Senior ESOP Client Success Manager
Principal Financial Group
Principal Financial Group is seeking an ESOP Client Service Manager 2 to manage end-to-end ESOP administration for a designated client group. You will coordinate with service reps and client advisors to enhance client-company relationships while handling complex recordkeeping and reporting procedures. Role requires ESOP experience, accounting/finance background, strong communication, and the ability to work in a hybrid environment across multiple locations including Charlotte, NC. #J-18808-Ljbffr Principal Financial Group
$105k - $135k
...Senior Client Success Manager Charlotte, NC Pattern Data is an AI-powered platform built for the complexities of mass tort litigation. We help leading law firms automate case analysis, accelerate settlement decisions, and manage high-volume inventories that were...SeniorWork at office$84.6k - $142.4k
What You'll Do As an ESOP Client Service Manager 2 on our Employee Stock Ownership Plan (ESOP) Administration team, you'll establish and maintain... ...for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents...SuggestedHourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workFlexible hours- Job Title: Client Success ManagerDepartment: Client SuccessReports To: Client Success Principal / Client Success Team LeadFLSA Status: ExemptJob Summary: As a Client Success Manager at Passport, you will be at the center of all things related to our clients. You will be...SuggestedH1bLocal areaVisa sponsorshipWork visa
- ...empowering our people to help create success for our customers.What Makes Q2 Special... ...an impact.SUMMARYQ2 is seeking a Senior Customer Success Manager dedicated to stewarding the success of... ...measurable business outcomes for our clients by helping them unlock the full value...SeniorFull timeWork visa
$70k - $80k
...contractors who want a predictable pipeline of qualified leads. Our clients are high-end, quality-driven businesses looking for a long-... ...— and you are that partner. The Role We're hiring a Client Success Manager to own the full client relationship from day one of...SuggestedFull timeFor contractorsWork at office$80k - $105k
...Client Success Manager Pattern Data is an AI-powered platform built for the complexities of mass tort litigation. We help leading law firms... ...contact throughout the engagement building trust with partners, senior counsel, and operations leads Drive platform adoption...Work at office- ...role:Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial... ...grow complex to highly complex client relationships through the art... ...disciplines as critical to the success of our customers and company....SeniorFull timeWork experience placement
- ...most important people decisions. We help clients build better workplaces, where people... ...; think of Gallagher.OverviewAs the Senior Client Manager you will ensure delivery of exceptional... ...seamless renewal process. We measure success based on retention and our renewal target...SeniorLocal area
- ...healthcare and pharmaceutical partners.Become part of an expanding Client Success team that works closely with Sales, Marketing, Production, and... ...Sales, Marketing, Production, and other internal teams to manage client expectations, approvals, deliverables, and execution....Remote work
- Bank of America is seeking a Senior Relationship Manager for their Commercial Real Estate Team in Charlotte, North Carolina. This role involves managing a portfolio of complex clients, with responsibilities including client acquisition, financial advising, and collaborating...Senior
- Cabin is seeking a Senior Principal, Client Executive to lead strategic Financial Services accounts and grow enduring, multi-year partnerships. You will own day-to-day client relationships, drive opportunities, align delivery with client needs, and coach a team of Client...Senior
$65k - $90k
Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging and strengthening client relationships across the region. Responsibilities include managing group retirement plan operations and conducting...Senior- Contractor Growth Network in Charlotte is seeking a Client Success Manager to own the full client relationship from onboarding through the lifecycle for high-end remodeling and design-build contractors. You will set expectations, establish trust, and act as the primary...For contractors
- Senior Commercial Client Manager is responsible for managing and servicing a portfolio of commercial insurance clients while delivering exceptional client experience and supporting business retention and growth. This role serves as a trusted advisor to clients, coordinating...Senior
- JPMorgan Chase & Co. is seeking a Client Success Officer in Charlotte, NC. This role will act as a key liaison for Commercial & Investment Bank clients, collaborating with various teams to enhance client experiences and support growth strategies. The ideal candidate will...
$80k - $100k
Apex Group Ltd in Charlotte, North Carolina is seeking an experienced fund accounting professional to lead client relationship management. The role involves managing US GAAP reporting, overseeing the audit process, and developing global client relationships while optimizing...Senior- ...Compass Financial Partners, a division of MMA Securities LLC. Senior Compliance Client Service Manager Our not-so-secret sauce Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people....SeniorLocal areaFlexible hoursNight shift
$160k - $190k
...connection meets global scale. We build deep relationships with our clients in 40 cities around the world while sharing insights across... .../coaching teams, driving sales, and helping with account management. This is not a fully remote position. To be considered for this...Temporary workLocal area$117.5k - $185k
...Responsible Growth and delivering for our clients, teammates, communities and... ...and contribute to our shared success. This includes attracting and developing... ..., Private Banking and Wealth Management. Acts as an objective advisor to senior leaders across the payments space...Full timeWork at officeWork from homeFlexible hoursShift workDay shift- Position SummaryAs a Client Partner, you will drive revenue growth and expand strategic relationships... ...Talent Acquisition, HR, Procurement, and Managed Service Provider partners—to position... ...(EQ) to build credibility with senior leadership.Agile Problem-Solving: Resourceful...Contract work
$169.5k - $305.8k
...industry, and unlock your true potential.As a Client Partner, Enterprise Sales, you will be... ...Building: Build trust with C-suite and senior decision-makers across client organizations... ...clients (3,000+ employees), with success in establishing relationships and influencing...Full timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...Overview The Client Services Partner is a strategic leader responsible for shaping and... ...leaders and team members on relationship management and service excellence. Strategic Leadership... .... Support proposal development, client success story development, and strategic...
- JLL is seeking a Senior Director, Solutions Development in Charlotte to lead strategic design and delivery of advanced project management solutions for global design and construction initiatives... ...with commercial insight to create client-focused, growth-driven solutions....Senior
- ...experienced professional to support the brokerage team with client relationship management, transaction coordination, and financial analysis of lease... ...Colliers and clients, manage lease transactions with senior brokers, and deliver detailed analyses and written summaries...Senior
- Charles Schwab in Charlotte, NC, seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as a fiduciary delivering personalized advice and planning for clients with complex portfolios, leveraging a broad range of investment solutions. The role emphasizes...Senior
$80k - $110k
...opportunities, driving innovation and success across diverse industries. We... ...shape the future of our client relationships and... ...build immediate credibility with senior leadership. Agile Problem-... ...with a proven track record of managing multimillion-dollar accounts...Permanent employmentContract workImmediate start- ECS Group of Companies is looking for an experienced Senior Project Manager in Charlotte, North Carolina. This role requires... ...budgets, preparing reports, and ensuring overall project success while providing exceptional client service. #J-18808-Ljbffr ECS Group of CompaniesSenior
- Aline Accounting Partners in Charlotte, NC seeks a Senior Tax Manager to lead complex tax engagements and act as a trusted advisor across industries... ..., planning, and strategy, mentor staff, and strengthen client relationships in a collaborative, entrepreneurial environment...Senior
- ...complexity, with most significant opportunities within asset range for Client Lifetime Value growth across Recordkeeping, Advice, and I/O.... ...financial services experience with at least three years in a senior level client or prospect relationship role.Undergraduate degree...Full time
- A recruitment and staffing firm is seeking an Associate, Client Success to join their Charlotte team. This role involves managing client relationships, supporting hiring workflows, and identifying opportunities for account growth. The ideal candidate has at least 1 year...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior ESOP Client Success Manager. Be the first to apply!
- client services supervisor Charlotte, NC
- member engagement manager Charlotte, NC
- client services coordinator Charlotte, NC
- client service manager Charlotte, NC
- engagement director Charlotte, NC
- client relationship manager Charlotte, NC
- client experience manager Charlotte, NC
- client engagement manager Charlotte, NC
- client executive Charlotte, NC
- client manager Charlotte, NC


