Wealth Strategy Associate Director Estate Planning
$100k - $120kCresset Corporation
An investment management firm in Atlanta is hiring for the role of Associate Director, Wealth Strategy. This mid-senior level position requires a Juris Doctor degree along with three years of experience in trust and estate, focusing on providing strategic support to clients. The role offers a starting salary between $100,000 - $120,000 and a comprehensive benefits package. Candidates must excel in analytical skills and client service. #J-18808-Ljbffr Cresset Corporation
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategy Associate Director Estate Planning in Atlanta, GA vacancy
$170k - $200k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...here. Job Summary: The Wealth Strategy team is part of our Wealth Solutions... ...‑net‑worth families. As a Director, Wealth Strategy, you will...SuggestedTemporary workWork at officeLocal areaFlexible hoursAfternoon shiftMercer Advisors
Atlanta, GA8 days ago$100k - $120k
# ASSOCIATE DIRECTOR, WEALTH STRATEGYAtlanta Office - Atlanta, GA 30326; West Palm Beach Office - West... ...**The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth... ...as a subject area expert in basic estate planning, wealth transfer planning,...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours$122k - $203k
...will be a hands-on leader who can connect strategy to execution, partnering with agency... ...to move solutions into production.The Associate Director will oversee cross-functional teams and... ...needed to scaleCreate pragmatic adoption plans including workforce readiness, change...SuggestedFull timeRemote workFlexible hours$145k - $170k
Associate Director, FP&A - Atlanta (Hybrid)$145K-$170K BonusGrowing PE-backed... ...modelingSupport pricing strategy M&A analysisMust Haves10 years... ...experienceBackground in financial services, wealth, or professional services (... ...company’s 401(k) retirement plan. Additional disclaimer:...SuggestedWork at officeLocal area- ...great things.Who You Are & the Impact You Will Have: The Associate General Counsel (Real Estate) is a member of the legal team who reports to the Deputy... ..., life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; paid...SuggestedContract workWork at office
$145k - $170k
...Associate Director, FP&A – Atlanta (Hybrid) $145K-$170K + Bonus Growing PE‑backed financial services... ..., and cash modeling Support pricing strategy & M&A analysis Must Haves 10+ years FP&... ...experience Background in financial services, wealth, or professional services (required)...Local areaVaco
Atlanta, GA5 days ago$145k - $170k
Associate Director, FP&A - Atlanta (Hybrid) $145K-$170K + Bonus Growing... ...Support pricing strategy + M&A analysis Must Haves... ...Background in financial services, wealth, or professional services (required... ...company's 401(k) retirement plan. Additional disclaimer:...For contractorsWork at officeLocal areaVaco
Atlanta, GA5 days ago- ...HB Wealth is seeking an Associate Director, Portfolio Management to partner with Portfolio Managers, Advisory, and Investments teams. You will monitor client portfolios, recommend investment strategies, and execute trades in the firm’s rebalancing system. This role focuses...
HB Wealth
Atlanta, GA3 days ago $115k
...Your Future Evolves Here Evolent partners with health plans and providers to achieve better outcomes for people with most complex... ...and a more connected care journey. We are hiring for an Associate Director to join our Operations Finance Team. We are looking for a...Rotational programImmediate startEvolent
Atlanta, GA1 day ago$177.48k
...Operations - Strategic Sourcing Associate... ...Chain & Operations Associate Director You Belong Here The Protiviti... ...opportunities. You'll develop strategies to solve complex business problems... ...successful completion of project work plans. What Will Help You Be Successful...Full timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours$106.78k - $119k
...hire us for our track record of excellence in strategic planning, investment, and measurement. We also have specialist offerings... .... Job Description Zenith looking for a talented Associate Media Director, Strategy to manage the day-to-day Media Planning and Strategy functions...Temporary workFreelanceFlexible hours- ...management capabilities across a wide range of strategies and vehicles worldwide. If you are... ...of ownership across the CoPilot Studio estate. Align CoPilot Studio delivery with Invesco... ...business platforms in asset management, wealth, or capital markets would be a distinct...Full timeWork at officeWorldwide
1101 Invesco IT Services
Atlanta, GA4 days ago - Description HB Wealth ("HB") is a national, independent... ...Wealth is seeking an Associate Director, Portfolio Management... ...suitable investment strategies, and facilitate trades... ...private debt and real estate. A passion for teaching... ...Equity Participation Plan Why HB Wealth is a great...Full timeWork at officeRemote work
- Tombras, a 600+ person national advertising agency, is seeking an Associate Director, Media Strategy in the United States. You’ll join a top independent agency and drive strategy, planning, and execution of media campaigns to meet client goals. You’ll lead a team, develop...Relocation package
- Planned Parenthood Southeast (PPSE) is seeking a visionary, mission-driven clinician to serve as Associate Medical Director . Working under the guidance of the Medical Director, you will provide... ...and Risk Management (QRM) strategies, lead peer review processes, and...Local area
- ...advertising agency with a digital mindset, is seeking an Associate director, Media Strategy. You’ll be joining one of the top independent agencies... ...problem solver, instrumental in developing strategies, planning, and ensuring proper implementation media campaigns to meet...Work at officeRemote workRelocation packageLong distanceFlexible hoursNight shift
- ...disciplines to tailor treatment plans to each patient’s needs and... ...'s two Scientific Co-Directors. This person plans and runs the... ...qualified candidates for the Senior Associate Director, Programs position.... ...with policy formulation, strategy development, and the management...Traineeship
- Linesight in Atlanta is seeking an Associate Director to lead a seasoned data centre team, building strong client relationships and delivering strategic projects. You will manage key accounts, negotiate contracts, and mentor staff while ensuring high quality and value...
