Client Services Manager jobs at Emmaus Homes - 327 jobs
Retirement Management Consulting Senior Manager
Accenture 4.7
California, MO jobs
Accenture Consulting: Your Unique Place in our Global Collective
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. If you want to be a leader in a thriving digital transformation powerhouse that is in a constant state of reinvention, then look no further. We work at the heart of our clients' organizations so that no matter how complex the situation, no matter how tough the issue, they can face the future today with confidence.
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. As a leader, you'll join us in creating the future of consulting at the intersection of business and technology. You'll get to work with an amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access. Together, you'll do so much more than consult.
Coming here means future-proofing your career as a leader. Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe that we are greater than me and possess an unwavering commitment to inclusion and diversity. Joining Accenture Consulting means you will learn, innovate, and lead, and together we will improve the way the world works and lives.
Key responsibilities of the Retirement Management Consulting Senior Manager may include:
Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.
Ability to manage dynamic consulting projects with heavy client engagement.
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
Consult and partner with our clients to help them develop high performance solutions to advance their industry position.
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives.
Basis Qualifications
Minimum 10+ years of strong leadership skills in Financial Services specializing in delivering a wide range of Retirement solutions.
Minimum 7+ years of external consulting/program management experience on large scale programs with a proven track record of successful engagement delivery within the industry.
Bachelor's Degree
Preferred Qualifications
Proven ability to work independently and as a team member.
Excellent communication (written and oral) and interpersonal skills
Good organizational, multi-tasking, and time‑management skills
Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
Strong client relationship development and clientmanagement skills
Eagerness to mentor junior staff
Experience contributing to new business development opportunities.
Experience working with onshore and offshore delivery teams.
Demonstrated leadership in professional setting; either military or civilian
Demonstrated teamwork and collaboration in a professional setting; either military or civilian
Advanced Degree
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location and Annual Salary Range
California: $132,500 to $338,300
Cleveland: $122,700 to $270,600
Colorado: $132,500 to $292,200
District of Columbia: $141,100 to $311,200
Illinois: $122,700 to $292,200
Maryland: $132,500 to $292,200
Massachusetts: $132,500 to $311,200
Minnesota: $132,500 to $292,200
New York/New Jersey: $122,700 to $338,300
Washington: $141,100 to $311,200
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity and Affiantinative Action Policy Statement.
Accenture is an EEO and Affiantinative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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$141.1k-311.2k yearly 4d ago
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ServiceNow Delivery Lead Manager
Accenture 4.7
Saint Louis, MO jobs
We Are:
A global professional services organization, which includes being a vital services partner to the world's major cloud providers - ServiceNow, AWS, Azure, Google, and others. Choose Accenture and make delivering innovative work part of your extraordinary career!
The Accenture ServiceNow Business Group's platform-led approach unites the industry and technology transformation expertise of Accenture with ServiceNow to deliver on the promise of digital business. We help our clients thrive in the cloud continuum, reimagine service and customer operations, and modernize work to achieve the full potential of the platform.
Accenture's ServiceNow practice can help any organization determine how to best respond to changing business needs and coordinate services across the enterprise for greater speed, agility and efficiency, all delivered at scale.
Learn more about ServiceNow at Accenture Here (**************************************************************
You Are:
A ServiceNow Delivery Lead Manager responsible for the successful delivery of ServiceNow solutions and services in a client consulting environment.
+ An experienced ServiceNow developer.
+ You're willing to roll up your sleeves to develop in the ServiceNow platform for our clients.
+ You take time to seek out information about new applications in ServiceNow and stay up to date on the latest offerings.
+ You are someone that is process oriented and prefers order over chaos.
+ You are comfortable asking for help from peers and Subject Matter Experts
+ Strong background working with Enterprise Software companies and/or Consulting companies.
The Work:
+ Lead consulting engagements from post sales stage to successful delivery of the project in terms of scope, deliverables, budget, client satisfaction and achievement of required business outcomes.
+ Manage all aspects of project delivery and solution delivery
+ Lead and manage the implementation project team
+ Prepare all client facing and internal deliverables such as project plan, issues/risk register and weekly status reports
+ Identify opportunities to provide additional value to our clients and to work internally with the ServiceNow account teams to progress
+ Drive the continuous improvements of our implementation methodology and service offerings based on client experiences
+ Proven experience of leading the deployment of Enterprise Software (ideally ITIL related) solutions in client environments
+ Strong background working with Enterprise Software companies and/or Consulting companies
+ Demonstrated ability to influence and consult (providing options with pros, cons and risks) while providing thought leadership to sponsors/stakeholders in solving governance, program/project management, business process and/or technical problems
+ As a member of the ServiceNow Business Group you will have access to our robust training and certification opportunities.
