Group Director, Financial Advisory Client Services
Morgan Stanley
Morgan Stanley in New York is seeking a Group Director to lead and shape the client service model for Financial Advisors and Private Wealth Advisors. You will define roles, oversee daily operations and manage the team's client service strategy to deliver exceptional service. The role requires 10+ years of experience and advanced credentials, with licenses such as Series 7/66 or equivalent. You will partner with business leaders, drive efficiency, and ensure alignment with firm initiatives across #J-18808-Ljbffr Morgan Stanley
- ...a Tax Senior Manager in New York to lead complex tax engagements for middle-market clients. You will manage planning, delivery, and billing across advisory, assurance, and tax services while guiding teams to deliver high-quality client outcomes. The role requires CPA with...Suggested
$124.91k - $236.8k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine... ...the world’s leading financial centers - New York... ...Baker Tilly Advisory Group, LP and Baker... ...provide professional services through an alternative... ..., and Finance Directors improve the financial...SuggestedFull timeWork at officeLocal areaWorldwideShift work$95.4k - $192k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...overseeing accounting operations, financial reporting, process... ...progressive accounting, finance, or advisory experience.Experience in public...SuggestedFull timeWork experience placementInternshipLocal area$224.72k - $327.85k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...of the world’s leading financial centers - New York,... .... Baker Tilly Advisory Group, LP and Baker Tilly US,... ...) provide professional services through an alternative practice...SuggestedFull timeWork at officeLocal areaWorldwideShift work$215.95k - $409.42k
Director, Accounting and Financial Advisory ServicesSkip to main contentWe use cookies to enable... ...and Financial Advisory Services page is loaded## Director... ...assurance firm, providing clients with a genuine coast-to-... ...Boston. Baker Tilly Advisory Group, LP and Baker Tilly US,...SuggestedWork at officeLocal areaRemote workWorldwideFlexible hoursNight shiftAfternoon shift$79.8k - $168k
Job Summary:The Tax Manager, Transaction Advisory Services is an essential team member that will... ...engagements are executed timely and that client expectations are met, if not exceeded... ...the tax computations reflected in their financial models, and assists clients in the...$250k - $325k
Huron helps its clients drive growth, enhance performance... ..., clinical services and technology is not... ...future.Huron's Healthcare Financial Advisory Practice continues to... ...is seeking a Senior Director to lead Healthcare... ...medical centers, physician groups, and integrated...Full time$135.4k - $270.8k
Lead Accounting Advisory & Policy Director Marsh is seeking a Lead Accounting... ...accounting policy group to engage with... ...globally including updating financial reporting and... ...Accounting Advisory Services Be highly analytical... ...impact for colleagues, clients and communities. Our...Contract workWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$88.9k - $168.3k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...hospitality accounting and financial operations business issues... ...and Hospitality group is the right fit for you... ...Hospitality Financial Advisory. The changing economic...Full timeWork experience placementInternshipLocal areaFlexible hours$100k - $170k
...fastest growing transaction advisory services practice in the country, where... ...is responsible for managing financial, accounting and operational... ...research to assist the client in making informed decisions... ...companyPartners with TAS Senior Managers, Directors and Principals to identify...Work at officeImmediate start- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...of the world’s leading financial centers - New York,... .... Baker Tilly Advisory Group, LP and Baker Tilly US,... ...) provide professional services through an alternative practice...Full timeWork at officeLocal areaWorldwide
$250k - $400k
Job Summary:The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects... ...efforts and support multiple client engagement teams while maintaining... ...preferredExperience:Ten (10) years of prior financial statement related professional...$112.7k - $206.5k
...world.EY is a leader in serving the global financial services marketplace and the only professional... ..., working side by side with a range of clients from our most venerable institutions to... ...opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially...Work experience placementSummer holidayWork at officeFlexible hours- ...Private Bank - Cyber Advisory - Executive Director/Managing Director... ...cross-disciplinary group of over 100 global specialists... ...advisors to help clients make well-informed... ...cyber advisory services to high-net-worth clients... ...Background in Financial Services and familiarity...
