Senior Financial Planning Leader: Client Growth & Expertise
Cooper Lighting Solutions
Cooper Lighting Solutions is seeking a Premier Financial Planning Leader to deepen client relationships and enhance teammate skills related to mass affluent clients. The role focuses on managing and preparing financial plans, ensuring compliance, and delivering expert advice. Candidates should have extensive financial planning knowledge, significant experience, and strong interpersonal skills. This position offers a comprehensive benefits package including health insurance, paid time off, and a supportive work environment. #J-18808-Ljbffr Cooper Lighting Solutions
- Broughton Group is looking for a Client Accounting Services (CAS) Senior Manager to lead their CAS practice in Atlanta, GA. This role requires an active... ...offers competitive compensation, strong leadership, and growth opportunities. #J-18808-Ljbffr Broughton GroupSenior
- ...GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The... ..., and strong skills in investment and tax planning. Join a flexible, collaborative workplace focused...SeniorFlexible hours
- ...A leadership development consulting firm seeks a VP, Client Solutions to lead sales and marketing efforts. This fully remote role requires 10+ years of experience in sales, marketing, and client management. The ideal candidate will build long-term client partnerships...SeniorRemote workWork from home
- Capgemini is seeking a Delivery Executive located in Atlanta, GA to manage client relationships and oversee delivery for large teams. The role requires a strong project management background along with proven experience in P&L management. The ideal candidate will have...Senior
- ...engineer's license. Responsibilities include growing the geotechnical practice, managing client relationships, and leading project teams. This position offers professional growth opportunities with a competitive compensation package and a focus on employee ownership and...SeniorWork at office
- Cooper Lighting Solutions is seeking a professional to manage Commercial Card relationships and accelerate revenue growth. The role involves building strong client relationships, understanding market opportunities, and driving program enhancements. Ideal candidates will...Senior
- NTT DATA, Inc. is looking for a Client Delivery Executive II in Atlanta, Georgia. This role... ...will lead cross-functional teams, identify growth opportunities, and build effective stakeholder communications. Experience in financial management and project leadership is...Senior
- Truist is looking for a Premier Financial Planning Leader based in Atlanta, Georgia. This role involves deepening client relationships and enhancing the skills of teammates to... ...policy. Join Truist to drive client success and organizational growth. #J-18808-Ljbffr TruistSenior
- ...seeking a Manager for their Audit Department. The role involves client service excellence, team management, and ensuring timely... ...A./B.S. in Accounting, an active CPA license, and demonstrated expertise in managing multiple audit clients. Strong interpersonal and project...Senior
- A financial services firm in Atlanta is seeking an experienced Tax Senior Manager to oversee tax compliance and advisory services. The role requires a CPA or EA credential... ...in relevant fields. The manager will lead client projects and mentor tax teams, ensuring adherence...Senior
- A leading financial institution is seeking a Specialty Finance Advisor Senior to provide expertise in SBA and Commercial Real Estate loans. This role involves working closely... ...financing needs, structure loans, and maintain client satisfaction. Candidates should have at...Senior
- Logility-Inc. is looking for a Client Success Leader in Atlanta, Georgia, to lead a team dedicated to maximizing business value and promoting client retention. This role involves developing growth strategies for accounts, conducting client business reviews, and mentoring...
- A tech-driven supply chain solutions company is seeking a Client Success Leader in Atlanta. This role entails managing a team to enhance client... ...client retention. The successful candidate will develop growth strategies, conduct business reviews, and recruit talent for...
- ...confidential accounting firm in Atlanta is seeking a seasoned Client Accounting Services (CAS) Senior Manager. This leadership role involves overseeing all... ...and a collaborative office environment focused on growth and innovation. #J-18808-Ljbffr NorthPoint Search GroupSeniorWork at office
- ...-Advisors in Atlanta is looking for a Wealth Advisor to deepen relationships with clients and drive practice growth through referrals. As a fiduciary, you will provide tailored financial solutions supported by a team of experts. The ideal candidate is committed to client...Senior
- A fast-growing CPA firm is seeking a Senior Tax Accountant to support tax compliance... ...tax returns, assisting in tax planning, and maintaining client relationships. This hybrid role offers... ...collaborative team culture aimed at professional growth. #J-18808-Ljbffr NorthPoint Search...Senior
- ...Lumen is seeking a Senior Manager, FP&A, a strategic finance leader responsible for driving financial planning and performance management. This fully remote role welcomes candidates... ...skills. Join a dynamic team focused on growth and strategic execution. #J-18808-Ljbffr...SeniorRemote work
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire... ...interpersonal skills, an ability to drive new business, and the expertise in private banking or complex financial services. Successful candidates will lead client...Senior
- ...jurisdictional tax compliance and lead a team in providing excellent client service. This role involves supervising compliance processes,... ...skills. Join this dynamic firm dedicated to professional growth and advancement in the accounting field. #J-18808-Ljbffr Smith &...
- McGriff is seeking an Employee Health & Benefits Senior Executive Client Relationship Manager based in Atlanta, GA. This role requires senior-level consulting services related to plan strategy, overseeing plan renewals, and providing industry updates to clients. The ideal...Senior
- Waystar, Inc is actively seeking a Product Marketing Manager to drive growth in a fast-paced environment focused on healthcare revenue cycles. The successful candidate will lead market, product, and client insights dissemination while collaborating across sales, marketing,...Senior
- RXO is seeking a Senior Manager, Operations to provide strategic leadership for our Transportation Management services in Atlanta. You... ...management and leadership, you will oversee operations and identify growth opportunities, aiming for excellence in service and execution....Senior
- ...consulting firm in Atlanta is seeking an experienced Salesforce Client Portfolio Manager to build strong client relationships and drive... ...Enjoy flexible working modes and a path for significant career growth within a culture that prioritizes well-being. #J-18808-Ljbffr Astound...SeniorFlexible hours
- ...responsible for delivering C&Q services. This role requires expertise in cGMP regulations and strong leadership skills to ensure project... ...teams, overseeing project budgets, and driving business growth and client satisfaction in various industries, including...Senior
- ...services firm based in Atlanta is seeking a Tax Supervising Senior. The ideal candidate must have at least 3 years of... ...various benefits including medical, dental, and a generous PTO plan. Join us in helping clients navigate their tax needs and achieve their goals. #J-1880...SeniorFlexible hours
- Job Description As a Senior Finance Manager (Commercial) at Honeywell... ...role in providing strategic financial support to the business. You... ...insights that drive business growth and profitability. You will... ...policies. As a senior leader, you will also prepare financial...SeniorRemote work
- Judson Group is seeking a Lead Advisor in Atlanta, GA, to serve high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and...Senior
- ...accounting firm in Atlanta is seeking a Senior Assurance Associate to join their Assurance... ...involves conducting audits, preparing financial statements, and mentoring junior staff. Ideal... ...skills, and a consultative approach to client service. The position also offers generous...SeniorFlexible hours
- A leading technology services company is seeking a CDE II - Client Delivery Executive based in Atlanta, Georgia. This role is responsible for end-to-end delivery of services for specific clients and ensuring client satisfaction through effective governance and operational...Senior
- Calibre Search Ltd, based in Atlanta, is looking for a Senior Geotechnical Engineer, PE, to enhance technical delivery and market growth across Georgia and the SE coast. The position requires expertise in project management and geotechnical design. The ideal candidate...Senior
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