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.
Basic Qualifications
+ Minimum 5 Years' knowledge and experience working with or implementing ServiceNow
+ Minimum 3 Years' experience in JavaScript or related application development
+ Completed Certification - ServiceNow Certified System Administrator (CSA)
+ Minimum of 1 ServiceNow Certified Implementation Specialist (CIS) certifications
+ Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must have minimum 6 years work experience)
Bonus Points if you have
+ PMP or CSM certification
+ Strong interpersonal skills, customer centric attitude
+ Proven team player and team builder
+ Strong organizational and analytical skills
+ Familiarity with SaaS deployments and its supporting architecture
+ A degree or equivalent, preferably in Information Technology and a proven background in consulting and project management
+ ITIL V3 or V4 Foundations Certification preferred
Professional Skill Requirements
+ Proven ability to build, manage and foster a team-oriented environment
+ Proven ability to work creatively and analytically in a problem-solving environment
+ Desire to work in an information systems environment.
+ Excellent communication (written and oral) and interpersonal skills.
+ Excellent leadership and management skills.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $266,300
Cleveland $87,400 to $213,000
Colorado $94,400 to $230,000
District of Columbia $100,500 to $245,000
Illinois $87,400 to $230,000
Maryland $94,400 to $230,000
Massachusetts $94,400 to $245,000
Minnesota $94,400 to $230,000
New York/New Jersey $87,400 to $266,300
Washington $100,500 to $245,000
#LI-NA-FY25
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (********************************************************************************************************************************************
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$81k-106k yearly est. 7d ago
ServiceNow Delivery Lead Manager
Accenture 4.7
Saint Louis, MO jobs
We Are:
A global professional services organization, which includes being a vital services partner to the world's major cloud providers - ServiceNow, AWS, Azure, Google, and others. Choose Accenture and make delivering innovative work part of your extraordinary career!
The Accenture ServiceNow Business Group's platform-led approach unites the industry and technology transformation expertise of Accenture with ServiceNow to deliver on the promise of digital business. We help our clients thrive in the cloud continuum, reimagine service and customer operations, and modernize work to achieve the full potential of the platform.
Accenture's ServiceNow practice can help any organization determine how to best respond to changing business needs and coordinate services across the enterprise for greater speed, agility and efficiency, all delivered at scale.
Learn more about ServiceNow at Accenture Here
You Are:
A ServiceNow Delivery Lead Manager responsible for the successful delivery of ServiceNow solutions and services in a client consulting environment.
* An experienced ServiceNow developer.
* You're willing to roll up your sleeves to develop in the ServiceNow platform for our clients.
* You take time to seek out information about new applications in ServiceNow and stay up to date on the latest offerings.
* You are someone that is process oriented and prefers order over chaos.
* You are comfortable asking for help from peers and Subject Matter Experts
* Strong background working with Enterprise Software companies and/or Consulting companies.
The Work:
* Lead consulting engagements from post sales stage to successful delivery of the project in terms of scope, deliverables, budget, client satisfaction and achievement of required business outcomes.
* Manage all aspects of project delivery and solution delivery
* Lead and manage the implementation project team
* Prepare all client facing and internal deliverables such as project plan, issues/risk register and weekly status reports
* Identify opportunities to provide additional value to our clients and to work internally with the ServiceNow account teams to progress
* Drive the continuous improvements of our implementation methodology and service offerings based on client experiences
* Proven experience of leading the deployment of Enterprise Software (ideally ITIL related) solutions in client environments
* Strong background working with Enterprise Software companies and/or Consulting companies
* Demonstrated ability to influence and consult (providing options with pros, cons and risks) while providing thought leadership to sponsors/stakeholders in solving governance, program/project management, business process and/or technical problems
* As a member of the ServiceNow Business Group you will have access to our robust training and certification opportunities.
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.
Qualification
Basic Qualifications
* Minimum 5 Years' knowledge and experience working with or implementing ServiceNow
* Minimum 3 Years' experience in JavaScript or related application development
* Completed Certification - ServiceNow Certified System Administrator (CSA)
* Minimum of 1 ServiceNow Certified Implementation Specialist (CIS) certifications
* Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must have minimum 6 years work experience)
Bonus Points if you have
* PMP or CSM certification
* Strong interpersonal skills, customer centric attitude
* Proven team player and team builder
* Strong organizational and analytical skills
* Familiarity with SaaS deployments and its supporting architecture
* A degree or equivalent, preferably in Information Technology and a proven background in consulting and project management
* ITIL V3 or V4 Foundations Certification preferred
Professional Skill Requirements
* Proven ability to build, manage and foster a team-oriented environment
* Proven ability to work creatively and analytically in a problem-solving environment
* Desire to work in an information systems environment.
