13 Senior Management Roles jobs in Atlanta

Join a Leading Team in Rehabilitation!

At Encompass Health, we are a trailblazer in the inpatient rehabilitation industry. When you join us, you'll immediately feel the difference in our collaborative and compassionate approach. We focus on providing high-quality, personalized care, getting to know our patients, and helping them achieve their rehabilitation goals.

POSITION OVERVIEW

The Senior Analyst, Strategic Planning will be instrumental in shaping our long-term strategies. You will utilize data-driven insights to support strategic initiatives, assist in preparing executive-level presentations, and collaborate across departments to align on the organization's strategic priorities. This role will report directly to the Director of Strategic Planning.

KEY RESPONSIBILITIES

• Conduct comprehensive research on macro trends, industry dynamics, key competitors, and emerging technologies, translating findings into actionable insights for Encompass Health.
• Prepare quarterly update memoranda for internal stakeholders.
• Monitor progress against key business objectives through meticulous data and financial analysis.
• Perform strategic assessments that articulate Encompass Health's positioning and regularly update the status of critical assumptions.
• Support the development of senior leadership communications for meetings, including Board of Directors and industry associations.
• Collaborate with various business units to ensure effective execution of enterprise strategy and assist on functional strategy projects.
• Address ad hoc support and project requests from departments outside the Strategic Planning team.
• This position is based in our Birmingham, AL home office and is not a remote role.

QUALIFICATIONS

MINIMUM REQUIREMENTS

• Bachelor's degree in business, healthcare administration, or a related field; an advanced degree (MBA or MHA) is highly desirable.
• Proven track record of academic and professional excellence.
• Advanced expertise in Microsoft Excel and PowerPoint; proficiency in Word.
• A minimum of two (2) years of experience in consulting, corporate strategy, or investment banking.
• Healthcare experience is preferred but not mandatory.
• Solid understanding of financial statements.
• Ability to convey complex strategies and concepts in a clear and engaging manner.
• Experience in analyzing large datasets to identify risks and opportunities.

ABOUT ENCOMPASS HEALTH

We are proud to be a leader in the national inpatient rehabilitation arena, offering exceptional career growth opportunities. Our team is united in a shared mission to create positive outcomes for our patients. Recognized as one of the 'World's Most Admired Companies' and a Fortune 100 Best Companies to Work For®, we are truly committed to our employees’ success.

BENEFITS

• Comprehensive medical, dental, and vision plans starting from day one.
• Generous paid time off that accrues over time.
• Tuition reimbursement and opportunities for continuing education.
• 401(k) with company matching and options for employee stock purchase plans.
• Flexible spending and health savings accounts.
• A community of passionate individuals dedicated to making a difference in rehabilitation.

Join us on the heart-warming journey with a team that is a top leader in the rehabilitation industry

Encompass Health is the leader in inpatient rehabilitation industry, you'll feel the Encompass Health difference as soon as you join. We collaborate and provide high-quality, compassionate, individualized care for our patients, allowing us time to get to know them and help them achieve their goals during their rehabilitation journey.

POSITION PURPOSE

The Senior Analyst, Strategic Planning will be responsible for supporting the Strategic Planning department in its efforts for long-term strategy development. The position will play a crucial role in formulating data-driven insights, helping prepare executive presentations, and working across business functions to gain alignment on enterprise-level strategic priorities. The position will report to the Director of Strategic Planning.

RESPONSIBILITIES AND TASKS

• Conduct high-quality research and analysis into: macro and industry trends, key competitors and new entrants, and disruptive/emerging technologies; translate these into insights and implications for Encompass Health
• Prepare quarterly update memos for internal distribution
• Assist in the monitoring of progress against key objectives and initiatives through data and financial analysis
• Perform strategic analyses articulating Encompass Health's positioning; regularly update the status of key assumptions
• Support in the crafting of the messaging of senior leadership content for meetings (e.g. Board of Directors meetings, industry association meetings)
• Work collaboratively with a business unit to drive enterprise strategy execution and partner on functional strategy projects
• Complete ad hoc support/project requests from departments outside of Strategic Planning
• This position sits in our Birmingham AL home office. This is not a remote position.

