Senior Consultant (formerly known as: Senior Associate)

🏢 Summary: Senior advisory role focused on SOX compliance, internal controls, and audit leadership for financial services and related clients. The position involves leading compliance programs, advising on risk and remediation strategies, and collaborating across finance, IT, and audit teams. Includes hybrid work flexibility with travel to client sites in California. 🗂️ Requirements: Bachelor’s degree in Accounting, Economics, Business Management, Finance, or related field, 5 years of experience in a closely related occupation, Expertise in SOX 404(a)/(b) compliance, Experience with risk assessments, control evaluation, and RCM preparation, Experience conducting business process walkthroughs and documentation, Ability to assess and test internal controls over financial reporting, Experience leading audit and advisory engagements, Experience advising senior management on risk mitigation and remediation, Collaboration with finance, IT, internal audit, and external auditors, Experience assessing IT application controls and IT general controls, Ability to travel up to 40% within California 📃 Skills: SOX, GAAP, AuditBoard, Workiva, FloQast, Onspring, Canvas, Excel, PowerBI, MSVisio 🏢 Description: Job Duties Advise clients as an SME on complex SOX issues from initial implementation to partnering with clients through continued compliance. Lead SOX compliance teams at mature public companies and build SOX compliance programs at pre-IPO and newer companies. Provide advice on related areas such as risk assessment preparation, entity level controls, fraud assessment, scope planning, documentation of process flows, process testing on behalf of management, deficiency assessments and remediation, and other client-directed projects. Provide leadership to strategic advisory engagements for financial services and related industry clients. Ensure projects exceed client expectations and are completed effectively. Support teams with conflict resolution resources and tools as needed. Advise project teams and clients to develop process improvements and remediation plans that resolve identified deficiencies. Job Requirements This position requires a Bachelor’s degree (or foreign equivalent) in Accounting, Economics, Business Management, Finance or related field and 5 years of work experience in a closely related occupation. Prior experience must include: - Sarbanes-Oxley (SOX) Compliance: Proficient in SOX 404(a)/(b) compliance, including risk assessments, control evaluation, RCM preparation, and financial statement review with footnote disclosures per accounting standards. - Business Process Walkthroughs & Documentation: Experience conducting inquiry interviews and walkthroughs with client stakeholders to document business processes through narratives and process flowcharts using MS Visio. - Internal Control Evaluation & Optimization: Skilled in assessing and testing internal controls over financial reporting, identifying gaps, and recommending improvements. - Audit & Advisory Engagement Leadership: Experience leading audit and advisory projects, resolving technical accounting issues, and advising senior management on control enhancements, risk mitigation, and remediation strategies. - Cross-Functional Collaboration & Stakeholder Engagement: Experience working with finance, IT, internal audit, and external auditors to ensure SOX and US GAAP compliance. - Technology Enablement & Tools Proficiency: Experience using AuditBoard, Workiva, FloQast, Onspring, Canvas, Excel, Power BI, MS Visio, and related tools for control testing, documentation, and reporting. - Experience assessing IT application controls and IT general controls and collaborating with IT teams to evaluate system impacts on financial reporting and control environments. May work from home up to 3 days per week. 40% travel to client sites within California required. Salary: $145,600 - $200,000/year Benefits Summary The total rewards package includes: - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave - Technology stipends - Wellness reimbursement programs Equal Employment Opportunity (EEO) The employer provides equal employment opportunities to all employees and applicants and complies with all applicable federal, state, and local employment laws.

