Cadence
The Senior Client Manager / Senior Paraplanner will deliver high-quality financial planning support, managing a portfolio of high‑net‑worth clients and working closely with Financial Planners to develop and implement complex financial strategies. The role combines technical paraplanning expertise with proactive client relationship management in a hybrid, full‑time environment.
Headquarters
Tupelo, Mississippi, United States
Company Size
5001-10000 employees
Founded
2009
Cadence Bank is a financial institution offering a wide range of banking services and products to individuals and businesses. With a focus on customer service, the bank provides personal and commercial banking solutions including checking and savings accounts, loans, mortgages, and investment services. Cadence Bank is committed to supporting the financial wellbeing of its customers while maintaining a strong digital banking presence. The bank operates with a customer-centric approach, offering tools and resources to enhance banking experiences.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cadence.
41% below the average for this role