Client Services Manager jobs at Ascensus - 4652 jobs

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

A leading financial advisory firm is seeking a Director of Financial Planning to provide objective, fee-based advice. The ideal candidate will have robust experience in wealth management, focusing on client relationships and financial advice. Responsibilities include evaluating client needs and developing personalized strategies. Competitive compensation and a comprehensive benefits package are offered, tailored to support a fulfilling financial advising career. #J-18808-Ljbffr

A leading agricultural technology firm is seeking a Senior Account Manager to scale and grow relationships with Retail and Food Service buyers. The role offers the chance to leverage a national network and technology platform to enhance sales, with opportunities for steady income and equity. Ideal candidates will have 3-10 years of experience in sales and established relationships in the industry, alongside a collaborative mindset and passion for innovation. This position is remote and will be based in California. #J-18808-Ljbffr

Tax Senior Manager, Private Client Services Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Reviews basic to complex individual and other tax returns Identifies and performs research when needed and reports and documents the analysis and findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and clients the status of projects Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training Manages client engagements, supervises, and reviews work of team members Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments Identifies tax planning and consulting opportunities Participates in and initiates business development and networking activities Manages and monitors key performance indicators (KPI's) as established by the business line Involves firm specialists and other business lines to increase cross service opportunities Other duties as required Supervisory Responsibilities: Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred License/Certifications: CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Software: Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Detailed oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US #J-18808-Ljbffr

A leading accounting firm is seeking a Tax Senior Manager to provide tax compliance and consulting services for high net worth clients. The successful candidate will be responsible for managing client engagements, supervising team members, and identifying tax planning opportunities. Ideal candidates will have a Bachelor's degree in Accounting, CPA certification, and over 7 years of relevant experience in public accounting and private client services. This role offers competitive salaries and opportunities for significant professional growth. #J-18808-Ljbffr

A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience. #J-18808-Ljbffr

Head of EMEA and APAC Client Solutions-Investment Management, Alternatives page is loaded## Head of EMEA and APAC Client Solutions-Investment Management, Alternativeslocations: London: Zurichtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000056**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team. This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions. This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions. They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.**Job Description:****Key Responsibilities:****Strategic Leadership & Revenue Growth:*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.* Foster a culture of excellence, collaboration, and innovation within the team.**Client Engagement:*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.**Business Development & Market Expansion:*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.* Foster and manage strategic partnerships to enhance market reach and drive business growth**Operational Excellence:*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.* Champion a data-driven approach to improve processes and client outcomes.**Collaboration & Communication:*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.**Qualifications:*** Bachelor's degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.* Strong leadership skills with a track record of building and managing high-performing teams.* Excellent strategic thinking and problem-solving abilities.* Demonstrated ability to drive growth and innovation in a competitive market.* Strong communication and interpersonal skills.* Ability to work collaboratively across global teams and functions.* Multilingual preferred**Reporting Line:**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.As our Wealth Relationship Manager you will: Provide financial solutions and opportunities to your portfolio of clients Increase wallet share of existing clients and identifying product opportunities within the business Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.You´ll likely have the following qualifications to succeed in this role: Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources Strong business development skills to work with outside COI's to develop self-sourced business Self-Motivated and Self-driven individual with strong relationship and communications skills Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required Mandarin and/or Cantonese language As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. HSBC #J-18808-Ljbffr

A major financial institution in San Francisco is seeking a Commercial Banking Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience and at least 3 years in a management role. Strong leadership and communication skills are essential. This position offers a competitive salary range of $170,255 to $200,300, along with extensive benefits to support health and financial security. #J-18808-Ljbffr

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Service to join our Client Services team. This role is located in New York or Boston. In this role, you'll make an impact in the following ways: Develop a deep understanding of our client's business, operating model and technology strategy Deliver exceptional service aligned to clients' needs and expectations across BNY's product and services offering Act as the central point of escalation across Operations, Technology and service delivery Cultivate a deep relationship and appreciation for what drives our clients' service requirements Facilitate communication across our clients' organization (e.g., industry news, regulatory and BNY change, product evolution) Maintain a culture of continuous service improvement across all products and services Monitor service quality, product performance, and overall client experience with a view to proactively anticipate potential issues and opportunities Deliver operational analytics, insights, and transparency into service performance Guide service evolution based on client requirements and changing operating model Drive quality client experience and service through thought leadership based on client feedback and our in-depth service knowledge and expertise Provide strategic insight into improvements across service delivery, product, technology, and operations, to create optimal client solutions Navigate our technology, product, and operations groups to improve service today, and build better solutions for the future To be successful in this role, you will need to have: Proven experience working with large, complex client accounts and resolving critical, non-routine client issues. Acquire deep knowledge of products and services across multiple lines of business and geographies. Excellent communication skills and the ability to build and maintain relationships with senior client and business leaders. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 7-10 years minimum related work experience preferred Experience in an operational area and/or client services preferred Proven ability to resolve complex or non-routine client issues or inquiries and contribute to business development efforts At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

Senior Account Manager- Retail/ Food Service Job Description About Full Harvest Full Harvest is bringing the $1T produce industry fully online, end-to-end, for the first time ever. Our mission is to digitize the produce value chain, while solving the #1 contributor to climate change-food waste-by creating the leading business-to-business online produce platform selling all grades, including an expertise in off‑grade and surplus produce. This creates a win‑win‑win for farmers, food companies, and the planet. The company is backed by leading technology, impact, and agriculture investors such as Spark Capital, Cultivian Sandbox, Telus Ventures, and RaboBank. Full Harvest is recognized as a World Economic Forum Tech Pioneer, the top 2020 Fast Company World Changing Idea, a Forbes Most Innovative Agtech Startup, and was recently on the cover of Newsweek magazine. Our CEO was also recognized by The Packer as one of the Top Women in Produce in 2024. The Role Are you a produce broker or account manager ready to scale your book of business faster, earn more consistently, and eliminate the back-office burden? At Full Harvest, we've built a technology platform and national network that allows experienced brokers to do what they do best - scale their relationships and close deals - while we handle everything else. As a Senior Account Manager, you'll leverage our infrastructure, data, and technology to grow your book of business across Retail and Food Service buyers. You'll gain stability, scale, and support while maintaining the autonomy and relationships that define your success. Why Join Full Harvest? - Keep Selling, Lose the Headaches: We handle all credit checks, invoicing, collections, freight, logistics, and food safety compliance so you can stay focused on the deal flow. - Earn Steady Income with Commission and Equity in the Company: Competitive base salary and benefits provide consistent earnings on top of commissions tied to your performance. In addition, you will have equity in the company so your success is also your success. - Focus on the Deals with Unparalleled Support: Imagine what you could do with: - Data & Insights: Have access to cutting‑edge data and insights to help you grow and scale your sales faster. - Automated Freight & Logistics: Our platform and team provide real‑time freight quotes, handle bookings, and offer automated order tracking from start to finish to you and your customers. - Streamlined Order Management: Our platform helps you manage orders online 24/7 and our team supports you to ensure smooth transactions. - Supplier Food Safety & Audits: A dedicated Food Safety Team member handles all supplier food safety certification and audits. A food safety portal helps customers save and manage documents on our platform for ease of reference. - Collaborate for Success: Join a team of experienced sales colleagues who have been with Full Harvest for over 6 years. Collaborate with them to expand your supply map and leverage our 12,000+ grower network to increase your opportunities. We have the infrastructure and technology to provide the ultimate support system for sales leaders who want to prioritize their time growing existing business and relationships vs. dealing with headaches. Responsibilities - Scale your existing relationships onto the Full Harvest platform, working with our team to onboard and grow your current relationships with suppliers and buyers. Expand wallet share and produce categories sold to your book of business with the reach of the Full Harvest's platform. - Actively prospect and pursue new produce sales opportunities in Retail and Food Service sectors. - Work with suppliers to secure contracts and programs that enhance supply for all Full Harvest Buyers. - Build and grow Buyer relationships through leveraging our marketplace and data & insights. - Serve as a sales leader and collaborative partner on our team, sharing market insights and leveraging our collective supply relationships to grow your produce business. - Utilize the Full Harvest platform technology to execute deals and manage customer accounts, from sales quoting to closing. - Develop demand and sales forecasts and take responsibility for delivering on sales targets for your buyers and prospects. What You'll Bring - Proven Sales Leadership: 3-10 years of experience as a produce broker, trader, or produce salesperson with a strong book of business. - Key Account Expertise: Established relationships with Retail and/or Food Service buyers (e.g. Costco, Kroger, Walmart, etc.). - Strong Relationships: Track record of building, maintaining and growing relationships with Retail and/or Food Service buyers and suppliers, namely decision makers. - New Business Hunter: A successful history of prospecting and acquiring complex, new customers with a proven ability to build and maintain long‑term relationships. - Supplier & Sourcing Expertise: Deep relationships and experience working with suppliers and farms to secure supply, negotiate favorable contracts, and develop effective programs. At least some brokering experience vs. purely selling captured supply. - A Collaborative Approach: A team‑oriented mindset with the willingness to use your expertise, relationships, and experience to support and assist colleagues in achieving common goals. - A Passion for Innovation: An excitement to use technology to become more effective, efficient, and successful in your sales business. What We Offer - A Meaningful Mission: The opportunity to work on a great mission-solving food waste-and modernizing the produce supply chain. - Remote Flexibility with national reach - Income Stability and Full Benefits: Base Salary + Commission + Equity + Benefits - A Culture of Growth: A fun and challenging environment that provides a chance for significant personal and professional growth. - Equity in the Company: The chance to have ownership in a high‑growth startup, with the potential for substantial returns. - Top-Tier Technology: We provide the most up‑to‑date tools, including company‑issued Macs, the latest software, and all the equipment you need to excel at your job. - Comprehensive Benefits: A full suite of benefits, including medical, dental, and vision coverage, along with a 401k plan. Compensation for this position is composed of salary, equity, and strong commission plan. For the salary portion, the range for this position is $75k-$120k, depending on location and experience. Full Harvest has passed this position as a remote position. Full Harvest is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. Apply Email your resume to *****************************. #J-18808-Ljbffr

Within the Special Projects Group in Transaction Advisory Services (the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in this role will be the primary client contact for technical tax work. Tax technical work may involve structuring and restructuring, consolidated return subsidiary share basis and earnings and profits analyses, Section 1202, and transaction cost analyses, with the primary focus of the role will be on Section 382 consultative projects, with the foregoing workstreams occurring in the context of Section 382 projects. In addition to serving in a lead client-facing role, it is expected the Managing Director will interface with professionals in the firm to help drive technological innovation with respect to Section 382 analyses. The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. This position will review work prepared by Associate, Senior Associate, Manager, Senior Manager, and Director professionals in the Transaction Advisory Services Group, and work with Principals on client optimization strategies. In addition, the Managing Director will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Tax Specialization Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions Purchase price allocation rules Section 338(h)(10), Section 338(g), and Section 336(e) elections Application of Section 1202 to stock dispositions Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384); Consolidated return regulations related to basis and E&P adjustments; Tax considerations for subsidiaries joining or leaving a consolidated group, such as the circular basis adjustment rules, the unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc. Nonrecognition transactions and general requirements Transaction costs and rules related to deductibility and capitalization * Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including with respect to the broader tax practice Tax Consulting Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal Reads and comments on stock purchase agreements and asset purchase agreements Reviews and analyzes purchase price allocations Conducts and reviews transaction costs analyses Provides tax consulting services to the broader tax practice on tax issues and opportunities with respect to corporate mergers, acquisitions, restructurings, and tax attributes Leads Section 382 studies and works with the Special Projects Group Leader to drive BDO's overall strategy with respect to Section 382 Reviews step plans for legal entity rationalization/restructuring transactions, including pre-transaction restructurings, post-deal integration entity alignments, and other reorganizations Reviews opinions, memoranda, and conducts tax technical research and analysis Reviews stock basis and E&P analyses for consolidated groups Reviews inside and outside basis analyses for C corporations Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties Research Identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns Involves additional firm specialists, as appropriate Strategy Development Introduces and develops new or improved ideas for clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required Supervisory Responsibilities: Supervises associates, senior associates, managers, senior managers, and/or directors on all projects Reviews work prepared by associates, senior associates, managers, senior managers, and directors and provides review comments Trains associates, senior associates, managers, senior managers, and directors on how to use all current software tools and to improve tax technical skills Acts as a Career Advisor to associates, senior associates, managers, senior managers, and directors Schedules and manages workload of associates, senior associates, managers, senior managers, and directors Provides verbal and written performance feedback to associates, senior associates, managers, senior managers, and directors Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Juris Doctor (JD) or Master of Laws (LLM) with a focus on Tax, preferred Master's degree in Accounting or Tax, preferred Experience: Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies Knowledge of the consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration Experience in preparing, reviewing, and auditing transaction cost analyses Experience in drafting technical tax memorandums and opinions to support client positions License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent ("EA"), or the equivalent of one of these designations, required * Possession of other professional degrees or certifications applicable to the role, preferred Software: * Proficient with the Microsoft Office Suite, preferred * Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect, preferred Language: * N/A Other Knowledge, Skills, & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Ability to work well in a team environment Ability to develop team of tax professionals Ability to compose written tax advice Ability to effectively develop and maintain client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client Demonstrates a high level of integrity Ability to adapt quickly in uncertain or unstructured situations Excellent communication skills, with the ability to give and receive criticism and feedback constructively Ability to simplify complex issues for client and non-tax professional understanding Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency Intellectually curious, motivated to deliver work of the highest quality, and driven to expand knowledge of tax technical matters, BDO's business, its clients, and the team Ability to lead by example, demonstrating to less experienced professionals the importance of continual personal and professional growth

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource. Skills Account Management Business Acumen Client Management Client Solutions Advisory Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Required Qualifications Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration; ADV-2B Required Maintain at least one firm approved designation Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Desired Qualifications Accounting experience/Personal Tax Planning or CPA experience Invested in personal development with the Private Wealth Management Team Bachelor's degree or higher in related field The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Age Age requirement: Must at least be 18 years of age. Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling **************. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response. #J-18808-Ljbffr

A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr

Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $70B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York's Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. The firm employs more than 350 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas. Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued. Position Description Reporting to a Client CIO Partner, this business embedded Talent Manager role will focus on reactive and proactive team and account staffing for business and client needs, identifying and partnering with the Human Resources team on skills-based, professional and career development, act as the point of contact for early career hiring programs and fully engage in lateral hiring processes, as well as the own the mentor program. Key Responsibilities include, but not limited to: Strategic Organizational Design: Partner with the Head of North America to design and evolve the organizational/team structure aligned to regional growth strategy, priorities, and operating model. Assist with strategic workforce planning initiatives to ensure the right capabilities, roles, and capacity are in place to meet short- and long-term business objectives. Help assess team effectiveness and recommend changes to improve decision-making, scalability, and collaboration. Analyze talent, performance, and cost data to inform org design decisions and scenario planning. Internal Staffing Needs and Management - Client and team staffing responsibilities: Allocate resources to Client account teams balancing workload, skill sets, and client demands to ensure accounts have the right people, preventing burnout while maximizing firm efficiency and career progression. Manage capacity, push back on unrealistic people demands, and facilitate career growth for early career team members by giving them quality and growth experience. Actively monitor team member workload, skill development, and burnout levels. Constantly assess team availability versus incoming new business, often pushing back on senior staff as appropriate. Ensures teams have necessary headcount and the right talent for urgent or complex tasks; staff planning. External Hiring Needs - Team staffing responsibilities: Partner with Talent Acquisition team to identify, assess, sell, and hire top talent for early career and lateral business needs. Team performance optimization and development: Assists in designing talent development strategies that grow people through experiential learning, on-the-job exposure, and targeted education, building high-performing teams. Create stretch assignments and project-based learning experiences aligned to business priorities. Ensure right mentor pairs are established, set expectations, and monitor effectiveness. Manage intern and analyst programs to included recruiting, hiring, onboarding, performance management, etc. Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Required: Bachelor's degree required with 7-10 years of experience in financial services. Business role experience embedded in organization with a focus on building and managing high performing teams. Experience managing business led people/talent programming in matrixed organizations. Ability to translate business strategy into capability and talent needs. Strong stakeholder management and consensus-building skills. Experience managing talent in results-driven, high-accountability environments. Ability to calibrate performance across teams via incentives and metrics. Navigate compensation, promotion, and recognition in pay-for-performance cultures. Highly strategic, organized, and detail-oriented, with the ability to manage multiple priorities and deliver under pressure in fast-paced environments. Benefits and Compensation Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $160,000 to $250,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Contact Details Please send your CV to *************************************** with the subject: Business Manager . Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice