- Charles Schwab (Atlanta, GA)
- …helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Deloitte (Atlanta, GA)
- …career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Alight (Atlanta, GA)
- …check consistent with the Divested Group company employment policies. **Workday Senior Manager (HCM+)** Manages resources for multiple projects, responsible ... (CDS)/projects and leads portions of client sales meetings as Subject Matter Expert/ Advisor . **Key Responsibilities:** + Responsible for leading one or more areas of… more
- Cherry Bekaert (Atlanta, GA)
- …yours, we'd like to hear from you. Lets grow your career as an **Audit Senior Manager ** supporting our Atlanta, GA, practice. **What your day looks like:** + ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… more
- Morgan Stanley (Albany, GA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Resident Manager * **Location:** *Georgia-Albany* ... *POSITION SUMMARY:* The Resident Manager 's primary focus is to drive revenue and...efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a… more
- Deloitte (Atlanta, GA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... on June 17, 2024. Work You'll Do As a Manager , you will lead and deliver small engagements, or...complex ideas effectively, both verbally and in writing, with senior client stakeholders, project sponsors and client teams through… more
- PNC (Atlanta, GA)
- …Asset Management businesses. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and drive marketing strategy ... business impact and growing strategic business segments in the wealth and asset management space, we want to hear...the existing client base. This role interfaces directly with senior leadership across the Bank to align on strategic… more