NewVP; Financial Consultant - Atlanta, GA (Midtown) Charles SchwabVP; Financial Consultant - Atlanta, GA (Midtown)Atlanta, GAAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
Sr. Consultant, Technical Solutions VisaSr. Consultant, Technical SolutionsAtlanta, GA$127,300–$216,100 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. This role works closely with Product, Engineering, Client Services, Operations, and external stakeholders to design, implement, optimize, and support complex payment solutions that enable secure, scalable, and innovative commerce experiences.
Senior Dispute Consultant VisaSenior Dispute ConsultantAtlanta, GA$127,300–$204,100 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The North America VDO Senior Consultant is responsible for managing and advancing Visa’s dispute consulting program, delivering high impact solutions that improve client performance, reduce costs, and enhance the end customer experience.
Sr. Consultant, Client Success VisaSr. Consultant, Client SuccessAtlanta, GA$127,300–$204,100 / yearBuild and sustain a trusted client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased. Key Responsibilities: Oversee the implementation of new Visa products the Client purchases by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products.
Work Force Planning Consultant VisaWork Force Planning ConsultantAtlanta, GA$90,000–$144,500 / yearMasters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • 5 or more years of work experience • Excellent verbal and written communication skills are essential • Experience with scheduling software (such as eWorkforce Management, Genesys WFM) and ACD reporting systems (such as Avaya CMS Supervisor, Genesys Administer, CC Pulse, IWD, IWS) is recommend) • Basic knowledge of Operational tactical and strategic techniques used to drive overall service levels across multiple sites • Recommended Knowledge/experience with Genesys software, Fair Isaac’s Falcon, and Adeptra. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewPartnership Executive Consultant ComplySciPartnership Executive ConsultantAtlanta, GA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
NewSales Consultant - CPA PaychexSales Consultant - CPAAtlanta, GAOverview Consult with America's businesses, leveraging key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Leverage the Go-to-Market Sales Strategy to identify customers needs and present the solution to key stakeholders and decision makers in accordance with the client s preference on in person or virtual interaction to increase revenue and market share.
NewLicensed Financial Advisor The Piedmont GroupLicensed Financial AdvisorDunwoody, GA$70,000–$150,000 / yearYou'll be at the forefront of providing comprehensive financial planning and wealth management solutions, developing meaningful client relationships, and building a long-term book of business. Join The Piedmont Group as a Licensed Financial Advisor and empower individuals, families, and business owners to reach their financial aspirations.
Senior Financial Consultant - Workday Success Plans - Spend Management Workday IncSenior Financial Consultant - Workday Success Plans - Spend ManagementAtlanta, GA$140,300–$210,500 / yearIn addition to delivering Workday Success Plans services, our Workday professionals will also deliver other Customer Enablement services, such as: Office Hours to conduct appointment-based consulting engagements providing guidance and product expertise to customers. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).
Financial Consultant ManulifeFinancial ConsultantAtlanta, GA$40,000–$66,700 / yearSupported with an array of resources, the Financial Consultant at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
VP; Financial Consultant Atlanta, GA (Midtown) The Charles Schwab CorpVP; Financial Consultant Atlanta, GA (Midtown)Atlanta, GAAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
VP, Financial Consultant Atlanta, GA (Alpharetta) The Charles Schwab CorpVP, Financial Consultant Atlanta, GA (Alpharetta)Alpharetta, GAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
VP, Financial Consultant Atlanta, GA (Cobb County) The Charles Schwab CorpVP, Financial Consultant Atlanta, GA (Cobb County)Atlanta, GAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)Atlanta, GA$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Sr. Government Healthcare Financial Consultant Marsh & McLennan Companies IncSr. Government Healthcare Financial ConsultantAtlanta, GA$88,000–$176,000 / yearThis includes support examining financial reports in order to understand emerging Medicaid health care experience, the financial performance of managed care organization, and to ensure Medicaid dollars are being utilized efficiently. Government Healthcare Financial Consultant partners with state governments and internal teams to manage overall service delivery and strategy for Mercer's financial and consulting support.
Workday Financials Consultant (Contract To Cash) Armanino McKenna Certified Public Accountants & ConsultantsWorkday Financials Consultant (Contract To Cash)Atlanta, GA$92,220–$106,100 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Minimum 2 years of experience as a Workday consultant, with a proven record of Workday Customer Accounts implementations (2+ full lifecycle projects as a Lead/Co-lead).
NewWorkday Financials Consultant (Record To Report) Armanino McKenna Certified Public Accountants & ConsultantsWorkday Financials Consultant (Record To Report)Atlanta, GA$92,220–$106,100 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Ability to efficiently and effectively collaborate with cross-functional teams to ensure seamless implementations in the areas of data conversion, integrations, reporting, etc.
Workday Certified Financials Consultant/Lead - P2P/WSS Accenture PlcWorkday Certified Financials Consultant/Lead - P2P/WSSAtlanta, GAAs a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Netsuite Financials Consultant DeloitteNetsuite Financials ConsultantAtlanta, GA$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Success Consultant - Financial Solutions BELAY - CorporateClient Success Consultant - Financial SolutionsAtlanta, GARemoteAct as a trusted advisor to both clients and contractors, providing ongoing support past onboarding to cultivate strong, productive partnerships, including strategic guidance on accounting and bookkeeping best practices. Oversee a roster of clients with a focus on retention, account growth, and maximizing engagement duration while proactively identifying areas to expand services, leveraging your financial expertise and a growth-oriented mindset.