* Excellent communication (written and oral) and interpersonal skills.
* Excellent leadership and management skills.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $94,400 to $266,300
Cleveland $87,400 to $213,000
Colorado $94,400 to $230,000
District of Columbia $100,500 to $245,000
Illinois $87,400 to $230,000
Maryland $94,400 to $230,000
Massachusetts $94,400 to $245,000
Minnesota $94,400 to $230,000
New York/New Jersey $87,400 to $266,300
Washington $100,500 to $245,000
#LI-NA-FY25
Locations
$81k-106k yearly est. 4d ago
Fleet Manager - GM
Aramark Corp 4.3
Wentzville, MO jobs
The Fleet ServiceManager serves as the primary contact for all warehouse mobile equipment, including forklifts and powered industrial trucks used in warehouses, factories, and distribution centers. This role is responsible for inspecting, diagnosing, repairing, and maintaining diesel engines and related equipment, performing routine maintenance, and replacing defective or worn parts. The position involves supervising GM/UAW and third-party mechanics, ensuring work meets client expectations, and maintaining safety standards. Work conditions may include exposure to outdoor weather, noise, dust, oil, and industrial lubricants in a truck shop environment.
Job Responsibilities
Safety reporting and compliance
Parts ordering - monthly billing and reconciliation
Inventory verification, utilization, right-sizing and control
Asset management (disposals, transfers, purchasing and modifications)
PM compliance based on OEM/GM standards
Work prioritization and scheduling for all mechanics (GM/Third Party)
Perform and maintain work place organization (5S).
Audit operations and compile reports on customer satisfaction, overall equipment effectiveness (OEE), and Key Performance Indicators (KPI's), process improvements, cost reductions and similar "best practice" quality initiatives.
Qualifications
Associate's Degree in Maintenance Management or related curriculum or equivalent experience. Certification by recognized professional bodies preferred (SRMP, AFE etc.) and by one or more mobile equipment OEM (Hyster, Yale, Gator, etc.). Coursework indicating advanced professional development
Minimum of 5-7 years of relevant technical experience as Facility Manager, Maintenance Supervisor, Planner/Scheduler
Knowledge of integrated facility operations and systems maintenance in engineering/research or manufacturing environment, with significant responsibility for customer relations.
Experience and proficiency with IWMS/CMMS in large scale, technical operations and all aspects of process design, system administration and user training and development.
Administrative experience related to operations management, including budgeting, staff supervision, safety, work planning, scheduling and logistics.
Education
About Aramark
Our Mission
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
About Aramark
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at ***************************** or connect with us on Facebook, Instagram and Twitter.
Nearest Major Market: St Louis
$31k-53k yearly est. 5d ago
Fleet Manager - GM
Aramark Corporation 4.3
Wentzville, MO jobs
Safety reporting and compliance Parts ordering monthly billing and reconciliation Inventory verification, utilization, right-sizing and control Asset management (disposals, transfers, purchasing and modifications) PM compliance based on OEM/ GM sta Manager, Fleet, Operations, Maintenance Supervisor
$31k-53k yearly est. 2d ago
Client Services Manager
Frontline Managed Services 3.1
Creve Coeur, MO jobs
Welcome to Frontline ManagedServices - where innovation, technology, and efficiency converge to redefine the landscape of IT, Financial, and Administrative ManagedServices for legal and professional service firms. As pioneers in the industry, we are driven by a relentless commitment to excellence.
Join Our Team and Be a Catalyst for Change!
We don't just follow industry standards; we set them. Our dynamic environment thrives on pushing boundaries and embracing challenges. We are more than a workplace; we are a community of forward-thinkers dedicated to shaping the future.
Position Overview
The ClientServicesManager is responsible for managing a team of Directors of Technologists. This role has a thorough and demonstratable technical understanding of Legal Applications, Infrastructure, Networking, Business Continuity, Security, Cloud Services, and Office 365. This position is responsible for ensuring the Directors of Technology are effectively servicing our clients by evangelizing, designing, proposing and demonstrating the business value to customers. This is a results-oriented position that thrives in autonomy while being a productive team member.
Fully Remote
Compensation Range $120,000-140,000 USD
What You'll Do
IT consulting, strategy and roadmap generation repeatable strategies.
Ensure QBR service reviews are scheduled by the team and delivered as expected.
Identify problematic areas and implement strategic solutions in a timely manner.
Provide guidance, support, and resolve conflict within the team.
Responsible for IT Roadmap deliverable.
