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Client Facing Finance Jobs in Georgia (NOW HIRING)

Insperity

Sr. Product Manager, Client-Facing AI

Atlanta, GA · On-site

$121K - $160K/yr

Partner with Finance, Sales, Marketing, Service Operations, and Solution Management to strengthen ... Provide input into how client-facing AI strengthens Insperity's full-service HR value proposition ...

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Client Facing Finance information

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions involve direct interaction with clients to provide financial advice, manage accounts, or offer investment services, often requiring strong communication skills and relevant certifications like the CFA or CFP.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.

What are the most commonly searched types of Client Facing Finance jobs in Georgia?

The most popular types of Client Facing Finance jobs in Georgia are:

What are popular job titles related to Client Facing Finance jobs in Georgia?

For Client Facing Finance jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Client Facing Finance jobs in Georgia look for?

The top searched job categories for Client Facing Finance jobs in Georgia are:

Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 11% Part Time, 10% Contract, and 3% Nights. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution.

Principal Solutions Architect (Client Facing)

ReSource Pro

Atlanta, GA • On-site, Remote

$124K - $210K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

ReSource Pro rating

8.1

Company rating: 8.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

109th of 499 rated business services

Job description

Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Are you motivated by the challenge of aligning finance with long-term business vision?
Come Join ReSource Pro!
Your Role...
ReSource Pro is seeking a Principal Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across our full business ecosystem - spanning Business Process Management, Technology, Consulting, Analytics, and AI/Agentic Operations. This role sits at the center of how ReSource Pro designs and prices its most important deals, working across carrier, MGA, and broker segments. Solution Architects are deployed from a shared pool by deal complexity rather than vertical alignment -going where the work is hardest.
We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
In This Role, You Will...
  • Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
  • Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
  • Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
  • Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
  • Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
  • Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
  • Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
  • Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
  • Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
  • Standardize and streamline assessment and proposal workflows across the GTM team.

What You Need to be Successful...
  • Bachelor's degree required; any field.
  • 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
  • Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
  • Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
  • Prior experience supporting RFP/RFI responses and proposal development.
  • Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
  • Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
  • Willingness and ability to travel approximately 50% domestically for client-site work.

Your Compensation...
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote, client-facing position, and the salary range for this role is $124,049- $210,195 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks...
  • 100% paid employee health insurance available on Day 1
  • Eligible for all medical, dental, and vision benefits on Day 1
  • Remote positions are Internet stipend-eligible
  • 401k with employer match, vested on Day 1
  • HSA/FSA available
  • Long Term and short-term disability employer-provided
  • Generous PTO plan with paid holidays + floating holidays
  • Development and growth opportunities
  • Comprehensive wellness program and prioritization of employee health

Your Interview Process...
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:
  • Behavioral interview with Talent Acquisition
  • Online talent assessment
  • Hiring Manager interview

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
About ReSource Pro:
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times-placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list's 40+ year history.
Equal Employment Opportunity Policy
ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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