Client Services Manager jobs at CohnReznick - 145 jobs

Private Equity Value Creation - Senior Manager
Cohnreznick 4.7
Client services manager job at CohnReznick
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Senior Manager to join our Private Equity Value Creation team in our CxO Advisory practice. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. YOUR TEAM. CohnReznick's CxO group offers our clients an extensive array of executive advisory (OCFO, OCOO, OCIO), digital and process transformation, and automation enablement services to adapt to the rapidly changing business environment. Our client focus is mid-market, and you will be exposed to a variety of industries including tech, consumer, manufacturing & distribution, real estate, hospitality, private equity, and renewable energy to name a few. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Responsibilities include but not limited to: As a Senior Manager, you will serve as a leadership pillar within CohnReznick's Private Equity Value Creation team, responsible for owning client relationships, leading complex engagements, and helping shape the strategic direction of the OCFO offering. You will work closely with PE sponsors and portfolio company executives to deliver high-impact finance transformation, operational improvement, and value creation initiatives. Responsibilities Include But Are Not Limited To * Lead and grow the OCFO and Value Creation practice, contributing to go-to-market strategy, offerings, and intellectual capital * Own design and execution of finance function transformations, operating model design, and post-close stabilization initiatives * Serve as a senior advisor to PE sponsors and portfolio company CFOs on finance strategy, performance management, and value creation * Lead end-to-end financial operations due diligence for buy-side and sell-side transactions * Oversee development of KPI frameworks, dashboards, and board-level reporting for sponsors and executives * Lead interim CFO or senior OCFO support engagements, providing hands-on leadership during periods of transition or rapid growth * Guide treasury strategy, liquidity management, and working capital optimization initiatives * Oversee carve-out financials, separation planning, and complex integration efforts * Partner with firm leadership, Transaction Advisory, Tax, Technology, and Data teams to deliver integrated solutions * Serve as executive sponsor and engagement leader, managing teams, margins, and client satisfaction * Drive adoption of firm-approved, AI-enabled tools and analytics to enhance client outcomes and internal efficiency * Mentor and develop Managers and Senior Associates, fostering a high-performance, collaborative culture Your Experience. The successful candidate will have: * BS/BA required; MBA, CPA, or CFA strongly preferred * 10+ years of progressive experience in private equity portfolio operations, consulting, transaction advisory, or senior corporate finance roles * Deep expertise in OCFO transformation, FP&A leadership, and finance operations within PE-backed environments * Extensive experience supporting M&A transactions, integrations, and complex carve-outs * Proven ability to lead large, complex engagements and serve as a trusted advisor to executives and PE sponsors * Strong familiarity with finance systems architecture, data, analytics, and emerging AI technologies * Track record of building teams, developing talent, and contributing to practice growth * Demonstrated ability to responsibly deploy firm-approved AI tools in client delivery * Willingness to travel up to 30%, on average In addition, please take a moment to review our Universal Job Standards. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. In New York, the salary range for a Senior Manager is $150,000 to $250,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick . "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$150k-250k yearly 2d ago

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Microsoft Alliance Client Relationship Executive- Healthcare
PwC 4.8
Albany, NY jobs
**Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities - Oversee multiple projects to confirm timely and quality delivery - Identify market opportunities and develop strategies to capitalize on them - Mentor team members to enhance their professional growth and capabilities - Promote a culture of excellence and uphold the firm's values What You Must Have - High School Diploma - 8 years of sales, marketing or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred - Demonstrating thought leadership in professional services selling - Building and sustaining long-term relationships with clients - Showcasing success in individual contributor sales roles - Understanding industry structures and emerging issues - Leading and coaching complex sales processes - Overcoming objections to secure business - Thriving in unstructured and evolving environments - Projecting executive presence with C-level executives Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$151k-216k yearly est. 43d ago
Microsoft Alliance Client Relationship Executive- Healthcare
PwC 4.8
Albany, NY jobs
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities * Oversee multiple projects to confirm timely and quality delivery * Identify market opportunities and develop strategies to capitalize on them * Mentor team members to enhance their professional growth and capabilities * Promote a culture of excellence and uphold the firm's values What You Must Have * High School Diploma * 8 years of sales, marketing or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred * Demonstrating thought leadership in professional services selling * Building and sustaining long-term relationships with clients * Showcasing success in individual contributor sales roles * Understanding industry structures and emerging issues * Leading and coaching complex sales processes * Overcoming objections to secure business * Thriving in unstructured and evolving environments * Projecting executive presence with C-level executives Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$151k-216k yearly est. Auto-Apply 14d ago
Alliance Client Relationship Executive-Salesforce
PwC 4.8
New York, NY jobs
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities * Develop and execute relationship and account strategies * Establish and maintain long-term client relationships * Navigate complex internal organizations to reach targets * Oversee multiple projects with impactful decision making * Maintain executive-level client relations What You Must Have * High School Diploma * 8 years of sales or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred * Initiating sales calls and securing meetings consistently * Soliciting information to qualify and scope opportunities * Understanding client business issues and service capabilities * Controlling sales process and overcoming objections * Establishing and developing long-term client relationships * Navigating complex internal organizations effectively * Demonstrating project executive presence and professionalism Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$148k-212k yearly est. Auto-Apply 7d ago
Microsoft Alliance Client Relationship Executive- Healthcare
Pricewaterhousecoopers 4.8
New York, NY jobs
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities - Oversee multiple projects to confirm timely and quality delivery - Identify market opportunities and develop strategies to capitalize on them - Mentor team members to enhance their professional growth and capabilities - Promote a culture of excellence and uphold the firm's values What You Must Have - High School Diploma - 8 years of sales, marketing or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred - Demonstrating thought leadership in professional services selling - Building and sustaining long-term relationships with clients - Showcasing success in individual contributor sales roles - Understanding industry structures and emerging issues - Leading and coaching complex sales processes - Overcoming objections to secure business - Thriving in unstructured and evolving environments - Projecting executive presence with C-level executives Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ************************************* PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$148k-212k yearly est. Auto-Apply 14d ago
Alliance Client Relationship Executive-Salesforce
PwC 4.8
Buffalo, NY jobs
**Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities - Develop and execute relationship and account strategies - Establish and maintain long-term client relationships - Navigate complex internal organizations to reach targets - Oversee multiple projects with impactful decision making - Maintain executive-level client relations What You Must Have - High School Diploma - 8 years of sales or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred - Initiating sales calls and securing meetings consistently - Soliciting information to qualify and scope opportunities - Understanding client business issues and service capabilities - Controlling sales process and overcoming objections - Establishing and developing long-term client relationships - Navigating complex internal organizations effectively - Demonstrating project executive presence and professionalism Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$151k-218k yearly est. 8d ago
Alliance Client Relationship Executive-Salesforce
PwC 4.8
Buffalo, NY jobs
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities * Develop and execute relationship and account strategies * Establish and maintain long-term client relationships * Navigate complex internal organizations to reach targets * Oversee multiple projects with impactful decision making * Maintain executive-level client relations What You Must Have * High School Diploma * 8 years of sales or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred * Initiating sales calls and securing meetings consistently * Soliciting information to qualify and scope opportunities * Understanding client business issues and service capabilities * Controlling sales process and overcoming objections * Establishing and developing long-term client relationships * Navigating complex internal organizations effectively * Demonstrating project executive presence and professionalism Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$151k-218k yearly est. Auto-Apply 7d ago
Tax Senior Manager I Private Client Services
CBIZ, Inc. 4.6
Melville, NY jobs
#LI-CL1 #Hybrid * Regarded as a Subject Matter Expert within business unit 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 (such as financial statements, tax returns, work papers, etc.); 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 * Understand client's Qualified Plan needs (as applicable) * 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 Preferred Qualifications * Master's degree in accounting or taxation * Relevant work and industry experience within Private Client Services * Prior experience reviewing Form 990 * Prior experience managing engagements and clients * Formal mentoring relationships with all levels of staff * Ability to work independently, but also work well with others * Software Experience - CCH ProSystem, Microsoft Office 365 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
$102k-134k yearly est. 60d+ ago
Tax Senior Manager I Private Client Services
CBIZ 4.6
Melville, NY jobs
#LI-CL1 #Hybrid 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 Regarded as a Subject Matter Expert within business unit 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 (such as financial statements, tax returns, work papers, etc.); 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 Understand client's Qualified Plan needs (as applicable) 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 Preferred Qualifications Master's degree in accounting or taxation Relevant work and industry experience within Private Client Services Prior experience reviewing Form 990 Prior experience managing engagements and clients Formal mentoring relationships with all levels of staff Ability to work independently, but also work well with others Software Experience - CCH ProSystem, Microsoft Office 365
$102k-134k yearly est. Auto-Apply 24d ago
Managed Services Salesforce Director
PwC 4.8
Rochester, NY jobs
Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities * Develop and implement impactful Salesforce solutions * Set the strategic direction for the team * Lead business development efforts * Oversee multiple projects and client relations * Align solutions with clients' technology and business needs * Mentor and guide team members * Foster an environment of integrity and inclusion * Comply with PwC policies and standards What You Must Have * Bachelor's Degree * 8 years of experience What Sets You Apart * Developing Application Managed Services solutions * Solving business and technology challenges * Delivering SAP, Oracle, Salesforce, and/or Workday solutions * Leading teams and fostering trust * Conducting industry, market, and competitive analysis * Developing business cases and ROI understanding * Creating customer-centric operating models * Driving strategic change in client organizations * Writing and presenting to industry audiences Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$129k-179k yearly est. Auto-Apply 10d ago
Managed Services Salesforce Director
PwC 4.8
Rochester, NY jobs
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities - Develop and implement impactful Salesforce solutions - Set the strategic direction for the team - Lead business development efforts - Oversee multiple projects and client relations - Align solutions with clients' technology and business needs - Mentor and guide team members - Foster an environment of integrity and inclusion - Comply with PwC policies and standards What You Must Have - Bachelor's Degree - 8 years of experience What Sets You Apart - Developing Application Managed Services solutions - Solving business and technology challenges - Delivering SAP, Oracle, Salesforce, and/or Workday solutions - Leading teams and fostering trust - Conducting industry, market, and competitive analysis - Developing business cases and ROI understanding - Creating customer-centric operating models - Driving strategic change in client organizations - Writing and presenting to industry audiences Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$129k-179k yearly est. 8d ago
Managed Services Salesforce Director
PwC 4.8
Albany, NY jobs
Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities * Develop and implement impactful Salesforce solutions * Set the strategic direction for the team * Lead business development efforts * Oversee multiple projects and client relations * Align solutions with clients' technology and business needs * Mentor and guide team members * Foster an environment of integrity and inclusion * Comply with PwC policies and standards What You Must Have * Bachelor's Degree * 8 years of experience What Sets You Apart * Developing Application Managed Services solutions * Solving business and technology challenges * Delivering SAP, Oracle, Salesforce, and/or Workday solutions * Leading teams and fostering trust * Conducting industry, market, and competitive analysis * Developing business cases and ROI understanding * Creating customer-centric operating models * Driving strategic change in client organizations * Writing and presenting to industry audiences Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$129k-178k yearly est. Auto-Apply 10d ago
Managed Services Salesforce Director
PwC 4.8
Albany, NY jobs
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities - Develop and implement impactful Salesforce solutions - Set the strategic direction for the team - Lead business development efforts - Oversee multiple projects and client relations - Align solutions with clients' technology and business needs - Mentor and guide team members - Foster an environment of integrity and inclusion - Comply with PwC policies and standards What You Must Have - Bachelor's Degree - 8 years of experience What Sets You Apart - Developing Application Managed Services solutions - Solving business and technology challenges - Delivering SAP, Oracle, Salesforce, and/or Workday solutions - Leading teams and fostering trust - Conducting industry, market, and competitive analysis - Developing business cases and ROI understanding - Creating customer-centric operating models - Driving strategic change in client organizations - Writing and presenting to industry audiences Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$129k-178k yearly est. 8d ago
Managed Services Salesforce Director
PwC 4.8
Buffalo, NY jobs
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities - Develop and implement impactful Salesforce solutions - Set the strategic direction for the team - Lead business development efforts - Oversee multiple projects and client relations - Align solutions with clients' technology and business needs - Mentor and guide team members - Foster an environment of integrity and inclusion - Comply with PwC policies and standards What You Must Have - Bachelor's Degree - 8 years of experience What Sets You Apart - Developing Application Managed Services solutions - Solving business and technology challenges - Delivering SAP, Oracle, Salesforce, and/or Workday solutions - Leading teams and fostering trust - Conducting industry, market, and competitive analysis - Developing business cases and ROI understanding - Creating customer-centric operating models - Driving strategic change in client organizations - Writing and presenting to industry audiences Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$128k-179k yearly est. 8d ago
Managed Services Salesforce Director
PwC 4.8
Buffalo, NY jobs
Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities * Develop and implement impactful Salesforce solutions * Set the strategic direction for the team * Lead business development efforts * Oversee multiple projects and client relations * Align solutions with clients' technology and business needs * Mentor and guide team members * Foster an environment of integrity and inclusion * Comply with PwC policies and standards What You Must Have * Bachelor's Degree * 8 years of experience What Sets You Apart * Developing Application Managed Services solutions * Solving business and technology challenges * Delivering SAP, Oracle, Salesforce, and/or Workday solutions * Leading teams and fostering trust * Conducting industry, market, and competitive analysis * Developing business cases and ROI understanding * Creating customer-centric operating models * Driving strategic change in client organizations * Writing and presenting to industry audiences Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$128k-179k yearly est. Auto-Apply 10d ago
Managed Services Salesforce Director
PwC 4.8
New York, NY jobs
Industry/Sector Not Applicable Specialism Salesforce Management Level Director At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities * Develop and implement impactful Salesforce solutions * Set the strategic direction for the team * Lead business development efforts * Oversee multiple projects and client relations * Align solutions with clients' technology and business needs * Mentor and guide team members * Foster an environment of integrity and inclusion * Comply with PwC policies and standards What You Must Have * Bachelor's Degree * 8 years of experience What Sets You Apart * Developing Application Managed Services solutions * Solving business and technology challenges * Delivering SAP, Oracle, Salesforce, and/or Workday solutions * Leading teams and fostering trust * Conducting industry, market, and competitive analysis * Developing business cases and ROI understanding * Creating customer-centric operating models * Driving strategic change in client organizations * Writing and presenting to industry audiences Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$128k-177k yearly est. Auto-Apply 10d ago
Managed Services Salesforce Director
PwC 4.8
New York, NY jobs
**Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities - Develop and implement impactful Salesforce solutions - Set the strategic direction for the team - Lead business development efforts - Oversee multiple projects and client relations - Align solutions with clients' technology and business needs - Mentor and guide team members - Foster an environment of integrity and inclusion - Comply with PwC policies and standards What You Must Have - Bachelor's Degree - 8 years of experience What Sets You Apart - Developing Application Managed Services solutions - Solving business and technology challenges - Delivering SAP, Oracle, Salesforce, and/or Workday solutions - Leading teams and fostering trust - Conducting industry, market, and competitive analysis - Developing business cases and ROI understanding - Creating customer-centric operating models - Driving strategic change in client organizations - Writing and presenting to industry audiences Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$128k-177k yearly est. 8d ago
Middle East LP Client Coverage: Fixed Income & Private Markets Capital Introduction Group
Morgan Stanley 4.6
New York, NY jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income & Private Markets Capital Introduction Group (sitting within MS' Investment Bank) is looking for a highly motivated individual to head coverage of institutional Middle East LPs with the primary aim of facilitating introductions of those LPs to relevant GPs managing Fixed Income or Private Markets related funds. Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business providing institutions with almost every kind of financial product and service across the world's major markets. Morgan Stanley is able to use these businesses to capitalize on the numerous institutional LP introductions the Fixed Income & Private Markets Cap Intro Group make to the various GPs and funds covered across ISG. Coverage of institutional LPs plays a vital role in helping MS to both connect with our core GP clients and also broaden our distribution of Fixed Income & Private Markets investing opportunities. Primary Responsibilities: Dedicated coverage for institutional Middle East LPs Facilitating the introduction of institutional LPs to MS ISG's priority GPs Receive support from and coordinate with regional MS Fixed Income Securities desks/teams to capitalize on any direct investing opportunities with the aforementioned institutional LPs Receive support from and coordinate with centralized MS Cap Intro group to help provide Asset Class and Manger related content to the aforementioned LP clients (including written pieces, podcasts, asset class seminars & conferences on Private Credit, Private Equity, Real Estate, Infrastructure and other Real Assets) Qualifications Experience: 10+ years working in an LP Sales/Coverage role with Middle East LP Focus on either buy-side, sell-side or an LP allocator. The ideal candidate has a strong list of contacts at any mixture of Middle Eastern LPs across SWFs, Banks, MFOs, SFOs, Pensions, Insurance & E&Fs Relevant understanding of Fixed Income/Private Markets asset classes (Private Credit, Private Equity, Real Estate, Infrastructure, other Real Assets) The candidate must be an excellent communicator, highly motivated, entrepreneurial, detail oriented and organized Bachelor's Degree or international equivalent needed WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $160,000 and $250,000 per year commencement of employment for Vice President, and between $225,000 and $300,000 per year commencement of employment for Executive Director. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$93k-131k yearly est. Auto-Apply 7d ago
Relationship Manager, VP
Morgan Stanley 4.6
Harrison, NY jobs
Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. The Relationship Manager (RM) position is responsible for the equity compensation relationship within MSAW. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). They must possess a strong working knowledge of the plan and how the plan is established within the Morgan Stanley system. This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery. Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry. Primary Responsibilities May Include: * Collaborate with others to assist clients and ensure all clients receive timely responses * Conduct quarterly reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health * Regular contact with clients to maintain a high level of personal interaction * Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration * Promoting and sharing best practices from our products and the industry on how to improve service and execution * Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts * Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items. * Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support * Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company. * Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable * Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary. Qualifications: * Bachelor's degree required along with 5-10 years of industry experience * A strong understanding of the executive compensation, stock plan, and ESPP industries * Prior Private Equity experience preferred. * Excellent interpersonal and communications skills * Some travel will be required * Organizational skills to track and maintain open issues for multiple projects. * Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project. * Ability to make a case for difficult decisions and present to management. * Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution. * Comfortable in running a meeting and speaking in large groups * Certified Equity Professional designation and Shareworks experience a strong plus. * Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire. * A strong working knowledge of MS office products. * This position requires you to be on-site in the office at least 3 days per week Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$110k-185k yearly Auto-Apply 8d ago
Assurance Senior Manager [Affordable Housing]
Cohnreznick 4.7
Client services manager job at CohnReznick
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Assurance Senior Manager to join the Affordable Housing team in our New York office. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. This position will support our Affordable Housing Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Drive client engagements Review and prepare financial statements, footnotes, workpapers, management letters, agreed upon procedures, and other attestation engagements Demonstrate professional creativity in dealing with client matters and make constructive suggestions to improve client operations Effectively analyze client transactions, recognizing and resolving potential or existing problems with appropriate research and consulting Accept responsibility and utilize firm resources to complete assignments Oversee, mentor, and develop staff YOUR EXPERIENCE. The successful candidate will have: 10+ years of work experience in another public accounting firm Affordable Housing or Real Estate experience required Bachelor's Degree required CPA licensure required Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills In addition, please take a moment to review our Universal Job Standards. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. To learn more about life at CohnReznick, visit Life at CohnReznick. In New York, the salary range for a Assurance Senior Manager is $150,000 to $250,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, to name a few. To learn more about life at CohnReznick, visit Life at Life at CohnReznick "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$150k-250k yearly 12d ago