NewSr. Creative Strategist Thrive Causemetics, Inc.Sr. Creative StrategistLos Angeles, CA$90,000–$130,000 / yearThis is a senior, player-coach role: you'll set the creative point of view, build the systems that scale production, own our performance-agency and creator relationships, and mentor two junior strategists, all while staying hands-on in the brief. What You Will Be Doing: Creative Strategy & Ideation: Lead creative strategy for full product launches, from ideation through post-launch performance review setting the creative POV and roadmap quarter over quarter.
Design Strategist ZobilityDesign StrategistTorrance, CAThe role will lead, with minimal supervision, various Advanced Design research themes on emerging user values, technology, and market trends with the goal of identifying unique mobility experience opportunities, and developing strategic concepts that influence future lineup. The Experience Design Strategist is responsible for the development of advanced strategies across brand, product, and digital, that increase our competitiveness and establish strong emotional connection with next-gen customers.
Creative Strategist True ClassicCreative StrategistLos Angeles, CApointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]"> This role is hybrid (3x per week in office) based in Calabasas, CA. *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]"> Compensation.
NewLead Creative Strategist - Donut Studios New EngenLead Creative Strategist - Donut StudiosLos Angeles, CA$80,000–$90,000 / yearAll legitimate job openings will be posted directly on our careers page, and all communication about these roles will come exclusively from Recruitment outreach, conducted via email through our ATS, Greenhouse, and never through unsolicited text messages or the @newengen.online domain. As a key part of New Engen's suite of specialized solutions, alongside offerings like the Acorn Creator Suite – Donut Studios helps unlock breakthrough creative that drives results, fast.
NewBrand Manager / Career Strategist Type: Long-term partnership Meme House LA, IncBrand Manager / Career Strategist Type: Long-term partnershipBEVERLY HILLS, CA$6,000–$8,500I want someone who builds the vision, not just executes tasks — someone who can look at where I am now and map a clear path to where I want to be. Open doors: connect with agents, directors, producers, PR, photographers, labels, and collaborators .
Creative Video Strategist Golden Pet BrandsCreative Video StrategistBurbank, CaliforniaLeverage AI tools (e.g., for ideation, scripting, editing support, and performance analysis) to accelerate creative production, generate new ad concepts, and enhance testing velocity; stay current with emerging AI capabilities and incorporate them into the creative workflow. Work with videographers to gather video assets (i.e.identify needed video cover, set-up locations and direct videographers to shoot b-roll).
Social & Content Growth Strategist (Remote) Terzo TechnologiesSocial & Content Growth Strategist (Remote)Los Angeles, CaliforniaRemoteTerzo's solutions help customers transform procurement, drive strategic and tail spend cost reduction, improve IT asset management, increase organic revenue growth, manage complex obligations and compliance in supply chains, budget and forecast, support financial audit, and more. Reporting to the VP of Marketing & Comms , you’ll lead our social content strategy, help build executive presence, and drive engagement with the decision-makers who matter most.
NewExecutive Director, AI Architect and Strategist Wells FargoExecutive Director, AI Architect and StrategistLos Angeles, CA$185,000–$300,000 / yearSuccessful candidates will combine deep technical expertise with strategic thinking, helping establish the point of view, reference architectures, governance models, and implementation patterns that enable the responsible adoption of agentic AI in a highly regulated environment. Recognized expertise in one or more areas including agentic AI, AI architecture, AI governance, retrieval and knowledge systems, AI platforms, data architecture, or capital markets technology.
Public Relations Strategist - West Coast Perkins EastmanPublic Relations Strategist - West CoastLos Angeles, CA$90,000–$110,000 / yearThe Opportunity: The Public Relations Strategist will lead media relations and thought leadership initiatives for the West Coast studios, reporting directly to the Director of Communications and working under the leadership of the External Communications Manager. The ideal candidate is a proactive communicator who can collaborate with internal teams, develop campaigns on project work, build lasting connections with local media, and represent the firm at key industry and client events.
NewClinical Systems Solutions Strategist RadNet IncClinical Systems Solutions StrategistCA$71,760–$75,000 / yearYou Will: Design, test, document, implement, optimize, support and maintain working knowledge of RadNet's internal clinical systems across all Radiology related workflows including, but not limited to: RIS, PACS, Dictation Systems, Image Exchange Solutions, Health Information Exchanges, Online Portals, Electronic Interfaces, Professional only services, Technical only services, Mammo Tracking and Utilization Management. Collaborate with the Sales and Operations to identify, explore and assess interoperability opportunities (EMR interfaces, image exchange solutions, etc.) and with EMR vendors, IT and the Interoperability Team to design, test, document, implement and support interoperability between our clinical systems and/or those of our joint venture partners, referring physician community and/or third-party systems.
Insights Strategist Dialogue AIInsights StrategistLos Angeles, CaliforniaThe Insights Strategist partners closely with customers to ensure they run best-in-class research on Dialogue—while also feeding real-world research learnings back into the product. You’ll help customers design strong studies, interpret insights, and get real value from Dialogue, while shaping how the platform encodes research best practices over time.
NewPaid Social Growth Strategist | Campaigns Monks LimitedPaid Social Growth Strategist | CampaignsLos Angeles, CAMonks is seeking a Strategist to bridge imagination and data, driving growth for a major wireless provider across Meta, YouTube, TikTok, and more. You will apply 2–5 years of paid digital experience and proactively experiment while collaborating with media, creative, and client teams.
NewYouTube Strategist Dear MediaYouTube StrategistLos Angeles, CA$90,000–$110,000 / yearA track record of creating engaging content that connects with an audience and drives audience loyalty and growthA knowledge of what kinds of content resonates with women 25‑44, and an ability to stay on top of trendsAbility to work cross‑functionally with internal teamsData‑driven mindset with a creative approach to content packagingExcellent communication skills and proven success collaborating directly with talent and their teams to align on strategy, creative direction, and growth opportunities. Experience3–5+ years of hands‑on YouTube channel management experience (media company, or creator‑led brand)Proven track record of growing channels and increasing audience engagementStrong understanding of YouTube's algorithm, analytics tools, and SEO optimization.
Content Strategist XE.COM INC.Content StrategistCA$110,000–$130,000 / hourReporting to the Head of Brand, this role sits at the intersection of Brand, Organic Growth, Lifecycle Marketing, and Performance Media, ensuring that content not only reinforces Xe's brand identity but also drives measurable business outcomes across acquisition, engagement, conversion, and retention. This is a strategic and execution‑oriented role responsible for defining what content Xe creates, why it matters, and how it performs-while enabling consistent, high‑quality execution across formats, markets, and channels.
E-commerce Content Strategist (Beauty & Luxury Helios WorldWideE-commerce Content Strategist (Beauty & LuxurySanta Monica, CAFull timeThe ideal candidate has hands-on experience scaling beauty, skincare, wellness, luxury, or premium consumer brands through paid social advertising and understands what separates a beautiful ad from a profitable one. Working closely with our paid media buyers, designers, video editors, creators, and brand teams, you will transform performance insights into compelling ad creatives that convert.
Integrated Senior Strategist, Business Solutions Horizon Media LLCIntegrated Senior Strategist, Business SolutionsLos Angeles, CA$66,300–$80,000 / yearWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. Manage the day-to-day media plan development, budgetary analysis, buy maintenance and implementation of campaigns, working closely with activation teams to ensure that media plans are executed smoothly.
Content Strategist and Producer The AgencyContent Strategist and ProducerBeverly Hills, CA$85,000–$95,000 / yearThis individual will manage the content strategy for our corporate social media platforms and support the content needs of the marketing team, particularly on The Agency's owned media channels. Responsibilities range from execution of content strategy, agent facing staff guidance and support, collaboration with retained vendors, and contributions to corporate marketing initiatives.
Owned Social Senior Strategist - XLOB Apple IncOwned Social Senior Strategist - XLOBCulver City, CAExperience working with high-profile talent on high-stakes projectsFuturistic thinker and creative problem-solver to ensure Apple Services are uniquely ahead of the curve, cementing a position as a leader in innovative social media storytelling. The Services Social Marketing team is looking for a Senior Owned Social Strategist to bring to life the organic social marketing strategy and program across multiple businesses, covering owned and operated channels as well as collaborating with partner channels.
Deployment Strategist Scale AI IncDeployment StrategistLos Angeles, CA$203,200–$254,000 / yearThe range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position and may be inclusive of several career levels at Scale; it will be determined during the interview process based on work location and additional factors, including job-related skills, experience, qualifications, interview performance, and relevant education or training. SI & Prime Orchestration: In partnership with Scale's Partner Managers, you will actively manage and negotiate with Tier 1 Systems Integrators (SIs) and Defense Primes to ensure Scale is the agentic AI engine of their larger programs.
Owned Social Strategist - App Store Apple IncOwned Social Strategist - App StoreCulver City, CAThe ideal candidate is a highly autonomous social media expert who understands the app developer world, knows how to effectively leverage social to tell impactful stories, and cultivates deeply engaged audiences. Our teams work together to craft products and experiences that impact peoples lives in ways they could not have imagined, and finding new ways to connect with our customers is always top of mind.
Creative Strategist O PositivCreative StrategistSanta Monica, CaliforniaOur growing portfolio spans PMS & hormone balance, vaginal & urinary health, digestion, menopause, and conception support—offering vitamins, supplements, and personal care products that women trust. Since launching in 2018, O Positiv has reshaped the women’s health space, tackling long-overlooked issues with innovative, science-backed products and boldly breaking taboos along the way.
Brand Systems Strategist Brand New SchoolBrand Systems StrategistLos Angeles, New YorkOur integrated model unites strategy, creativity, and production to help brands like Meta, Pinterest, Google, Apple, Microsoft, and OpenAI transcend their categories and become benchmarks in culture and commerce. Ability to work closely with senior leadership and translate business goals into strategic brand solutions, at our studio in Los Angeles or New York (strong preference for LA).
NewSenior Strategist (Creator/Influencer) GondolaSenior Strategist (Creator/Influencer)Los Angeles, CAWe're a trusted partner to every major league, team and venue, building meaningful connections between brands, properties and fans.**\*\*\*\***Headquartered in Los Angeles, Wasserman's presence spans 28 countries and more than 70+ cities, including New York, London, Abu Dhabi, Amsterdam, Hong Kong, Madrid, Mexico City, Toronto, Paris and Sydney. Actual base salary is dependent on several factors including but not limited to; market dynamics, location and region, experience, specialized skills/training (education), level of responsibility, budgetary considerations, tenure at the company (for current employees), etc.
Paid Media Strategist DigitalPaid Media StrategistLos Angeles, CaliforniaYou will shape high-level strategy across Instagram, TikTok, and other relevant platforms to build a large, engaged audience of cinephiles while advising on creative, targeting, and paid media campaigns. We are seeking a Paid Media Strategist to lead the paid and organic social growth of SUPERCINEMA’s ( https://supercinema.film ) pre-launch social brand.
NewOlympic & Paralympic Brand Strategist JPMorgan Chase & CoOlympic & Paralympic Brand StrategistLos Angeles, CAYou'll lead end-to-end campaign development across key Olympic and Paralympic moments aligning stakeholders, guiding agency and internal creative partners, and ensuring work is delivered with quality and consistency. As a Brand Strategist, Global Olympic & Paralympic Sponsorship in the centralized Brand Management team, you will translate sponsorship strategy into an integrated creative platform and go-to-market plan across our brands and lines of business.
NewStrategist, Business Solutions Horizon Media LLCStrategist, Business SolutionsLos Angeles, CA$66,300–$80,000 / yearWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified.
Associate AI Data Strategist TWG Global AIAssociate AI Data StrategistSanta Monica, CaliforniaOur decentralized structure enables each business unit to operate autonomously, supported by a central AI Solutions Group, while strategic partnerships with leading data and AI vendors fuel game-changing efforts in marketing, operations, and product development. . At TWG Global Holdings, LLC (“TWG Global”), we drive innovation and business transformation across a range of industries, including financial services, insurance, technology, media, and sports, by leveraging data and AI as core assets.
NewRemote Social Strategist Gaming & Tabletop Culture Space150Remote Social Strategist Gaming & Tabletop CultureLos Angeles, CARemoteThis full-time temporary position with potential to hire requires 3–5 years in social strategy or digital marketing, deep gaming culture knowledge, and#J-18808-Ljbffr. You will shape how brands appear authentically in communities across Twitch, YouTube, TikTok, Instagram, Discord, Reddit, and tabletop spaces.
NewSenior Creator Partnerships Strategist GondolaSenior Creator Partnerships StrategistLos Angeles, CAIn this role, you'll drive innovative partnerships and develop strategies that integrate brand storytelling across digital platforms. The ideal candidate brings 4-7 years of experience in creator partnerships and a deep understanding of social media ecosystems.
NewFreelance Audience Growth Strategist for Social Brands DigitalFreelance Audience Growth Strategist for Social BrandsLos Angeles, CAThe ideal candidate will have proven expertise in social media for entertainment brands and the ability to independently guide content and community initiatives.#J-18808-Ljbffr. Digital is looking for a Freelance Social Media Strategist to define and execute a comprehensive social growth strategy.
NewSenior Strategist TBWA\Chiat\DaySenior StrategistLos Angeles, CAWHAT YOU'LL DO: Land unique and provocative brand repositionings that set the stage for disruptive workBe the distiller who can transform the beautiful collaborative mess into an inspiring and brave brand strategy/charter/disruption road map that unlocks creative and commercial growth for brandsBuild trusted relationships with clients to become an indispensable strategic partner and go-to brand visionaryUncover truly amazing creative ideas and frame strategic opportunities for creatives to do their best work in the agencyGuide research initiatives and partner with clients to ensure research and testing initiatives support the agency's work. QUALIFICATIONS: 4-6+ years' experience in advertising, marketing, or related field demonstrating creative work or qualitative research and/or equivalent combination of education and experience requiredEvidence of success in developing brands and delivering them to market, especially in tech, B2B, technology, or startup industriesEvidence of working on developing successful brands and delivering them to marketExcellent interpersonal, organizational, and written communication skillsPower-user skills in Excel, PowerPoint, Word, Keynote and Google AppsFamiliarity with a wide range of research and intelligence sources#J-18808-Ljbffr.
NewMulticultural Strategist United CollectiveMulticultural StrategistHuntington Beach, CA$125,000–$150,000 / yearOver the years, the agency has remained minority-owned independent ad agency, whose essence has been described by many in the industry as "creative-smart": highly effective and unexpected work, always in service to client's growth. A strong command of consumer understanding will be essential in developing insights that enable consumer-first planning across a wide range of audiences, starting with Hispanics & beyond.
NewPaid Search + Social Strategist Exverus by BrainlabsPaid Search + Social StrategistLos Angeles, CAAbout the Role We are looking for a motivated and detail-oriented Paid Search and Social Media Strategist to develop and execute integrated paid advertising campaigns. This role will be part of a larger performance media team to create key synergies with e‑commerce/retail media and programmatic media for holistic activation.
NewDirect Response TV+ Billboard Strategist HighscaleDirect Response TV+ Billboard StrategistLos Angeles, CA$80,000–$100,000 / yearLeverage Programmatic DOOH (Digital Billboards) to snipe specific audiences-e.g., running ads for a coffee brand only during morning rush hour when traffic speed is below 20mph. Our team is scaling fast, producing thousands of high-impact social videos every week for the world's leading lifestyle, fashion, beauty, and DTC brands.
Customer Engagement Strategist The Cigna GroupCustomer Engagement StrategistCA$108,400–$180,600 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. As a Customer Engagement Strategist, you will help shape experiences that guide customers to the care and programs they need-when they need them-improving health outcomes while lowering the total cost of care.
EverPro - Senior Paid Media Strategist (Remote, US) EverCommerce IncEverPro - Senior Paid Media Strategist (Remote, US)CARemote$110,000–$130,000 / yearEverPro brings together purpose-built tools across key trades-including field service, remodeling and roofing, landscaping, and pest and lawn-so service professionals can manage operations, engage customers, and drive long-term growth. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries.
Temporary Social Strategist Gaming, Streaming & Tabletop | full time space150Temporary Social Strategist Gaming, Streaming & Tabletop | full timeLos Angeles, CARemoteYou'll develop and run social strategy for a high-profile gaming and tabletop engagement by connecting brands to fans across platforms, from Twitch and YouTube to TikTok, Instagram, Discord, Reddit, and the tabletop communities where these audiences gather. Bonus: personal streaming or content creation experience; familiarity with esports, competitive gaming, and gaming-adjacent communities (speedrunning, modding, cosplay); and emerging formats like VTubing, co-streaming, or interactive overlays.
NewSocial Strategist, YouTube Brand and Social Marketing Google LLCSocial Strategist, YouTube Brand and Social MarketingLos Angeles, CAYou will fuel the Social Editorial team in building and maintaining a successful always-on brand presence through organic channels, and drive Initiative Social and Influencer Strategies in partnership with Campaign leads. In this role, you will focus on building scalable social infrastructure and replicable strategies for the Brand+Social COE to maximize the capability of Social Marketing towards efficient business impact.
Advisor II, US Giving & Engagement Strategist Catholic Relief ServicesAdvisor II, US Giving & Engagement StrategistCAThe Advisor II provides strategic oversight of CRS Rice Bowl, CRS' flagship Lenten fundraising and engagement program, as well as the CRS National Collection in partnership with the United States Conference of Catholic Bishops (USCCB), ensuring alignment of priorities, stakeholder engagement, and successful achievement of fundraising and engagement objectives. Comprehensively manage the CRS Rice Bowl program by producing the program's strategy framework, identifying and aligning priorities across teams, and facilitating the planning and cross‑team coordination for content production, materials fulfillment, digital marketing and communications.
