Senior Auditor - Financial Services (Insurance) Wipfli Advisory LLCSenior Auditor - Financial Services (Insurance)Atlanta, GeorgiaFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
Financial Services Representative (Year-Up & Returning Interns) Morgan StanleyFinancial Services Representative (Year-Up & Returning Interns)Alpharetta, GeorgiaOur 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. A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
New2027 Financial Services Representative | Year-Up & Returning Interns Morgan Stanley2027 Financial Services Representative | Year-Up & Returning InternsAlpharetta, GeorgiaOur 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. A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
New2027 Financial Services Representative (SIE) | Alpharetta, GA Morgan Stanley2027 Financial Services Representative (SIE) | Alpharetta, GAAlpharetta, GAOur 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. A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
New2027 Financial Services Representative | Alpharetta, GA Morgan Stanley2027 Financial Services Representative | Alpharetta, GAAlpharetta, GAOur 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. A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Financial Services Representative - State Farm Agent Team Member Ryan YoungFinancial Services Representative - State Farm Agent Team MemberKennesaw, GeorgiaROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Young - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Enterprise Sales Engineer, Financial Services Sierra Technologies IncEnterprise Sales Engineer, Financial ServicesAtlanta, GAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the worlds leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Enterprise Sales Director, Financial Services Sierra Technologies IncEnterprise Sales Director, Financial ServicesAtlanta, GAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Operate as an AI-native seller: Leverage AI tools across the full sales cycle- account research, personalized outreach, call summarization, pipeline forecasting, and deal execution- to automate low-value tasks and reinvest that time into high-value customer relationships, while continuously adopting and experimenting with new tools to work faster and smarter than traditional methods allow.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorAtlanta, GA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerAtlanta, GA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
NewAccount Partner - Financial Services Salesforce.com, Inc.Account Partner - Financial ServicesAtlanta, GA$130,130–$285,220 / yearAs a critical member of the Go To Market (GTM) and Professional Services team, you are responsible for building relationships with our license sales and extended functional teams (such as product, success managers, creative teams, legal, delivery and more) to understand, evaluate and strategically counsel our internal teams and customers on programs to complete their vision and goals. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $143,130 - $313,755 per year.
Account Partner Director - Financial Services Salesforce IncAccount Partner Director - Financial ServicesAtlanta, GAAs a critical member of the Go To Market (GTM) and Professional Services team, you are responsible for building relationships with our license sales and extended functional teams (such as product, success managers, creative teams, legal, delivery and more) to understand, evaluate and strategically counsel our internal teams and customers on programs to complete their vision and goals. Our Account Partners act as trusted advisors to our customers by providing execution excellence, demonstrating intimate knowledge of their business, and defining a roadmap towards success.
Financial Services Representative - State Farm Agent Team Member Ryan Young - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberKennesaw, GAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Young - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence (FDD) BDO USA PCManaging Director, Transaction Advisory Services - Healthcare Financial Due Diligence (FDD)Atlanta, GA$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Experience: Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Financial Services Digital Customer Experience Strategy Leader CapgeminiFinancial Services Digital Customer Experience Strategy LeaderAtlanta, GAThe leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.
Financial Services Representative - State Farm Agent Team Member Brian Moscaritolo - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberRoswell, GAFull timeAs a Financial Services Representative, you will work directly with clients to identify financial goals, evaluate protection needs, and recommend customized strategies that help individuals, families, and business owners achieve financial confidence. We are looking for a consultative professional who can confidently discuss retirement planning, investment strategies, life insurance solutions, and overall financial protection while building lasting client relationships and driving agency growth.
Senior Director, Client Partner (FINANCIAL SERVICES) EPAM Systems IncSenior Director, Client Partner (FINANCIAL SERVICES)Atlanta, GABe a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs. Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerAtlanta, GA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Litigation and Financial Services Attorney Quintairos, Prieto, Wood & BoyerLitigation and Financial Services AttorneySandy Springs, GeorgiaThis unique role offers a blend of civil defense litigation and financial services representation, providing the opportunity to handle a diverse and sophisticated caseload while working with national and regional clients. If you are looking for a practice that combines litigation experience with financial services and creditor rights work, we invite you to apply and join one of the fastest-growing law firms in the country.
NewSenior Claims Advocate - Financial Services Group Aon PlcSenior Claims Advocate - Financial Services GroupAtlanta, GA$91,800–$114,800 / yearWhat the day will look like Manage the claims process for Aon's Financial Services Group's ("FSG") clients from start to finish Provide expert advice on reporting procedures and claims process Ensure timely and accurate reporting of claims Obtain and review coverage positions from insurers Establish and manage lines of communication between clients and insurance carriers Serve as the point person for the client on all FSG claims related matters Serve as the client's advocate with the insurers Partner with clients to ensure that insurers are updated as necessary with respect to pending claims Obtain consent from insurers for retention of defense counsel and vendors Engage insurers in resolution of claims, such as seeking consent to settlement opportunities and ensuring payment of defense fees and expenses Assist clients and brokers on coverage issues for Directors and Officers Liability, Errors and Omissions, Employment Practices, Fiduciary, and Fidelity policies Maintain adequate documentation of claims related correspondence Work alongside Claims Attorneys to help clients resolve complex claims issues Contribute to data produced by the Legal and Claims Practice Group for the benefit of internal and external clients Any and all other responsibilities as deemed necessary by supervisor to achieve the purpose of the job How this opportunity is different Our approach to claims management is quite simple: through hard work, dedication, and creative thinking, we can help our clients achieve favorable claim resolutions. Senior Claims Advocate - Financial Services Group As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Financial Services Group Legal and Claims Practice Group.