UNKNOWN

FEED

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

YEAR

Mercer Advisors

Relationship Manager (Atlanta, GA)

ea_via_bold

Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.

Wealth Enhancement Group Acquisition

Client Service Associate (Hybrid Opportunity)

The Focus internship program combines meaningful work experience with onboarding and training, mentorship, executive speaker sessions, firmwide networking, social and community engagement opportunities, formal performance feedback, and priority consideration for a full-time Client Advisor role based on performance and business needs. SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory.

HOUR

SCS Capital Management

Private Client Group Intern (Summer 2027)

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Senior Client Services Representative

The Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Holdings Inc

Regional Administrative Manager

This position plays a key role in advancing Voya's Retail Wealth Management initiatives, making experience with retail wealth platforms, advisor technologies, and data-driven decision making highly valuable. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.

VOYA Financial Inc.

Senior Data Product Owner

This leader translates enterprise priorities into technology roadmaps and ensures delivery of a scalable platform that connects participants, plan sponsors, advisors, employers, and individual investors through a single, integrated ecosystem. This platform will create a unified client experience across Retirement, Employee Benefits, Wealth Management, and Investment Management, enabling clients to seamlessly discover, engage, and transact across Voya's full suite of solutions.

Director, Engineering (Business Strategy, Platform Roadmap & Client Experience)

Supports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.

Bank of America

Market Manager

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met.

Focus Partners Wealth

Client Service Specialist

This role serves as the primary liaison between Financial Planning, Advisory, Operations, Technology, and external vendor partners to ensure solutions effectively support business objectives, advisor productivity, and client outcomes. Partner with key stakeholders, Technology, Enterprise Business Solutions (EBS), Operations, Compliance, vendors, and end users to understand business needs, identify pain points, and drive successful delivery outcomes.

Blue Trust Inc

Product Manager, Financial Planning Platforms

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This role will focus on helping Financial Advisors, Support Professionals, Field Leadership, and Home Office partners use AI as a practical platform to deliver targeted business campaigns, strengthen client and prospect engagement, and apply new capabilities in consistent, measurable ways.

Morgan Stanley

Regional AI Specialist, Vice President

Regional Artificial Intelligence Specialist, Vice President

This leader will own the technology direction for client and advisor portals, institutional digital servicing platforms, public websites, personalization capabilities, customer-service enablement tools and emerging AI-powered experiences that make it easier for clients to engage with Invesco globally. The Associate Director, Global Digital Platform Technology Lead will define and deliver the technology strategy, architecture and roadmap for Invesco's external-facing digital capabilities across financial advisors, institutional clients, intermediary partners and global client experiences.

Invesco Ltd

Director, Global Digital Platform Technology Lead

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services. Role Overview: The Paraplanner, Centralized Planning is responsible for delivering high-quality financial planning analysis and client-ready deliverables that support Advisors and Planners in serving clients effectively and efficiently.

Paraplanner, Centralized Planning

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Senior Market Strategist is a senior investment professional who extends the capacity of the Chief Investment Officer through delegated responsibility for market communication, advisor and CPA engagement, and investment related analysis across public and private markets.

Aprio

Senior Market Strategist

IRecruitee

Lead the firm's Identity & Access Management (IAM) program, including identity lifecycle management, privileged access management (PAM), single sign-on (SSO), multi-factor authentication (MFA), and identity governance. This senior technology leadership role is responsible for developing and executing the firm's information security strategy, protecting client and firm information assets, and leading the Information Security team.

Account Manager Jobs in Lynchburg, VA

Relationship Manager (Atlanta, GA) Mercer Advisors

Client Service Associate (Hybrid Opportunity) Wealth Enhancement Group Acquisition

Private Client Group Intern (Summer 2027) SCS Capital Management

Senior Client Services Representative Cetera Financial Group Inc

Regional Administrative Manager LPL Financial Holdings Inc

Senior Data Product Owner VOYA Financial Inc.

Director, Engineering (Business Strategy, Platform Roadmap & Client Experience) VOYA Financial Inc.

Market Manager Bank of America

Client Service Specialist Focus Partners Wealth

Product Manager, Financial Planning Platforms Blue Trust Inc

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Regional AI Specialist, Vice President Morgan Stanley

Regional Artificial Intelligence Specialist, Vice President Morgan Stanley

Director, Global Digital Platform Technology Lead Invesco Ltd

Paraplanner, Centralized Planning Blue Trust Inc

Senior Market Strategist Aprio

MANAGING DIRECTOR, INFORMATION SECURITY Cresset Capital Management LLC

Similar Job Searches

See More Jobs

Stand out to leading employers.