VP, Advisor Solutions - Wealth Strategy Leader
SFA Partners
SFA Partners is seeking a VP, Advisor Solutions in the Atlanta area to lead strategic initiatives for independent advisors and clients within our open, professional platform. The role offers a comprehensive benefits package including medical, dental, vision, a Section 125 FSA, disability and life insurance, 401(k) with matching, stock options, discretionary bonus potential, and generous holiday and PTO provisions. #J-18808-Ljbffr SFA Partners
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the VP, Advisor Solutions - Wealth Strategy Leader in Atlanta, GA vacancy
$150k - $175k
The Opportunity We are seeking a VP, Advisor Solutions to serve as a senior relationship leader and strategic partner for our... ...practice sharing Event & Marketing Strategy: Collaborate with Marketing to... ...10 years in the securities or wealth management industry Industry...SuggestedTemporary work$5,250 per month
...Apply NowProfile SummaryThe VP, Funds & Partner Strategy, Wealth Management is responsible... ...including Voya Financial Advisors (VFA), third-party... ...products, managed account solutions, mutual funds, ETFs, advisory... ...serves as the primary leader responsible for third party...SuggestedFull timePart timeWork experience placementLocal areaFlexible hours- Goldman Sachs Group, Inc. seeks a Private Wealth Advisor to create comprehensive wealth management plans for high net worth clients. You will build business through strong client relationships and provide tailored investment advice leveraging Goldman Sachs' extensive resources...Suggested
$150k - $175k
...Search Group in Atlanta, GA is seeking a highly experienced VP, Advisor Solutions to enhance advisor productivity and profitability. The role... ...relationship management, requiring a minimum of 10 years in the wealth management industry. Ideal candidates will have extensive...Suggested- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...and deliver customized strategies drawn from our deep investment... ...global reach. Our Private Wealth Advisors (PWAs) deliver an... ...solving and developing innovative solutions for clientsSelf-motivated and...Suggested
- Zenith is seeking a Vice President, Planning to lead Media Strategy and Planning for a fast-paced account. This senior role oversees the development, execution, and stewardship of integrated, audience-led media plans and translates business objectives into annual and tactical...
- Digitas, the Networked Experience Agency, seeks a Vice President/Group Director of Media (Contract) to lead strategy and media for major clients. You will oversee cross‑team program development, guide media tactics, and nurture senior client and publisher relationships...Contract work
- ...the intersection of wealth management and private... ...innovative, data-driven solutions that provide advisors and investors with... ...sophisticated investment strategies across private equity... ...this platform. This leader will play a critical... .... ROLE OVERVIEW The VP, Product will own the...Work at office
- ...Advisory is seeking an Executive Advisor - Water Economics & Infrastructure Investment Strategy to lead and grow our water... ...to develop innovative funding solutions, facilitate private sector investment... ...and municipal finance leaders (GMs, CFOs, finance directors,...Work at officeLocal areaWorldwide3 days per week
- ...Sachs is looking for a Business Development Professional in Atlanta to support their Private Wealth Management team. This role involves working closely with Private Wealth Advisors, analyzing investment portfolios, and developing marketing presentations for prospective...
- Position Overview Novelis is one of the world leaders in aluminum recycling and rolling and a leading sustainable aluminum solutions provider. Driven by our purpose of shaping... ...Success (Commercial, Sustainability, R&D, Strategy) is an execution-focused IT leader who...Work at officeLocal areaWorldwide
- 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...Full time
- GRN Shoreline in Atlanta is seeking a Senior Advisor / Director-level Private Wealth Advisor to lead relationships with ultra-high-net-worth clients, coordinating resources across investment, trust, banking, lending, and planning to build, preserve, manage, and transfer...
$186k - $270k
Investor Ecosystem GTM Strategy Lead, Startups, Google Cloud corporate_fare Google place... ...emerging technologies, methodologies, and solutions in the Cloud/IT technology space.... ...part of the leadership team as a trusted advisor of the Google Cloud Sales team. Drive key...- Nexthink is expanding its Large Enterprise Solution Consulting team across North America. You will partner with Sales, Professional Services... ..., leading value workshops, presenting platform outcomes, and advocating for Nexthink with senior leaders. #J-18808-Ljbffr Nexthink
- PNC Wealth Management is seeking a Wealth Advisor Regional Sales Manager to lead a team in driving client growth and delivering superior customer experiences. The role involves managing sales plans and coordinating activities across a multi-state footprint within the Wealth...
