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
- ...Schwab in Atlanta is seeking a Financial Consultant to provide... ...wealth management and financial planning advice to clients. In this role, you will... ...financial goals, offering expertise in various areas such as retirement... ..., emphasizing continuous growth and community engagement....Senior
- ...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
- ...Defined Contribution Solutions Partner. This senior, market-facing leadership role advances... ...retirement market, blending deep DC expertise with a strong commercial focus as it engages clients, prospects and colleagues to drive growth and innovation. You will lead...Senior
- ...firm in Atlanta, GA for the role of Senior Audit Associate. This position offers direct work with partners and clients, a pathway to professional growth, and a strong service ethic within... ...experience, CPA or pursuing CPA, and expertise with audits, reviews, and tax work...Senior
- ...firm with offices in the U.S., UK, and India, seeks a CAAS Senior Associate to join our Client Accounting & Advisory Solutions team. You will own day-... ...opportunities to advance into leadership as you deliver high-quality financial insights. #J-18808-Ljbffr Frazier & DeeterSenior
- ...partnership with a well-capitalized regional bank, seeks a Senior Private Client Relationship Manager in Atlanta to grow a high-net-worth client... ...holistic wealth solutions across investments, credit, and planning. The role coordinates internal specialists to serve clients...Senior
- Next Level Recruiting, LLC in Atlanta connects high-net-worth clients with top wealth management professionals. The firm serves... ...partner advisors by coordinating with portfolio management, operations and financial planning. #J-18808-Ljbffr Next Level Recruiting, LLCSeniorFlexible hours
- ...seeking a Tax Principal. In this strategic, client-facing role you’ll partner with clients and firm leadership to drive growth, deliver exceptional tax services, and mentor... ...individual engagements, provide proactive planning, stay current on tax laws, and shape practice...
- Rsm Us Llp. is seeking a Tax Senior Manager in Atlanta to lead corporate tax services. This role requires a Bachelor... ...include mentoring staff, managing complex client engagements, and driving revenue growth. Ideal candidates should possess strong communication...Senior
- ...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...
- A financial planning firm in Atlanta is seeking an experienced Financial Advisor to nurture client relationships and deliver exceptional financial planning services. You will engage directly with clients to understand their financial objectives, prepare financial plans...Senior
- InRhythm, based in Atlanta, GA, seeks a Client Success Lead to ensure successful delivery of large programs for Fortune 50 enterprises... ..., and collaborate with sales to identify opportunities, driving growth while maintaining high client satisfaction and retention. #J-18...Senior
- ...Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed Income team in Atlanta. As a senior client-facing representative, you will engage... ...portfolio reviews and help drive asset growth. Travel 40-60% and collaborate with Marketing...Senior
- WTW in Atlanta is looking for a Sr. Surety Client Advocate to oversee all account management activities, ensuring client service and retention. You will build and maintain relationships, manage a book of business, and identify business opportunities while providing exceptional...Senior
- ...Manufacturing Co in Atlanta, Georgia is seeking a Senior Strategist to lead the creation and... ...of marketing strategies that align with client objectives. The ideal candidate will... ...This is an opportunity to drive business growth and elevate marketing initiatives. #J-18...Senior
- ...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
- Thought Logic Consulting is seeking a Senior Director, Data & AI GTM Lead (Southeast) in Atlanta to drive revenue growth and sales strategy for the Data & AI practice. You will... .... The role emphasizes strategic leadership, client relationship development, and executive-level...Senior
- ...practice. You will provide strategic direction, manage client engagements and drive growth across healthcare, life sciences or technology sectors.... ...resources for high-quality deliverables. The role demands deep expertise in risk, governance, IT and SOX controls, with a track...
- 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
- ...is seeking an experienced Health Actuary Leader to join our Actuarial and Financial Consulting teams. This hybrid role is based... ...health benefits, including financial projections, plan design optimization, renewal negotiations, and client advisory work. #J-18808-Ljbffr NACBASeniorWork at office
$100k - $125k
JR Management Company Inc is seeking a Senior Tax Manager in Atlanta, GA to lead tax review and planning within a boutique firm. The successful candidate will manage... ...performance bonuses and a chance for leadership growth. #J-18808-Ljbffr JR Management Company IncSenior- ...Dawson Georgia, LLC is seeking an experienced Client Development Manager to drive new business... ...client relationships and identifying growth opportunities to differentiate our... ...sales pipeline, mentor technical staff, plan events, and coordinate #J-18808-Ljbffr Pape...
$219.5k - $268.5k
...and software our clients create through efficient... ...lifecycle.As leader level within our Cloud... ...· Collaborates on growth projections,... ...staffing, and workforce planning rhythms for market... ..., with expertise in product engineering... ...$268,500, and the Senior Principal level the...SeniorTemporary workLocal area- ...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
- The Intersect Group is recruiting for a Senior Tax Associate in Alpharetta, GA to deliver high-quality tax compliance and client service within a growing professional services... ...diverse tax topics, mentorship, and a clear growth path in a collaborative #J-18808-Ljbffr...Senior
- WTW in Atlanta is seeking a Surety Client Advocate to oversee all account management activities, driving client service, retention and growth objectives. In this role you will work closely with the client service and broking teams to ensure the needs of the clients are...Senior
- 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
- Epsilon is seeking an experienced Senior Deliverability Manager to support and improve deliverability... ...deliverability challenges and improve client satisfaction. You will lead onboarding,... ...10+ years in deliverability and hands-on technical expertise. #J-18808-Ljbffr EpsilonSenior
- McKinsey & Company invites a seasoned product leader to shape MarketingOS strategy and lead cross-functional execution. You will own the... ...product capabilities and go-to-market readiness. You will drive client-facing work, demos, pilots, and proposals, while defining KPIs...Senior
- Bank of America in Atlanta seeks a Senior Private Client Advisor to grow and deepen client relationships, leading the client management process... ...capabilities. The role requires seasoned private banking expertise, Series licenses and strong relationship-building skills to...Senior
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