Ensuring repeatable processes are enabled for technical proposals “scopes”.
delivered no later than 10 business days.
Managing the deliverables of the DOTs.
Responsible for CSAT, NPS management and campaigns.
Knowledge of gross margin, asset, standard and alignment, major incident response and MSA management.
Guides the talent identification and development processes for their team.
Works in alignment with the service, NOC, and technical managers to ensure SLO compliance.
Manages Frontline MITS customer and customer relationships as the point of contact for greater enablement and platform integration purposes.
Participate in weekly, monthly, quarterly and yearly service reviews with the service delivery manager.
What You Bring
5 years' Account Management or customer service experience supporting US clients, preferably IT-related business to business
Bachelor's degree (BA or BS) from accredited college or university
Excellent communication and interpersonal skills with the ability to gain the trust of clients
Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
Excellent judgment and discretion; ability to handle multiple priorities simultaneously, meet deadlines, and handle work-related stress is required.
Friendly, courteous, service-oriented, professional, outgoing, and customer service oriented.
Must be able to work independently and productively with minimum supervision.
Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Communicates changes and progress; completes projects on time and budget.
Team player with a "can do" attitude that can work in a fast-paced environment.
Ability to establish and maintain professional atmosphere for employees, clients and customers
Ability to coordinate with other staff, and interact with other departments professionally.
Possesses self-motivation and assertiveness to achieve goals and be successful
Not Sure You Meet Every Requirement?
We know that great candidates may not match every qualification listed. If you're excited about the role and believe you could be a strong fit, we encourage you to apply. We value potential and a growth mindset as much as experience.
Join Us
At Frontline ManagedServices, we celebrate different backgrounds, experiences, and perspectives. We are committed to building a team that reflects the clients and communities we serve.
“We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.”
$120k-140k yearly 60d+ ago
Tax - Business Tax Services - Private Tax - International Private Client - Manager
EY 4.7
Kansas City, MO jobs
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Tax Manager -EY Private, International Private Client**
As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You'll work with some of the world's most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.
**The opportunity**
EY Private is a growing practice within the organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**Your key responsibilities**
Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. That will make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
**Skills and attributes for success**
+ Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
+ Application of foreign tax treaties and foreign tax credits
+ Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
+ Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding non US assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.
+ Team members with an advisory focus:
+ Design pre-immigration tax plans
+ Classification of trusts for US tax purposes, and review of forms 3520
+ Assist with US exit planning
+ FIRPTA
+ Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
+ Identifying foreign reporting obligations
+ Prepare tax memorandums and opinions
+ Translating complex data from a range of sources into client-ready insights and deliverables
+ Support our Private practice with relevant tax analysis and address new trends/market opportunities.
+ Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
+ Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
+ Communicating complex tax issues to non-tax professionals and clients
+ Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
+ An appreciation of world affairs, cultures and protecting financial security.
**To qualify for the role you must have**
+ A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization
+ A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax
+ Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
+ A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
+ Experience managing budgets and projects
**Ideally, you'll also have**
+ A proven record in high net-worth tax planning
+ A proven record in a professional services environment
+ Experience in coaching and mentoring junior colleagues
+ Executive presence and business development skills
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What working at EY offers**
We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
+ Support, coaching and feedback from some of the most engaging colleagues in the industry
+ Opportunities to develop new skills and progress your career
+ A network of overseas colleagues, and chances to relocate or take on overseas assignments
+ The freedom and flexibility to handle your role in a way that's right for you
**About EY**
As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
**If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.**
**Build your legacy with us. Apply today.**
EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A ServicesManager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$122.6k-212.8k yearly 60d+ ago
Microsoft Alliance Client Relationship Executive- Healthcare
PwC 4.8
Kansas City, MO 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: ***********************************
$138k-199k yearly est. 42d ago
Microsoft Alliance Client Relationship Executive- Healthcare
PwC 4.8
Kansas City, MO 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: ***********************************
$138k-199k yearly est. Auto-Apply 14d ago
Experienced Accountant - Private Client Services
Rubinbrown Career 4.5
Kansas City, MO jobs
Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.
RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
Major Responsibilities
Prepare and review, trust, and partnership income tax returns
Prepare and review gift tax returns
Prepare tax projections and estimates
Organize and understand client source documents and create client workpapers from such source documents necessary to prepare individual, trust, gift, and partnership returns
Assist and work in a team environment so clients are effectively served
Identify and communicate accounting matters to other engagement team members
Other duties and responsibilities as assigned
Preferred Experience/Background/Skills
Masters degree in Accounting or related degree
A minimum of two years of current and or recent tax experience in public accounting
CPA or JD preferred
Ability to effectively utilize technology and the commitment to learning in the technology environment
Have the ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical and research abilities
Proficiency in Microsoft Office programs (Word and Excel required)
Excellent verbal and written communication skills
Strict adherence to professional ethics
Ability to successfully contribute to the success of a strategic business unit of the firm
Colorado and Nevada Salary Statement:
The salary range displayed is specifically for those potential applicants who will work or reside in the state of Colorado or Nevada, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / technology).
