• CBIZ, Inc. (New York, NY)
    …all levels of staff Ability to work independently, but also work well with others Takes a lead role in client and team meetings and contributes new ideas and ... McCann PC We're hiring for a Tax Director - Private Client Services (PCS) for our New...guidelines Addresses questions on advanced technical accounting matters from team members and upper-level client management Monitors… more
    Upward (07/19/25)
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  • JPMorgan Chase & Co. (Manhattan Beach, CA)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
    Upward (07/02/25)
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  • JPMorgan Chase & Co. (Walnut Creek, CA)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
    Upward (07/23/25)
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  • Baker Tilly (Philadelphia, PA)
    …our applicant tracking system. Job Description: Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team ! This is a great opportunity to be ... analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service,… more
    Upward (07/06/25)
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  • Wilson Sonsini Goodrich & Rosati (New York, NY)
    …the firm's commitment to client service excellence. This role reports to the Client Service Program Lead . Primary Areas of Responsibility Client Service ... Supports assigned, dedicated Client Service Teams, including facilitating team meetings, strategic planning, trainings, events, and other initiatives to deepen… more
    Upward (07/27/25)
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  • Personal Assistance Services of Colorado (Westminster, CO)
    …clients with disabilities and their families. Our primary mission is to help our clients lead rich and fulfilling lives while in the comfort and safety of their own ... We're all about teamwork and approach decisions as a team with the main focus on always doing the...RN to provide personalized one-on-one care for a male client in his early 20's who lives in Westminster.… more
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  • AEG (Frisco, TX)
    …is based out of The Star/Cowboys Club in Frisco, TX and reports to the Management team . The Lead Bartender plays a key role in maintaining the high standards of ... in bar operations while delivering a world-class guest experience. Essential Job Functions Lead and supervise the bartending team to ensure consistent service… more
    Upward (07/03/25)
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  • JPMorgan Chase & Co. (Jacksonville, FL)
    … service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. Job responsibilities ... client experience and goals driven planning, then our team is the right place for you. As part...planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews,… more
    Upward (07/10/25)
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  • Mathematica Policy Research (Washington, DC)
    …identify requirements and develop solutions for clients Create and deliver client presentations, write/ lead proposals, and respond to RFPs Collaborate ... improve well-being around the world. We collaborate closely with public- and private -sector partners to translate big questions into deep insights that improve… more
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  • JPMorgan Chase & Co. (New York, NY)
    Job Description Join our team as a Client Implementation Lead , where you will play a pivotal role in driving client requirements gathering and proposing ... will ensure seamless project execution and client satisfaction. As a Client Implementation Lead , you will be responsible for understanding client more
    Upward (07/08/25)
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  • Blackstone (Miami, FL)
    …edge. Job Description: We are currently seeking a dynamic Product Manager for our Private Wealth Technology team who has a strong passion for building new ... data for non-technical users. As a member of the Private Wealth Technology team , you'll be expected...delivery timelines are met. Drive Product and Data Strategy: Lead intake and refinement of technology and data asks… more
    Upward (07/10/25)
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  • Deutsche Bank (New York, NY)
    Job Description: Job Title: Institutional Client Group, Foreign Exchange, Americas Corporate Title: Vice President Location: New York, NY Overview Institutional ... Client Group (ICG) facilitates primary origination, distribution, and secondary...includes financials, asset managers, pension funds, insurers, hedge funds, private equity, central banks, and sovereign wealth funds. In… more
    Upward (07/18/25)
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  • Bessolo Design Group (St. Petersburg, FL)
    …quality of all the engineering efforts of the project in meeting the client 's expectations within the project budget and schedule. The Structural Engineer is ... responsible for the complete performance of the team assigned to each project according to Bessolo/KEM design...the preparation of graphic and written construction documents. * Lead or self-direct site visits to evaluate various facility… more
    Upward (07/19/25)
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  • BOK Financial (Castle Rock, CO)
    …about supporting our clients and each other. Join us as a Personal Banker Team Lead and kickstart your career with our industry-leading Banking Navigator ... 120 days of employment. Job Description The Personal Banker Team Lead utilizes their talents and experience...assisting clients in achieving their financial goals. You will lead by example through superior client experience… more
    Upward (07/25/25)
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  • Crowe LLP (New York, NY)
    …are currently seeking a Lead Tax Services Manager to join our dynamic team . In this role, you will be responsible for providing tax consulting and compliance ... services to a diverse client base within various industries. This position offers an...industry expertise to provide audit services to public and private entities while also helping clients reach their goals… more
    Upward (07/23/25)
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  • Brown Brothers Harriman & Co. (Jersey City, NJ)
    …is looking for a highly motivated individual to join our Fund Orders & Custody (FO&C) Systems team as a Systems Technology Lead . As a Systems Tech Lead , you ... will join and lead a high performing systems team including Full-stack Developers, Database Developers and Systems Analysts. You must be a highly skilled… more
    Upward (07/19/25)
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  • Aramark (New York, NY)
    …recognize employees. Ensure individual and all team performance meets objectives and client expectations. Plan and lead daily team briefings. Ensure ... Responsibilities: Oversee and manage all FOH areas of the client center. Lead a team ...dining room leadership in a full-service, moderate to high-volume client center. Fine-dining restaurant, private dining, or… more
    Upward (07/28/25)
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  • Marsh & McLennan Companies, Inc. (Greensboro, NC)
    …Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking ... Client Manager on our Employee Health & Benefits team , you will focus on delivering exceptional client...benchmarking data will help shape our approach. You will lead the marketing process by gathering RFP documents and… more
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  • Neuberger Berman Group LLC (New York, NY)
    …Neuberger Berman Group LLC: Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager. From offices in 39 cities worldwide, the ... firm manages $515 billion in client assets (as of March 31, 2025) across a...of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors… more
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  • Elliott Davis (Nashville, TN)
    …Provide timely, high quality client service that meets or exceeds client expectations Lead multiple engagements to provide technical accounting and financial ... strategic buyers, private equity and other investment groups Participate in client pursuits, develop proposal content, and be visible in the market developing… more
    Upward (07/25/25)
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