Strategic Client Relationship Leader, CAAS Advisory
CLA (CliftonLarsonAllen)
CLA is seeking a Client Relationship Leader for our CAAS practice in the Philadelphia area. The role focuses on expanding existing client relationships, developing new opportunities, and delivering interim accounting support to a diverse client base. You will work with the Managing Principal and Outsourcing Client Service Team to drive business, recognize opportunities, and close deals at strategically targeted accounts while managing engagements to meet client needs. #J-18808-Ljbffr CLA (CliftonLarsonAllen)
- CliftonLarsonAllen Wealth Advisors, LLC is seeking a Client Relationship Leader to expand and deepen client relationships within our CAAS practice in Philadelphia. You will partner... ...development, service delivery, and strategic account growth. The role requires a genuine...SuggestedLocal area
- ## Client Relationship LeaderApplylocations: King of Prussia, PAtime... ...industry-focused wealth advisory, digital, audit, tax, consulting... ...a Client Relationship Leader for our growing CAAS practice in Philadelphia... ...business, especially at strategically targeted accounts.*...SuggestedWork experience placementInterim roleLocal areaFlexible hours
- IDEMIA Group is seeking a Customer Relationship Executive in Exton, Pennsylvania. The role involves managing multi-million dollar client accounts and providing top-tier customer service to maximize client satisfaction. The ideal candidate will possess an Associate's degree...SuggestedWork at office
- iPipeline, a global market leader in life insurance and financial services software, is seeking an Advisory Client Relationship Manager to lead strategic client relationships with major accounts. You will shape engagement strategy, influence product evolution, and foster...Suggested
$175k - $200k
...Lead Account Manager to serve as the primary strategic owner of several of our most significant wealth management relationships. This role focuses on strengthening long‑term... ...designations preferred.Collaborative, disciplined, and client‑centric approach that aligns with Hartford...SuggestedFull timeTemporary workHome office- Pathstone in Newtown Square, PA seeks an Associate Director, Client Advisory to join the Client Advisory Team. You will partner with... ...families, foundations, and endowments. This role combines client relationship management, investment implementation, wealth planning...
$150k - $247k
GHD is seeking a Portfolio Relationship Manager based in King of Prussia, PA, to enhance strategic growth and client engagement. The ideal candidate will have 10-20 years in the environmental sector, strong project management skills, and a proven ability to build long-term...Work at officeRemote work- ...looking for an experienced Enterprise Relationship Manager to join their team in Scottsdale... ..., AZ. This role is pivotal in managing strategic partnerships, ensuring revenue growth,... ...providing excellent support to existing clients. The ideal candidate will possess strong...
- ...Associate Director, Client Advisory Newtown Square, PA Pathstone... .... This role combines client relationship management, investment implementation... ..., referral cultivation, and strategic business initiatives. This... ...office. Participate in leader-led sessions focused on...Work at officeFlexible hours
- Synechron seeks an Engagement Manager / Delivery Manager / Client Partner with deep Insurance industry experience to drive... ...technology and business transformation programs and strengthen strategic client relationships. You will manage insurance engagements, ensure seamless...
$150k - $247k
...we live in. Portfolio Relationship Manager We’re seeking... ...Manager who can elevate strategic growth and deepen GHD’... ...portfolio of priority clients. This role leads the... ...of GHD’s technical and advisory capabilities. With a... ...exceptional delivery, this leader ensures clients...Live inWork at officeLocal area3 days per week$105.4k - $158k
...office location, if available.Our Lead Client Solutions Executives, earn between... ...2 yearsA career with us, a global leader in communications and technology,... ...Overall Purpose: Drive revenue growth by strategically managing client relationships, generating new and existing sales,...Temporary workWork at officeLocal area- iPipeline is seeking an Advisory Client Relationship Manager to lead enterprise-level client relationships within the insurance and wealth management tech space. You will influence product evolution, drive value realization, and partner with executives to shape strategy...
$79.2k - $89.25k
...Client Support Manager Conshohocken, Pennsylvania, United States Onbe, a fast-growing FinTech, bringing innovation to... ...Client Support Manager (CSM) is responsible for developing strategic relationships and managing the overall program health for a defined portfolio...2 days per week$133.73k - $219.7k
...mission and our purpose. The Commercial Banking Relationship Manager Team Leader is responsible for managing a team of... ...calling activity, prospect strategy, pipeline, client acquisition, referrals) and to strategize/prioritize for successful completion against those...Work experience placementFlexible hours- ...communication. Ideal candidates will have an advanced life sciences degree and 7+ years in the industry, focusing on relationship-building and strategic initiatives. The position is based in King of Prussia, PA with a hybrid work schedule. #J-18808-Ljbffr Paratek Pharmaceuticals
- About the RoleThe Multi-Office Leader, known internally as an Area... ...a consistent, high-quality client experience across every location... ...-on leader, you’ll balance strategic oversight with in-office presence... ...Culture built on strong relationships, continuous learning, and a shared...Work experience placementSeasonal workWork at officeNight shiftAfternoon shift
- CLA (CliftonLarsonAllen) is seeking an Assistant Controller for the Client Accounting and Advisory Service (CAAS) Practice in King of Prussia. The successful candidate will be responsible for managing multiple client accounting functions, offering consulting on best practices...Flexible hours
- ...Director position will serve as the DelDOT Client Service Leader (CSL). The DelDOT CSL is chiefly... ...expected to develop a client-level driven strategic plan, have a comprehensive knowledge of the client, develop a vertical relationship system through the client organization...Full timeWork at officeVisa sponsorship
- Wohlsen Construction Company is seeking a Project Executive with healthcare experience to manage client relationships and ensure project success. You will oversee project teams and resources, fostering a collaboration that aligns with our core values. This role emphasizes...
- ...Clinical Development Program Leader is a senior clinical leader... ...programs. This role blends strategic clinical leadership, cross-functional... ....Build and maintain relationships with KOLs, investigators, scientific... ...at scientific meetings, advisory boards, and collaborative...Full timeLocal areaFlexible hours
- ...standards in project execution and client satisfaction. As a leader, you will actively contribute to the... ...: Build and maintain strong relationships with clients to ensure long-term partnerships... ...and gathering spaces. They develop strategic plans and connect leaders to the...Full timeTemporary workWork at officeLocal areaRemote workWork from homeFlexible hoursNight shiftWeekend work
- Truist Financial is seeking a client-focused professional to provide consultative sales and technical... ..., and account issues while supporting relationship management initiatives. In this role, you will participate in strategic planning, deliver client presentations, and...
- Overview As a global market leader, iPipeline combines... ...financial futures of their clients. Overview As a global market... ...position. Responsibilities The Advisory Client Relationship Manager is a high level individual... ...contributor who provides strategic leadership and guidance for...Work at officeFlexible hoursShift work
- ...discounts About The Role The Strategic Partnerships Lead is a senior... ...position, expand access to clients and capabilities, and enable... ...Understanding and strategic relationship arrangements with selected companies... .... As a Career Level 6 leader, the post holder is expected...Work at officeLocal areaFlexible hours2 days per week
- A leading staffing solutions provider is seeking a Talent Solutions Manager to enhance client satisfaction and recruit top talent. The role involves building relationships, executing sales strategies, and providing innovative workforce solutions. The ideal candidate will...
- ...operational performance and drive continuous improvement initiatives. This role involves partnering with site leadership to implement strategic improvement programs and utilize analytical skills for operational challenges. The successful candidate will have significant...
- ...skills, and a passion for the performing arts. This role requires both strategic vision and hands-on leadership. Responsibilities include developing fundraising plans, managing donor relationships, and enhancing the College's overall financial resilience. #J-18808-Ljbffr...
$211.72k
...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ..., client service management, and strategic marketing for multiple major... ...Developing and maintaining high value relationships with industrial clients • Growing market...Temporary workWork experience placementH1b- Urban is seeking a Market Director - Rail and Transit to lead strategic growth across the United States. The role focuses on executive leadership, client relationships, and driving top-line expansion in rail and transit design services. Responsibilities include shaping...Remote job
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