Client Advisory Team Lead
FPA of Central Ohio
The Joseph Group is seeking a Team Leader/Client Advisor to guide an advisory team and oversee the full client relationship lifecycle. You will implement TJG's end-to-end financial planning model and drive client satisfaction through proactive leadership. You will coordinate with attorneys and accountants, manage business development, and contribute to investment dialogue while upholding TJG’s core values and culture. #J-18808-Ljbffr FPA of Central Ohio
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Client Advisory Team Lead in Columbus, OH vacancy
- Reports to: Chief Wealth Planning Officer Status: Full Time Date: July 2026 Role Summary The Team Leader/Client Advisor leads an Advisory Team and takes responsibility for all aspects of the client relationship while implementing The Joseph Group’s (TJG) full-service financial...SuggestedFull timeWork experience placementWork at office
$46.35k - $75.5k
Are you passionate about being part of a team at a Fortune 100 company with nearly $70... ...involves supporting the distribution of annuity advisory services in a dynamic and high-volume... ...in any form without a signed Nationwide Client Services Agreement on file and search...SuggestedFull timeTemporary workPart timeCasual workWork at officeRemote workFlexible hours- ...acquisition and building what’s next in the future of hiring. The Client Delivery Leader role is responsible for the execution of our... ...to drive client retention and success. This will include leading teams of recruiters, phone interviewers and administrative staff to...SuggestedFull timeWork at office
NXTThing RPO
Columbus, OHa month ago - ...ImagineX is a tech company that deploys AI-assisted teams to build and secure mission-critical enterprise solutions with our clients – spanning software, data, and AI. Structured... ...-year. Opportunity & Pipeline Management: Lead the entire opportunity lifecycle including...SuggestedPermanent employmentFull time
ImagineX Consulting
Columbus, OH26 days ago - DXC Technology Inc. in Columbus, OH seeks a Client Success Manager (CSM) to drive client satisfaction and account growth within Banking... ...engagements. You will liaise between the client and DXC delivery teams, ensuring services meet contractual commitments and client needs...Suggested
- Securitas Security Services USA, Inc. is seeking a supervisory Security Manager to oversee Officers at client sites. You will ensure post orders are followed, rounds completed, and reports filed while coordinating with clients and management to meet security standards....
- OnSite Partners in Chicago, IL seeks a Senior Client Success Manager to lead client relationship management and coordinate deliverables across the... ...and partner with Sales, Marketing, Product, and Delivery teams to support onboarding and successful implementation. #J-1...
- An accounting firm in Columbus is seeking an Assurance Senior to lead assurance engagements and supervise staff. The role involves... ...which also requires the ability to work additional hours and reliable transportation for client work. #J-18808-Ljbffr GBQ Holdings LLC
- ...our mission to improve the lives of our clients, our communities, and our planet. If this... ...a Client Leader at DLR Group , you will lead client engagement from pursuit and marketing... ...collaborating with integrated design teams to create environments that elevate the student...Contract workWork at officeLocal areaVisa sponsorshipWork visa
- ...firms in the country. Peak has grown from one team member to over 60 team members in just 4... ...to provide a "White Glove Service" to our clients. Rocketship Mentality Excited to join a... ...Responsibilities Bring experience as a Client Experience Lead or similar role Ensure every client...Work at office
- JPMorgan Chase & Co. in Columbus, OH seeks a Client Onboarding Management associate to partner across teams implementing deliverables for institutional onboarding and fund/ETF vehicles on the US platform. You will coordinate with product, operations, legal, and external...
- ...CoverMyMeds segment, seeks an Implementation Analyst to lead onboarding and tactical setup for new clients. You’ll manage timelines, coordinate with... ...experiences. You will collaborate with business and technology teams, identify process improvements, and provide coaching...
- DLR Group in Columbus, Ohio is seeking a Client Leader to manage a major university client from pursuit to project completion. You will lead engagement, negotiations, and ensure quality across architecture, interiors, engineering, planning, and specialty services. The ideal...
- Banfield Pet Hospital in Columbus, OH is seeking a Client Service Coordinator to guide the flow of clients and pets, maximize the veterinary team's productivity, and ensure a welcoming, efficient experience. You will coordinate check-ins, communicate clearly with clients...
- ...transform technical information into compelling client-focused proposals and marketing materials.... ...with technical experts and the marketing team to craft qualifications packages and... ...HEAPY’s innovation and client value. You will lead coordination, write and edit content,...
- MPOWERHealth is seeking a Clinical Client Success Manager in Columbus, Ohio, to manage client accounts and ensure outstanding service delivery... ...skills, a focus on client engagement, and the ability to lead onboarding processes. The ideal candidate has a Bachelor’s Degree...
- JPMorgan Chase & Co. in Westerville, OH seeks a Client Experience Specialist to join our Private Client team. You will partner with bankers to deliver a high-touch client experience, assist with loan needs, and identify opportunities to deepen client relationships. The...
$167.3k - $278.8k
...McKesson as an Enterprise Infrastructure Client Partner . This highly visible individual contributor... ...enterprise infrastructure and platform teams. In this role, you will ensure that... ...will also serve as the primary relationship lead for the business, establishing consistent...- Peak Retirement Planning, Inc. is looking for a Client Experience Lead in Columbus, Ohio. The ideal candidate will join a fast-growing firm renowned... ...managing client interactions, leading the Client Experience team, and planning client events, ensuring each experience is...
- Citrin Cooperman in Ohio seeks an Audit & Attest Manager to lead engagement teams, conduct audits, and mentor staff at our Westerville office.... ...reviews, and documentation, ensuring high-quality work and client satisfaction. The role requires CPA or 150 credit hours, a minimum...Work at officeFlexible hours
- Louis Vuitton in Columbus is seeking a Team Manager to lead and mentor a team, build client relationships, and drive sales while delivering the highest level of client experience. You will coach staff, develop tailored training plans, and execute action plans to boost...
- A global professional services provider is seeking qualified individuals for an Advisory position focusing on Accounting, Audit, and Tax. The role involves understanding clients' business needs, assessing internal controls, and preparing financial statements. Ideal candidates...Worldwide
- ...OEM to drive catering revenue and coordinate high-profile events. You will manage client acquisition, event planning, and post-event follow-up, collaborating with banquet and culinary teams to deliver exceptional guest experiences. The role emphasizes strong relationship...
- ...and web, aiming for one-call resolution. You will work with field teams to resolve product, order, and service inquiries while... ...maintaining accurate records in Salesforce. The role emphasizes proactive client engagement, order management, and ensuring timely delivery while...
- Sage Sustainable Electronics seeks a Client Support Specialist to assist day-to-day logistics for enterprise accounts. You will handle... ...chats, calls, and provide administrative support to the logistics team, ensuring data accuracy and timely resolution of issues....Work at office
- Client Accounting Services Supervisor Who: An experienced accounting professional... ..., manage month-end close, review team work, provide advisory services, and support financial reporting... ...activities. ● Mentor CAS team members and lead training initiatives. ● Meet monthly...Full timeWork at officeImmediate start
NorthPoint Search Group Inc
Columbus, OH2 days ago - Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses. You...
- BLUESTONE COMMUNICATIONS seeks a Project Manager in Columbus, OH to lead project direction, completion, and financial outcomes with... ...deliverables meet time and cost constraints. The role emphasizes client communications, on-site project execution, and coordination with...
- The Joseph Group is seeking a Team Leader/Client Advisor to guide an advisory team and manage client relationships within TJG’s full-service financial planning model. You will lead regular team meetings, coaching, and development plans while driving new business through...
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry... ...member of the Business Development team, with a primary focus on client... ...of new business opportunities, leading and assisting in client management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisory Team Lead. Be the first to apply!
Related searches
- school leader Columbus, OH
- team lead data science Columbus, OH
- remote team lead Columbus, OH
- team leader production Columbus, OH
- group product manager Columbus, OH
- team leader Columbus, OH
- meat team leader Columbus, OH
- healthcare team leader Columbus, OH
- marketing team manager Columbus, OH
- disability team leader Columbus, OH