Qualifications

MINIMUM QUALIFICATIONS

• Bachelor's degree required with an emphasis in business, healthcare administration or similar field. Master's degree in business or health administration highly desirable
• Excellent record of academic and professional achievement
• Advanced knowledge of Microsoft Excel and PowerPoint; proficient in Word
• Two (2) or more years of experience in consulting, corporate strategy, or investment banking
• Healthcare experience preferred, but not required
• Thorough understanding of financial statements
• Experience translating complex strategies and ideas into an easily understandable narrative and presentation
• Experience analyzing large amounts of data and drawing conclusions regarding risks and opportunities

A little about us

We're confident you'll see the difference the moment you join our team. Working at Encompass Health means working with a growing national inpatient rehabilitation leader. We're proud of our career growth opportunities and how our team members work together for the greater good of our patients. We've been named one of the "World's Most Admired Companies" and a Fortune 100 Best Companies to Work For® Award, among others, which is pretty amazing.

Our benefits start day one

• Affordable medical, dental and vision plans for full-time and part-time employees and their families.
• Generous paid time off that accrues over time.
• Tuition reimbursement and continuing education opportunities.
• Company-matching 401(k) and employee stock purchase plans.
• Flexible spending and health savings accounts.
• A community of people who love what they do. Yes, we see that as a benefit.

