- Wipfli LLP (Milwaukee, WI)
- …your voice. As an outsourced CFO, you'll serve as a strategic advisor to our nonprofit industry clients, delivering high-quality financial insights and overseeing ... client engagements that drive mission success. Responsibilities Responsibilities: +...engagements that drive mission success. Responsibilities Responsibilities: + Lead client advisory engagements at a CFO-level, delivering strategic financial… more
- EXPLORING LLC (Atlanta, GA)
- Job Description Job Description Client Experience Manager – Large Format Graphics ( Client Development & Strategic Accounts) Company: Exploring Graphics (An ... | Events Role Overview Exploring Graphics is seeking a Client Experience Manager with deep experience in the large-format...in business, expand accounts, and serve as a trusted advisor to clients. This is not an entry-level sales… more
- Bank OZK (Carrollton, GA)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... professional disposition + Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and in writing +… more
- Wipfli LLP (Green Bay, WI)
- …defined as associates regularly work in a Wipfli office, from home and at client sites.? The client sites can vary locally, regionally, or nationally depending ... on the industry alignment.?Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: +… more
- NetApp (Addison, TX)
- …greater Dallas region. In this role, you'll partner with two Enterprise Client Executives to deliver strategic, data-driven solutions for customers and partners. ... DO** + Serve as the technical lead and trusted advisor to enterprise customers across the Dallas territory. +...the Dallas territory. + Partner closely with two Enterprise Client Executives to define account strategy, drive pipeline development,… more
- WealthBuilders Investments (Englewood, CO)
- …an SEC registered investment advisor (RIA). We are looking to hire a senior financial assistant to support our advisor team and clients. The company offers ... in the financial advisory industry required for this position as senior financial assistant/operations manager. Ideal candidate has worked with clients and… more
- ENTRUST Solutions Group (Philadelphia, PA)
- …work settings with clear, respectful expectations. *In order to maintain and foster positive client and team relationships, the Sr . PM will be expected to be ... electric distribution projects and high-volume programs, ensuring operational excellence, client satisfaction, and team development. In addition to project delivery,… more
- Futurity First Greater Northeast (New York, NY)
- …clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became ... part of the Senior Market Sales family of companies in 2015. Who...and mentorship from experienced industry management, and office space Advisor Responsibilities: Host in-person and virtual workshops on topics… more
- S&S Employment Partners (Des Moines, IA)
- Job Description Job Description Our client seeks a CPA/Manager/ Senior Manager/Partner to join an established CPA firm with a clear and defined path to Partner . ... a team of tax professionals Training and mentoring Leading client relationships Serving as a trusted advisor ...Leading client relationships Serving as a trusted advisor to business owners and high-net-worth individuals Collaborating with… more
- Cornerstone Companies (Leawood, KS)
- …Role The Account Executive (AE) on the Commercial Risk Team is a strategic advisor and relationship leader. You own client relationships, drive renewal strategy, ... · A firm built on trust, transparency, and long-term relationships Career Path Account Executive → Senior Account Executive → Practice Leader / Executive Advisor more
