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Senior Wealth Strategy Associate Jobs in Raleigh, NC

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Senior Sales Associate Department: Quartz and Granite Distribution Location: GARNER, NC Overview ... Analyze market trends and competitor activity to inform sales strategies. * Prepare quotes ...

Senior Sales Associate Department: Quartz and Granite Distribution Location: GARNER, NC Overview ... Analyze market trends and competitor activity to inform sales strategies. * Prepare quotes ...

Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by ... The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to ...

Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by ... The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to ...

Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by ... The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to ...

Data Strategy-Senior Manager

Raleigh, NC · On-site

$124K - $280K/yr

As a Senior Manager, you will serve as a strategic advisor, leveraging your knowledge to guide ... Associate - SAP Master Data Governance (MDG) - SnowPro Core / SnowPro Advanced - Databricks ...

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Showing results 1-20

Senior Wealth Strategy Associate information

See Raleigh, NC salary details

$28.2K

$72.1K

$129.3K

How much do senior wealth strategy associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for senior wealth strategy associate in Raleigh, NC is $72,127.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $92,300.00 per year, depending on experience, location, and employer.

How does a Senior Wealth Strategy Associate typically collaborate with financial advisors and clients to develop customized wealth management plans?

A Senior Wealth Strategy Associate regularly partners with financial advisors to analyze clients’ financial situations, identify their goals, and design tailored wealth management strategies. They often participate in client meetings, presenting insights on estate planning, tax optimization, and asset allocation. The role requires clear communication and close collaboration with both internal teams and external partners, ensuring that each plan aligns with the client's unique objectives and complies with current regulations. This collaborative approach not only deepens client relationships but also enhances the overall effectiveness of the wealth management team.

What does a Senior Wealth Strategy Associate do?

A Senior Wealth Strategy Associate works with high-net-worth clients to develop and implement comprehensive financial strategies. They assist in managing investment portfolios, estate planning, tax optimization, and risk management. Their role often involves collaborating with advisors, conducting research, preparing client presentations, and ensuring that clients’ wealth management objectives are met efficiently. They also stay updated on market trends and regulations to provide informed guidance and support for complex financial decisions.

What is the difference between Senior Wealth Strategy Associate vs Wealth Strategy Associate?

AspectSenior Wealth Strategy AssociateWealth Strategy Associate
Required CredentialsBachelor's degree, CFP or similar certifications often preferredBachelor's degree, some certifications optional
Work EnvironmentMore client-facing, strategic planning, mentorship rolesSupport role, research, data analysis
Employer & Industry UsageFinancial advisory firms, private banks, wealth managementEntry 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?

To thrive as a Senior Wealth Strategy Associate, you need expertise in financial planning, investment analysis, and wealth management, typically supported by a bachelor’s degree in finance or a related field and often certifications like the CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is commonly required. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help build client trust and foster long-term relationships. These skills and qualities are crucial for delivering tailored financial strategies that meet clients’ goals and ensure satisfaction in a competitive industry.
What are popular job titles related to Senior Wealth Strategy Associate jobs in Raleigh, NC? For Senior Wealth Strategy Associate jobs in Raleigh, NC, the most frequently searched job titles are:
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What cities near Raleigh, NC are hiring for Senior Wealth Strategy Associate jobs? Cities near Raleigh, NC with the most Senior Wealth Strategy Associate job openings:

Sr. Associate II, Regulatory Affairs Strategy

Alcon Laboratories Holding Corporation

Durham, NC

Full-time

Medical, Life, Retirement

Posted 4 days ago


Job description

At Alcon, we're passionate about enhancing sight and helping people see brilliantly. With more than 25,000 associates, we innovate fearlessly, champion progress, and act swiftly to impact global eye health. We foster an inclusive culture, recognizing your contributions and offering opportunities to grow your career like never before. Together, we make a difference in the lives of our patients and customers. Are you ready to join us?
Alcon is looking to hire a Sr. Associate II, Regulatory Affairs Strategy, this role is part of Alcon's Quality & Regulatory Affairs function-a critical organization responsible for ensuring our products meet global regulatory requirements and the highest standards of safety, quality, and performance. As a Sr. Associate II, regulatory compliance and strategy activities for Alcon's Intraocular Device portfolio, including intraocular lenses (IOLs), implantable glaucoma devices and associated delivery systems. This onsite position is based in Fort Worth, Texas (other on-site locations available) and plays a key role in enabling compliant, timely access to innovative devices across global markets. Through your work, you will help strengthen regulatory excellence, support business objectives, and uphold Alcon's commitment to quality, compliance, and patient safety.

This role is on-site in any of the Alcon locations and a typical day would include:

  • Perform specialized tasks and conduct independent research within the Regulatory Affairs Strategy team to optimize outcomes and contribute to project goals.
  • Coordinate product submissions, renewals, and updates by liaising with plants, agents, and authorities to ensure timely submissions and approvals.
  • Provide regulatory strategies for new product introductions and changes, maintaining compliance to drive competitive advantage.
  • Support products in the medical device families, ensuring adherence to relevant regulations.
  • Adhere to Good Practice (GxP) regulations by following Standard Operating Procedures (SOPs), maintaining documentation, ensuring quality control, and completing required training.
  • Commit to continuous improvement in operations and contribute to the organization's overall compliance.

What You'll Bring To Alcon:

  • Bachelor's Degree or Equivalent years of directly related experience (or high school +10 yrs; Assoc.+6 yrs; M.S.+0 yrs).
  • The ability to fluently read, write, understand and communicate in English
  • 2 Years of Relevant Experience

How You Can Thrive at Alcon:

  • See your career like never before with focused growth and development opportunities
  • Join Alcon's mission to provide outstanding, innovative products and solutions to improve sight, improve lives, and grow your career!
  • Alcon provides a robust benefits package including health, life, retirement, flexible time off and much more.
  • Travel up to 10%
  • Sponsorship - No
  • Relocation - No

Alcon Careers

See your impact at alcon.com/careers

ATTENTION: Current Alcon Employee/Contingent Worker

If you are currently an active employee/contingent worker at Alcon, please click the appropriate link below to apply on the Internal Career site.

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Compensation and Benefits

Alcon's Total Rewards programs are designed to align incentives with business objectives, support our values, and deliver longterm value. Our compensation approach includes a combination of fixed and variable pay, with shortterm and longterm incentive opportunities for eligible roles. Our benefits offerings are designed to support associates and their families across key life events, including programs that promote health and wellbeing, provide financial security, and support retirement planning.

The salary range posted represents the anticipated hiring range for this role. Actual compensation may vary based on factors such as experience, skills, location, and internal equity, and may fall outside the posted range.

Pay Range

93,500.00 - 121,000.00

Pay Frequency

Annual

Alcon is an Equal Opportunity Employer and participates in E-Verify. Alcon takes pride in maintaining a diverse environment and our policies are not to discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, gender identity, marital or veteran status, disability, or any other legally protected status. Alcon is also committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please send an email to alcon.recruitment@alcon.com and let us know the nature of your request and your contact information.