Experienced Accountant Salary Range Benefits Summary
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
EEO Employer W/M/Vet/Disabled
$70k-87k yearly est. 60d+ ago
Microsoft Alliance Client Relationship Executive- Healthcare
PwC 4.8
Saint Louis, MO 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: ***********************************
$137k-199k yearly est. 42d ago
Alliance Client Relationship Executive-Salesforce
PwC 4.8
Saint Louis, MO 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: ***********************************
$137k-199k yearly est. 8d ago
Alliance Client Relationship Executive-Salesforce
PwC 4.8
Saint Louis, MO 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: ***********************************
$137k-199k yearly est. Auto-Apply 7d ago
Microsoft Alliance Client Relationship Executive- Healthcare
PwC 4.8
Saint Louis, MO 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: ***********************************
$137k-199k yearly est. Auto-Apply 14d ago
Investment Client Service Manager
Adecco Us, Inc. 4.3
Webster Groves, MO jobs
**Investment ClientServiceManager -** **Fiduciary Financial Planning and Wealth ManagementServices** **Job Type:** Full-Time. **Shift:** 1st shift. **Schedule:** 8:30 am to 4:30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients' needs.
**Work Location:** In-office. This is not a hybrid or remote position.
**Salary:** Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications
**Benefits:** Medical, Dental, Life Insurance, 401K and PTO. Potential for equity ownership.
**Relocation:** Not available.
**Position Summary:**
**We provide fee-only, fiduciary financial planning and wealth managementservices to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement.** As an **Investment ClientServiceManager,** you will play a central role in delivering exceptional clientservices for our fee-only fiduciary investment advisory firm. This position serves as the primary point of contact for our clients regarding onboarding, account maintenance, reporting, and ongoing service needs. You will be working closely with our financial advisors to ensure our clients receive transparent, high-quality, and fiduciary-aligned service at every stage of their relationship with us.
This role requires a blend of knowledgeable and friendly one-on-one personal service abilities including, client-facing communication skills, operational expertise, and a strong understanding of investment and financial planning processes.
**Key Responsibilities:**
**Role Focus**
+ Deliver empathetic, patient, and proactive service to pre-retiree and retiree clients.
+ Manage onboarding, custodial processes, and complex account servicing.
+ Support our advisors with accuracy, communication clarity, and fiduciary integrity.
+ Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs.
**Client Relationship Management**
+ Serve as a primary day-to-day contact for new and existing clients.
+ Support advisors in delivering proactive, responsive, and fiduciary-centered service.
+ Coordinate and prepare materials for client meetings (reports, performance summaries, planning documents).
+ Respond to client inquiries regarding accounts, investments, workflows, and firm processes.
**Onboarding and Account Administration**
+ Manageclient onboarding, including data collection, paperwork, custodial account setup, and transfer of assets.
+ Ensure documentation adheres to regulatory and firm compliance standards.
+ Maintain accurate and up-to-date client records in CRM and portfolio systems.
**Investment Operations & Support**
+ Process account changes (beneficiaries, address updates, permissions).
+ Coordinate trading instructions and cash movements under advisor direction.
+ Monitor account funding, required minimum distributions (RMDs), and systematic withdrawal plans.
+ Support the implementation of investment strategies aligned with the firm's fiduciary standards.
**Reporting & Documentation**
+ Prepare quarterly performance reports and periodic account updates.
+ Assist in producing financial planning and investment review materials.
+ Ensure accurate recordkeeping across custodial, CRM, and planning systems.
**Compliance & Risk Management**
+ Ensure all client interactions and documentation meet fiduciary and regulatory requirements.
+ Help maintain internal compliance procedures and participate in audits when necessary.
+ Identify opportunities to improve processes to enhance service quality and reduce risk.
**Team Collaboration**
+ Work closely with advisors, operations staff, and management to streamline workflows.
+ Provide feedback to improve clientservice processes and technology systems.
+ Contribute to a culture of transparency, integrity, and client-first service.
**Qualifications:**
**Required**
+ Bachelor's degree in finance, business, economics, or related field.
+ 3+ years of experience in clientservice within an RIA, wealth management, or investment-related environment.
+ Strong understanding of investment accounts (IRAs, taxable, trusts), custodial processes, and financial products common to fee-only advisory firms.
