Strategic Client Service Director for Financial Advisors
Kestra Holdings
Kestra Holdings in Tempe, AZ seeks a Client Service Director to deliver exceptional service to a defined group of financial advisors. This senior IC blends relationship management, operational expertise, and cross-functional coordination to own complex service matters from intake to resolution. You will advocate for advisors across internal teams, manage escalations, analyze feedback and metrics, and contribute to initiatives that improve advisor experience, efficiency, and retention. #J-18808-Ljbffr Kestra Holdings
- Kestra Financial seeks a Senior Client Service Director to deliver superior service to a defined group of financial advisors. You will own escalations, advocate for clients, and collaborate with internal teams to align on service strategies and growth goals. This role requires...Suggested
$96.88k - $127.15k
...we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the... ...Associate, Strategic Finance supports financial planning, analytics, and business insights... ....You will report into the Senior Director, Strategic Finance & Corporate Development...SuggestedFull timeWork at officeFlexible hours- Align Technology, Inc. is seeking a Sr. Financial Analyst to join their Global Corporate FP&A team in Tempe, Arizona. This role involves driving financial planning and strategic analysis for Worldwide Legal, Regulatory, and HR organizations, working closely with leadership...SuggestedWorldwide
- Oscar Health Insurance is seeking an Associate, Strategic Finance to join the FP&A team in Tempe. The role supports financial planning, analytics, and business insights... ...insights for leadership. Reporting to the Senior Director, Strategic Finance & Corporate Development,...SuggestedWork at office
$96.88k - $127.15k
Oscar is seeking an Associate, Strategic Finance to join our FP&A team in Tempe, AZ. This role supports financial planning and business insights, requiring collaboration with senior leaders and data-driven analysis. The candidate should possess a relevant bachelor's degree...Suggested- ADP is hiring a COS Sr. Director, Client Services for the National Accounts organization. You will lead several service teams, shape servicing strategy, and report to the Division Vice President, sitting on the SLT. Your success is measured by client experience, NPS, retention...Work at office
- ...Management Associate to support the US Private Bank Client Service organization. You will act as a trusted advisor, drive strategy and growth, and optimize... ...analytics. You will manage risks, ensure execution of strategic initiatives, and collaborate with Finance, Technology...
- LPL Financial LLC in Tempe, AZ seeks a Senior Marketing Consultant to be the marketing relationship... ...manager for multiple high-profile advisor brands. You will blend strategy with... ...the advisor marketing strategy. In this client-facing role, you will curate editorial calendars...
$196.73k - $258.21k
Hi, we're Oscar. We're hiring a Senior Director, Strategic Finance and Enterprise Planning to... ...to translate company priorities into financial plans, targets, and executive-ready materials... ...in strategy consulting, financial services, or insurance industries (ex: private...Full timeWork at officeFlexible hours- CLA (CliftonLarsonAllen) seeks a Chief Financial Officer for our CAAS team in an in-office... ...minimal travel. You will lead a portfolio of client engagements, drive capital planning,... ..., and financial policy, and deliver strategic insights to clients. Ideal candidates bring...Work at officeLocal area
- Oscar Health is seeking a Senior Director of Strategic Finance and Enterprise Planning to lead the annual operating plan cycle and drive investment... ..., and business leaders to translate priorities into financial plans, targets, and executive-ready materials. The position...Work at office
- Oscar Health in Tempe, AZ, is seeking a Senior Director of Strategic Finance & Enterprise Planning to lead the annual operating plan cycle and... ..., and business leaders to translate priorities into financial plans and executive-ready materials, guiding resource allocation...
- Job Description Summary The Freight Brokerage Strategic Account Manager will be responsible for operating and supporting a portfolio of... ...engage with cross functional teams as needed to build a network of service providers that allows them the ability to foster an effective...Full timeLocal area
- ...with Purpose. Partner with Impact. The Client Service Director is a senior individual contributor... ...experience to a defined group of financial advisors. This role blends relationship management... ...in a leadership or client-facing strategic role, with cross-functional...
