Job Title Corporate Strategy Consulting Associate Requisition Number R7894 Corporate Strategy ... Ability to clearly communicate findings and recommendations to senior leadership * Highly organized ...
Job Title Corporate Strategy Consulting Associate Requisition Number R7894 Corporate Strategy ... Ability to clearly communicate findings and recommendations to senior leadership * Highly organized ...
Tax Senior - Private Wealth
Omaha, NE · On-site
$78K - $96K/yr
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of ... What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ...
Tax Senior - Private Wealth
Omaha, NE · On-site
$78K - $96K/yr
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of ... What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Wealth Services: Financial consultant referrals and wealth product engagement. * Ensure decisioning ... strategies, and channel mix. * Communicate results, insights, and recommendations clearly to senior ...
Wealth Services: Financial consultant referrals and wealth product engagement. * Ensure decisioning ... strategies, and channel mix. * Communicate results, insights, and recommendations clearly to senior ...
Senior Institutional Associate
Omaha, NE · On-site
The Senior Institutional Associate serves as the primary relationship manager and trusted advisor ... Coordinate internal resources to deliver comprehensive wealth management solutions. * Develop ...
Senior Institutional Associate
Omaha, NE · On-site
The Senior Institutional Associate serves as the primary relationship manager and trusted advisor ... Coordinate internal resources to deliver comprehensive wealth management solutions. * Develop ...
Tax Senior/ Tax Manager/ Tax Partner
Omaha, NE · Hybrid
$75K - $180K/yr
Senior Tax Accountant / Tax Manager Transition from Public Accounting to a Better Long-Term Career ... Wealth management * Investment strategies * Estate planning * Business succession planning Defined ...
Quick apply
Tax Senior/ Tax Manager/ Tax Partner
Omaha, NE · Hybrid
$75K - $180K/yr
Senior Tax Accountant / Tax Manager Transition from Public Accounting to a Better Long-Term Career ... Wealth management * Investment strategies * Estate planning * Business succession planning Defined ...
The Marketing Manager - Wealth & Institutional Services at FNBO plays a pivotal role in shaping the ... Present strategic recommendations and performance insights to senior stakeholders Marketing ...
The Marketing Manager - Wealth & Institutional Services at FNBO plays a pivotal role in shaping the ... Present strategic recommendations and performance insights to senior stakeholders Marketing ...
Wealth Management Client Relationship Manager
$71K - $80K/yr
... Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Management Client Relationship Manager
$71K - $80K/yr
... Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Participate in cross-departmental meetings and contribute operational insight to strategic ... Contribute to ad hoc analysis requested by senior leadership including the COO, CIO, Risk, and ...
Participate in cross-departmental meetings and contribute operational insight to strategic ... Contribute to ad hoc analysis requested by senior leadership including the COO, CIO, Risk, and ...
Engage with senior leadership across BlackRock, contributing to broader US Wealth and global Direct strategy as a key stakeholder * Travel as needed to support client engagement, partnership ...
Engage with senior leadership across BlackRock, contributing to broader US Wealth and global Direct strategy as a key stakeholder * Travel as needed to support client engagement, partnership ...
SVP, Business Development
La Vista, NE · On-site
$160K - $185K/yr
The SVP provides strategic direction for the Business Development team including strategic ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...
SVP, Business Development
La Vista, NE · On-site
$160K - $185K/yr
The SVP provides strategic direction for the Business Development team including strategic ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...
SVP, Business Development
La Vista, NE · On-site
$160K - $185K/yr
The SVP provides strategic direction for the Business Development team including strategic ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...
SVP, Business Development
La Vista, NE · On-site
$160K - $185K/yr
The SVP provides strategic direction for the Business Development team including strategic ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...
... strategies. You will own and actively grow a defined book of business, leveraging goals based ... Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver ...
... strategies. You will own and actively grow a defined book of business, leveraging goals based ... Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver ...
Strategy Analyst
Bellevue, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Bellevue, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Grand Island, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Grand Island, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Kearney, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Kearney, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Lincoln, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Lincoln, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Omaha, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Strategy Analyst
Omaha, NE · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... for senior leadership and stakeholders * Work cross-functionally with commercial, analytics ...
Senior Wealth Strategy Associate information
See Nebraska salary details
$27.6K - $36.7K
17% of jobs
$42K is the 25th percentile. Wages below this are outliers.
$36.7K - $45.7K
14% of jobs
$45.7K - $54.7K
4% of jobs
$54.7K - $63.7K
14% of jobs
The median wage is $64.9K / yr.
$63.7K - $72.7K
12% of jobs
$72.7K - $81.7K
9% of jobs
$86.5K is the 75th percentile. Wages above this are outliers.
$81.7K - $90.8K
11% of jobs
$90.8K - $99.8K
9% of jobs
$99.8K - $108.8K
6% of jobs
$108.8K - $117.8K
3% of jobs
$117.8K - $126.8K
1% of jobs
$27.6K
$70.7K
$126.8K
How much do senior wealth strategy associate jobs pay per year?
How does a senior wealth strategy associate typically collaborate with financial advisors and clients to develop customized wealth management plans?
What does a senior wealth strategy associate do?
What is the difference between Senior Wealth Strategy Associate vs Wealth Strategy Associate?
| Aspect | Senior Wealth Strategy Associate | Wealth Strategy Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, CFP or similar certifications often preferred | Bachelor's degree, some certifications optional |
| Work Environment | More client-facing, strategic planning, mentorship roles | Support role, research, data analysis |
| Employer & Industry Usage | Financial advisory firms, private banks, wealth management | Entry to mid-level roles in similar firms |
The main difference between a Senior Wealth Strategy Associate and a Wealth Strategy Associate lies in experience, responsibilities, and client interaction. Senior associates typically handle more complex planning, have leadership duties, and may mentor junior staff, whereas associates focus on research and supporting senior staff. Both roles are common in wealth management firms and require relevant certifications and industry knowledge.
What are the key skills and qualifications needed to thrive as a senior wealth strategy associate, and why are they important?

Full-time
Retirement
Posted 12 days ago
Job description
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Job Title
Corporate Strategy Consulting AssociateRequisition Number
R7894 Corporate Strategy Consulting Associate (Open)Location
Arizona - Home TeleworkersAdditional Locations
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CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.
We are actively hiring for a Corporate Strategy Consulting Associate - Remote
Your Role: This Corporate Strategy Consulting Associate will support planning and initiatives at the enterprise and business unit levels. This role will be instrumental in driving data-backed insights, market analysis, and planning efforts that inform decision-making at the executive level. The ideal candidate brings intellectual curiosity, strong analytical capabilities, and a foundational understanding of the P&C insurance industry. This role will serve as a Strategy generalist within a growing Strategic Planning practice.
Your Work:
- Support development of multi-year strategic plans at the enterprise and business unit levels.
- Conduct market, competitor, and customer research to identify trends, risks, and growth opportunities.
- Analyze internal performance data to identify key strategic insights and performance drivers.
- Collaborate with cross-functional teams (e.g., Operations, Finance, Innovation, HR, Technology, etc.) to inform strategic priorities.
- Support development for new initiatives, partnerships, and M&A assessments.
- Build executive-level presentations and briefing materials for planning sessions.
- Partner with Strategy Execution and Recognition teams to monitor progress and performance of core critical initiatives.
Required Experience, Education and Skills
- 6 years related professional experience with transferable skills
- Experience supporting planning cycles, including long-range planning, with demonstrated ability to distill market and internal insights into executive-ready insights and deliverables
- Proven competitive benchmarking, industry trend analysis, and financial modeling skills
- Experience collaborating with cross-functional peers and executive leadership
- Familiarity with insurance industry's regulatory, competitive dynamics, and strategic partnerships is a plus
- Strong business acumen and problem-solving skills with a strategic mentality
- Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets
- Advanced Excel and PowerPoint skills
- Ability to clearly communicate findings and recommendations to senior leadership
- Highly organized, detail oriented, and comfortable managing multiple priorities
- High School Diploma
What would make us excited about you?
- Experience with multiple business lines within the Property and Casualty industry including Personal Lines, Commercial Lines, and Excess & Surplus.
- 2-5 years of experience in management consulting or corporate strategy with exposure to the Property & Casualty industry
- Bachelor's degree in business or a related field (MBA a plus)
- Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.)
- Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
- Travels as needed for role, including divisional / team meetings and other in-person meetings
- Fulfills business needs, which may include investing extra time, helping other teams, etc
Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.
Why Choose a Career at CSAA IG?
At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.
Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits.
Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support longterm success.
Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional inperson moments that deepen connection and collaboration.
Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.
Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don't miss important updates from us.
CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com
If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.
CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
CSAA Insurance Group is an equal opportunity employer.
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Duties & Responsibilities
- Support development of multi-year strategic plans at the enterprise and business unit levels
- Conduct market, competitor, and customer research to identify trends, risks, and growth opportunities
- Analyze internal performance data to identify key strategic insights and performance drivers
- Collaborate with cross-functional teams (e.g., Operations, Finance, Innovation, HR, Technology, etc.) to inform strategic priorities
- Support business case development for new initiatives, partnerships, and M&A assessments
- Build executive-level presentations and briefing materials for strategic planning sessions
- Partner with Strategy Execution and Recognition teams to monitor progress and performance of core strategic initiatives
Knowledge, Skills & Abilities
- Strong business acumen and problem-solving skills with a strategic mindset
- Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets
- Advanced Excel and PowerPoint skills
- Ability to clearly communicate findings and recommendations to senior leadership
- Highly organized, detail-oriented, and comfortable managing multiple priorities
- Bachelor's degree in business or a related field (MBA a plus)
Education
RequiredHigh School Diploma
PreferredBachelor's degree in business or a related field (MBA a plus)
Experience
Required- 6 years related professional experience with transferable skills
- Experience supporting strategic planning cycles, including long-range planning, with demonstrated ability to distill market and internal insights into executive-ready insights and deliverables
- Proven competitive benchmarking, industry trend analysis, and financial modeling skills
- Experience collaborating with cross-functional peers and executive leadership
- Familiarity with insurance industry's regulatory, competitive dynamics, and strategic partnerships is a plus
- Experience with multiple business lines within the Property and Casualty industry including Personal Lines, Commercial Lines, and Excess & Surplus.
- 2-5 years of experience in management consulting or corporate strategy with exposure to the Property & Casualty industry