+ Proficiency with CRM systems (Salesforce, Redtail, Wealthbox) and portfolio management software (Orion, Tamarac, Black Diamond).
+ Excellent verbal and written communication skills.
+ High attention to detail and ability to manage multiple workflows simultaneously.
**Preferred**
+ Knowledge of fiduciary standards and fee-only advisory practices.
+ Experience working with major custodians (Fidelity, or TD, Pershing, Schwab).
+ Professional designations or progress toward them (CFP, Series 65, or CFA, CIMA).
+ Familiarity with financial planning software (eMoney, MoneyGuidePro).
**Key Competencies:**
+ Client-focused mindset with strict fiduciary ethics.
+ Exceptional organizational and project-management skills.
+ Ability to communicate complex financial concepts in straightforward, simple terms.
+ Problem-solving and timely, consistent follow-through.
+ Team-oriented, adaptable, and comfortable in a fast-paced, demanding environment.
+ Strong commitment to accuracy and personal excellence.
+ A willingness to go the "extra mile" to provide tailored, individual service.
**We are an equal opportunity employer** . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Pay Details:** $70,000.00 to $90,000.00 per year
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance
**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$70k-90k yearly 23d ago
Client Partner | Financial Services
Slalom 4.6
Saint Louis, MO jobs
Who You'll Work With Our Financial Services industry team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes.
Slalom is actively seeking a Client Partner in St. Louis to grow the Slalom brand within our Financial Servicesclients across Insurance & Wealth Management. This Client Partner will lead the way in solving the industry's most pressing challenges across all our services. This role is targeted at a Director level.
Do you thrive on standing beside clients to set strategic direction, deliver solutions, and innovate for the future? We'd love to get to know you!
What You'll Do
Business Development:
* Identify and pursuit lead opportunities within your assigned clients.
* Comfortable selling to and creating new opportunities within your assigned Financial Servicesclients.
* Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions.
* Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Financial Servicesclients.
ClientService and Delivery Leadership:
* Drive account growth by developing annual account plan(s) and executing the strategy to drive new sales.
* Own key strategic relationships as well as manage our relationship plan across our broader account team
* Guide the engagement teams to ensure strong delivery is aligned with the client's goals.
* Utilize your deep industry knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can help them achieve business objectives.
* Lead from the front through billable roles on active engagements such as clientservice lead, SME, or accountable executive.
* Provide oversight and governance across all sold/managed engagements.
* Operate a fiscally healthy industry sector including levers such as utilization, revenue, gross profit, and pipeline.
Portfolio Leadership:
* Assist in developing the industry strategy and business plan for the portfolio.
* Collaborate with other practices to bring new solutions to the market.
* Identify opportunities for growth/maturation of Slalom offerings and help set the direction for that growth.
* Provide thought leadership to clients through developing market POVs.
What You'll Bring
Industry Background / Knowledge:
* Deep understanding in at least one of the following sub-industries: Banking, Insurance and/or Wealth Management.
* Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics). Examples:
* Technologies like advanced digital banking platforms, capital market trading solutions, wealth management advisory tools, and trends in digital transformation and automation.
* Versant in AI related use cases within the financial services industry
* Regulatory frameworks impacting the financial services industry and evolving standards in risk and compliance.
* Lead and participate in elaborate discussions with professionals and senior executives across banks, investment firms, insurance companies, asset managers, pension funds, regulatory bodies, and market utilities providing key data and analytics solutions to the financial services industry.
Qualifications, Skills, and Competencies:
* A minimum of 7 years of experience in Financial Services OR a minimum of 7 years' experience within a leading consulting firm with a focus on the functions above.
* MBA or equivalent preferred.
* Comfortable working with and selling to senior Financial Services Executives.
* You must live within a commutable distance of the St. Louis Metropolitan Area.
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $170,000 to $255,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$170k-255k yearly Easy Apply 39d ago
Client Retention Executive
Enterprise Center 3.8
Saint Louis, MO jobs
The St. Louis Blues and Enterprise Center are searching for a passionate, self-starter for the role of Client Retention Executive. This position is primarily responsible for retaining and growing an assigned season ticket holder account base through the delivery of superior customer service, relationship building, and referral generation. This role is a hybrid sales and service position. The ideal candidate is a positive team player that is detail oriented, self-motivated, flexible, energetic, outgoing, and resilient and has a strong desire to develop as a sales and service professional.
Responsibilities:
Meet and exceed yearly retention goals with assigned Season Ticket Holder account base
Generate new revenue from current clientele through value-added, group and suite packages, upgrades, and referrals
Build strong relationships with Season Ticket Holders by fulfilling all required Season Ticket Holder touchpoints via proactive communication including phone calls, emails, handwritten notes, and in-seat visits
Provide superior levels of customer service to an assigned base of season ticket accounts by maintaining up-to-date knowledge and effectively and enthusiastically communicating all team happenings, events, benefits, and arena details that are relevant
Anticipate, respond to and resolve all Season Ticket Holder complaints, requests and inquiries in a timely and professional manner while maintaining a positive and productive demeanor
Produce memorable experiences and hattrick moments for clients to create long-lasting relationships and solidify the bond between the Blues and our Season Ticket Holders
Perform game day responsibilities including, but not limited to, in-seat visits, handling special promotions, addressing season ticket holder needs, etc. as well as participate in all season ticket holder related special events
Utilize KORE and Archtics CRM system to record and maintain all personal touchpoint interactions with clients and document all appropriate details and information
Collaborate with ticket sales and ticket operations teams to ensure efficient and quality servicing of accounts
Other duties as assigned
Required Qualifications:
Bachelor's degree (or requisite experience) required
2 years of sales and/or services experience in the sports or hospitality industry
1+ years of experience with Ticketmaster Archtics ticketing and KORE CRM system preferred
Demonstrated ability in the areas of relationship building, communication, time management and organization
Demonstrated ability to work well within a team environment
Proficiency with Microsoft Office Suite
Ability to attend all home games and work non-standard hours including nights, weekends, and holidays
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
$98k-161k yearly est. 26d ago
Client Partner | Manufacturing
Slalom 4.6
Kansas City, MO jobs
Who You'll Work With Our team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact, outcome-driven projects, meeting clients where they are to uncover business needs and deliver meaningful results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes.
Our Missouri Valley Slalom team is actively seeking a Client Partner & Location Leader for Kansas City to grow our presence and deepen relationships within the Manufacturing sector. This role is targeted at the Senior Director or Managing Director level and will play a critical part in expanding the Slalom brand and impact across the region.
As Client Partner and location leader, you'll lead the charge in growing Slalom's presence in the market and solving Manufacturing's most pressing challenges-across strategy, technology, and transformation. If you're energized by standing alongside clients to set strategic direction, deliver innovative solutions, and shape what's next, we'd love to connect with you!
What You'll Do
Business Development:
* Identify and lead opportunities within our managed accounts.
* Comfortable selling to and creating new opportunities within the Manufacturing portfolio.
* Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions for advisory work.
* Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Manufacturing clients.
ClientService and Delivery Leadership:
* Drive account growth by developing annual account plans and executing the strategy to drive new sales.
* Guide the development teams to ensure strong delivery that is aligned with the client goals.
* Utilize your deep manufacturing knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can come in to help them achieve business objectives.
* Lead from the front through billable roles on active engagements such as clientservice lead, delivery lead, SME, engagement lead or accountable executive.
* Provide oversight and governance across all sold/managed engagements. Operate a fiscally healthy manufacturing sector including levers such as utilization, revenue, gross profit and pipeline.
Portfolio Leadership:
* Assist in developing the industry strategy and business plan for the portfolio.
* Collaborate with other practices to bring new solutions to market.
* Identify opportunities for growth/maturation of Slalom offerings, and help set the direction for that growth
* Provide thought leadership to clients through developing market POVs.
What You'll Bring
Industry Background / Knowledge:
* Deep understanding in the Manufacturing vertical
* Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics).
* Lead and participate in elaborate discussions with professionals and senior executives within the manufacturing vertical.
Qualifications, Skills, and Competencies:
* A minimum of 8 years of experience in leading large complex accounts in a consulting firm with focus on manufacturing clients preferred.
* Minimum 10+ years of account + delivery management experience in consulting.
* Advanced project delivery including all aspects of program/project management and client relationship management.
* Excellent negotiation, conflict management, problem-solving and decision-making skills
* Experience working with our partner eco-system a plus (AWS, Microsoft, Salesforce, Google Cloud, etc…)
* Comfortable working with and/or selling to Senior C-Suite Executives.
* Strong executive presence.
* You must live within a commutable distance to the Kansas City Metropolitan Area.
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range for Senior Director is $200,000 to $300,000 and Managing Director is $250,000 to $375,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$120k-161k yearly est. 39d ago
Client Experience Supervisor
Barkley 3.4
Kansas City, MO jobs
At BarkleyOKRP, we are on the front lines of a world-class idea company. We are looking for a Client Experience team member who is prepared to change the trajectory of brands by creating the conditions for trusted relationships and world-class work. This person will be expected to contribute to a diverse and inclusive environment where each team member can bring their best self. If you want to learn what you're capable of when surrounded by top talent working on innovative brands, let's talk. This team member can purposefully define client business needs while leading a team to smoothly and flawlessly deliver creative ideas that will impact their business. This person's passion for the industry won't let them rest until problems are solved, work is delivered, ideas are sold-in, teams are empowered, and clients are impressed. The ideal candidate will carefully balance the art of strategic business knowledge with skillfully (and independently) managing a team to deliver large scale projects. This team member has an in-depth knowledge of their client's business and plays a key role in managing the relationship. They also recognize the importance of accurate and timely details with clear, concise communications and the ability to prioritize the right information to lead the team forward. This person is skilled at not only providing client feedback, but also at interpreting it for the team and distilling it to the essence of what is needed and will impact the work. As a leader on the team, they are highly responsive, responsible and a crucial resource for capturing and delivering information that guides the team's day-to-day workflow. They are expected to know the minutiae of a project as well as the higher level strategic role it plays. When asked, a team member at this level has a thoughtful POV on the business, the competition, and the client's priorities. This team member is a manager of people who is responsible for developing talent, nurturing an individual's career, and outlining a path for growth. To succeed in this role, they must be highly organized and able to perform multiple tasks for different teams / clients on an ongoing basis. Our ideal candidate is able to manage daily responsibilities, adaptable to project deliverable changes and actively participate in cross-functional team ideation sessions. Their understanding of the client's needs, will help them independently troubleshoot with limited oversight and insightfully recognize opportunities with our current and potential clients. They will have experience with marketing campaigns and a desire to deliver exceptional clientservice.
Responsibilities:
CLIENT:
Independent
Client relationships
Excellent client communication that builds trust, digs for insights, and sets expectations that allow for a brand to reach its biggest possible future
Serve as category and Client's brand/business expert to BarkleyOKRP teams
Fosters team member agency relationships to maximize integration and collaboration in service of the client's goals
Proactively managesclient expectations by partnering with Project Management to identify areas of risk and opportunity
Supports the overall Client Experience that delivers external strategic documents like Annual Planning and 360 Scorecard or internal performance tied to financial forecasting, Whole Brand Assessment and Team Annual Huddles
CREATIVE:
Create conditions for project-based
whole brand thinking. Protect the work
Understands the Whole Brand Spectrum and looks for opportunities where it can be applied to best support the client's needs
Work closely with Director and VP/Client Experience to create a long-term plan for Whole Brand transformation and growth through projects that build the brand.
Contribute to the making of brave ideas by ideating with the team, bringing client insight, setting up correct expectations, aligning teams, connecting resource needs, and (pre)selling in the work
Accountable that all elements and deliverables from BarkleyOKRP are concepted based on the aligned strategic brief of the Whole Brand that delivers against client set objectives, timing, & budget
COLLABORATION:
Flawless communications,
proactive team leader on key projects, financial/resource awareness
Embraces and sets an example in fostering a diverse and inclusive environment where each team member feels they can bring their best self, be respected and seen
Independently runs large projects from inception to in-market delivery, working with cross-agency teams. Keeps communication and roles clear.
Identifies when to escalate any issues to senior leadership and does this in a timely manner with a problem-solving mentality
Keeps the team calm, focused and inspired as they work together
Partner to Director on all financial needs and management of invoicing, POs, estimates, etc
Manages a direct report and guides that person in their career path and clearly identifies roles and responsibilities that set that individual up for success
Qualifications:
Experience with media clients + digital work preferred
6+ years of relevant brand or agency experience
Excellent client communication and the ability to establish a connection with senior-level client leadership
Self-starter with the ability to operate both strategically and tactically in a fast-paced, deadline-driven environment
Strong collaborator with the ability to lead cross-channel initiatives with a diverse range of team members and stakeholders
Ability to run projects independently with minimal supervision
Excellent written and verbal communication skills; capable of effectively articulating both strategic recommendations and detailed tactical plans
Ability to develop trusted relationships and partner with diverse teams and mid-senior client leads
Demonstrated success in a cross-functional team environment
Ability to juggle multiple projects and clients at once, while correctly prioritizing
Digital experience with production experience is and preferred
BarkleyOKRP's Commitment to Diversity & Inclusion
We believe being radically diverse and inclusive is the key to becoming one of the world's great creative idea companies. By embracing everything that makes our partners who they are and what makes them unique to the world around them, we create the conditions and capacity to help creative, original thinking thrive.
BarkleyOKRP is committed to Diversity, Equity, Inclusion and Belonging as part of our corporate strategic goals, supported by a formal DEI+B program, Employee Resource Groups, Director of Diversity leadership and agency commitment to The Brand Lab, Creative Accelerator, Fellowship, MAIP, and BLAC.