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Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset Capital Management LLC

ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES

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Recognized by Barron's among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Cresset is seeking a Director, Private Wealth Client Services with 10+ years of experience managing the administrative and private banking needs for high-net worth clientele.

DIRECTOR, PRIVATE WEALTH CLIENT SERVICES

As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles.

YEAR

Gridline

Sr. Account Executive (SaaS Sales)

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I’m looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service and long-term client relationships. Perfect for someone: *who enjoys helping people *stays calm under pressure *detail-oriented, professional environment *go-to person for client inquiries *will play a key part in delivering service that sets this firm apart.

pearlrecruiter

Customer Service Associate

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Meta Ads Strategist

Growth Marketing Manager

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Senior Growth Marketing Strategist

Paid Media Lead

High-Ticket Marketing Lead

Growth Marketing Strategist

Performance Marketing Specialist

Paid Media Specialist

Meta Ads Specialist

Senior Demand Generation Manager

Senior Performance Marketing Manager

Senior Paid Acquisition Manager

RIA Marketing Manager

Performance Marketing Manager

FULL_TIME

We have a team and culture that is based on winning each day by discovering the needs of our customers and providing options to help protect their assets and income so they can accomplish their life goals. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Tim Broyles - State Farm Agent

Registered Representative – State Farm Agent Team Member

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic Inc

Finance Manager, M&A

Investment Advisor Jobs in Atlanta, GA

Investment Advisor Jobs in Atlanta, GA

ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLC

DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLC

Sr. Account Executive (SaaS Sales) Gridline

Customer Service Associate pearlrecruiter

Meta Ads Strategist Clients Blackbox, Inc.

Growth Marketing Manager Clients Blackbox, Inc.

Senior Growth Marketing Strategist Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

High-Ticket Marketing Lead Clients Blackbox, Inc.

Growth Marketing Strategist Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

Paid Media Specialist Clients Blackbox, Inc.

Meta Ads Specialist Clients Blackbox, Inc.

Senior Demand Generation Manager Clients Blackbox, Inc.

Senior Performance Marketing Manager Clients Blackbox, Inc.

Senior Paid Acquisition Manager Clients Blackbox, Inc.

RIA Marketing Manager Clients Blackbox, Inc.

Performance Marketing Manager Clients Blackbox, Inc.

Registered Representative – State Farm Agent Team Member Tim Broyles - State Farm Agent

Finance Manager, M&A Osaic Inc

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