Creative Strategist , PV Brand Partnership Studio Amazon.com IncCreative Strategist , PV Brand Partnership StudioSanta Monica, CAStakeholder Management: You navigate conversations with internal teams (Sales, GTM, Studios, Production) and external clients, build consensus across diverse groups, and maintain strong relationships with key partners. Qualification & Routing: You assess incoming demand against the qualification gate, make binding go/no-go decisions on which briefs enter the custom pipeline, and redirect non-qualifying demand to appropriate tiers with clear rationale.
NewBusiness Development Strategist Human Health ProjectBusiness Development StrategistLos Angeles, CAFor more information, please visit our website including viewing our "Shared Patient Information" program page which includes 50 pages of reports on both our Migraine and Lupus and feedback received from people who reviewed the reports in the section, "What Our Members are Saying" - and our "Healthcare Access Program" which includes short video courses in our Learning Academy -, Patient Advocacy Workshops in Los Angeles, - and in Northern Ireland - and our Online Peer to Peer Events -. The program addresses the unique challenges faced at each developmental stage—helping young children (0–5) build emotional vocabulary and healthy early habits, supporting school-age youth and teens (6–17) as they navigate increasing mental health needs and chronic conditions, and guiding young adults (18–25) as they transition into independent healthcare and nutrition decisions.
Account Strategist, Small Business Sales, Google Customer Solutions Google LLCAccount Strategist, Small Business Sales, Google Customer SolutionsLos Angeles, CAGoogle Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities. Build Google Ads knowledge to identify the right solutions for customer needs, and pitch powerfully by simplifying product features into customer-focused language, always demonstrating a clear value proposition designed to exceed expectations.
Account Strategist, Mid-Market Sales, Google Customer Solutions Google LLCAccount Strategist, Mid-Market Sales, Google Customer SolutionsLos Angeles, CA$88,000–$125,000 / yearGoogle Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities. Plan for and achieve growth goals, including but not limited to quarterly business growth and productivity goals, through the presentation of Google advertising products/solutions that will help clients to meet their marketing objectives.
Principal Innovation Strategist Frontdoor IncPrincipal Innovation StrategistCARemote$154,676–$212,680 / yearMinimum Experience required (number of years necessary to perform role) : 10+ years of relevant experience required Travel: Up to 20% Other/State Specific This role pays between $154,676.00 - $212,680.00/Yr, and your actual base pay will depend on your skills, qualifications, responsibilities, experience, and location. With over 55 years of experience, we are the leading provider of home warranties in the United States, handling approximately 3.8 million service requests for more than 2.1 million members through a network of approximately 17,000 qualified and independent service contractors.
Social Media Strategist DigitalSocial Media StrategistLos Angeles, CaliforniaProduce and edit content end to end, including Reels, TikTok, Shorts, and short-form videos, graphics, captions, and copy. The objective is to establish a credible, high-end profile that attracts the right audience organically and turns inbound interest into referrals.
NewFreelance Paid Media Strategist: Instagram & TikTok Growth DigitalFreelance Paid Media Strategist: Instagram & TikTok GrowthLos Angeles, CAThe ideal candidate will have proven experience growing media brands, a strong understanding of social content strategy, and excellent communication skills. Digital is seeking a Freelance Paid Media Strategist to enhance SUPERCINEMA's pre-launch social brand.
NewSenior Client Strategist Brand Partnerships Lead (Hybrid) PlayOn LLCSenior Client Strategist Brand Partnerships Lead (Hybrid)Los Angeles, CAA leading sports media firm in Los Angeles is seeking a Senior Client Strategist to lead sponsorships and brand partnerships. The ideal candidate has a Bachelor's Degree and at least 5 years of client strategy experience, along with strong storytelling and collaboration skills.
Career Strategist Discovery Form the-talent-project.comCareer Strategist Discovery FormLos Angeles, New YorkAbout The Talent Project: The Talent Project is a female-owned and led executive search firm specializing in marketing, creative and supply chain roles for the beauty, wellness & CPG industries. Our team of experienced recruiters are ready to not only coach you on the skills needed to ace the interview – but also here to be your individual career strategist. We know that every individual is unique, and one-size does not fit all!
Advanced Wealth Strategist - Wealth Management EP Wealth Advisors LLCAdvanced Wealth Strategist - Wealth ManagementWestlake Village, CARemoteThe role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters. The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings.
Associate Wealth Strategist-Wealth Management (Hybrid) EP Wealth Advisors LLCAssociate Wealth Strategist-Wealth Management (Hybrid)Torrance, CA$110,000–$145,000 / yearThe role includes significant client and prospect-facing responsibilities, partnering closely with Advanced Wealth Strategists in Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically ranging from $10-25 million in Assets Under Management (AUM), with complexity across advanced estate planning, tax, business, and real estate matters. The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings.