Risk Manager jobs at Clinical Management Consultants - 9 jobs
Senior Managing Director, Risk Advisory, Trust and Mass Torts
Ankura 3.5
Maine jobs
Ankura is a team of excellence founded on innovation and growth. Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to all parties involved in complex litigation. Our team provides economic, financial, statistical, business analytics, and operational expertise to law firms and corporations, with a particular focus on mass torts and class actions. Our diverse and experienced professionals provide insight throughout the entire litigation life cycle, from initial strategic planning to settlement administration. We leverage our unique expertise and knowledge in a variety of industries, ranging from consumer goods to financial services, and have been involved in some of the largest cases in US history.
Our experts apply decades of experience and advanced analytics to quantify liabilities, forest outcomes, and implement structured, defensible processes for fiduciaries, courts, and stakeholders in high-volume claims environments.
Role Overview
The Trust and Mass Torts Senior Managing Director role is an executive level position that sells, leads and manages complex client engagement(s). The successful candidate will be a "person of stature" and self-sustaining rainmaker who generates $3 - $5 million+ annually. The candidate will p ossess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings. The candidate will be a hands-on, passionate consulting executive who will work with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue targets. The successful candidate must be a commercial leader able to drive revenue growth and capture market share.
Responsibilities
+ Initiates and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 million+ annually
+ Project management, development of expert testimony and reports, and quantitative and qualitative analysis.
+ Lead project teams in preparing consulting and testifying expert analysis
+ Interface with clients throughout all phases of consulting engagements
+ Demonstrate exceptional leadership capabilities through the mentorship and development of less-senior colleagues
+ Encourage relationship building by participating in the firm's activities and initiatives
+ Manage the invoicing process, including collections, for consulting engagements
+ Build relationships and engage in activities designed to generate qualified leads, which will then be worked on in collaboration with Ankura practitioners
+ Support our national business development outreach initiatives which will require initiating and organizing meetings and phone calls with prospective clients, prepare letters and email, and participate in the preparation of sales collateral
+ Source and close new clients through referrals, cold calling, networking, and other means (tradeshows, regional organizations, etc.)
+ Build a productive pipeline and manage each phase of the sales process
+ Cultivate and maintain long term relationships with clients by delivering elite client service and engaging them by using knowledge of each industry and organization
+ Formulate sales plan to achieve monthly, quarterly, and annual sales targets
+ Generate daily outreach efforts to prospective clients
+ Develop an effective understanding of the capabilities, benefits, and competitive advantage
+ Set and manage client expectations while consulting with each client for best practices
+ Manage and control pricing and contractual issues
+ Travel (including multiple annual conferences, client meetings) - domestic and/or international
Qualifications
+ Bachelor's degree from a top tier college/university; advanced degree preferred
+ Minimum of 10 years' professional services or related experience
+ A successful track record of generating $3 - $5 million+ annually to target markets
+ The candidate will possess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings
+ Expertise defining, influencing and driving change at executive levels and across the broader community of stakeholders
+ Exceptional negotiation skills with complex/sophisticated situations involving executive and board level stakeholders
+ Able to develop credible recommendations under shortened time constraints and imperfect information
+ High energy style, flexible and adaptive, with the ability to work well in a very fast paced environment
+ Ability to adapt to complex client environments and situations
+ Expert written communication skills, self-directed with preparation of client ready document and presentation development
+ Articulate, persuasive, communicator who is adept at handling executive and difficult audiences well including ability to adapt style to audience
+ Research: Advise on appropriate sources for use by the team to reduce research time and increase efficiency, including paid sites
+ Business Groups: Deep knowledge of the services provided by each practice area, organizational structure, and any conflict/relationship nuances specific them
+ Issue Resolution: Ability to resolve actual and perceived conflict issues with all levels of staff to allow for the highest level of acceptance without undue risk to the firm and/or its reputation
+ Coordinated Initiatives: Work with internal groups on firmwide projects to improve efficiency and/or user experience; may act as primary contact
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Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free ***************. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
About Team / Role
WEX Venture Capital is the global venture capital arm of WEX Inc., a global financial technology company that provides payment processing, information management, and fleet card payment solutions to businesses of all sizes, including over 19 million commercial vehicles. The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across mobility and B2B payments. We invest in startups with new technology and business models and then create new partnerships with WEX that pull WEX into new areas, while using our scale to accelerate the success of the companies we support.
We are seeking a full-time Portfolio Operations Manager, WEX Venture Capital. The ideal candidate is highly motivated to drive portfolio support and fund operations so we can maximize the value we can create for our portfolio companies. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry.
How you'll make an impact
Create an innovative playbook for how to translate WEX's technology, global customer base and channel partnerships into strategic value for new and existing portfolio companies
Drive strategic partnerships and integrations for WEX's portfolio companies across WEX, from scoping through implementation and measurement
Communicate progress about WEX's portfolio companies to WEX's global employee base to generate new product and commercial opportunities that can help our portfolio companies grow
Craft partnerships and awareness of WEX Venture Capital within the electric mobility and fleet software ecosystems, including with venture capitalists, startups, accelerators, and incubators
Collaborate cross-functionally to support WEX's commercial and product teams with ongoing partnership efforts
Analyze performance for WEX's investments to drive decision-making and reporting
Assist in creating and presenting reporting memos and decks for WEX's executive leadership team and board of directors
Develop a vision for how to support the continued growth and success of our portfolio companies beyond WEX
Experience you'll bring
Bachelor's Degree with 10+ years of experience in venture capital platform or operations roles, VC/accelerator program management, or sales, operations, or community roles at a high-growth startup.
High autonomy (we are a small but mighty team) with a track record of ideating and executing cross-functional projects and partnerships across a global, matrixed organization
Superior organizational, relationship-building, and communication skills with the ability to prepare executive-facing materials and work with stakeholders across WEX and our portfolio companies
Experience in managing multiple tasks under timelines with shifting priorities
Deep interest in both the climate technology industry and the venture-backed startup ecosystem
Entrepreneurial mindset and passion for building alongside founders, up for the challenge of helping them collaborate with a global organization
You should expect
A collaborative and intellectually-stimulating working environment
The opportunity to engage with various stakeholders across the business
Mentorship from leaders across WEX, including: venture capital, corporate development, finance, strategy, product, marketing, general managers, executive leadership, and sales teams across the US and Europe
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $113,000.00 - $150,000.00
$113k-150k yearly Auto-Apply 57d ago
Audit Manager II (US) Capital Management / Treasury
TDI 4.1
Portland, ME jobs
Hours:
40
Pay Details:
92,220.00 - 149,310.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Audit
Job Description:
Depth & Scope:
Works autonomously and accountable for acting as a lead within a specialized audit practice area and provide work direction to others
Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members
May lead and/or provide supervisory oversight to complex audits and ensure completion
Knowledge of external competition, industry and/or market trends in relation to own function / business
Scope of role may have enterprise impact
Undertakes and completes a variety of complex audit projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise
May oversee and/or independently perform concurrent multiple audits and related tasks from end to end
Ability to process and handle confidential information with discretion
Education & Experience:
Undergraduate degree required
7+ years of relevant experience
Customer Accountabilities:
Supports the development and implementation of audit programs by contributing insights and assisting with planning activities
Participates in audit engagements across multiple areas, helping ensure audits are conducted in line with established standards and timelines
Executes the development of Audit Planning Memorandum (APM), Process Risk and Control Matrix (pRCM), Findings Grid and Audit Report
Completes L1 reviews/sign off on all audit activities (i.e. walkthroughs, test scripts, test results, grid, evidence uploads)
Oversees / leads audits and/or execute the follow-up of findings arising from internal audits and regulatory reviews in accordance with policy
Oversees / leads the ongoing audit communications and/or the reporting process with the stakeholders, senior management and external auditors for specific and/or overall Audit area
Contributes to audit initiatives by providing input and assisting in the design and testing of solutions, as well as supporting implementation efforts
Leads / manages the integrated implementation of policies / processes / procedures / changes across multiple functional areas
Acts as the audit lead or audit advisor to management and respective teams for area of specialization. Reports on emerging trends, identifying issues and opportunities and recommending action to senior management
Facilitates key discussions and provide thought leadership to executive audience
Shareholder Accountabilities:
Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area
Actively manages relationships with business lines / corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank
Assesses / identifies key issues and escalates to appropriate levels and relevant stakeholders where required
Maintains a culture of riskmanagement and control, supported by effective processes and sound infrastructure in alignment with risk appetite
Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provides guidance for complex situations
Employee/Team Accountabilities:
Provides thought leadership and/or industry knowledge for own area of expertise
Encourages a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest
Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
Works effectively as a team, supporting other members of the team in achieving business objectives and providing stakeholders services
Participates in knowledge transfer within the team and business units
Contributes to the overall performance management process by providing coaching and input into team members' assessment on assigned audits
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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Minimum Qualifications
Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs
Essential Functions and Primary Duties
Oversee delivery of tax services to individual and business clients
Regarded as a Subject Matter Expert within tax department and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned