- Unknown (New York, NY)
- …experience. This role demands a strategic leader with a deep understanding of client service , a commitment to process improvement, and the ability to design ... Head of Transition Management & Client Experience About the Company Globally-recognized investment management...in search of a Head for Transition Management and Client Experience. The successful candidate will be tasked with… more
- Unknown (Eden Prairie, MN)
- …oversee management reporting and analysis, and ensure the team delivers exceptional client service . Experience with QuickBooks is required, and familiarity with ... Chief Financial Officer, Client Accounting & Advisory Services About the Company...is a plus. The ideal candidate will be a leader who can coach and motivate team members, and… more
- Unknown (Walnut Creek, CA)
- …to take on a pivotal role in account retention, carrier management, and client service development. This senior leadership position is focused on driving ... personal lines product support to ensure high levels of client satisfaction. The successful candidate will lead ...SVP will be instrumental in equipping account managers and client service teams with the necessary skills… more
- Unknown (San Diego, CA)
- …for managing and mentoring a local team of Wealth Advisors, Financial Planners, and Client Service Associates, with a focus on providing the highest level of ... Market Leader , Managing Director About the Company Nationally acclaimed investment advisor... service to high net worth and ultra-high net worth clients. This… more
- Unknown (New York, NY)
- …Business Development Marketing Data Management/Analytics Skills Market Research required Client Service required New Business Development required Quantitative ... Data Analysis About the Role Are you a visionary leader ready to drive global growth and innovation in...UK, EMEA, and Americas, creating a culture of innovation, client focus, and service excellence. - Expand… more
- Unknown (Nashville, TN)
- …or related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion ... are ambitious and want to grow their careers within a sophisticated, client -first advisory platform. The successful candidates will work alongside senior advisors… more
- Unknown (Denver, CO)
- …10 years' of experience in accounting, finance, or law, and expertise in the private client service area. A professional certification such as a CPA, EA, or ... is seeking a Tax Managing Director for its Private Client Services. The successful candidate will be responsible for...equivalent is required. The role demands a leader with prior supervisory experience, a strong technical background,… more
- Unknown (Chicago, IL)
- …Insurance to take on a pivotal role in account retention, carrier management, and client service development. The successful candidate will work closely with the ... commercial lines product support and ensure high levels of client satisfaction. This leadership position also involves leading key...as well as observing and reporting on market or service challenges. The VP will be responsible for the… more
- Unknown (New York, NY)
- …The AVP will be tasked with the day-to-day management of sources, recruiters, and client service managers, and must be adept at making quick decisions, be ... structures and processes as needed. The role demands a leader who can think on their feet, is well-versed...goals, and commission structures. Experience in managing recruiters and client service managers, or those in … more
- Unknown (Indianapolis, IN)
- …development among team members. The COO will also be tasked with enhancing client service delivery, strengthening the company's presence in the communities they ... Operating Officer (COO) to join their dynamic team and lead the operations of the firm. The successful candidate...include strategic planning, team development, and a dedication to client service . The candidate should be adept… more
- Unknown (Nashville, TN)
- …with over 10 years' experience in the field, a hands-on manager, and a proven client service expert. This executive will be responsible for the overall vision ... seeking an Executive Vice President for Employee Benefits to lead the Mid-South Employee Benefits line of business. The...developing a team of producers, and being a thought leader in the technical aspects of employee benefits. The… more
- Unknown (Brooklyn, NY)
- …maintaining strong relationships with senior stakeholders, and championing a culture of client service excellence and operational rigor. The Executive Director ... is in search of an Executive Director of Investor Relations to lead the strategic vision and operational excellence within its Alternative Investment Services… more
- Unknown (Nashville, TN)
- …will be responsible for maintaining and managing all infusion customers, ensuring client communications, service level achievements, and P&L responsibility for ... President of Revenue Cycle Management, Infusion Services About the Company Infusion Client customer base. Industry Accounting Type Privately Held About the Role The… more
- Unknown (Portland, OR)
- …ability to work both independently and as part of a team. A proactive approach to client service and a commitment to the values of the company, including a great ... be responsible for reviewing and managing a variety of client deliverables, including tax returns, extensions, planning, and calculations...dates. The Tax Director will also be expected to lead , teach, coach, and train teams, as well as… more
- Unknown (San Francisco, CA)
- …a dynamic environment and are committed to maintaining the firm's high standards of client service . The company values a friendly and casual work atmosphere with ... maintaining a caseload, and handling various management responsibilities, including client development, recruiting, and providing coaching and feedback. The role… more
- Unknown (New York, NY)
- …and efficiency goals. This role involves providing the highest level of client service , developing integrated communications strategies, and fostering a strong ... Executive Vice President for Social Impact and Advocacy to lead and expand its mission of uplifting and empowering...a proven track record in business development, sales, and client management, as well as extensive team management experience.… more
- Unknown (New York, NY)
- …work in an ensemble practice, taking a collaborative approach to business development and client service , and will have the opportunity to make a significant ... successful candidate will be responsible for developing and nurturing client relationships, with a focus on providing comprehensive financial...and at least 5 years' of experience as a lead advisor. The ideal candidate will be passionate about… more
- Helen Ross McNabb Center (Morristown, TN)
- Hamblen CSU Team Leader Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough ... the McNabb Center Team as the Hamblen CSU Team Leader today! The Hamblen CSU Team Leader ...the multi-disciplinary team, providing treatment, rehabilitation, and support for client population. * Introduce and teach key recovery concepts… more
- Unknown (Austin, TX)
- …Analysis Investing Employee Management Local Community Mergers and Acquisitions Client Management Personalized Service Brokerage Finance Marketing Consulting ... of an Executive Vice President for Employee Benefits to lead the strategic direction and drive growth within the...is pivotal in setting and implementing initiatives that enhance client retention, expand net commission and fee growth, and… more
- Unknown (New York, NY)
- …and the ability to lead a high-performing finance organization that prioritizes client service . Hiring Manager Title Dean Travel Percent Less than 10% ... management, and reporting to advance the institution's teaching, research, and service missions. This role involves directing the financial, budgetary, and… more