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
Job Profile Summary
Plans and executes strategies to meet organization's long-range goals including acquisitions/divestitures and strategic business alliances. Evaluates and develops new market initiatives and analyzes business opportunities in both new and existing markets. Develops proposals, including feasibility studies, for new business opportunities. Identifies, analyzes and compares alternative opportunities for entering new markets and adopting new technologies.
Job Description
Primary Job Duties & Responsibilities
Conducts research and analysis on industry trends, market conditions, and the current competitive landscape to inform strategic planning efforts.
Evaluates financial statements, conducts cost-benefit analyses, and develops financial models to support decision-making and measure the financial impact of strategic plans.
Develops reports and presentations that communicate findings and offer strategic planning recommendations to senior leadership and other stakeholders.
Establishes key performance indicators (KPIs) and metrics to monitor the progress and success of strategic initiatives.
Assists in scenario planning and modeling exercises to evaluate different strategic options and their potential outcomes.
Analyzes data, gathers market intelligence, and identifies opportunities and risks that may impact the organization's strategic direction.
Monitors competitor activities, assesses market dynamics, and provides insights on potential competitive advantages or industry challenges.
Coordinates project activities, tracks progress, manages timelines and deliverables, and communicates updates to stakeholders.
Identifies opportunities to streamline processes, enhance data analysis techniques, and improve the quality and effectiveness of strategic planning deliverables.
**Required Qualifications**
Working knowledge of problem solving and decision making skills
Six Sigma Green Belt Certification preferred.
Strategic Management Professional (SMP) certification preferred.
Executive level reporting a must
**Preferred Qualifications**
Please replace this section with the Preferred Job Qualifications
**Education** Bachelor's degree preferred/specialized training/relevant professional qualification.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$46,988.00 - $122,400.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 09/17/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
+ **Job Profile Summary** Plans and executes strategies to meet organization's long-range goals including acquisitions/divestitures and strategic business alliances. Evaluates and develops new market initiatives and analyzes business opportunities in both new and existing markets. Develops proposals, including feasibility studies, for new business opportunities. Identifies, analyzes and compares alternative opportunities for entering new markets and adopting new technologies.
+ **A Brief Overview** Plans and executes strategies to meet organization's long-range goals including acquisitions/divestitures and strategic business alliances. Evaluates and develops new market initiatives and analyzes business opportunities in both new and existing markets. Develops proposals, including feasibility studies, for new business opportunities. Identifies, analyzes and compares alternative opportunities for entering new markets and adopting new technologies. **What you will do**
+ Acts as a top-level specialist to develop strategic plans that leverage key insights from the competitive environment, market research, industry analysis, and financial evaluation.
+ Adapts the strategic plan to navigate market dynamics and trends in consumer behavior and maximize the potential of the organization.
+ Advises departments on strategic partnerships, alliances, or acquisitions to drive growth and enhance organizational capabilities.
+ Applies highly developed knowledge of scenario planning to anticipate potential outcomes based on selected criteria.
+ Promotes effective internal communications within the strategic planning department to facilitate the alignment of team processes and platforms with strategic objectives.
+ Consults with business analysts on strengths, weaknesses, opportunities, and threats to support business growth and the strategic plan.
+ Helps develop a strategic planning framework that defines timelines, milestones, and deliverables throughout the implementation process.
+ Plans strategic projects and initiatives aimed at driving organizational growth, efficiency, and innovation.
+ Designs and develops an industry-leading strategic plan that identifies and capitalizes on market growth opportunities while avoiding potential disruptions.
**Minimum Requirements**
+ 7-10 years work experience in project management or Chief of Staff environment.
+ Adept at problem solving and decision making skills
+ Adept at collaboration and teamwork
+ Adept at growth mindset (agility and developing yourself and others) skills
**Preferred Qualifications**
+ Adept at execution and delivery (planning, delivering, and supporting) skills
+ Adept at business intelligence
**Education**
+ Bachelor's degree required, Master's degree preferred/specialized training/relevant professional qualification.
**Pay Range**
The typical pay range for this role is:
$67,900.00 - $199,144.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 09/21/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**Position Purpose:**
The Sr. Analyst Online Strategic Planning, is part of the Interconnected Experience organization and supports strategic planning, prioritization, and reporting for the Online portfolio. This role helps drive alignment and execution by supporting key operational processes and frameworks. The Senior Analyst will enable strong communication and collaboration among Online stakeholders and business partners. They will organize and synthesize complex information to support strategic storytelling that clearly communicates priorities, progress, and outcomes. This role also contributes to improving meeting structures and cadences to ensure the right people are engaged at the right time, with the right information, to drive decisions and deliver results.
**Key Responsibilities:**
+ 50% Planning Process: Supports the strategic and operational planning cycle through building models, performing business analysis and benchmarking studies. Works closely with the business to help communicate the strategy and planning outcomes.
+ 40% Strategic Projects: Analyzes business problems, structures the issue and performs analyses. Synthesizes data to help develop a solution, creates documents communicating solution using structured communications principles, helps present solution to team and stakeholders, and works with stakeholders to implement the solution.
+ 10% Competitive and Market Intelligence: Perform research on key competitors and market trends; own regular reporting on one or more data sources
**Direct Manager/Direct Reports:**
+ Reports to a Manager, or Director of Business Ops & Strategy.
+ This role had no direct reports.
**Travel Requirements:**
+ Typically requires overnight travel less than 10% of the time.
**Physical Requirements:**
+ Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.
**Working Conditions:**
+ Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
**Minimum Qualifications:**
+ Must be eighteen years of age or older.
+ Must be legally permitted to work in the United States.
**Preferred Qualifications:**
+ Background in strategic planning, product operations, business planning, or a related role within the retail or e-commerce industry
+ Experience in preparation of visual presentation materials (specifically PowerPoint), with experience creating executive-ready materials
+ Proven ability to collaborate effectively with cross-functional teams and varying levels of leadership
+ Excellent verbal and written communication skills, with the ability to present strategic recommendations and insights to senior leadership
+ Highly organized and detail-oriented, with strong project management skills
+ Familiarity with Product Management principles
+ Ability to thrive in an evolving environment, embracing change and navigating complexity to make informed decisions
**Minimum Education:**
+ The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job.
**Preferred Education:**
+ No additional education
**Minimum Years of Work Experience:**
+ 3
**Preferred Years of Work Experience:**
+ No additional years of experience
**Minimum Leadership Experience:**
+ None
**Preferred Leadership Experience:**
+ None
**Certifications:**
+ None
**Competencies:**
+ Strong technical abilities including model building and accessing, structuring and analyzing data
+ Proven ability to solve problems and perform strategic/financial analysis
+ Proven ability to analyze, evaluate, and interpret complex data; innate intellectual curiosity
+ Strong project management and organizational skills
+ Strong communication and presentation skills
+ High comfort level working in high growth / fast paced environment
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. - $0.00 - $0.00