🏢 Summary: Senior accounting advisory role supporting financial close, reporting, compliance, ERP implementations, and operational improvements for public and private companies, including PE-backed organizations. The position involves client delivery, team leadership, financial reporting support, and leveraging AI and automation to optimize accounting processes. Hybrid work with up to 40% domestic travel is required. 🗂️ Requirements: 8+ years of advisory and controllership experience, 2+ years of hands-on controllership experience, Experience with PE-backed portfolio companies or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience leading teams and mentoring junior staff, Willingness to travel domestically up to 40%, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Accounting, Finance, ERP, AI, Automation 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. As an Associate Director, you will be responsible for client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to preparation of financial statements and development of internal controls and policies - Help prepare budgets or forecasts and develop reports for management or regulatory bodies - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filings including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis including budgeting, forecasting, and data analysis - Review monthly internal financial reporting packs - Review monthly regulatory reporting Operations Support - Liaise with business units outside accounting to integrate operations - Advise clients on leveraging AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies - 2+ years of hands-on controllership experience in emerging growth middle-market organizations or PE-backed portfolio companies - Experience with ERP systems and tools such as NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Experience mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Senior accounting advisory role focused on controllership, financial reporting, ERP systems, and operational finance support for public and private companies, including PE-backed organizations. The position combines client delivery, team leadership, process optimization, and technology-enabled transformation with exposure to SEC reporting, audits, and AI-driven automation. 🗂️ Requirements: 8+ years in advisory and controllership roles, 2+ years of hands-on controllership experience, Experience with PE-backed or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience with SEC reporting and financial compliance, Willingness to travel up to 40% domestically, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, ERP, AI, Accounting, Finance, Forecasting, Reporting, Auditing 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity–backed portfolio companies. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to financial statement preparation and development of internal controls and policies - Help prepare budgets, forecasts, and management or regulatory reports - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filing processes including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis through budgeting, forecasting, and data analysis - Review monthly internal financial reporting packages - Review monthly regulatory reporting Operations Support - Liaise with business units outside of accounting to integrate operations - Advise clients on AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies - 2+ years of hands-on controllership experience in emerging growth middle-market organizations or PE-backed portfolio companies - Experience in professional services including public accounting, advisory, or management consulting - Hands-on experience or significant exposure to ERP systems and tools including NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Demonstrated success mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Accounting Advisory role focused on financial reporting, operational accounting, finance transformation, and client leadership for public and private organizations, including PE-backed companies. The position involves managing close processes, SEC reporting, ERP implementations, AI-enabled accounting improvements, and mentoring teams in a hybrid environment with up to 30% travel. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Experience in professional services, public accounting, advisory, or consulting, Strong technical and operational accounting expertise, Experience with financial reporting and accounting process improvements, Hands-on experience with ERP systems and reporting tools, Ability to leverage AI and automation tools in accounting processes, Bachelor’s degree in Accounting, Finance, or related field, Willingness to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, ERP, NetSuite, Intacct, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, 10-K, 10-Q, 8-K 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today’s challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites contribution beyond client delivery. Quick Facts General Accounting & Close Support - Lead clients in developing streamlined monthly close processes. - Manage cash-to-accrual conversions and supporting schedules. - Oversee balance sheet reconciliations, account analyses, and roll forwards. - Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements. - Assist clients in developing internal controls, accounting policies, and process documentation. - Support budgeting, forecasting, and management reporting initiatives. - Guide the implementation and optimization of cloud-based finance and accounting systems. - Oversee the preparation and review of journal entries, reconciliations, and period-end close activities. - Guide clients through efficient external audit processes. Financial Reporting - Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K. - Improve financial planning and analysis through budgeting, forecasting, and data analytics. - Review monthly internal financial reporting packages. - Support regulatory reporting requirements. Operational Accounting & Transformation - Partner with business units outside of accounting to improve financial operations. - Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making. - Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions. - Support implementation of new accounting standards and accounting policies. Client & Project Leadership - Communicate effectively with clients regarding project findings, recommendations, and status updates. - Collaborate with teams to identify business issues and develop practical solutions. - Oversee project administration, including project planning, budgeting, account management, and billing. - Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities. - Help project teams resolve complex accounting and operational issues. - Contribute to developing and implementing AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards. - Stay informed about emerging AI tools and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring - 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies. - Prior experience in professional services, public accounting, advisory, or management consulting. - Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred. - Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies. - Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements. - Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness preferred. - Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python. - Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency. - Strong client relationship management and communication skills. - Experience mentoring and developing junior team members. - Professionalism and discretion when interacting with executives and clients. - Demonstrated ability to responsibly explore and adopt approved AI tools to enhance productivity and innovation. - Openness to learning and applying emerging technologies, including AI and automation. Qualifications - Bachelor’s degree (or higher) in Accounting, Finance, or a related field. - CPA or CA certification preferred. - Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs preferred but not required. Travel - Willingness to travel domestically up to 30%. - Ability to participate in a hybrid office environment. Compensation and Benefits - Estimated compensation range: $98,000 - $206,000 per year plus annual bonus and additional benefits. - Comprehensive healthcare coverage including medical, dental, and vision. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.

