strong organizational and communication skills, and be proficient in Microsoft Office. A Bachelor’s degree is preferred but not required. #J-18808-Ljbffr Strategy Financial Group
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Experience Manager — Financial Planning in Phoenix, AZ vacancy
$150.4k - $343.6k
...partners with global clients to assess, design, deliver... ...Services Senior Manager to join our growing practice... ...& Retail: Demand planning, omnichannel order-to-... ...on your knowledge and experience, you'll sell and lead... ...support your physical, financial and social well-being....SuggestedWork experience placementSummer holidayFlexible hours- ...Join Our Team as a Manager, Corporate Planning at Trico Electric Cooperative! We are committed to fostering... ...functions to support sound financial performance, regulatory compliance,... ...other related field with seven years’ experience in forecasting, modeling and utility...SuggestedContract workTemporary work
- Strategy Financial Group is seeking a Relationship Manager to join our growing, client-focused advisory team in Peoria/Phoenix, AZ. This full-time, on... ...Advisor and delivers high-touch client experiences. You’ll prepare customized planning materials, assist meetings, manage...SuggestedFull time
$175k - $220k
...all employees.SUMMARY: The Director of Financial Planning & Analysis (FP&A) is responsible for... ...and long-range planning processes while managing the Business Intelligence & Commercial... ....Compensation commensurate with experience.At this time, we are not engaging with...SuggestedFull timeFlexible hours- ...Director, Financial Planning & Analysis The position sits within a PE backed multi-site manufacturing... ...'s business intelligence and management reporting functions by enhancing reporting... ...preferred. 10+ years of progressive experience in Financial Planning & Analysis, Corporate...SuggestedWork at office
$160k - $175k
...growing organization seeking a Director of Financial Planning & Analysis to serve as a key strategic... ...role will lead the FP&A function, manage a small team, and play a critical role... ...preferred 5+ years of progressive experience in FP&A, operational finance, or managerial...- ...our team members stay healthy, plan for their future and maintain... ...Description The Director of Financial Planning & Analysis (FP&A)... ...strategy, short‑term performance management, and investment decisions in... ...Qualifications Education & Experience Bachelor’s degree in Finance...Temporary work
$185k - $245k
...Team The Finance team ensures Affim remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management,... ...We Look For Minimum 8+ years relevant experience in analytical roles (e.g., strategic finance...Work at officeRemote workFlexible hours- ...Compensation: Competitive The Role The Client Service Manager is responsible for the day-to-day... ...someone with strong U.S. tax-firm experience, client-service judgment, and tax... ...-return workflow stages and business financial statements , with the ability to follow...Full timeRemote work
- ...maintaining strong relationships with our clients, ensuring they derive maximum value... ...functionally with internal teams. The Client Experience Manager is the communication liaison for... ...regular business reviews (Client Success Plans) to develop a deep understanding of the...Work at office2 days per week3 days per week
- Abacus seeks a Client Experience Manager to build strong client relationships, drive adoption, and ensure maximum value from our products and services. You will manage expectations, resolve issues, and collaborate with internal teams to improve satisfaction and retention...Work at office
- ...employer sponsorship. The Client Service Manager role is responsible for leading... ...delivery in support of plan administration and client needs... ...of operational and financial risk to Schwab. Responsibilities... ...to create a precise client experience is a major part of your role...Full time
- ...Phoenix, Arizona is seeking a Director of Financial Planning & Analysis to lead the FP&A function.... ...strong financial modeling and team management skills, with a focus on budgeting, forecasting... ...candidate will have over 5 years of experience in operational finance and a passion...
- ...In this role, you will lead all financial operations, develop strategies to... ...financial performance. You will manage budgeting, forecasting, and financial planning processes, and collaborate with... ...and over five years of leadership experience in hospitality are required. #J...
- ...of Finance & Controller to oversee financial leadership and manage complex operations. In this hybrid role... ...will be responsible for financial planning, compliance, and team leadership to... ...candidate should have over 10 years of experience in financial leadership within...