- Merrill Wealth Management is seeking a Relationship Manager to support the Financial Advisor... ...and coordinating investment strategy discussions. You will collaborate with portfolio... ...and services, with potential SAFE Act #J-18808-Ljbffr National Black MBA Association
- Bank of America’s Merrill Wealth Management team seeks a Relationship Manager/Client Associate to support the Financial Advisor team in growing client relationships... ...requests and assist with meetings on investment strategy, performance, and market developments. You will...
$150k - $195k
Position Summary The Associate Director, Strategic Procurement is responsible for strategic sourcing, outsourcing, procurement, and financial... ...of R&D investments. Responsibilities Develop outsourcing strategies and plans for R&D departments, with focus on Clinical Studies, in...Temporary workWork experience placementWork at officeRemote workShift work- ...to the Syneos Health National Business Director, the Associate Project Director (APD) provides... ...performance gaps and executing timely action plans to optimize business results. Drive... ...planning. Establish and execute retention strategies aligned to franchise objectives and...Home officeFlexible hours
Syneos Health/ inVentiv Health Commercial LLC
Atlanta, GA1 day ago - ...our team.KPMG is currently seeking an Associate Director, Oracle Applications to join our Digital... ...Responsibilities:Develop and execute the technology strategy for Oracle FCCS and EPM... ...and department leaders to set tactical plans and manage strategic objectives, budgets...H1bLocal area
- ...clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across...Full timeWork experience placementWork at officeFlexible hours
- ...Clearance Required:NoneWhat You Will Do:Guidehouse is seeking an Associate Director to lead the continued growth of the firm's relationship with... ...clients in the areas of business design, organizational strategy, program strategy and implementation, market analysis,...Full timePart timeWork experience placementInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$70k - $140k
...information, visit WPP.com.What you’ll do: As an Associate Director, CRM Analytics, you will help lead... ..., and comfortable working across Strategy, Account, Project Management, Creative,... ...identify testing opportunities, measurement plans, campaign learnings, and new ways...Work at office$179.8k
...Identity & Agentic Identity Associate DirectorLOCATIONCHICAGOADDITIONAL... ...Consulting Associate Director to join our growing Digital Identity... ...technology. You'll develop strategies to solve complex business... ...successful execution of project work plans. Collaborate across...Full timeTemporary workLocal areaRemote workFlexible hours- ...Solutions (PECS) team is recruiting for an Associate Director, Field Reimbursement Immunology... ...accounts and executing on the PECS FRM strategy. The Associate Director is focused on... ...Develop both long and short-term strategic planning for the team and manage seamless team...Full timeTemporary workLocal areaRelocation
- ...to the excellence of our academic community.DescriptionThe Associate Director of Student Life reports to and works closely with the Assistant... ...on student learning. Conduct strategic and long-range planning for OSLS activities.Performs other related duties as required...Contract workWork at officeRemote workWork from homeOverseas
$154.5k - $302k
...include public and private real estate entities including owners/developers... ...operational areas.The Senior Director will work with a valuation... ...partnership disputes and estate planning purposes.Perform research and analyses associated with operating performance, market...Full timeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy Associate Director Estate Planning. Be the first to apply!
Related searches
- wealth management advisor Atlanta, GA
- wealth management consultant Atlanta, GA
- wealth manager Atlanta, GA
- corporate planning manager Atlanta, GA
- data strategy manager Atlanta, GA
- client strategy manager Atlanta, GA
- manager strategic sourcing Atlanta, GA
- strategic finance manager Atlanta, GA
- director marketing strategy Atlanta, GA
- planning project manager Atlanta, GA