- Bank of America is seeking a financial advisor to provide comprehensive guidance and customized wealth solutions. You will triage client leads, review financial goals, and build plans using brokerage products and banking services. Expect to obtain required licenses and...
- ...DescriptionADP is hiring a Principal Client Success Executive.Are you... ...!To learn more about Client Services at ADP, watch here: YOU'LL... ...Focus:The CSE is a trusted advisor who builds and strengthens client... ...critical business issues and strategic goals, in order to...Contract work
- ...Concepts is seeking an Operational / Project Financial Controller to oversee end‑to‑end financial control for a services‑based, project‑driven organization using CCM.... ...leadership position owns the financial integrity of client engagements and serves as the financial...
- ...volume of applicants. Join a financial services firm where your contributions are... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... ...not just a support role, it's a strategic partnership. TLS Financial Advisors...Temporary workWork at officeRemote workHome officeFlexible hours
- ...dedicated to empowering independent financial professionals—including... ...and deliver exceptional client service. We combine advanced business... ...efficiency, and support. Our advisor-focused culture is built on... ...across the team. Contribute to strategic initiatives and represent...
$182.4k - $273.7k
...dedicated to being the trusted supplier of high-tech materials, services and specialty chemicals for the electronics, automotive and... ...Role:The Global Executive Account Manager (GEAM) will lead the strategic management of one of our top tier customers in the semiconductor...Temporary workRemote work$147.42k - $180.18k
...better and smarter financial decisions and enabling... ...environment, clients expect to be serviced by professionals who... ...'s expectations and strategic goals. U.S. Bancorp... ...are viewed as trusted advisors and we work with our... ...attending Board of Directors' meetings (if necessary...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$90k - $120k
...Senior Financial Analyst Shape Business Strategy Through Financial Insight A growing... ...dynamic operation. We are looking for a strategic thinker who thrives on transforming data... ..., engineering, construction, industrial services, or other project-driven environments is...Temporary workLocal area$104.7k - $154k
...holding our stakeholders accountable to goals, and providing strategic insights on our business to understand past trends and identify... ...RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business...Hourly payWork at officeLocal areaRemote workFlexible hours$26.1 - $43.8 per hour
...Strategic Account Executive At DoorDash, our mission to empower local economies shapes how our team members move quickly and always learn and reiterate to support merchants, Dashers and the communities we serve. We are a technology and logistics company that started...Hourly payWork at officeLocal areaRemote workFlexible hours- ...headquartered in Tempe, AZ, is looking for a skilled and experienced Client Services Manager to join our Consulting team. iT1 has been ranked as... ...Discover client business objective and proactively recommend strategic solutions that align with their long-term goals...Local areaRemote workShift work
$130k - $150k
...Strategic Account Executive - Aerospace & Defense Flow Calibration CEESI CO - NUNN, CO... ...Time Description Applied Technical Services, LLC, is a leading provider of critical... ...compliance services. The company serves clients across a diverse set of large and stable...Permanent employmentFull timeFor contractorsRemote work- ...AZ seeks a senior finance partner to support Global Channel and ORV Product Line Sales. You will lead budgeting, forecasting, and financial analysis to optimize dealer programs, promotions, and profitability. You will collaborate with Sales, SIOP, and Channel leaders, build...
- Join our Client Service, Experience and Development Business Management team, where... ...evolve business capabilities and drive strategic growth. As a trusted advisor and strategic partner, you’ll... ...clear insights and recommendations on financial and operational trendsDeliver...
- Align Technology is seeking a Sr. Financial Analyst to join the Global Corporate FP&A team, driving financial planning and strategic analysis forWorldwide Legal, Regulatory, and HR. You will partner with senior leadership to improve visibility, influence decisions, and...
- Description Senior Financial Analyst - Global Corporate FP&A The role is... ...’s overall financial and strategic objectives. Responsibilities Support the Director, FP&A, Worldwide Revenue within... ...Delivery and Lactation Support Services Employee Assistance Program Hinge...Hourly payTemporary workInternshipLocal areaWorldwideFlexible hours
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