Senior Client Experience Leader - Wealth Management
The Well
A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site role that allows for long-term growth within the firm, including potential leadership opportunities. #J-18808-Ljbffr The Well
- ...City is seeking an experienced Wealth Planner to deliver tailored... ...services to high-value family clients. The role requires strong... ...services, and the ability to manage complex client inquiries effectively... ...at least 5 years of relevant experience. UMB offers competitive...Senior
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$87.4k - $123.4k
...Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in... ..., you will lead a dedicated client practice team and serve as the... ...degree and over 4 years of experience in financial services, with... ...strong background in wealth management strategies. The position offers...SeniorRemote job- ...leading cybersecurity firm is seeking a VP, GTM Campaigns & Client Experience to lead national campaigns and drive client retention initiatives... ...role involves overseeing client experience strategies, managing a team, and aligning cross-channel strategies to boost pipeline...SuggestedRemote job
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...financial services firm located in Kansas City is seeking a Wealth Management Senior Investments Product Manager. This role involves defining... ...candidate should have over 5 years of product management experience and a strong understanding of financial products. The position...Senior- ...Solutions in Kansas City is seeking a Senior Client Relationship Executive to lead client engagement... .... This role requires over 10 years of experience in healthcare IT consulting and deep... ...Health Millennium platform. You will manage client relationships across health...Senior
$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will... ...with a Wealth Advisor and Client Experience Specialist. Provide first‑class... ...meetings. Retain and grow assets under management through proactive communication,...SeniorRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...Senior
$140k - $160k
...advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid... ...has over 6 years of tax or advisory experience and a CPA. A competitive salary of $140K-$16...SeniorRemote workFlexible hours$76k - $125.3k
...working world. EY is a leader in serving the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and service delivery experience that distinguishes EY... ...responsibilities A senior analyst in FSO EDGE...SeniorSummer holidayWork at officeLocal areaFlexible hours- A global tech company seeks a Client Experience Manager in Olathe, KS. Responsibilities include managing client relationships, conducting presentations, and ensuring excellent customer communication. The ideal candidate will have at least 2 years in account management and...
$76k - $125.3k
...working world. EY is a leader in serving the... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...responsibilities A senior analyst in FSO EDGE... ...for success Experience identifying tax related...SeniorSummer holidayWork at officeLocal areaFlexible hours- H&R Block is seeking an Office Manager in Kansas City, Missouri, who will own the client experience in their offices. This role emphasizes leadership, coaching, and operational discipline to ensure quality client interactions and satisfaction. With at least 3 years of...Work at office
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$100k
Confidential search on behalf of our client We're hiring a Senior Client Relationship Manager on behalf of our client - a growing independent wealth management firm based in Overland... ...help deliver an exceptional client experience. Core Responsibilities Serve as a...SeniorWork at office- A leading office solutions provider is seeking a Senior Interior Designer who will own the design process from inception to completion. This role requires 5-10 years of dealership design experience and proficiency in AutoCAD and CET. Responsibilities include leading projects...SeniorWork at office
$134.46k - $184.89k
Guardian is seeking a Client Management Market Leader (CMML) to lead our Advisory West team within the large market segment. This highly visible... ...Education: Four-year college degree or equivalent work experience Experience: 5+ years of group insurance experience preferred...Full timeWork experience placementWork at officeRemote workHome officeFlexible hours- ...engineering firm is seeking a highly qualified Client Service Leader to lead business development efforts... ...ideal candidate will have 15 years of experience in the federal sector and a strong... ...new business opportunities, managing proposals, and ensuring quality project...
$150k - $200k
Stepp & Rothwell is seeking a Senior Advisor in the Kansas City Metro area, offering a base salary of $150,000 to $200,000. The role focuses on enhancing client experiences by collaborating with advisors without managing client relationships. Candidates should have over...Senior- WellSky Corporation is seeking a Client Success Executive based in Overland Park, KS. The role involves managing key client relationships to advocate for outcomes and drive... ...should have 8-12 years of relevant experience and a Bachelor’s degree. This full-time position...SeniorFull time
- A global wealth management firm is seeking a Senior FinOps Specialist to lead cloud financial management and cost optimization across its multi-cloud environments... ...of FinOps principles, and at least 5 years of experience in cloud financial management. This role offers a...Senior
- Morgan Hunter is seeking an HR Manager in the Kansas City Metro Area. This role requires strong HR leadership to manage employee relations... ...positions. The ideal candidate will have over 5 years of experience, excellent communication skills, and a Bachelor's degree....Senior
- ...solutions to streamline financial processes and enhance decision-making. The ideal candidate has over 7 years of relevant finance experience and a strong background in deploying AI technologies. T-Mobile offers competitive salary and benefits, emphasizing employee...Senior
- ...and deployment of intelligent systems that enhance FP&A workflows across various departments. The ideal candidate has extensive experience in FP&A and AI solutions, with strong capabilities in integrating enterprise data systems. This position offers opportunities for...Senior
- ...transportation presence across the Central Plains. This senior role involves expanding DOT work, strengthening client relationships, and developing a high-performing... ...Engineer registration, and over 8 years of experience in transportation engineering. The position offers...SeniorRemote work
$100k - $150k
DataMap LLC is seeking a Senior Manager for Coupa Consulting in Overland Park, KS, offering a salary between... ...and working closely with Fortune 500 clients. The ideal candidate will have at least 7 years of experience in Coupa and ERP integrations, with the ability...SeniorRelocation package- KPMG Careers is seeking a Manager/Senior Manager for the Mergers & Acquisitions practice in Kansas... ...A tax consulting projects and advising clients on federal tax consequences of... ...Candidates should have at least five years of experience in federal corporate tax, a Bachelor’s...Senior
- Black & Veatch is seeking a Senior Specialist - Infrastructure Advisory for Power Generation... ...on projects, collaborating with clients, and supporting contract development. The ideal candidate should have extensive experience in power generation operations and possess...SeniorContract work
- ...In this position, you will engage with clients to understand their financial... ...opportunities, retirement planning, and wealth management strategies. As a Financial Consultant... ...finance, accounting, or a related field. Experience in financial consulting or a similar...
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