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First Command Financial Services jobs - 78 jobs

  • Financial Advisor

    First Command Financial Services 4.7company rating

    First Command Financial Services job in Columbus, OH

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
    $65k-107k yearly est. 11d ago
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  • Financial Advisor

    First Command Financial Services 4.7company rating

    First Command Financial Services job in Beavercreek, OH

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
    $64k-105k yearly est. 10d ago
  • Pipeline Design Coordinator

    Entrust Solutions Group 4.0company rating

    Remote or Cincinnati, OH job

    **_*This position is a full-time remote position located anywhere in the U.S*_** **Introduction:** Step into a leadership role where innovation, precision, and impact come together every day. As the driving force behind a talented drafting and design team, you'll guide groundbreaking work while championing smarter processes, sharper efficiency, and cutting‑edge quality. You'll shape how projects come to life-optimizing production workflows, enhancing equipment performance, and elevating the overall design experience. With your expertise in CAD systems and your ability to anticipate staffing and project needs, you'll keep schedules on track and teams operating at their best. If you're energized by continuous improvement, creative problem‑solving, and leading others toward exceptional results, this is the opportunity to make your mark. **Responsibilities** In this role, you'll be at the heart of driving project success-working closely with Project Managers to align department efforts with key corporate goals. You'll inspire and motivate teams, introducing new ideas and plans that elevate performance and keep everyone moving toward shared objectives. As a trusted leader, you'll also play a key part in shaping the team's future by recommending promotions, transfers, and other personnel actions, as well as interviewing and onboarding new talent. You'll maintain essential production and time records to keep operations running smoothly, while also analyzing and estimating the revenue and costs behind current and upcoming projects. Every day brings an opportunity to influence outcomes, guide people, and contribute to impactful, forward‑moving work. **What We Offer:** + A supportive and inclusive work environment that values diversity and encourages innovation. + Opportunities for professional growth and career development. + Competitive salary and comprehensive benefits package, including generous paid time off, retirement program with a company match, tuition reimbursement, and flexible work schedules. + This position pays between $90,000 and $100,000 annually and is an exempt position. Benefits offered include company-sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full-time employees are eligible to earn PTO hours. May be eligible for discretionary bonus as determined by the company. **Preferred Qualifications:** + 10 to 15 years of experience in the pipeline industry + 5 to 10 years experience managing designers/drafters, dealing with HR issues, budgets, utilization + Strong working knowledge of AutoCAD and Civil 3D + Experience with ESRI GIS beneficial **Required Qualifications:** + Strong communication and collaborative skills + Experience with alignment sheets, HDD, georeferencing, and working with survey data **Why Join Us?** At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about utilties and looking for a place to grow your career, we would love to hear from you! **Explore More Opportunities:** Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers (******************************** . To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** _ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law._ _Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._ \#LI-REMOTE \#LI-SS1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $90k-100k yearly 7d ago
  • Assurance Intern, Spring 2027

    Cohen & Co Advisory 4.3company rating

    Youngstown, OH job

    What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Assurance: Get involved in real audit work, perform testing, assist with reporting, and ensure compliance across various engagements. Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early January - end of March 2027 Internship Schedule: Full-time (40+ hours/week may be required during busy season, including Saturdays) or part-time (minimum 20-25 hours/week required) opportunities available Who You Are Required: Degree: Pursuing Bachelor's or Master's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Denver, CO | Milwaukee, WI | Youngstown, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's Culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $20-40 hourly Auto-Apply 5d ago
  • Client Service Associate

    Raymond James Financial, Inc. 4.7company rating

    Beachwood, OH job

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + May enter orders at the direction of the Financial Advisor. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. **Knowledge of** + Company's working structure, policies, mission, and strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
    $70k-90k yearly est. 29d ago
  • Design Technician - Electric Distribution Systems

