Strategic Client Advisory Lead
Protouch Staffing
Protouch Staffing is seeking a Client Advisory Services Manager in Frisco, Texas. This role involves managing client engagements, leading teams, and delivering financial insights while collaborating with internal accounting teams. Ideal candidates will have significant accounting experience, preferably in a CPA firm, and a strong background in client advisory services. Successful applicants will enjoy a fast-paced environment and be responsible for improving client accounting operations and decision-making strategies. #J-18808-Ljbffr Protouch Staffing
$90k - $110k
CyberCoders is seeking a Client Advisory Services Manager in Frisco, TX. The role entails leading delivery of outsourced accounting and advisory services while managing client relationships. Candidates should have a Bachelor's degree in Accounting, 5+ years of experience...Suggested- TIAA is seeking a Client Services Team Leader to lead, mentor, and manage a team of Client Service Managers. The ideal candidate will ensure exceptional... ...expertise in client services, team management, and strategic planning. With a focus on innovation and service excellence...Suggested
- Tyler Technologies, Inc. seeks a Client Engagement Lead in Plano, Texas to cultivate strong, value-driven partnerships with clients, ensuring satisfaction and retention. The role emphasizes relationship management, product adoption, and enhancing client experiences through...Suggested
- A leading insurance brokerage in Plano, TX seeks a VP, SR Benefits Consultant to manage employee benefits and account responsibilities. The role includes advising on compliance, managing client financials, and using analytical skills to prepare reports. Candidates must...Suggested
- A leading advisory and tax firm in Frisco, Texas is looking for a Controller to provide exceptional client service and financial expertise. The role involves preparing financial reports, managing accounting operations, and offering business insights. Candidates must have...Suggested
- ...will be involved in setting and executing strategic sales plans related to their hotel and... ...is passionate about interacting with our clients, guests and associates to strategically elevate... ...all sales initiatives by following up on leads, following up with existing clients to...Contract workWork at office
- A leading accounting firm in Texas is seeking a Manager for Client Accounting Services in Small Business-Healthcare. The role involves managing client relationships... ...financial reporting, and providing business advisory services. Candidates should have a Bachelor's in...
- Furniture Marketing Group is seeking a Strategic Relationship Manager, Architectural Solutions to establish strong relationships while driving... ...in a dynamic environment. This position focuses on identifying clients and opportunities, requiring exceptional communication skills...Work from home
$62.5k - $87.5k
A leading financial services firm is seeking a Wealth Management Client Relationship Manager in Frisco, Texas. This role involves managing high-net worth client relationships, leading advisory team practices, and providing comprehensive financial planning services. Candidates...- ...Group is seeking a driven Business Development Manager in McKinney, Texas. This role involves leading revenue growth by managing client relationships and executing strategic pursuits. It requires effective pipeline management and a commitment to delivering high-value projects...Full time
- ...is seeking a Vice President of Business Development and Strategic Partnerships to lead the execution of key partnerships within Business Banking... ...insights into deliverables and ensure measurable outcomes for clients and communities. #J-18808-Ljbffr JPMorgan Chase & Co.
$62.5k - $87.5k
...financial services company in Frisco, Texas, is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors... .... Responsibilities include managing client relationships, leading practice meetings, and coordinating sales cycle activities. Candidates...$182.15k - $345.33k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the... ...operational improvements, cost efficiencies, and strategic value.Act as a trusted advisor and subject matter...Local areaWorldwide- A leading service provider in Frisco is seeking a Senior Manager of Customer Service to oversee customer service operations. This strategic leadership role includes developing customer service strategies, managing a team to enhance customer satisfaction, and ensuring operational...
- ...role mostly remote, for candidates located within 50 miles of Texas offices. The position involves providing consulting to payroll clients and ensuring accurate payroll processes, while maintaining strong client relationships. The ideal candidate will have 1-2 years of...Remote job
- Allied Universal is looking for an Account Manager in Frisco, Texas to oversee daily security operations and ensure the safety of clients. In this role, you will be responsible for scheduling, team leadership, and enhancing client relationships while managing incidents...
$78k - $103.94k
Baker Tilly Advisory Group, LP in Frisco, Texas is seeking a professional to provide assurance and consulting services to industry-specific clients. This role requires 3 years of experience, a 4-year degree, and preferably a CPA certification. The position offers an engaging...- Lagos, Llc in Frisco, Texas is seeking a Boutique Manager to lead sales and ensure exceptional customer experiences. The ideal candidate... ..., and mentoring a sales team. A passion for jewelry and client relationships is essential. The role offers an opportunity to shape...
- Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering exceptional service to high-net worth clients. The ideal candidate will focus on building and managing client relationships, providing sales support, and guiding...
- ...Relationship Manager in Plano, Texas. This role involves overseeing global corporate clients within the Technology, Media & Telecoms sector, driving sales and client satisfaction through strategic management and continual relationship building. Candidates must possess a...
- ...McKinney, Texas, is seeking an Associate Director for Claims. This strategic role involves managing complex claims programs across various... ...effective claims handling, and directly interacting with clients. The ideal candidate will have at least 3 years of claims management...
- A leading developer of high-performance drones is seeking a Strategic Sourcing Manager to oversee the end-to-end supply chain at their Allen, Texas site. This role involves managing supplier relationships for critical components and subsystems and requires a Bachelor's...
- ...Plano, TX, to develop and manage sourcing strategies for indirect spend categories. The ideal candidate has at least four years of strategic sourcing experience and strong negotiation skills. Responsibilities include conducting supplier research, managing contract...Contract work
$105k - $130k
A nationally recognized financial institution is seeking a Senior Estate Planning Professional to support ultra-high-net-worth clients, guiding them through complex estate plans. This role involves serving as the SME in client meetings and reviewing estate planning documents...- HireWorks, LLC in Plano, Texas is seeking a Lead Bid Specialist for the Strategic Response Team. This role is vital in leading the RFP process, managing vendor partnerships, and ensuring the production of accurate proposals. The ideal candidate will have a Bachelor's degree...
- Baker Tilly Advisory Group, LP in Frisco, TX, is looking for a Resource Management professional to manage and execute resource processes. The role involves scheduling resources efficiently to meet client needs, generating reports, and collaborating with various teams. The...Work at office
- ...should possess 5 years of relevant experience, be proficient in Microsoft Office, and be capable of managing budgets and vendor relationships. This position offers the opportunity to lead strategic events that align with the company's objectives. #J-18808-Ljbffr LVMH GroupWork at office
- TPI Global is seeking an Anti-Money Laundering Compliance Manager to establish a strategic vision for TFSB's AML and OFAC programs. You will lead the development of compliance elements, manage the BSA/AML program, and ensure regulatory requirements are met. The ideal candidate...
- ...Plano, Texas. You will collaborate with various teams, analyzing market trends and consumer behaviors to drive business growth and strategic initiatives. The ideal candidate has a bachelor’s degree in business or related field, 6-8 years of relevant experience, and...
- Ericsson GmbH is hiring for a hybrid role in Plano, Texas, where you'll manage Central Real Estate relationships and lead strategic supplier partnerships in a collaborative environment. This position entails optimizing contract performance and ensuring governance across...Contract work
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