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
- Danaher Corporation is seeking a Client Engagement Executive to serve as a trusted advisor and lead high-visibility engagements that enhance... ...stakeholders to ensure client satisfaction and identify growth opportunities. The ideal candidate has over 12 years of experience...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
- A leading financial services company is seeking a Senior Manager of Client Development Affiliate Marketing. This remote role involves partnering with top merchants and leveraging a suite of products to aid their success. Responsibilities include managing strategic relationships...SeniorRemote job
- 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
- 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
- Forge Consulting is seeking a Financial Advisor II based in Atlanta... ...fiduciary-level financial planning and investment services.... ...will manage a full book of clients, develop expertise in the planning process, and... ...provides opportunities for career growth within the company. #J-188...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
- 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
- Phase2 Technology is seeking a Senior Manager for its Cyber Market team. This role focuses on driving market growth and client engagement across U.S. Army cyber operations, requiring over 10 years of experience and a TS/SCI clearance. The ideal candidate will develop senior...SeniorRemote work
- ...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
- Thought Logic Consulting is searching for a Client Partner, Director based in Atlanta. This senior leadership role is crucial for expanding a portfolio of key managed accounts while supporting the firm's growth in the market. The successful candidate will cultivate executive...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
- ...-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
- ...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
- 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...
$117k - $159k
Miningamigos is seeking a Client Services Manager in Atlanta, GA to lead client growth strategies and manage client portfolios. This full-time hybrid role requires at least 10 years of experience in environmental engineering or consulting, excellent client management skills...Full time- ...a personal lines book of business while maintaining exceptional client service and carrier relationships. The ideal candidate will have... ...personal insurance products. Join a growing agency that offers professional growth and a supportive environment. #J-18808-Ljbffr KRG PARTNERSSenior
- A respected CPA firm is seeking a Tax Senior to join their hybrid team in Atlanta, Georgia. The role offers the... ...tax returns, conducting tax research, and building client relationships. With a focus on career growth and mentorship, the ideal candidate will have a degree...SeniorRemote work
- Pearson is seeking a Lead Specialist, Client Partner in Atlanta, GA, to drive growth and execute strategies for high-impact client partnerships. This crucial role requires an expert-level professional to manage complex client interactions, ensuring long-term growth and...Senior
- ...Howard Advisory LLC, based in Atlanta, is looking for a Tax Senior to communicate with clients, perform tax compliance, and foster client relationships.... ...accounting experience. This role provides professional growth within one of the country’s top accounting firms and...Senior
- The-Forge-Companies is seeking a Financial Advisor II in Atlanta, Georgia, to provide fiduciary-level financial planning and investment services to clients, primarily injured plaintiffs. This... ...clients, enhance financial planning expertise, and collaborate with internal and...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
- 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
- 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
- ...performance for deposit products. This role includes managing financial performance, mentoring teams, and ensuring compliance with regulations... ...the ability to work cross-functionally to optimize products and drive client satisfaction. #J-18808-Ljbffr Cooper Lighting SolutionsSenior
- ...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
- Kimley-Horn is seeking a motivated Senior Project Manager to expand its Bridge Structures practice in Atlanta, Georgia... .... Key responsibilities include supporting firm growth and building relationships with clients, staff, and industry peers. With over 10 years of experience...Senior
- UNITED STATES SOCCER FEDERATION 1 is seeking a Senior CRM Marketing Manager to drive engagement through data-driven marketing strategies... ...as email and SMS, ultimately driving fan engagement and revenue growth. Join us in making a significant impact in soccer across America...Senior
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