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
- A premier financial services firm in Tempe seeks a Client Service Director to deliver exceptional service to financial advisors. This pivotal role requires over 8 years of client service experience and the ability to manage escalations effectively. The ideal candidate will...Senior
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- ...PowerToFly is looking for a Financial Planning Director in Tempe, AZ, who will partner with Financial Advisors to create personalized financial... ...plans for high-net-worth clients. This role involves... ...designation, and at least 5 years of experience in wealth strategies. Strong...Senior
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- ...management services, focusing on tailored investment advice to meet clients' financial goals. The role requires a bachelor's degree, FINRA Series 7 and 66, and 5 years of financial services experience. Join a firm that values collaboration and aims to improve clients'...Senior
- ...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 hours3 days per week
$196.73k - $258.21k
Oscar is hiring a Senior Director for its Provider Experience team in Tempe, Arizona. This strategic role requires 15+ years in healthcare consulting and executive collaboration. The leader will develop and execute initiatives to enhance provider experiences while managing...Senior$220k - $250k
...About the Role Senior Director of FP&A, Customer Acquisition – a senior... ...Customer Acquisition, shapes the financial strategy, investment... ...Responsibilities Serve as a strategic advisor to the Customer Acquisition... ...performance. 15+ years of experience in finance and accounting...SeniorWork at office3 days per week- A major banking and financial services firm is seeking a Client Service Account Manager to support a portfolio of large corporate clients. In this role... .... The ideal candidate will have 5 years of relevant experience and strong communication skills, be able to assess client...Senior
- Description A Victoria’s Secret & Co Customer Experience Manager is a values-based leader who delivers exceptional customer and associate experiences to grow top line sales. This role reports to the Store Manager. Primary Responsibility The Customer Experience Manager...
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- ...Tax Advisor Position Job Responsibilities: Provide guidance... ...and transactions Lead client engagements, and develop and... ...for staff Work closely with senior management in mentoring, supervising... ...and evaluating staff Experience: ~7-10 years tax...Senior
$140k - $200k
...Clutch Canada is looking for a Senior Software Engineer to join their Core Experiences Team. This critical role involves building and maintaining foundational services that enhance the product experience across platforms. You’ll collaborate with product teams, optimize...Senior$159.8k - $332.3k
...Senior Client Delivery Manager - US West Region At SAP, we keep it simple: you bring your best... ...and performance. They act as a trusted advisor, growing the business by supporting... ...location. What you Bring 12+ years of experience in SAP Basis and/or infrastructure operation...SeniorContract workRemote work$87k - $114k
...and projects. You will report into the Senior Director, Tax. Work Location —This position is... ...to tax compliance calendar. Prepare financial data, analysis and modeling to support... .... Requirements 4+ years of tax experience in a public accounting firm or equivalent...SeniorFull timeWork at officeLocal areaFlexible hours- ...Align Technology, Inc. in Tempe, Arizona is hiring a Senior Financial Analyst for the Corporate FP&A team. The role involves supporting... ...enhance financial decision-making. With a requirement of 6+ years experience in finance and a Bachelor's degree in a related field,...Senior
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- ...Description Job Description Tax Senior / Tax Manager Full-Time |... ...-performing environment. Our client values curiosity, initiative,... ...professionally. Analyze financial data to identify meaningful... ...from tax authorities. Experience & Qualifications Demonstrated...SeniorFull timeWork at office
$150k - $200k
...expertise in OneStream. The candidate will lead the OneStream system implementation for accurate financial reporting and forecasting. You should have over 8 years of FP&A experience in a public company, preferably with a background in financial systems like SAP or Hyperion....SeniorRelocation package- ...The firm serves a diverse portfolio of clients across industries and is looking for a... ...relationships, serving as a trusted tax advisor Mentor, train, and develop staff members... ...field ~4+ years of public accounting experience focused on tax ~ Strong technical knowledge...SeniorFull timeRemote workFlexible hours
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...Senior Sales Manager, Account Executives At Engine, we're transforming business travel... ...help redefine how businesses manage and experience travel. More than 30,000 companies... ...productivity, both internally and with clients. Cross Functional Collaboration: Work...SeniorRemote work- ...leading global technology company is seeking an Oracle Cloud ERP Financials Lead Consultant to drive project delivery and business... ...through their full life cycle. The ideal candidate should have experience in financial reporting, possess excellent communication skills...Senior
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