Our client is seeking a seasoned Director of Strategic Planning & Operations to lead critical initiatives in a fully remote capacity. This executive-level position is designed for a results-oriented leader who can drive organizational growth and efficiency from anywhere in the world. You will be responsible for developing and implementing comprehensive strategic plans that align with the company's long-term vision and objectives. This includes conducting market research, competitive analysis, and financial modeling to identify new opportunities and potential risks. A core component of your role will involve overseeing operational improvements, streamlining processes, and ensuring the effective allocation of resources across various departments. You will collaborate closely with C-suite executives and department heads to foster a culture of innovation and continuous improvement. The ideal candidate will have a strong track record in developing and executing strategic initiatives, with a proven ability to manage complex projects from conception to completion. Exceptional analytical, problem-solving, and communication skills are essential, as you will be required to present strategic recommendations and performance updates to senior leadership and the board. This remote-first role demands a high degree of autonomy, self-discipline, and the ability to build strong working relationships with colleagues virtually. You will also be instrumental in identifying and evaluating potential strategic partnerships, mergers, and acquisitions. The ability to translate high-level strategic goals into actionable operational plans is paramount. This position offers a unique opportunity to shape the future direction of a forward-thinking organization.

Responsibilities:

• Develop and implement comprehensive corporate strategic plans.
• Conduct market analysis and competitive intelligence gathering.
• Lead operational efficiency initiatives and process improvements.
• Oversee resource allocation and budget management for strategic projects.
• Collaborate with executive leadership to define company objectives.
• Identify and evaluate strategic partnership and M&A opportunities.
• Present strategic recommendations and performance reports to senior management.
• Drive cross-functional alignment and execution of strategic initiatives.
• Foster a culture of data-driven decision-making and innovation.
• Manage and mentor a high-performing remote team.

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
$1 6,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

locations Atlanta time type Full time posted on Posted Yesterday job requisition id

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description: The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.

Responsibilities: Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Required Qualifications:

10 plus years of commercial credit or wealth management credit experience

Strong oral and written communication skills Effectively present to Merrill leadership and advisors around Custom Credit Strong credit skills (commercial / UHNW) Organized and can handle/prioritize several transactions at the same time Ability to work well with with underwriting, risk, and other business partners Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. Manage ongoing loan portfolio (reporting, covenants, etc.)

Desired Qualifications:

Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans BS degree / MBA

Skills: Business Development Loan Structuring Negotiation Prospecting Relationship Building Active Listening Business Acumen Client Management Customer and Client Focus Profitability Analysis Influence Pipeline Management Portfolio Management Problem Solving Sales Strategy

Shift:

1st shift (United States of America)

Hours Per Week:

40

Credit Executive, Global Wealth & Investment Management
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
**Responsibilities:**
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
**Required Qualifications:**
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Effectively present to Merrill leadership and advisors around Custom Credit
- Strong credit skills (commercial / UHNW)
- Organized and can handle/prioritize several transactions at the same time
- Ability to work well with with underwriting, risk, and other business partners
- Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
- Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
- Manage ongoing loan portfolio (reporting, covenants, etc.)
**Desired Qualifications:**
- Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
- BS degree / MBA
**Skills:**
- Business Development
- Loan Structuring
- Negotiation
- Prospecting
- Relationship Building
- Active Listening
- Business Acumen
- Client Management
- Customer and Client Focus
- Profitability Analysis
- Influence
- Pipeline Management
- Portfolio Management
- Problem Solving
- Sales Strategy
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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