Lead Financial Strategist - Atlanta

We've built a reputation for putting our associates firstWe work in teams. We sell in teams. We win and prosper as a team · Business Insurance Magazine Best Places to Work in Insurance · 2023 Inc. Magazine's Best Workplaces · ...

The Financial Strategist will support and demonstrate IMA's core values while interacting professionally with internal and external clients via email, phone, and in-person. They will lead complex technical work on financial strategy involving employee benefit plans. · ...

This is a senior-level position responsible for providing financial strategy and underwriting services to clients. The ideal candidate will have extensive experience in the field and be able to communicate effectively with clients via email, phone, and in-person. · ...

The Lead Financial Strategist will be responsible for supporting and demonstrating IMA's core values, interacting professionally with clients via email, phone and in-person. They will also coordinate and manage the overall work and projects of assigned analysts. · ...

Current Employees and Contractors Apply Here · Osaic Careers · Senior Advanced Financial Planning Opportunity in Financial Services · Senior Financial Planning Specialist, High Net Worth Planning Services · Location(s): · Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 3 ...

Directive Consulting is the leading B2B performance marketing agency that delivers real revenue—not just leads. · ...

· Overview · We are seeking a strategic, analytical, and consultative leader to join our team as a Regional Capacity Strategist. This role is ideal for professionals with a background in consulting, finance, or strategic operations who thrive in complex, cross-functional environ ...

We are seeking a strategic, analytical, and consultative leader to join our team as a Regional Capacity Strategist. This role is ideal for professionals with a background in consulting, finance, or strategic operations who thrive in complex, cross-functional environments. You wil ...

The Wealth Strategist prepares estate and wealth planning analyses to address complex objectives for high-net-worth clients. This role acts as subject-matter resource for internal teams providing specialized expertise planning tools and guidance to enhance client-focused wealth p ...

The Assistant Strategist is responsible for supporting the team in the development of media plans, results analysis, and data management. · ...

We are looking for a content designer to shape the strategic direction of high-impact projects and craft elegant interface copy at Stripe. · We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encoura ...

Our client in the Fintech industry is looking for a principal-level AI Strategist to join their team. This senior role requires a visionary who can navigate strict regulatory environments while delivering bold data-driven results. · ...

As a Portfolio Strategy Lead you will be responsible for managing the Americas real estate office portfolio including analyzing portfolio, lease, occupancy and financial information that serves as the basis for all real estate strategy development activities. · ...

Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...

About Cresset · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integra ...

We're seeking a Digital Marketing Strategist to develop and execute comprehensive marketing strategies that drive growth in the construction technology sector. · ...

Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set f ...

The Chief Development Officer (CDO) is responsible for securing the growth and management of Concessions International's portfolio across airports in North America.This leader oversees business development strategy execution and manages partnerships with executive teams on organi ...

The Marketing Strategist - Financial Solutions drives the omni-channel strategy for Fully Accountable's Financial Solutions service offerings. · Bachelor's degree or equivalent work experience · Three or more years of experience in content creation for a brand · ...

We are seeking a strategic, analytical, and consultative leader to join our team as a Regional Capacity Strategist. This role is ideal for professionals with a background in consulting, finance, or strategic operations who thrive in complex, cross-functional environments. You wil ...