Client Account Manager - Private Equity & P&C (Hybrid)
AON PLC
NFP, an Aon company, is looking for an Associate Account Manager to support Advisors, Client Executives, and Account Executives in servicing client accounts from Pleasant Hill, CA. You will help with renewals, proposals, and client communications while learning to manage a book of business under senior guidance. The role emphasizes organization, strong communication, and the ability to work with diverse teams; base salary ranges from $48,000 to $80,000 with potential incentives and a #J-18808-Ljbffr AON PLC
$48k - $80k
...their most significant risk, workforce, wealth management and retirement challenges through custom solutions... ...more, please visit: Summary: The Associate Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client...Employment EquityPrivateWork at office$130k - $140k
Walnut Creek, California (hybrid)Actively seeking a... ...Worth Individual Tax Manager (including Gift, Trust... ...solutions and advice to help clients achieve their goals... ...We are a high growth, private equity backed, multi branch... ...BS/BA Degree, accounting preferred Valid CPA license...Employment EquityPrivateFull timeTemporary workWork at officeLocal areaFlexible hours$91.3k - $146.1k
...national market presence. Manage efforts to achieve... ...Responsibilities and Key Accountabilities Drives sales and... ...customer base by identifying private and public project... ..., skills, internal equity and other factors. For... ...Sales Work Type Hybrid Recruiter Kinkela,...Employment EquityPrivateFor contractorsLocal areaNight shift$115k - $135k
...considerations to help clients evaluate decisions in... ...is a high-growth, private equity-backed, multibranch registered... ...Senior Tax Accountant for our Walnut Creek... .... This position is a hybrid role if you are located... ...authorities, firm staff, and management Review staff work,...Employment EquityPrivateFull timeContract workPart timeInternshipWork at officeLocal areaFlexible hours- ...for entry-level public accountants for our Walnut Creek... ...of securities funds, private-equity and venture capital... ...the firm partners and managers. Most importantly, when... ...impact. We offer a hybrid-working model, state... ...exposure to different clients and services...Employment EquityPrivateWork at officeFlexible hours
$68k - $78k
...considerations to help clients evaluate decisions in... ...is a high-growth, private equity-backed, multibranch registered... ...-Level Tax Staff Accountant to join our Walnut... .... This position is a hybrid role if you are... ...authorities, firm staff, and management Performs other duties...Employment EquityPrivateFull timeContract workPart timeInternshipWork at officeFlexible hours$120k - $140k
...highly respected and rapidly growing investment firm in the East Bay on a Senior Fund Accountant opportunity.This is a great opportunity for someone coming from hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations who enjoys...Employment EquityPrivate$90k - $175k
...technology. Job Description Manager, Hedge Fund Accounting Locations: San Francisco, CA (hybrid), Walnut Creek, CA (hybrid),... ...About the Role Step into a client-facing leadership role where you’ll manage key private equity fund relationships and oversee...Employment EquityPrivateOngoing contractFull timeWork at officeWorldwide$75k - $105k
...Senior Audit Associate - Hybrid Position Overview... ...audits for our clients, ensuring compliance with... ...providing expert guidance in accounting and auditing practices... ...Lead and manage audit engagements from... ...for SEC-registered and private clients, with an emphasis...Ongoing contractLocal area- ...its Audit Non-profit team. For private and closely-held companies, precise... ..., and communicating findings to clients and team members. Aprio... ...leadership with flexible remote/hybrid options. Applicants should have a 4-year Accounting degree, CPA preferred, and 3+ years...PrivateRemote workFlexible hours
$84.27k - $112.01k
...site characterization to chemical data management and hydrogeology, Kleinfelder offers... ...and tasks Lead conversations with private and municipal clients, as well as relevant regulatory agencies... ...and believe that through diversity, equity, and inclusion comes creativity, innovation...Employment EquityPrivateFor contractorsWork at officeLong distance$135k - $155k
...typical CPG company. Privately held and founder-led,... ...About the Role The Manager, Trade Finance will serve... ...Sales, Sales Operations, Accounting, Customer Finance, and... ...a growing or private-equity-backed CPG company... ...community and have a hybrid work structure with 4...Employment EquityPrivateWork experience placementWork at officeRemote workWork from homeFlexible hoursShift workWeekend work$115k - $135k
...Financial is seeking an experienced Senior Tax Accountant for the Walnut Creek, CA office. The... ..., projections, and tax planning, with client-facing duties alongside advisors and the... ...-time, Exempt position with potential hybrid work near the offices. The base salary ranges...Employment EquityFull timeWork at officeLocal area$125k - $175k
...Senior Commercial Lines Account Manager - Hybrid - Walnut Creek, CA Looking for your next career move? We have a great opportunity for a Senior... ...: Create positive relationships with carriers and clients In-depth knowledge of various insurance coverages, products...Work at officeWork from homeFlexible hours- Standish Management, LLC in Walnut Creek, California offers a summer internship in fund administration. Interns support Associates and... ...data entry, filing and special projects, gaining exposure to private equity and venture capital reporting systems. Responsibilities...Employment EquityPrivateInternshipSummer internship
- ...America in California is seeking an Account Manager - Commercial Lines to manage an assigned book, retain clients, and support new business. You... ...strong carrier relationships. Hybrid preferred in Southern... ...California residents; active P&C license required; CIC preferred...Remote jobWork at office
$180.27k - $220.33k
...of medium to large size high net worth client relationships. Builds a team of Banking,... ...handling complex wealth and relationship management issues, providing counsel and expert advice... ...incentive and recognition programs, equity stock purchase 401(k) contribution and pension...Employment EquityPrivateLocal area$52.5k - $66.5k
...abilities. If you’re coachable, accountable, collaborative, and... ...participation, warranty sales, private label credit card enrollment,... ...responsible for performance management, including annual reviews and... ...components such as: incentive, equity and benefits. Individual pay...Employment EquityPrivate- ...engineers, architects, construction management staff, environmental,... ...section staff and products to meet client needs and market drivers. Be... .... Be directly involved with private and public clients in... ...the principles of employment equity. We are an Aff… We consider...Employment EquityPrivateLocal area
$80k - $100k
...Flexible Spending & Health Savings Accounts Disability, Life and AD&D... ...County Responsibilities Manages daily marketing operations, sales... ...an environment that promotes equity and belonging. Equal... ...Executive; O500(Walnut Creek, CA) - Hybrid Concord, CA $70,000.00-$75,00...Employment EquityFull timeFlexible hours- ...Well-respected colleagues in a dynamic and growing Digestive Health Center * Group is independently run and governed; not private equity owned * Predictable hours and shifts * Live in San Francisco or desirable East Bay suburbs (that are less expensive than Marin...Employment EquityPrivateFull timeLive inImmediate startRelocation packageShift workNight shiftWeekend work
- ...Private Bankers Launch your career in private banking, supporting client relationships in our advisor training program... ...customized wealth management solutions. You'll... ...Private Banking team, accountable for identifying and... ...and/or forfeitable equity, awarded in recognition...Employment EquityPrivateFull timeWork experience placementImmediate startVisa sponsorship
- ...build a thriving business, develop lasting client relationships, and achieve financial... ...out to commercial property owners (REITs, private equity, family office, high net worth... ...Apollo (an AI infused marketing tool), to manage leads and track performance. Collaborate...Employment EquityPrivateWork at office
- ...Capital Markets Manager At Canadian Solar, our vision is to make lives better... ...and ownership across all public and private debt and equity financing, 45X tax credit monetization... ...~ Bachelor's degree in finance, Accounting, Economics, Business, or a related field...Employment EquityPrivateWorldwideFlexible hours
$170k - $225k
...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an... ...families on building, preserving and managing their wealth. You will use your knowledge... ...with and in-depth knowledge of the equity and fixed income markets and alternative...Employment EquityPrivateTemporary workWork experience placementLocal area- ...decision-making within a fast-paced, private equity–sponsored healthcare organization. The... ...contributes to disciplined financial management and continuous improvement of planning... ...develop recurring reporting to support accountability, performance improvement, forecasting,...Employment EquityPrivateRemote work
$45 - $55 per hour
...more. We're not your typical CPG company. Privately held and founder-led, we like to think... ...potential Drive alignment with hiring managers on candidate calibration, feedback... ...Experience in CPG, startup, or private equity-backed companies Familiarity with California...Employment EquityPrivateHourly payFull timeContract workWork at officeImmediate startRemote workWeekend work- ...an experienced public accountant with at least five years... ...relationships with clients. We offer a comprehensive... ...of securities funds, private-equity and venture capital... .... We offer a hybrid-working model, state-of... ...partners, and clients Manage, supervise, and mentor...Employment EquityPrivateRemote work
$118.41k - $162.8k
...Continuous Bargaining Unit Management Description Benefits... ...champions innovation, equity, and customer-centric... ...Flexible spending accounts (FSAs) for healthcare,... ...alternative work schedules (hybrid or 9/80), based on... ...Additionally, diverse public and private educational...Employment EquityPrivateHourly payFull timeContract workTemporary workFor contractorsWork experience placementSummer workSeasonal workWork at officeLocal areaTrial periodFlexible hours$176k - $315k
...works for local municipalities, private entities, distinct water... ...local governments, and similar clients in each of the 50 US states,... ...utility master planning, program management, strategic advisory services,... ...the principles of employment equity. We are an Affirmative Action...Employment EquityPrivateFull timeContract workTemporary workPart timeWork at officeLocal area
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