    Entrust Solutions Group 4.0company rating

    Columbus, OH job

    Are you looking for an opportunity to apply your engineering skills in a fast-growing company that values innovation and teamwork? ENTRUST Solutions Group is seeking a Design Technician to contribute to electric distribution system design projects that power communities. This role is a perfect opportunity for an eager professional to gain hands-on experience, collaborate with industry experts, and grow within a company that prioritizes professional development. As a Design Technician, you'll provide support for electric utilities (distribution systems) design projects under the electric programs team. This is a hybrid role, with about 30% of time in office or on-site in the Columbus area, and occasionally expanded range in OH. This is a non-Engineer fielding role. which will require occasional travel to client sites primarily in the Columbus area, occasionally in other areas of OH. The Design Field Technician is responsible for working independently to gather detailed information on utility poles. Approximately 30% of time will be spent in field, and this will vary **As a Design Field Technician, a typical day may include the following:** + Complete design task for associated electric utility design projects. Tasks include but are not limited to drafting, engineering calculations, easement validation; design/construction cost estimating & permit package development. + Managing multiple projects in order to assure timely, successful completion for projects resulting in high levels of customer satisfaction and company/departmental goal achievements. + Travel to utility and customer locations to perform site visits, pole inspections, or audits while assessing equipment performance, identify potential issues and make recommendations for improvement + Maintain accurate records of activities, to include service calls, repairs, and maintenance performed + Perform routine assessment tasks on equipment to ensure proper functionality and prevent issues, to include diagnose and troubleshoot problems, repair or replace defective parts **A successful candidate will thrive in an environment that values the following work approaches:** + **Resilient and self-motivated:** You are always striving to build upon previous successes and stretch comfort zones to learn new skills. + **Detail and quality oriented:** You'll develop skills reading and interpreting technical documentation including blueprints, construction specifications, etc. + **Collaborative:** Customer service and team collaboration are essential. When we all succeed, we're better for it! **Required Qualifications:** + High School Diploma or equivalent + Computer skills + Must have valid Driver's License and personal vehicle and willingness to travel as needed for fielding requirements (mileage reimbursement applies) **Preferred Qualifications:** + Advanced Degree in Technical related field + Design skills including AutoCAD or Microstation + Experience working in Electric Distribution/Utilities environment **Not quite right for you? For a full listing of all our openings, please visit us at:** ******************************* **Who We Are:** ENTRUST Solutions Group, an ENR Top 100 company, is a community of people, 3,000+ strong, who are committed to our clients and each other. We provide comprehensive and dependable engineering, consulting, and automation services to gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. **In return for top talent, ENTRUST Solutions Group offers:** + Generous paid time off and benefits + 401(k) retirement program with a company match + Career development programs + Tuition reimbursement + Flexible work schedule **Benefits & Salary:** + This position pays between $20.00 - $24.00 per hour and is a non-exempt position. + Benefits offered include company sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. + Full time employees are eligible to earn PTO hours. + May be eligible for discretionary bonus as determined by the company. **To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at:** ****************************************************** _ENTRUST Solutions Group is proud to be an Equal Employment 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 status as a protected veteran._ _Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST Solutions Group does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._ \#LI-KM2 \#LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $20-24 hourly 56d ago
  • Treasury Management Specialty Sales Officer

    Raymond James Financial, Inc. 4.7company rating

    Cleveland, OH job

    ** The Treasury Management Specialty Sales Officer ("TMO") will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank's footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy. **Primary Functions of the** **Position:** + Demonstrates mastery level proficiency in all Depository Services and Treasury Management products + Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services). + Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends. + Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results. + Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating balances. + Provides education and knowledge of products to internal partners and to existing and prospective clients + Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base. + Effectively manages operational risk and compliance associated with role. **Education and Experience** **Requirements:** + Bachelor's Degree or equivalent + Certified treasury Professional (CTP) preferred but not required + 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience + Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications and risk management protocols + Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit. + Exceptional interpersonal, communication, and presentation skills + Exceptional planning, time management, and organization skills + Demonstrated analytical and problem-solving capabilities + Demonstrated ability to work independently and build relationships + Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
    $104k-140k yearly est. 60d+ ago
  • Senior Salesforce Administrator

    Raymond James Financial, Inc. 4.7company rating

    Cleveland, OH job

    ** The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team. **Primary Functions of the** **Position:** + Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield + Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments + Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management + Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team + Organizes and performs system training and demonstrations to internal and external users + Creates documentation of new system processes + Gathers business requirements to create process improvements using Salesforce technology + Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management **Education and Experience** **Requirements:** + Bachelor's Degree + Salesforce Administrator certification + 3+ years of Salesforce Administration experience + Strong communication skills and experience working with functional leadership + Creative and analytical thinker with strong problem-solving skills + Demonstrated ability to meet deadlines and prioritize simultaneous requests **Preferred** **Experience:** + Ability to write APEX triggers + Experience in banking and/or financial services **Essential Skills and** **Abilities:** + Strong presentation, collaboration, and communication skills + Intellectually curious to gain deeper understanding of processes and requirements + Self-starter and a team player capable of driving projects to fruition + Familiarity with technical project methodologies and the software development lifecycle + Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint + Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
    $66k-83k yearly est. 60d+ ago
  • Manager, Family Office

    Cohen & Co Advisory 4.3company rating

    Youngstown, OH job

    What You'll Do Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth. As a Manager on our Family Office team, you'll lead engagements that support family office clients, including investment partnerships, trusts, and operating entities. This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision. You'll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm. Client Accounting & Advisory Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities. Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting. Provide insights to clients beyond just historical reporting by drawing conclusions from financial data Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities. Provide insights into accounting for investment structures, capital allocations, and intercompany transactions. Collaborate with internal teams-including tax, assurance, and CFO advisory-to deliver integrated client solutions. Drive process improvements and technology adoption to enhance accuracy, efficiency, and client satisfaction across accounting systems and reporting workflows. Leadership & Team Development Supervise, coach, and develop associates and senior associates within the Family Office team. Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables. Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships. Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment. Strategic Initiatives & Process Innovation Evaluate and implement new technologies, tools, and approaches to streamline delivery and improve reporting efficiency for clients and the firm. Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements. Analyze complex financial and operational data to provide actionable insights and recommendations for clients. Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Family Office practice. Who You Are Qualifications Bachelor's degree in accounting or related field required; Master's preferred. CPA license or active progress toward CPA eligibility strongly preferred. 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.). Strong understanding of accounting principles and experience in or interest and willingness to learn accounting for investments Ability to navigate the accounting complexities of family office and investment focused clients Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities. Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients. Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage Intacct. Strong technology mindset with experience in adopting new systems and tools. Preferred Experience Experience with investment reporting, process improvement, or forensic accounting initiatives. Prior experience managing technical or project-based teams. Prior experience in a consulting, advisory, or client-facing accounting role. Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure. Locations Baltimore, MD or Cleveland OH preferred Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Estimated Salary Range: $85,000-155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $36k-51k yearly est. Auto-Apply 4d ago
  • Branch Manager

    Ameriprise Financial 4.5company rating

    Cincinnati, OH job

    The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: Bachelors degree or equivalent 3 - 5 years of relevant work experience Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA Series 24, or 9/10 or ability to obtain within 90 days Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days Active State IAR registration (S65 or S66) or ability to obtain within 150 days Active Life and Accident/Health insurance license or ability to obtain within 150 days Proven success driving business growth Proven leadership skills and ability to drive and motivate an organization to achieve results Demonstrated sales success with proven ability to acquire clients and close business Self driven and achievement oriented Ability to execute a playbook to drive results Strong presentation skills P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community Excellent compliance record Preferred Qualifications: Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $43,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
    $43.9k yearly Auto-Apply 29d ago
  • Engagement Operations Specialist

    Cohen & Co Advisory 4.3company rating

    Akron, OH job

    What You'll Do We are seeking a talented and motivated Engagement Operations Specialist to join our Engagement Operations team supporting our Assurance service line. This role will be based primarily out of our Akron, Ohio office. Our Engagement Operations Services team provides centralized operational support to engagement teams across the Firm. Partnering closely with the Assurance service line, this role focuses on driving efficiency, enhancing quality, and supporting margin optimization in the delivery of client services. With a continuous improvement mindset, the team is committed to strengthening processes and delivery quality through innovation, collaboration, and ongoing learning. Responsibilities may vary throughout the year based on business cycles and include: Preparing engagement letters Processing electronic engagement letters and correspondence using DocuSign Managing electronic document tracking and agreements Preparing and reviewing consents and coordinating communication with administrators Editing, formatting, and finalizing Board Books Preparing Board Books and related correspondence Handling a variety of recurring and ad hoc requests as business needs arise Who You Are Qualifications 1-3 years of experience in a business operations, administrative, or professional services support role Strong proficiency in Microsoft Word and Excel; overall strong computer skills Exceptional attention to detail with strong organizational skills Growth-oriented, problem-solving mindset Ability to stay focused and organized in a fast-paced, deadline-driven environment Proven ability to manage multiple priorities simultaneously Excellent interpersonal, written, and verbal communication skills with a collaborative, team-oriented approach Flexibility to work overtime during peak periods, including some evenings and Saturdays Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $60k-91k yearly est. Auto-Apply 8d ago
  • Technical Lead (Microgrid & BESS Design)

    Entrust Solutions Group 4.0company rating

    Remote or Cincinnati, OH job

    Join ENTRUST as a Technical Lead focused on Microgrid & BESS Design Engineering. This position is responsible for providing comprehensive IFC Design documents and project engineering support for our distributed energy and microgrid projects. Projects typically include managing a variety of DER and microgrid assets such as solar, energy storage, controls, and reciprocating engines. This position offers remote and hybrid options. **Responsibilities:** + Work with switchgear manufacturers (and other OEMs) like Schneider Electric or Eaton to develop innovative designs and costing that are scalable to many jobs and customer sites. This includes working at voltage levels of 13.8kV, 4160V, 480V, and 208V depending on site and system size + Provide significant input to the solar, battery, and generator designs to optimize performance, reliability, and sustainability for each customer site + Lead on the full life-cycle of BESS and DER project design, guiding projects from conceptual design through to full system design. + Interface with equipment and technology vendors. + Use AutoCAD in order to carry out permit ready and IFC deliverables. Including but not limited to: Conduit/Cabling schedules, stub-up details, and required clearances as state by NEC/IEEE/NFPA standards + Utilize your strong technical and communication skills to interface with all aspects of the business and customers + Work extensively with our Business Development (BD) teams to evaluate and develop the right technical solutions + Work with the BD, execution, and commercial teams on specific projects to ensure the integration of the Microgrid is technically correct, practical, and cost-effective. This includes working with existing service entrance one-line drawings, or creating new ones, to provide the best design interface for functionality and cost + Investigate the interconnection which includes modifications to existing design concepts that are applicable to each site + Manage engineering consultants in the preparation of detailed engineering and construction drawings and specifications **What We Offer:** + A supportive and inclusive work environment that values diversity and encourages innovation. + Opportunities for professional growth and career development. + Competitive salary and comprehensive benefits package, including generous paid time off, 401(k) with company match, tuition reimbursement, and flexible work schedules. **Minimum Requirements:** + Bachelor's degree in electrical engineering from an accredited program with a focus in power. + 4+ years experience in the design and construction of power/generation/renewable energy projects. + In depth understanding of relevant industry standards and regulations (e.g., NEC, UL, ISO). + Develop system-level schematics, wiring diagrams, and technical documentation for BESS installations. + Collaborate with project managers, technicians, and other stakeholders to ensure the successful implementation of BESS systems. + Conduct factory acceptance tests and on-site commissioning of BESS systems to ensure they meet performance and safety standards. + Thorough technical understanding of distributed energy technologies, including some combination of solar, battery, and reciprocating engines/turbines. + Experience with Microgrid control, Demand Management, Behind-The-Meter storage, Electric Vehicle Charging, Solar and Wind power generation and related Power flow and Energy modelling. + Project management experience with a demonstrated ability to manage multiple projects simultaneously and meet tight deadlines. + Knowledge of the various DER power sources within the Microgrid and how they best interface with the utility to provide the most efficient system. + Knowledge of systems controls for all the, BESS, DERs and how they can be utilized to accomplish specific operating goals while part of the Microgrid. These goals provide economic returns for us and the customer. + AutoCAD experience (for creating conceptual one-line diagrams and site layouts) + Experience in submitting interconnection applications, and reviewing Utility studies which may include Detailed Studies, Facility Studies, and System Impact Studies. **Preferred Qualifications:** + Professional Engineering licensure in Power **Why Join Us?** At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about Power Generation and looking for a place to grow your career, we would love to hear from you! **Explore More Opportunities:** Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers (******************************** . To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ****************************************************** _ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law._ _Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._ This role is designated as remote, giving you the flexibility to primarily work from home while staying actively connected to your team and projects. We value collaboration and responsiveness, so we ask our remote team members to be available when in-office presence is needed-such as for client meetings, team events, or training sessions. Our approach blends freedom with shared accountability, making ENTRUST an exciting and supportive environment for professionals who thrive in remote work settings with clear, respectful expectations. \#LI-TW1 \#REMOTE Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $92k-138k yearly est. 32d ago
  • Family Office Intern, Spring 2027

    Cohen & Co Advisory 4.3company rating

    Cleveland, OH job

    What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Day in the Life: Family Office: Experience real client work by assisting with a variety of tax return preparation assignments and gain exposure to the comprehensive suite of services provided to ultra high net worth individuals and families Build Relationships: Connect with peers, mentors, and engagement teams via client work, firm events, and internship program experiences Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service - choose what inspires you most! Internship Commitments: Internship Length: Early January - late March 2027 Internship Schedule: Full-time (40+ hours/week may be during busy season, including Saturdays) or part-time (minimum 20-25 hours/week) opportunities available Who You Are : Degree: Pursuing Bachelor's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.5 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Cleveland, OH Full-time in-office Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $28k-36k yearly est. Auto-Apply 60d+ ago
  • Accounting Advisory Solutions Manager

    Cohen & Co Advisory 4.3company rating

    Cleveland, OH job

    What You'll Do Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth. As a Manager on our Accounting Advisory Solutions (AAS) team, you'll lead engagements that support family office and investment clients, including private equity funds, hedge funds, and operating entities. This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision. You'll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm. Client Accounting & Advisory Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities. Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting. Provide insights to clients beyond this historical reporting by drawing conclusions from financial data Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities. Provide insights into accounting for investment structures, capital allocations, and intercompany transactions. Collaborate with internal teams-including tax, assurance, and CFO advisory-to deliver integrated client solutions. Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows. Leadership & Team Development Supervise, coach, and develop associates and senior associates within the AAS team. Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables. Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships. Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment. Strategic Initiatives & Process Innovation Lead initiatives to improve accounting processes, workflows, and reporting efficiency for clients and the firm. Evaluate and implement new technologies, tools, and approaches to enhance accuracy and streamline delivery. Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements. Analyze complex financial and operational data to provide actionable insights and recommendations for clients. Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Accounting Advisory Solutions practice. Who You Are Qualifications Bachelor's degree in accounting or related field required; Master's preferred. CPA license or active progress toward CPA eligibility strongly preferred. 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.). Strong understanding of U.S. GAAP and investment accounting principles. Demonstrated experience with family office and investment clients, including private equity, hedge funds, and/or investment entities. Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities. Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients. Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage. Strong technology mindset with experience in adopting new systems and tools. Preferred Experience Experience with forensic accounting, investment reporting, or process improvement initiatives. Prior experience in a consulting, advisory, or client-facing accounting role. Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure. Locations Baltimore, MD preferred Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Estimated Salary Range: $85,000-155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $85k-155k yearly Auto-Apply 60d+ ago
  • Assurance Senior, Private Company

    Cohen & Co Advisory 4.3company rating

    Youngstown, OH job

    What You'll Do Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We are seeking an experienced Senior with a background in serving manufacturing clients to join our team. If you are ready to work in a people-first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you! Commitments: Audit engagements for privately held clients Prepare and review of the annual audit reports, act as a direct liaison with the managers, audit staff, and other related parties Conduct audits and assist the client through the financial reporting process Train and support audit staff accountants through engagement Who You Are Required: Bachelor's degree in Accounting/ Business required 2-5 years of progressive audit experience with a public accouting firm. CPA license or working towards CPA designation is required Preferred: Excellent project management, teamwork and interpersonal skills Strong verbal and written communication skills Ability to work both independently, with little supervision and within a team environment Excellent client service skills with an aptitude to understand the clients' business and maintain strong client relationships Location: Hybrid work environment based out of one of our Firm offices Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $70,000 - 115,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $70k-115k yearly Auto-Apply 8d ago
  • Management Consulting Intern, Summer 2026

    Cohen & Co Advisory 4.3company rating

    Cleveland, OH job

    What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Management Consulting: Analyze data to uncover trends and insights, conduct industry research, participate in client interviews, create deliverables that tell a compelling story and present your findings to team members Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early June - end of July 2026 Internship Schedule: Full-time (32-40 hours/week) opportunities available Pencils Down Week: One week off for all employees to recharge (subject to change; unpaid for interns). Who You Are : Degree: Pursuing Bachelor's; must be sophomore level or equivalent by the start of the internship Major: Accounting, Data Analytics, Finance, Information Systems, Business Management, Engineering, Business Intelligence, Computer Science or related field Preferred: GPA: Minimum 3.5 Junior level or equivalent by the start of the internship Experience with project research, presentations &/or developing financial data models Location: Cleveland, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $29k-36k yearly est. Auto-Apply 60d+ ago
  • Senior Consultant, Management Consulting

    Cohen & Co Advisory 4.3company rating

    Cleveland, OH job

    What You'll Do Are you a consulting professional who thrives at the intersection of technology, strategy, and client service? We're seeking a motivated team member to support clients through application selection, technology implementations, and complex transformation initiatives. In this role, you'll manage projects across a diverse client base while working in a people-first culture that values collaboration, innovation, and meaningful impact. If you're passionate about helping organizations leverage technology to achieve their goals and want to grow alongside a supportive, forward-thinking team, we want to hear from you! Who You Are What You'll Do Strategy & Solution Development Conduct in-depth analysis of client business requirements and current-state processes Partner with clients to develop technology and implementation strategies aligned to their goals Facilitate vendor evaluations and technology selection processes Support application implementations, integrations, and system enhancements Assist with light development and/or quality assurance efforts, as needed Demonstrate an understanding of data structures and data environments to support effective solutions Project Management Manage project plans, timelines, and deliverables to ensure milestones and deadlines are met Oversee all phases of technology implementation, including configuration, customization, and integration Collaborate with internal teams and client stakeholders to drive successful outcomes Team Leadership: Mentor and develop junior staff, reviewing their work and providing guidance Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with Be growth oriented and work towards building a leveraged model, when appropriate Provide motivation to the team, including developing young leaders via active contribution to training and development Exhibit forward-thinking, innovation, and a commitment to delivering high-quality work Qualifications: Bachelor's degree in Data Science, MIS, Engineering, or related field 3-5 years of experience in business analysis, technology consulting, or project management Familiarity with ERP platforms (SAP, Oracle, Sage, Microsoft Dynamics) Understanding of finance and accounting processes PMP certification preferred; technology certifications a plus Familiarity with AI, Gen AI, RPA, digital automation and workflow tools Strong communication skills and ability to work in a fast-paced environment Proficiency in Microsoft Outlook, Excel, Word, and Adobe Location Cleveland, OH; Chicago, IL; Philadelphia, PA or Pittsburgh, PA Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $80,000 - $100,000 *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $80k-100k yearly Auto-Apply 1d ago
  • Transmission Line Project Manager

    Entrust Solutions Group 4.0company rating

    New Richmond, OH job

    **Join ENTRUST Solutions Group as a Transmission Line Project Manager and become a vital part of our dynamic team!** In this role, you will lead and execute complex engineering projects related to transmission lines, ensuring they meet client and internal performance indicators. Your focus will be on maintaining schedule and budget performance, enhancing project profitability, and fostering strong client relationships and satisfaction. Quality control will also be a key aspect of your responsibilities. As a Transmission Line Project Manager, you will have the opportunity to supervise and mentor other team members, including Project Engineers, and Designers. Collaboration is at the heart of our work, and you will work closely with peers, senior technical Leads, and engineers to achieve project goals. You will also be responsible for maintaining accurate fee revenue forecasts and ensuring that our engineering practices align with industry standards, regulatory requirements, and technical innovations. Additionally, you will play an active role in sales calls and client presentations, showcasing our expertise and commitment to excellence. If you are passionate about engineering and looking for a role where you can make a significant impact, we encourage you to apply and join our inclusive and supportive team at ENTRUST Solutions Group. **Key Responsibilities:** + Plan, organize, supervise and otherwise manage the engineering and design of transmission line facilities. + Lead and manage the execution of transmission line projects ranging from 69kV to 500kV. + Develop project proposals, estimates, and execution plans. + Collaborate with clients and stakeholders to deliver innovative project solutions. + Manage project schedules, budgets, and resources to ensure projects are completed on time, within budget, and to the highest quality standards. + Provide technical guidance and mentorship to engineering and design teams. + Maintain strong relationships with clients, stakeholders, and team members. + Clearly define performance expectations. Review and reward job performance within the organization to align individual performance with business goals. + Develop employee skills as required for workload, help employees to reach their potential and establish plans to set and achieve challenging career goals. + Travel as necessary for client meetings and site visits. **Required Qualifications:** + Bachelor's degree in civil engineering or related field from an accredited university. + Professional Engineering license is preferred. + PMP certification is a plus. + Minimum of 5 years of transmission line work experience. + Proficiency in PLS software. + Strong leadership and team management skills. + Excellent communication and interpersonal skills. + Ability to manage multiple projects simultaneously. + Ability to lead projects by collaborating with cross-functional teams. **What We Offer:** + A supportive and inclusive work environment that values diversity and encourages innovation. + Opportunities for professional growth and career development. + Competitive salary and comprehensive benefits package, including generous paid time off, 401(k) with company match, tuition reimbursement, and flexible work schedules. + Benefits offered include company-sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full-time employees are eligible to earn PTO hours. May be eligible for discretionary bonus as determined by the company. In this role, you are enabled to be at the forefront of integrating artificial intelligence (AI) and utilizing tools such as, Microsoft Copilot, bespoke AI workflow tools, and an IT team dedicated to continuous improvement and innovation to enhance our operations and drive efficiency. All employees can engage with the Digital Transformation Team to support the integration of new tools and following employee ideas to drive success for the business **Why Join Us?** At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 10 Power Sector company, we provide comprehensive engineering consulting in the Power/Utility space. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about transmission and substation projects and looking for a place to grow your career, we would love to hear from you! \#LI-GP1 **Qualifications** **Education** **Preferred** + Bachelors or better in Engineering **Licenses & Certifications** **Preferred** + Professional Engineer-PE + Proj Mgmt Prof-PMP **Experience** **Required** + Minimum of 5 years of transmission line experience + PLS Software Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $58k-97k yearly est. 60d+ ago
  • Tax Intern, Summer 2027

    Cohen & Co Advisory 4.3company rating

    Akron, OH job

    What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Tax: Dive into tax compliance, prepare returns, conduct research, and perform planning duties Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early June - early August 2027 Internship Schedule: Full-time (32-40 hours/week) or part-time (minimum 20-25 hours/week) opportunities available Pencils Down Week: One week off for all employees to recharge (subject to change; unpaid for interns). Who You Are : Degree: Pursuing Bachelor's or Master's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Akron, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's Culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid
    $20-40 hourly Auto-Apply 60d+ ago
  • Co-op (Cincinnati, OH)

    Entrust Solutions Group 4.0company rating

    Milford, OH job

    As part of our Co-op Program, you will participate as a valuable member of the engineering team by working directly with engineering professionals to design, develop and implement solutions. You should be a current electrical engineering undergraduate student interested in working for an organization built on respect for all and who is excited to learn about the utilities industry! **What You'll Do:** + Perform a variety of basic engineering tasks to assist in the production of plans, specifications, reports, diagrams, and engineering documents with supervision by other engineers and supervisors. + Program Timeline: Looking for all semesters in 2026 **Requirements and Qualifications:** + Must be enrolled in an Accreditation Board for Engineering and Technology (ABET) accredited engineering program and be studying a related design field + Electrical engineering major + Located near our ENTRUST Cincinnati office and willing to work a hybrid schedule + Sophomore to Senior status for the 2026-2027 school year **What We Offer:** + A supportive and inclusive work environment that values diversity and encourages innovation. + Opportunities for professional growth and career development. **Why Join Us?** + At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement. + We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about gas utilities and looking for a place to grow your career, we would love to hear from you! **Who We Are:** ENTRUST Solutions Group, an ENR Top 100 company, is a community of people, 3,000+ strong, who are committed to our clients and each other. We provide comprehensive and dependable engineering, consulting, and automation services to gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. **To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at:** ****************************************************** + Benefits & Salary: This position pays between $20 and $25 and is a non-exempt position. **Explore More Opportunities:** Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers. (******************************************* _ENTRUST Solutions Group is proud to be an Equal Employment 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 status as a protected veteran._ _Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST Solutions Group does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._ Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $19k-28k yearly est. 57d ago

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