- ...operational discipline, financial visibility, and... ...market position through client relationships, service... ..., infrastructure, and management processes necessary to... ...environment and who have experience helping organizations... ...financial performance against plan Provide visibility...Local area
- ...Our client is looking to add an experienced Controller... ...the organization's financial reporting, accounting... ...Responsibilities Lead and manage all day-to-day... ...management, and financial planning initiatives. Drive process... ...accounting experience, including leadership...
- ...supervision of the front desk team at our Phoenix property. You will manage MICROS, resolve guest requests, and coordinate with... ...strong work ethic, and a passion for delivering exceptional guest experiences. Flexible scheduling including nights and weekends is required...Flexible hoursNight shift
$70k
Dew Wealth Management is a Fiduciary Investment Advisory Firm that... ...the “Best Places to Work for Financial Advisors,” and are a “Great... ...administrative support role. As Client Experience Director, you are the human... ...'s Employee Stock Ownership Plan at no cost to you. EQUAL...Work at officeImmediate startRelocationNight shift$181k - $326k
...most complex challenges facing our clients and communities. Client experience at HDR is built on understanding our... ..., relationship‑building, change management, and performance measurement to advance... ...direction and our Strategic Plan. Serve as the enterprise advocate...Full timeTemporary workPart timeWork at office- ...multifamily property management firm committed to creating... ...for residents, clients, and team members. SRG... ...accounting operations, financial reporting, internal controls... ...long-range financial planning activities.... ...or Finance or relevant experience. · CPA designation preferred...Full timeLocal area
$150k - $200k
...growth and success of our clients through deep sector... ...This individual will manage day-to-day client relationships... ..., strategic planning, relationship development... ...to the individual’s experience.Key ResponsibilitiesClient... ..., and long-term financial strategy.Transaction Execution...Full timeLocal area$22.25 - $27.82 per hour
...Customer Experience Supervisor As the Customer Experience Supervisor I - You are accountable... ...& Sales - Acts as a role model for the Manager on Duty program while directing customer... ...and prioritizes short and long-range plans that are comprehensive, realistic, and effective...Hourly payWorldwideShift work- ...international alternative asset manager that seeks to deliver... ...abilities, a deep understanding of financial processes and a proven track... ...least eight years of accounting experience, and a strong work ethic who... ...for financial reporting and planning. Characteristics Communicates...Full time
- ...'ll lead all accounting and financial operations for an assigned region... ..., budgeting, forecasting, planning, and cost control... ...operations, sales, project management, HR, and shared services teams... ...Requirements / Qualifications Experience: 5-7+ years of progressive senior...ApprenticeshipWork at office
- ...venue operations, guide team members, and drive performance. You will help ensure smooth photo operations, manage schedules, and deliver exceptional guest experiences. Photography experience is not required, but you should be comfortable with outdoor environments and peak...
- Dew Wealth Management in Phoenix, AZ is seeking a Client Experience Director to be the connective tissue between service excellence and entrepreneurs who trust us with their finances. You will own the proactive relationship cadence across approximately 215 client families...Work at office
- ...Head of Client Experience About the Company Travel company delivering exceptional experiences for travelers, advisors, and partners... ...candidate with a proven track record in leading service operations, managing escalated customer concerns, and a strong analytical ability...Remote work
- ...accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax... ...or equivalent is required, along with over six years of experience in a related field. This role offers opportunities for professional...
$233k - $315.23k
...skilled Cardiovascular Key Account Managers, whose responsibility is to... ...product perspective - and plan/execute actions for success... ...experienceAND2 years of managerial experience directly managing people and/... ...and eligible dependents, financial plans with opportunities to...Full timeTemporary workLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Manager — Financial Planning. Be the first to apply!
Related searches
- client relationship manager Phoenix, AZ
- senior engagement manager Phoenix, AZ
- engagement manager Phoenix, AZ
- member engagement manager Phoenix, AZ
- client executive Phoenix, AZ
- engagement director Phoenix, AZ
- client experience manager Phoenix, AZ
- client services supervisor Phoenix, AZ
- client services coordinator Phoenix, AZ
- client service manager Phoenix, AZ


