Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Leader

$173k - $291k

CliftonLarsonAllen Wealth Advisors, LLC

## Client Relationship LeaderApply: Seattle, WA: Bellevue, WA: Full time: Posted Yesterday: R18146CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**About the role:**CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Seattle. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.**As a Client Relationship Leader, you will:*** Expand existing client relationships as well as build your network to develop new relationships in the community.* Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.* Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.* Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.* Effectively project manage ongoing engagements to meet client needs.* Maintain business development targets and sales activities in CRM.**What you will need:*** A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.* A bachelor’s degree in accounting, finance, business, or related field required.* CPA certification is preferred but not required.* A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.* Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Fertility benefitsOur approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Washington is: $173,000.00 – $291,000.00. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Leader in Seattle, WA vacancy
  •  ...where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused...  ...each other.About the role:CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Seattle. CAAS provides customized... 
    Suggested
    Full time
    Work experience placement
    Interim role
    Local area
    Flexible hours

    CliftonLarsonAllen

    Seattle, WA
    4 days ago
  •  ...sales through community outreach, and manage branch operations with an emphasis on client experience and regulatory compliance. The role emphasizes developing small business relationships, leveraging partnerships, and guiding a team to achieve branch goals while... 
    Suggested

    KeyBank

    Kenmore, WA
    2 days ago
  • CLA is seeking a Client Relationship Leader for our CAAS practice in Seattle. You will expand client relationships, build your network, and work with our Outsourcing Client Service Team to win new business and deliver services to public, private, and nonprofit clients.... 
    Suggested

    CLA (CliftonLarsonAllen)

    Bellevue, WA
    3 days ago
  • JPMorgan Private Client in the United States seeks an experienced Relationship Manager to grow high-net-worth client relationships through bespoke financial planning and advisory services. You will partner across JPMorgan Chase lines, acquire new clients, and deepen existing... 
    Suggested

    Aumni

    Bellevue, WA
    2 days ago
  • CLA is seeking a Client Relationship Leader for our CAAS practice in Seattle. You will expand existing client relationships and develop new ones with the community and senior executives. In this role you will work with the Managing Principal and Outsourcing Client Service... 
    Suggested

    CLA (CliftonLarsonAllen)

    Seattle, WA
    23 hours ago
  • TIAA is seeking a Wealth Management Client Relationship Manager in the Seattle area to partner with Wealth Management Advisors, deepen high-net-worth client relationships, and coordinate asset consolidation to deliver tailored financial solutions. The role requires Series... 

    Teachers Insurance and Annuity Association of America

    Seattle, WA
    11 hours ago
  • Davis Wright Tremaine LLP is seeking a Client Relationship Senior Specialist to support client teams in Seattle or Portland. This role partners with Senior Manager of Client Experience and client leadership to drive service excellence. You will manage day-to-day client... 
    Work at office
    Remote work

    Davis Wright Tremaine LLP

    Seattle, WA
    1 day ago
  • $112k - $210k

     ...WashingtonABOUT THE JOB:The Wealth Market Leader is responsible for growing sales and...  ...defined territory through a team of Private Client Advisors. The Wealth Market Leader...  ...Development and maintenance of partner relationships is critical.ESSENTIAL JOB FUNCTIONS:Annually... 
    Full time
    Work at office
    Flexible hours

    KeyBank

    Seattle, WA
    1 day ago
  •  ...REPORTING TO: Chief Client Development Officer TYPE: Full Time (Exempt) LOCATION: Seattle, WA RESPONSIBILITIES The Regional Market Leader and Senior Relationship Officer (“Leader”) is a senior individual contributor role in Northwest Trustee’s greater Seattle... 
    Full time
    Work at office
    Local area

    Northwest Trustee & Management Services LLC

    Seattle, WA
    23 hours ago
  •  ...Capgemini's Sogeti division is actively seeking a Client Delivery Partner to provide strategic direction and executive delivery oversight...  ...teams to successful outcomes. You will own long-term client relationships, coordinate with solutions teams, and ensure programs meet... 

    Capgemini

    Bellevue, WA
    1 day ago
  •  ...partners with an established engineering firm to seek a senior mechanical engineering leader for its Seattle team. You will balance technical oversight, people leadership, client relationships, and business strategy while remaining connected to meaningful project work. This... 

    Job Juncture

    Seattle, WA
    1 day ago
  • KeyCorp, in Seattle, seeks a Senior Healthcare Relationship Manager to lead business development for healthcare clients, driving cash management, credit and holistic financial solutions. You will coordinate with banks and product partners to structure and execute complex... 

    KeyBank

    Seattle, WA
    23 hours ago
  • JPMorgan Chase in Seattle seeks a Relationship Executive within Life Sciences Banking to grow and retain profitable relationships across...  ...Commercial and Specialized Industries, focusing on life sciences clients. You will lead client acquisition, deliver the full firm’s... 

    JPMorgan Chase

    Seattle, WA
    3 days ago
  • Cadreforce is seeking a Business Relationship Manager for Aerospace in Seattle to manage and grow a large aerospace client relationship. You will own account commercial outcomes, engage senior client stakeholders, and coordinate with delivery teams to expand the service... 

    Cadreforce

    Seattle, WA
    2 days ago
  •  ...Trustee & Management Services, LLC is seeking a Regional Market Leader and Senior Relationship Officer in Seattle, WA. The role focuses on managing...  ...fiduciary relationships, business development, and high-touch client service for ultra-high-net-worth clients in the Western... 

    Northwest Trustee & Management Services LLC

    Seattle, WA
    23 hours ago
  • First Interstate Bank in Seattle, WA seeks a Senior Commercial Relationship Manager to oversee a portfolio exceeding $100MM and manage 35+ client relationships. You will grow the bank’s revenue by expanding business with existing clients and sourcing new opportunities,... 

    First Interstate Properties

    Seattle, WA
    1 day ago
  • KeyBank in Seattle seeks a Wealth Market Leader to drive growth in sales and assets...  ...defined territory through a team of Private Client Advisors. The role requires recruiting,...  ...development and maintenance of partner relationships across Retail, Business Banking and Investment... 

    KeyBank

    Seattle, WA
    4 days ago
  • David Evans and Associates, Inc. seeks a Bonneville Power Administration Client Team Leader (CTL) in Bellevue, WA to oversee client relationships in power delivery. This senior role includes strategic leadership, market growth, and direct involvement in business development... 
    Flexible hours

    David Evans and Associates, Inc.

    Bellevue, WA
    1 day ago
  • $174k - $234k

    Banner Bank is seeking a Middle Market Senior Commercial Relationship Manager in Bellevue, WA. In this role, you will work with businesses...  ...solutions. Responsibilities include building and managing a client portfolio, engaging in client meetings, and negotiating credit... 

    Banner Bank

    Bellevue, WA
    1 day ago
  •  ...the United States is seeking a Commercial Banker to acquire new clients and manage a mid‑corporate portfolio, delivering a spectrum of...  ...to mid‑market companies. The role centers on building durable relationships with CEOs and CFOs, collaborating with our investment banking... 

    Aumni

    Seattle, WA
    1 day ago
  •  ...infrastructure consulting firm, partnering with clients to solve the world’s most complex...  ...DescriptionThe Transit/Rail Department Leader & Client Account Manager - Pacific Northwest...  ...customer focus by developing meaningful relationships, identifying and adding value to client... 
    Work at office
    Local area
    Worldwide
    Flexible hours

    AECOM

    Seattle, WA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Healthcare Commercial Banker to develop and manage client relationships within the healthcare sector, delivering a full suite of solutions including credit, treasury services and international banking. In this role you will work independently... 

    Aumni

    Seattle, WA
    1 day ago
  • JPMorgan Chase & Co. in Seattle seeks a Relationship Executive-Emerging Middle Market, Healthcare Services to deliver integrated financial solutions to healthcare clients. You will build and deepen client relationships, drive portfolio reviews, and collaborate with product... 

    JPMorgan Chase & Co.

    Seattle, WA
    1 day ago
  • $193k - $240k

     ...combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and...  ...documented savings from estimated returns.Vendor & Partner Relationships. Establish and maintain relationships with vendor partners, faculty... 
    Full time
    Work at office
    Local area

    Jones Lang LaSalle

    Seattle, WA
    12 hours ago
  •  ...focused tax advisory and compliance services to middle market clients, mentoring staff along the way. The ideal candidate will possess...  ...provides flexibility in work arrangements and opportunities to cultivate client relationships. #J-18808-Ljbffr Baker Tilly International

    Baker Tilly International

    Seattle, WA
    23 hours ago
  • Transcend Practice Management in New York, NY seeks a Lead Advisor/Relationship Manager to manage financial planning and investment services for a segment of clients with a high-touch approach. You will build and maintain strong client relationships and coordinate with... 

    Transcend Practice Management

    Bellevue, WA
    4 days ago
  • Job Summary / Introduction To develop and maintain relationships with an assigned portfolio of technology clients, with a particular focus on digital infrastructure, data centers and semiconductors. The role requires a strong understanding of sector business models, capital... 

    First Abu Dhabi Bank (FAB)

    Seattle, WA
    1 day ago
  • Chase is seeking a Business Relationship Manager in Seattle to help clients grow their businesses by providing financial advice and tailored banking solutions. You will manage a portfolio of business clients, build relationships, and coordinate with care across loan, deposit... 

    Testing Site - JPMC

    Seattle, WA
    1 day ago
  •  ...the reinvention partner of choice for our clients and lead in the safe, widespread...  ...industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable...  ...Physical AI Sales and Client Solutions Leader is accountable for originating, shaping... 
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Seattle, WA
    1 day ago
  • Clearstead Advisors LLC is seeking a Managing Director, Wealth Advisor in Seattle to lead senior client relationships within Private Client Services, coordinating integrated advice across investments, planning, tax matters, and family office needs. You will collaborate... 
    Work at office

    Clearstead Advisors LLC

    Seattle, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Leader. Be the first to apply!