$200k
...hands‑on approach to solving our clients' problems and assisting them in reaching... ...our people love working at A&M. Director - Transaction Advisory / Financial Due Diligence We are seeking a... ...delivering integrated due‑diligence services that combine operational,...Odd jobPart timeFlexible hours- Alvarez & Marsal seeks a seasoned CFO Services Director to partner with private equity... ...companies, delivering accounting and financial reporting advisory services across complex transactions... ...creation. Responsibilities include guiding client teams, outlining liquidity...
- Alvarez & Marsal is seeking a Director in Transaction Advisory / Financial Due Diligence to lead due diligence engagements for private-equity and corporate clients across buy-side and sell-side deals in the U.S. The role focuses on delivering integrated financial accounting...
$90k - $165k
...Auditing and Attest Engagement services are the cornerstone of our firm. Withum’s audit and advisory team possess the expertise... ...give stakeholders confidence in financial information. This team provides... ...procedures to a variety of client sizes and industries.This Financial...Full timeWork at officeLocal area$180k - $220k
...Director, Operational & Technical Accounting Operational... ...Technical Accounting Advisory Company Overview... ...CFOs meet. Through financial consulting rooted in... ...technology, and AI, we help clients drive value—supporting... ...and/or mix of client service and private industry...Work at officeLocal areaRemote work2 days per week$100k - $170k
...fastest growing transaction advisory services practice in the country, where... ...and products Analyzes financial and operating results within... ...accounting research to assist the client in making informed decisions... ...with TAS Senior Managers, Directors and Principals to identify...Work at officeImmediate start- CliftonLarsonAllen LLP in New York is seeking a CFO with nonprofit sector experience to lead the CAAS practice for clients. You will perform CFO functions, set financial policy, drive budgeting, risk management, and capital planning, while managing client engagements and...
- Alvarez & Marsal is seeking a Senior Director to lead complex transaction advisory engagements across industries, delivering integrated financial due diligence for private equity and corporate clients. You will guide teams, manage client relationships and oversee delivery...
- ...Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to... ...demands. Centri specializes in financial reporting, internal controls,... ...senior management team and Partner group. The Senior Manager will oversee...Local area
$110k - $140k
...Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive... ...demands. Centri specializes in financial reporting, internal controls,... ...to the attention of the engagement director. Lead all client calls, manage...Work at officeLocal area- ...finance and accounting professional to join a growing advisory practice focused on delivering strategic financial solutions, operational improvements, and business... ...work closely with senior leadership and a diverse client base to provide financial guidance, evaluate...Full time
- ...The Experienced Manager, Risk Advisory Services is responsible for managing... ...high value solutions to clients in the areas of Internal Auditing... ...technology audit control, financial and operational audit, business... ...independently and within a group environmentSuperior...Work at office
$126.5k - $254.7k
...provider of professional services to the middle... ..., empowering our clients and people to... ...a Northeast-based Director for the Post-Acquisition Dispute Advisory Services practice,... ...RSM's Deal Services group.Duties include:· Leading... ...construction of financial records,...Full timeWork experience placementInternshipWork at officeLocal area$140k - $212.78k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...of the world’s leading financial centers - New York,... .... Baker Tilly Advisory Group, LP and Baker Tilly US,... ...) provide professional services through an alternative practice...Full timeWork experience placementLocal areaWorldwide$100k - $130k
...Senior Accountant – CFO Advisory – Startups High-Growth Financial Consulting Firm | New York, NY (Hybrid) A... ...analysis, systems optimization, and client-facing advisory work, providing exposure... ...and deadlines in a client-service environment. ~ Entrepreneurial mindset...Full timeImmediate start$200k - $250k
...experienced professional to join the Debt Advisory team within the firm’s Investment... ...Responsibilities : Debt Advisory is a client facing function tasked with: (i) elevating... ...various ratings levels by manipulating financial models Remaining abreast of trends across...Full timeWork experience placementWork at office
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