🏢 Summary: Accounting advisory role supporting financial reporting, operational accounting, finance transformation, and ERP optimization for public and private clients, including PE-backed companies. The position involves leading accounting close processes, advising on AI and automation initiatives, supporting SEC reporting, and mentoring project teams. Candidates should have strong technical accounting expertise, experience with ERP and reporting tools, and a background in advisory or professional services. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Professional services experience, Strong technical and operational accounting knowledge, Experience with financial reporting and accounting process improvements, Experience with ERP systems and reporting tools, Ability to support finance transformation initiatives, Experience with AI and automation in accounting processes, Bachelor's degree in Accounting, Finance, or related field, Ability to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, Finance, ERP, NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, Forecasting, Reporting 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. Quick Facts What You'll Do: General Accounting & Close Support - Lead clients in developing streamlined monthly close processes. - Manage cash-to-accrual conversions and supporting schedules. - Oversee balance sheet reconciliations, account analyses, and roll forwards. - Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements. - Assist clients in developing internal controls, accounting policies, and process documentation. - Support budgeting, forecasting, and management reporting initiatives. - Guide the implementation and optimization of cloud-based finance and accounting systems. - Oversee the preparation and review of journal entries, reconciliations, and period-end close activities. - Guide clients through efficient external audit processes. Financial Reporting - Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K. - Improve financial planning and analysis through budgeting, forecasting, and data analytics. - Review monthly internal financial reporting packages. - Support regulatory reporting requirements. Operational Accounting & Transformation - Partner with business units outside of accounting to improve financial operations. - Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making. - Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions. - Support implementation of new accounting standards and accounting policies. Client & Project Leadership - Communicate effectively with clients regarding project findings, recommendations, and status updates. - Collaborate with client teams to identify business issues and develop practical solutions. - Oversee project administration, including project planning, budgeting, account management, and billing. - Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities. - Help project teams resolve complex accounting and operational issues. - Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards. - Stay informed about emerging AI tools and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring: - 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies. - Prior experience in professional services. - Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred. - Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies. - Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements. - Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred. - Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python. - Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency. - Strong client relationship management and communication skills. - Experience mentoring and developing junior team members. - Professionalism and discretion when interacting with executives and clients. - Comfort with AI and willingness to adopt approved AI tools. - Continuous learning mindset with openness to emerging technologies. Qualifications: - Bachelor's degree (or higher) in Accounting, Finance, or a related field. - CPA or CA certification preferred. - Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs is preferred but not required. Travel: - Willingness to travel domestically up to 30%. - Ability to participate in a hybrid office environment. Compensation and Benefits - Estimated compensation range: $98,000 - $206,000 per year plus annual bonus and additional benefits. - Comprehensive healthcare options including medical, dental, and vision coverage. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.

🏢 Summary: Senior Technical Client Services Specialist responsible for leading a team supporting the Nasdaq/AxiomSL ControllerView platform, managing client relationships, and overseeing system upgrades and issue resolution. The role combines technical expertise with team leadership to deliver high-quality client support across regions. Position is hybrid-based in Wroclaw with focus on complex system deployments and database-driven environments. 🗂️ Requirements: Proven experience in software engineering or software analyst role, Experience leading or mentoring technical teams, Strong knowledge of relational databases, Ability to manage system upgrades, deployments, and UAT support, Experience troubleshooting complex technical issues, Fluency in English 📃 Skills: Oracle, PostgreSQL, SQL, Java, Python, R, ControllerView 🏢 Description: As a Senior Technical Client Services Specialist reporting to Director - Client Managed Services, you’ll play a critical role in enhancing client experiences, and enabling global growth. You’ll thrive in this position if you’re collaborative, data-driven, have a global mindset , and bring a passion for technology to a fast-paced, high-impact environment. Key Responsibilities: Lead, mentor, and develop a high-performing team specializing in the Nasdaq/AxiomSL ControllerView platform. Establish the Polish team as a trusted offshore knowledge hub supporting multiple regions. Build and maintain strong, trust-based relationships with clients across portfolios. Oversee system upgrades, deployments, and quality assurance activities, including integration, regression, and UAT support. Troubleshoot and resolve complex client issues, ensuring timely and effective service delivery. Required Qualifications: Proven years in a software engineering or software analyst role. Leadership skills, good interpersonal and communication skills. Solid understanding of relational database technologies (Oracle, PostgreS, SQL). Excellent interpersonal and communication skills. Fluency in English (spoken and written). Preferred Qualifications: Proficiency in Databases, Java; knowledge of R or Python. ControllerView knowledge. This position will be located in Wroclaw, Poland and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates. Benefits & Rewards: We offer a competitive, well-rounded rewards package that supports you and your family - inside and outside work. The annual gross base pay for this role is zł146,000 - zł285,000. In addition to base pay, we offer short-term incentives (bonus or commission) and long-term incentives (equity), where applicable, as well as the following benefits: Competitive base salary Annual bonus Annual equity grant Employee Stock Purchase Plan offering discounted company shares Pension plan PPK 6 additional days off per year Extra vacation time based on tenure Work from (almost) anywhere – up to 20 days/year Paid time off to volunteer Health insurance 24/7 mental health support for you and your family Global mentoring program Unlimited access to e-learning platforms Hybrid work setup Modern and comfortable office work environment with fresh fruit, snacks, and weekly fika breaks At Nasdaq, we use a structured job and career framework to make sure growth opportunities are clear and fair. The pay range you see reflects the full salary band for this job level, including room for progression over time. The actual offer will depend on factors like your skills, experience, qualifications, and location, and will fall within a portion of the posted range that’s appropriate for this role. Come as You Are Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

🏢 Summary: Manager, Client Service role overseeing client service teams within a financial advisory environment, combining people management, operational oversight, and hands-on client service responsibilities. The position focuses on improving team productivity, ensuring exceptional client experience, and serving as a subject matter expert on complex financial account topics. Offers competitive compensation, incentive eligibility, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), Minimum 2 years financial industry experience, Minimum 2 years client-facing experience, Ability to manage and develop team members, Proficiency with financial planning software, Proficiency with Salesforce, Proficiency with MS Office Suite 📃 Skills: Salesforce, MSOffice, FinancialPlanningSoftware, HRSystems, Timekeeping, PerformanceManagement, 10b5-1, RMD, TaxLossHarvesting, CashAudits 🏢 Description: Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on: team member management and development, increasing overall productivity of direct reports, promoting excellence in servicing the existing client base with efficiency and attention to detail, and performing Client Service Specialist responsibilities. Responsibilities: People Management - Participate in the hiring, training, mentoring and supervision of all Client Service Specialists, Client Service Coordinators and Interns in an office - Maximize talent via employee development and coaching - Facilitate a strong team culture and sharing of best practices across an office or team - Partner with Client Service Leadership Team to facilitate ongoing CSS training and development - Handle all manager functions in the HR system including timekeeping, PTO requests, and performance reviews for direct reports Operations Management - Optimize productivity by coordinating Client Service Specialist coverage and prioritizing workflow within the office - Ensure an exceptional client experience in the office/team - Act as a local contact for operational issues or challenges - Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers - Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits Leadership - Directly impact growth and client retention and monitor progress toward team goals - Participate as a member of the senior manager's leadership team to contribute to local strategy decisions - Coordinate team meetings and events - Identify scalable solutions and process improvements and collaborate with relevant departments to update processes - Support Branch Operations on new projects and initiatives - Support Learning and Development on Client Service Specialist trainings - Office management responsibilities as assigned Requirements: Education: - Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: - Minimum 2 years of financial industry related experience - Minimum 2 years of client-facing experience - Experience interacting with individuals at all income levels in a professional and confidential manner Certifications: - Notary designation a plus Job Skills: - Self-motivated and well-organized with ability to work independently and in a team - Excellent verbal, written, analytical and organizational skills - Technical and analytical ability with multi-tasking and project management skills - Proficiency with financial planning software, Salesforce and MS Office Suite - Flexible, reliable, trustworthy, and able to maintain confidentiality Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment with assigned workstation. Compensation: - Base Pay Range: $100,000—$110,000 USD - Eligible for incentive compensation programs Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and one Traditional Co-Pay plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions (for HDHP enrollment) - Two Dental plans - Vision Insurance - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits combining STD and Parental Leave - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and employer match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Federal consulting leadership role overseeing SOCOM client accounts, strategic delivery, account growth, and SAP ERP modernization programs across complex government environments. The position focuses on managing multi-million-dollar portfolios, leading client-facing teams, ensuring compliance, and driving operational and business development initiatives. Candidates need extensive federal consulting experience, strong leadership capabilities, and eligibility for government clearance. 🗂️ Requirements: Bachelor's degree in Business Administration or related field with 8-12 years of federal consulting or delivery leadership experience, OR 18-22 years of relevant experience without a degree, Experience managing portfolios exceeding $25M annual revenue, Experience with SAP ERP implementations or modernization programs in federal agencies, Ability to obtain and maintain Secret level government clearance, U.S. citizenship, Strong stakeholder management and leadership skills, Experience leading multi-state client-facing teams, Strong analytical and problem-solving skills, Exceptional communication, negotiation, and presentation skills, Ability to manage budgets, forecasts, and financial performance, Ability to navigate compliance-driven federal environments 📃 Skills: SAP, ERP, SOCOM, GOVCON, PMP, PgMP, FAC-C, ITIL, CMMI, ISO, OASIS, Alliant, CIO-SP3 🏢 Description: Position Summary: The Client Account Lead (CAL) will be responsible for overseeing strategic federal engagements across a portfolio of contracts. They will serve as the single point of accountability for client success, performance delivery, and account growth. This individual will leverage their extensive federal consulting experience to build deep trust with the Special Operations Command (SOCOM) major contractor client and scale relationships, delivery, and outcomes across complex, compliance-driven environments. Essential Functions & Responsibilities: - Develops and executes account-level strategies aligned with agency missions and growth goals. - Drives innovation, footprint expansion, and multi-year client retention across SOCOM federal accounts. - Identifies new business opportunities and shapes teaming, capture, and recompete strategy. - Acts as the face of the service to the client, owning and growing relationships across the account. - Builds trust through regular communication, planning, and performance transparency. - Serves as a strategic advisor, translating client needs into tailored solutions and delivery plans. - Leads and mentors delivery teams and support functions across multi-state engagements. - Fosters a culture of collaboration, inclusion, high performance, and continuous improvement. - Provides guidance and structure to help team members achieve professional and client outcomes. - Oversees revenue for the account, ensuring profitable delivery and strategic expansion. - Manages budgets, forecasts, and financial performance across engagements. - Owns the sales pipeline at the account level, partnering with BD/Capture and GOVCON Directors to track opportunities and shape proposals. - Oversees demand capacity planning, scope control, and delivery cadence. - Ensures compliance with federal regulations, company policies, and ethical standards. - Drives operational efficiency and continuous improvement across the account. - Represents the organization as a thought leader in federal forums and industry events. - Grows deep understanding of SOCOM's mission and Component Commander goals. - Contributes to the development of innovative methodologies and client-facing solutions. - Offers strategic insights to clients and stakeholders. - Identifies and mitigates risks across client engagements, delivery, and compliance. - Ensures contractual obligations are met and governance structures are in place. - Leads client transactions, onboarding, and strategic interventions during scope or leadership shifts. - Adheres to certified processes supporting quality assurance and information security. - Performs other related tasks as assigned. Minimum Requirements: - Bachelor's degree in Business Administration or related field with 8-12 years of experience in federal consulting, strategic account management, or delivery leadership; or 18-22 years of relevant experience without a degree. - Proven success managing portfolios exceeding $25M in annual revenue. - Experience with SAP ERP implementations or modernization programs within federal agencies. - Exceptional leadership and stakeholder management skills. - Ability to obtain a Secret level clearance. - Deep understanding of client lifecycle, satisfaction metrics, and retention strategies. - Ability to coach and scale client-facing teams across multi-state engagements. - Ability to anticipate client needs and customize solutions. - Strong analytical, communication, negotiation, and presentation skills. - Strong leadership and decision-making skills. - Proactive and self-motivated approach with ownership and accountability. - Ability to obtain and maintain active government clearance requiring U.S. citizenship. Nice to Have: - MBA or advanced degree in Business Administration, IT, or related field. - Experience presenting to executive leadership. - Background in organizational change management. - Experience with IDIQ vehicles such as OASIS, Alliant, or CIO-SP3. - Experience leading capture efforts and writing winning proposals on contracts exceeding $25M. - Certifications such as PMP, PgMP, FAC-C, SAP certification, or ITIL. - Knowledge of CMMI, ISO, or federal delivery frameworks. Compensation: Expected salary range: $167,144.00 – $208,929.00 annually. Compensation is based on experience, qualifications, skills, and location. Benefits: - Medical, dental, vision, life, and long-term disability coverage - 401(k) plan - Bonus opportunities - Paid holidays - Paid time off

🏢 Summary: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing