Senior Client Experience Director - Financial Advisors
Kestra PWS
A leading financial services firm is seeking a Client Service Director in Tempe, Arizona. This role involves managing client interactions and ensuring a high level of service to financial advisors. Candidates must have over 8 years of experience in client service and strong leadership traits. The position requires collaboration across teams and a proactive approach to resolving client issues. Competitive pay, benefits, and professional growth opportunities are offered. #J-18808-Ljbffr Kestra PWS
$80k - $140k
...Health & Personal Care (HPC) Senior Customer Success Manager to shape... ...for this role should possess client management skills with the... ...advocate for their Sellers experience on the Amazon Store. If you are... ...your Sellers; be a trusted advisor and a business advocate.• Deliver...SeniorTemporary workFlexible hours- ...Senior Director- Pharmacy Financial, Actuarial and Analytics Consulting ~202604525 ~Tampa, Florida, United... ...of pharmacy benefit programs. Your client assignments will draw on your... ...partners Qualifications ~10+ years’ experience and success in the design/management...SeniorFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...passionate about delivering solutions to clients, and have experience in relationship management within... ...responsibilitiesConduct comprehensive pricing reviews and financial analysis to help clients optimize... ...inquiriesServes as trusted advisor, leveraging core knowledge, to...SeniorContract work
$140k - $175k
We are recruiting for a Senior Tax Manager with a growing CPA firm in the East Valley.... ...plusCPA designation required10+ years of tax experience in public accounting, including at least... ...to build and maintain trusted client relationships through proactive serviceHigh...SeniorWork at office- LPL Financial is seeking an Assistant Vice President, Client Feedback in the United States to own and optimize the closed‑loop feedback program. You will coordinate... ..., and maintain governance to improve client experience. The role emphasizes operational excellence,...Senior
- ...Circle K is seeking a senior US Corporate Income Tax Manager to support the income tax provision and compliance for a multi-state C‑... ...improvements. The ideal candidate has 4–7+ years of US corporate tax experience, proficiency with federal and multi-state filings, and hands-on...Senior
- Dave & Buster's in Tempe, Arizona, is seeking a Senior Manager to lead and direct strategic initiatives... ...responsibilities include promoting team relations, analyzing financial performance, and ensuring an exceptional guest experience. The ideal candidate will have at least 5 years...Senior
- Northern Trust is seeking a Sr. Consultant in the Financial Reporting group to assist with annual audits and SEC filings for a diverse... ...role focuses on U.S. GAAP, SEC filings, and derivatives, with experience in fund statements, notes, and coordination of audits. The ideal...Senior
$76.32k - $127.21k
...Senior Financial PlannerWhere Ambition Meets InnovationBuild a career that... ...your success while helping clients pursue their financial goals... ...Financial Planner to support advisors in all aspects of financial... ..., but not limited to Client Experience, High Net Worth Services, and...SeniorWork at officeWork from home- LPL Financial Holdings Inc. is seeking a Senior Consultant, Client Feedback to drive a high‑quality client experience by coordinating feedback responses and linking clients with internal SMEs. The role emphasizes timely acknowledgement, routing accuracy, and closed‑loop...Senior
- Oscar Health is seeking a Senior Director of Provider Experience based in Tempe, AZ, with a hybrid schedule requiring 3 days in the office weekly. This strategic leader will develop and execute a roadmap to improve the provider experience across Oscar's network. Reporting...SeniorWork at office
- ...business investments and transactionsLead client engagements, and develop and implement... ...tax training for staffWork closely with senior management in mentoring, supervising and... ...evaluating staffExperience:7-10 years tax experience including tax planning, compliance, and...Senior
- Northern Trust is seeking a Sr. Consultant in Financial Reporting to support US GAAP, SEC filings, and derivative-related matters. The... ...fund administration or financial reporting, with supervisory experience and strong knowledge of GAAP, 1940 Act rules, and regulatory forms...Senior
- A leading financial services provider in Tempe, AZ, is seeking a Relationship Manager IV to... ...ideal candidate will have 8-10 years of experience in commercial banking, strong skills in... ...analysis. Responsibilities include developing client strategies, managing portfolios, and...Senior
- Speechify is seeking a Senior Software Engineer to join the Core Experiences Team. You will design and maintain foundational services and SDKs that power Speechify’s product across platforms, collaborating with product teams to deliver fast, reliable APIs and streamlined...SeniorRemote work
- A financial services company located in Tempe, Arizona, is seeking a Relationship Manager... ...have a Bachelor's degree and extensive experience in commercial lending or relevant fields... ...of banking while enhancing relationships with key clients. #J-18808-Ljbffr BOK FinancialSenior
$130k - $160k
...based on your skills and experience — talk with your... ...000.00/yr Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their... ...its growing team. With clients ranging from multi-state... ...Coordinate with internal advisors on integrated wealth strategies...SeniorWork at officeLocal areaRemote work3 days per week- ...position is ideal for a mid- to senior-level finance professional to join... ...Responsibilities: Prepare Board of Directors, Audit Committee, and C-level financial presentations. Update the monthly... ...'s preferred (CPA/MBA a plus). Experience: 8-10+ years in FP&A, including relevant...SeniorFull timeTemporary work
- ...AZ, is seeking a Manager, SEC Reporting to lead the external financial reporting in line with U.S. GAAP and SEC rules. You will supervise... ...in manufacturing or industrial settings, and ERP/Workiva experience. Hybrid work from Tempe location. #J-18808-Ljbffr Benchmark Electronics...Senior
$115k - $145k
Piper Companies is seeking a Senior Corporate FP&A Manager to join... ..., executive reporting, and financial planning activities while partnering... ...A Manager: Prepare Board of Directors, Audit Committee, and... ...required. 10+ years of FP&A experience within a large publicly traded...Senior- ...Now Hiring: Senior Manager, Corporate Accounting in Tempe Are... ...GAAP expertise, public company experience, and a passion for building high-performing teams? Our client is seeking a Senior Manager,... ...excellence, and support critical financial reporting and compliance...SeniorImmediate start
$105k
...We are seeking a detail-oriented and experienced Tax Senior to join our client in Chandler, Arizona. This individual will be responsible for... ...Taxation or CPA license preferred. ~3+ years of recent tax experience in public accounting. ~ Strong knowledge of federal and...SeniorWork at officeLocal area- ...Job Title: Senior Accounting Manager Job ID: 89717 Location: Tempe, Arizona What you will be doing: Plant Accounting & Financial Reporting Review journal entries and account reconciliations... ...(8) years of accounting/finance experience Strong background in cost...Senior
- ...to the volume of applicants. Join a financial services firm where your... ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...branch team to deliver the ideal client experience. As the key connection between...SeniorTemporary workWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours
- ...infrastructure organization is seeking a Senior Accounting Manager in Tempe, Arizona, to... ...manage a team responsible for accurate financial reporting. The ideal candidate will have... ...certification, and at least 5 years of progressive experience. Key duties include managing accounting...Senior
- ...ideal candidate will have extensive experience in Identity and Access Management (... ...frameworks.Experience within financial services, banking, or highly regulated... ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
$130k
...Growing publicly traded company is growing and is adding a Senior Financial Analyst to their staff.This role has a base salary up to $13... ...drive standardize inputs for consolidation Ability to use experience and skillset to improve and automate areas with minimal...SeniorFull timeWork at officeImmediate start- ...Senior Financial Analyst, FP&A At Aptyx, a new name backed by 70 years of expertise, we bring together the aptitude and excellence of more than a dozen companies with decades of experience helping customers in the life sciences and other demanding industries solve complex...Senior
- ...Accounting Role Purpose The Senior Accounting Manager is responsible... ..., timely, and compliant financial reporting in support of renewable... ...based on reports from tax advisors or internal tax team Support... ...field required. CPA required. Experience & Technical Skills 5+ years of...SeniorLong term contract
- ...leading medical technology company in Tempe, Arizona is seeking a Senior Financial Analyst to support global revenue forecasting and... ...functional teams. The ideal candidate will have 6+ years of finance experience, strong analytical skills, and expertise in financial...Senior
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