- ...Relationship Leader Opportunity in Financial... ...Vice President, Advisor Engagement Location... ...team. The VP, Advisor Engagement role will drive strategy and execution within... ...empathy and actionable solutions. Connect financial... ...financial planning and wealth management support....Full timeWork at officeRemote work
- Razorfish is seeking a Senior Vice President of Media Strategy and Planning to lead integrated media strategies for Retail accounts.... ...collaborate with cross-functional teams, and drive innovative media solutions that align with business targets and drive growth across...
- ...application of the Truist Wealth platform including but... ...Responsible for defining the strategy, analyzing potential solutions and driving... ...risk management, client and advisor experience, and asset and... ...matter experts, business leaders and operational teams to...Full timePart timeWork at officeShift workDay shift
- ...what matters most.Schwab Wealth Advisory is a fee‑... ...discretionary investment advisory solution built on trust,... ...a Sr. Manager, Wealth Advisor, you’ll manage ongoing... ...positions, tax-aware strategies, multi-goal planning),... ...input from peers and leaders, integrating feedback...Full timeWork at office
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's... ...investment, life coaching and planning strategies. Seeks to continually increase knowledge... ...and implement excellent financial solutions and actively participate in the timely...Work at officeLocal areaNight shift
$123.2k - $200k
...contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's... ...responsibilities. Oversees the execution of strategy.Leads and coordinates the daily... ...information in creating customized customer solutions.Managing Risk - Assessing and...Full timeTemporary workPart timeWork experience placementWork at office$213k - $250k
...What We NeedCORPAY is currently looking to hire a VP of Partner Product Solutions within our North America Partners division. In this role, you will... ..., partner solutions, implementation, or product strategy experience, ideally in payments, fleet cards, fintech, lending...Currently hiringLocal areaRemote workHome office$174.32k - $261.48k
...responsibility over technical strategy. Primarily affects a sub-... ...a wide range of products and solutions, including investment strategies... ...contact and trusted investment advisor for clients, including direct... ...alternative investments with wealth planning and private banking...Full timeLocal area- Razorfish is seeking a senior leader to drive integrated media strategy and planning for Retail clients. You will act as a senior strategic partner, guiding... ...with subject-matter experts to deliver innovative solutions. You will lead cross-functional teams, translate data...
- ...client is a leading private wealth and banking organization with... ...Wealth Management Level: Senior Advisor / Director About Our Client... ...Analysts to deliver comprehensive solutions for clients with... ...lending, planning, and wealth strategy resources. Leading a disciplined...Local areaRelocation package
- Bank of America Merrill Wealth Management is seeking a Financial Advisor to deliver comprehensive, goals-based financial planning and wealth strategies for clients, from individuals to institutions... ...to provide integrated solutions. The role requires 5+ years' experience...
- CyberCoders seeks a client-focused Wealth Advisor to deliver comprehensive financial planning and investment... ...relationships, develops customized wealth strategies, and coordinates with internal teams to deliver integrated solutions. The ideal candidate holds a CFP...
- The Goldman Sachs Group is seeking a Private Wealth Advisor in Atlanta, Georgia. This role requires building and managing client relationships to provide tailored wealth management advice for ultra-high net worth individuals. Candidates should have a minimum of 4 years...
- Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals in Atlanta to deliver exceptional client service and... ...-high-net-worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee onboarding, risk, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Advisor Solutions - Wealth Strategy Leader. Be the first to apply!
Related searches
- vice president information technology Atlanta, GA
- vice president real estate development Atlanta, GA
- vice president research Atlanta, GA
- vp hr Atlanta, GA
- vice president healthcare Atlanta, GA
- vice president product development Atlanta, GA
- vp internal audit Atlanta, GA
- vice president business solutions Atlanta, GA
- vice-president human resources Atlanta, GA
- vice president shared services Atlanta, GA

