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
$100k - $120k
Cresset Capital is looking for an Associate Director, Wealth Strategy who will support senior strategists in serving clients. This role demands strong skills in estate planning, wealth transfer, and collaboration. The ideal candidate will have a Juris Doctor degree and...Suggested$100k - $120k
...Atlanta Office - Atlanta, GA 30326 Job Description The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team... ...to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours- HB Wealth ("HB") is a national, independent, fee‑only wealth... ...Summary We are seeking an Associate Director, Private Real Estate to play a key senior role... ...including manager evaluation, strategy assessment, market... ...stipend Equity Participation Plan HB is an Equal Employment...SuggestedFull timeWork at officeRemote work
$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 shift$145k - $170k
...Associate Director, Financial Planning & Analysis Boston, MA; New York, NY; Bellevue, WA; Atlanta... ...: Pathstone is a growing wealth management firm serving... ...across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic...SuggestedWork at officeRemote workFlexible hours- Job Description Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of... ...contra firms Implement new investment strategies and hire managers as directed by... ..., life insurance, 401(k) retirement plan, health savings accounts, short and...Full timeTemporary workWork at officeLocal area
- ...Associate Director, FP&A - Atlanta (Hybrid) $145K-$170K Bonus... ...modeling Support pricing strategy M&A analysis Must Haves... ...Background in financial services, wealth, or professional services (... ...company's 401(k) retirement plan. Additional disclaimer:...For contractorsWork at officeLocal areaRemote work
$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 area$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 scale Create pragmatic adoption plans including workforce readiness, change...Temporary workFlexible hours- tendersglobal.net position description The Senior Associate Director, Lead, Estate & Gift Planning identifies, cultivates, and solicits planned gifts for... ...Director of Individual Giving, this role develops strategies, manages donor relations, drafts correspondence, and...Temporary workWork at officeRemote workWork from homeFlexible hours
- Job Family : Strategy & Transformation Consulting Travel Required : Up to 10% Clearance... ...Public Trust What You Will Do : As an Associate Director within Guidehouse's Federal Health... ...meet client requirements * Develop work plans that reflect project scope and client expectations...Full timeContract workTemporary workInternshipWork at officeRelocationFlexible hours
- ...combining flexible service with the ability to give high‑quality, real‑time care to patients wherever they are located. RBC Wealth Management – Client Associate Embrace RBC Wealth Management’s core values and inclusive culture as a Client Associate/Registered Client Associate....Full timeImmediate startFlexible hours
- ...Divisional Director Of Financial Planning & Analysis TriMark USA is the country's largest provider of design services, equipment, and supplies... ...insights to drive the organization's financial success. The Associate Director will ensure the accuracy of financial reporting,...Full timeLocal areaRemote work
$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 team...Rotational programImmediate start- Parexel is seeking an Associate Director, Strategic Adoption to lead change enablement across enterprise transformation initiatives. This remote role on the East Coast focuses on organizational readiness, stakeholder engagement, adoption, and behavior change to enable...Remote job
$153.7k - $229.77k
Associate Director, Field Strategy, Nephrology/Immunology Position overview The Associate Director, Field Strategy plays a critical role in enabling... ...and drive decision-making . Support Business & Account Planning Ensure that business and account plans are created...Temporary workLocal areaFlexible hours$110k - $120k
About the Role As an Associate Director, Strategy - Events and Experiences, you’ll deliver customer‑centric, spatial, and retail strategic expertise... ...spatial awareness with the ability to look at a floor plan or a render and identify user journeys, dwell times, and engagement...Work at officeLocal area- Bose Corporation seeks an Associate Director, Corporate Systems (Business Relationship Management) to serve as the primary technology liaison for multiple business functions. You will translate strategy into a technology roadmap and collaborate with delivery, architecture...
$110k - $120k
...official website (monks.com/careers). About the Role As an Associate Director, Strategy - Events and Experiences, you’ll deliver customer‑centric,... ...Strong spatial awareness with the ability to look at a floor plan or a render and identify user journeys, dwell times, and...Local area- Mohr Talent is seeking an Associate Portfolio Manager in Atlanta to support private client... ...relationships. This role focuses on portfolio strategy, asset allocation, and investment... ...candidate will have over four years in wealth management and a Bachelor’s degree in Finance...
- ...Partners & Co. in Atlanta is searching for an Associate Portfolio Manager to work alongside Portfolio Managers delivering wealth management services to families across... ...integrate investment management and tax planning strategies. The ideal candidate will have a Bachelor...
$106.78k - $146.1k
...place to do it. Join us at razorfish.com. Overview As an Associate Director, Product Strategy, you will help our clients define and deliver their... ...backlog management, development stages, and pilot & rollout planning Implement learnings to optimize product and operations to...Temporary workFreelanceWork at officeLocal areaFlexible hoursShift work- ...responsible for financial forecasting and performance analysis for the Wealth Management business. The role requires excellent financial... ...across teams. Enjoy benefits like healthcare, retirement plans, and paid leave in a supportive work environment. #J-18808-Ljbffr...
$150k - $195k
...Location: San Diego, USA - Remote Position Summary The Associate Director, Technical Operations CMC Strategy is responsible for the creation and execution of the... ...). Support creation of integrated CMC development plans, timelines, budgets, risk assessments, and...Contract workTemporary workRemote work$59.5k - $74.3k
...Job Title : Associate Director, Program Success Team : Innovation Team Location : Hybrid in Atlanta... ...Braven's ever-evolving grading strategy and systems, ensuring strong alignment... ...create, operationalize, and manage project plans, meet milestones and deadlines, and focus...Full timePart timeWork experience placementWork at officeRemote workVisa sponsorshipWork visaMonday to FridayFlexible hoursWeekend workAfternoon shift2 days per week3 days per week$36k
## Associate Director, Capital Markets OriginationApplyremote type: Onsitelocations... ...a premier commercial real estate brokerage firm specializing... ...clients create and preserve wealth through exceptional real... ...terms of applicable benefit plans:• Health, dental, and vision...Permanent employmentLocal area- Alston & Bird in Atlanta, GA, seeks an Associate Director, Client Intake & Compliance to lead the enterprise-wide operations for new business intake and risk management. This role demands strategic oversight of the Conflicts Department, ensuring an efficient and defensible...
- ...candidates who can contribute to the excellence of our academic community. Description The Goizueta Business School is seeking an Associate Director of International Programs who will support the delivery and growth of our robust international exchange program with...Temporary workWork experience placementRemote workWork from home
- HB Wealth is looking for an Associate Director, Private Real Estate to join their Atlanta office. In this full-time role, you will focus on underwriting, due diligence, and portfolio management of private real estate investments. The candidate should have strong analytical...Remote jobFull timeWork at office
- Atlanta International School in Atlanta, Georgia is seeking a Financial Planning and Accounting Associate Director. This role involves managing the annual budget process, performing financial variance analyses, and ensuring compliance with accounting standards. The ideal...
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