Senior Client Service Director - Financial Advisors
Kestra Holdings
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 exhibit strong relationship management and operational skills, with extensive knowledge of brokerage and advisory services. Benefits include competitive pay, supportive environment, and opportunities for growth. Apply now to be part of their mission of empowering financial independence.#J-18808-Ljbffr
- ...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...Senior
$80k - $140k
The Strategic Account Services (SAS) organization is seeking a Health & Personal Care (HPC) Senior Customer Success Manager to shape the... ...for this role should possess client management skills with the... ...with your Sellers; be a trusted advisor and a business advocate.•...SeniorTemporary workFlexible hours$140k - $175k
We are recruiting for a Senior Tax Manager with a growing CPA firm in the East Valley. This role will report to, and work closely with... ...passion for developing othersAbility to build and maintain trusted client relationships through proactive serviceHigh level of technical...SeniorWork at office$76.32k - $127.21k
...ingredients you need at LPL Financial to shape your success while helping clients pursue their financial... ...Overview:LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial...SeniorWork at officeWork from home- Northern Trust is seeking a Sr. Consultant in the Financial Reporting group to assist with annual audits and SEC filings for a diverse set of investment fund types. The role focuses on U.S. GAAP, SEC filings, and derivatives, with experience in fund statements, notes, and...Senior
- LPL Financial is seeking a Senior Financial Planner to support multiple advisors and end clients with comprehensive financial plan design and analysis. You will develop, present... ...diverse client needs within Paraplanning Services. The role emphasizes strong collaboration,...Senior
- Fairygodboss in Tempe, Arizona is seeking a Client Human Resources Business Partner III. In this role, you will be a trusted advisor to clients, leveraging your HR expertise... ...innovative solutions, you'll contribute to ADP's service reputation and client satisfaction while...Senior
- Viasat is seeking a Senior Finance Manager to join our government team, working in a hybrid... ...VA. The role focuses on delivering financial management for a major revenue area exceeding... ...with complex financial models for products and services. #J-18808-Ljbffr ViasatSenior
$134.14k - $176.05k
Hi, we're Oscar. We're hiring a Senior Manager, Technical Accounting to join our Accounting... ...complex transactions and corresponding financial disclosures. You will develop, enhance,... ....You will report into the Associate Director, SEC Reporting and Technical Accounting....SeniorFull timeWork at officeFlexible hours$133k - $210k
...an exciting opportunity for a Senior Finance Manager to join our... ...significant role by providing financial management for a business area... ...to awards, sales, products, services, profit, EBITDA, headcount, &... ...finance organization. Reports to Director of Finance. Build and...SeniorWork at officeRemote work3 days per week- Circle K in Tempe, AZ is seeking a seasoned finance professional to support financial and operational performance by helping develop financial goals, analyze results, and recommend improvements. The role covers budgeting, period reporting, and ad-hoc analyses to assist...Senior
- Northern Trust in Tempe seeks a Senior Consultant to join the Wealth Management Partner Support team. You will coordinate fee-related... ...where needed, and help ensure timely responses across Client Servicing, Fee Operations, and Fee Product. A detail-oriented communicator...Senior
- A leading financial services provider in Tempe, AZ, is seeking a Relationship Manager IV to oversee commercial lending for middle-market businesses... ...and financial analysis. Responsibilities include developing client strategies, managing portfolios, and providing guidance to...Senior
- ...experience, and a passion for building high-performing teams? Our client is seeking a Senior Manager, Corporate Accounting to oversee global general... ..., drive month-end close excellence, and support critical financial reporting and compliance initiatives. Key Responsibilities...Senior
- Northern Trust is seeking a Relationship Manager, Commercial Banking to develop and manage commercial client relationships, delivering lending, treasury management, and cash management solutions to drive growth. You will identify opportunities, advise on financing and...Senior
- A financial services company located in Tempe, Arizona, is seeking a Relationship Manager IV for Commercial Banking. This role involves managing... ...crucial. Join us to shape the future of banking while enhancing relationships with key clients. #J-18808-Ljbffr BOK FinancialSenior
- A financial services company in Tempe, Arizona is seeking an experienced professional to handle monthly fund closing summaries and financial... ...preparing financial statements and working closely with clients and external auditors. The position offers a competitive salary...Senior
- ...Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a...SeniorTemporary workWork at officeLocal areaRemote workWork from homeHome officeFlexible hours3 days per week
- ...About the Role This position is ideal for a mid- to senior-level finance professional to join a Global Corporate... ...business success. Responsibilities: Prepare Board of Directors, Audit Committee, and C-level financial presentations. Update the monthly financial reporting...SeniorFull timeTemporary work
- Benchmark Electronics Inc. in Tempe, 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 Form 10-K/10-Q preparation, consolidation, and cross-functional collaboration with operations,...Senior
- A leading home health provider in Tempe, AZ is seeking an experienced Accounts Receivable & Billing Manager to oversee billing operations and lead the accounts receivable team. The ideal candidate will have a strong background in medical billing practices, payer relationships...Senior
- Align Technology seeks a mid to senior-level FP&A Sr. Manager to support strategic planning, annual operating plans, monthly forecasts, and quarterly closes by partnering with global finance teams. You will provide budgeting, planning, analysis and reporting to influence...SeniorTemporary work
- ...Corporate Finance / Accounting Role Purpose The Senior Accounting Manager is responsible for... ...accurate, timely, and compliant financial reporting in support of renewable energy... ...accounting entries based on reports from tax advisors or internal tax team Support internal...SeniorLong term contract
- ...engineering, authoritative metadata services, access certifications, metadata... ...governance frameworks.Experience within financial services, banking, or highly... ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
- An established industry player is seeking a Senior Tax Manager to join their dynamic team. This role offers... ...opportunity to work closely with high-net-worth clients, providing strategic tax planning and compliance services. You'll thrive in a collaborative environment...Senior
- ...and quarterly close in partnership with global finance teams. This role requires 8-10+ years in FP&A at a public company, strong financial modeling and ERP/BI skills, and the ability to drive insights and cost savings across the organization, while preparing Board and...Senior
- A leading infrastructure organization is seeking a Senior Accounting Manager in Tempe, Arizona, to oversee core accounting operations and manage a team responsible for accurate financial reporting. The ideal candidate will have a Bachelor's in Accounting, CPA certification...Senior
$86.36k - $101.6k
...make better and smarter financial decisions and enabling... ...a Closed-End Fund Senior Administrator, you will... ...a senior member of a servicing team responsible for the... ...administration of closed-end fund clients. You will lead the... ...among investment advisors, fund accountants,...SeniorFull timeWork at officeLocal areaRemote workFlexible hours3 days per week- Kestra PWS is looking for a Senior Financial Analyst to support reporting, forecasting, and analysis. You will partner with Finance and Accounting to deliver accurate insights and support decision-making across various product lines. This role requires strong analytical...Senior
- A leading medical technology company in Tempe, Arizona is seeking a Senior Financial Analyst to support global revenue forecasting and performance management. This role involves conducting detailed financial analysis, preparing consolidated financial reports, and collaborating...Senior
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