p/>Client Success Manager Responsibilities: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
Client Success Manager Responsibilities: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
li>Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients'' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.
White Plains, New York1 day ago
li>Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.
li>Minimum 7 years of experience in financial services, consulting, or compliance, with a substantial focus on AML, KYC, BSA, Financial Crime, and risk management-including direct exposure to digital assets, virtual assets, or crypto businesses. Candidates joining our firm should possess an entrepreneurial drive, intellectual curiosity, creativity, and critical thinking in addition to the qualifications below:
- Strong oral and written communication skills, including the ability to support or lead business proposal development and sales presentations.
White Plains, NY30+ days ago
p>The Account Manager is an outside, B2B account management and sales position that provides field support including – training, guidance with starting new clients, inspections of Contractor performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and contractors. Read more about City Wide at www.gocitywide.com.
li>Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 8+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
Strong working knowledge of a range of financial services and / or securities-related business models, products, and services particular to the applicable industry, including deep understanding of traded asset classes and products, and related data (Orders, executions, RFQs, Market Data, etc.). Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies.
The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
p>Candidates joining our firm should possess an entrepreneurial drive, intellectual curiosity, creativity, and critical thinking in addition to the qualifications below:
p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Rye Brook, New York3 days ago
As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Overview:
Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions?
New Haven, CT30+ days ago
p>'',''Yes, 10 % of the Time'',''Yes, 10 % of the Time'',''ManpowerGroup'',''ManpowerGroup'',''Sales/Retail/Business Development'',''Sales/Retail/Business Development'',''false'',''560776'',''560776'',''true'',''560776'',''false'',''Submission for the position: Business Development Manager - (Job Number: 0034149)'',''false'',''560776'',''false'',''false''. How You'll Make an Impact as a Manpower Business Development Manager:
The primary purpose of the Business Development Manager (BDM) is to spearhead the acquisition and management of high-value deals, oversee multi-location transactions, and expand the company''s footprint across larger territories.
p>Job Summary: The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues.
In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
p>Job Summary: The Assurance Senior Manager, Technology Risk Assurance is responsible for acting as an IT audit technical resource to clients, as well as internal stakeholders (Assurance teams), in the resolution of complex and high-level tasks associated with the audit process.
Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
- Plans and executes IT audits, including obtaining an understanding of the control environment, designs test plans, evaluates deficiencies, and assesses the overall financial reporting control environment.
Stamford, Connecticut30+ days ago
div>Daniela Mercado Allstate Agency is a top 5% Allstate agency nationwide for the past 2 years, and we are looking for a dedicated, proactive, and sales-driven Account Manager to join our growing team. While Service Representatives handle administrative servicing, documentation, policy changes, and day-to-day client support, the Account Manager focuses on retention, cross-selling, referrals, client reviews, and account growth.
p>Job Summary: The Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues.
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Daniela Mercado Allstate Agency is a top 5% Allstate agency nationwide for the past 2 years, and we are looking for a dedicated, proactive, and sales-driven Account Manager to join our growing team. While Service Representatives handle administrative servicing, documentation, policy changes, and day-to-day client support, the Account Manager focuses on retention, cross-selling, referrals, client reviews, and account growth.
New Haven, Connecticut30+ days ago
The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Click Hereto review our U.S. Eligibility Requirements.
p>Responsibilities include the following for delivering day-to-day operations for small to mid-sized projects: Project team leadership expectations:
Set direction: Support defining objectives, decision-making processes, schedules, budgets and success factors. In this critical role, you will be responsible for managing drinking water projects, providing solutions for complex issues, utility management, business development, capital planning, design and engineering, and construction phase efforts.
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
This role serves as a key coordination and support partner to Relationship Managers by assisting with client communications, presentation preparation, meeting coordination, onboarding activities, business development initiatives, and relationship management operations. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to):
Form and ramifications of various taxable asset and stock transactions.
li>Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.
The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Desired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
ul>Minimum of 2 years of mortgage origination experience or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships and/or self-source business, combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation and keeps clients informed throughout the mortgage loan process through outbound calls, email and online messaging.
Ridgefield, CT28 days ago
Access to experienced clinical leaders and mentors Assent-based, student-centered treatment philosophy Quarterly Clinical Grand Rounds featuring advanced, school-relevant clinical topics PFA/SBT and PRT training opportunities, supported by ongoing consultation Collaboration with multidisciplinary school teams and CAS clinicians Systems and tools that reduce administrative burden Shared clinical resource library with templates, tools, and evidence-based materials to support consistent, high-quality care Your Growth Path at CAS Your career here is designed to evolve. Salary range: $83,000-$103,000 annually (based on experience and market) Lower monthly billable expectations aligned to school-based service delivery Performance-based bonus and incentive opportunities Company recognition awards, including: Monetary awards Thoughtful gifts and swag Employer-paid professional courses and continuing education Continuing education support, including paid CEUs and professional development Student Loan Repayment Assistance to support long-term career sustainability Medical, dental, and vision insurance options Retirement plan and additional voluntary benefits No non-compete clauses - we believe in ethical, clinician-first employment Work-Life Balance You Can Count On This role is designed for sustainability within educational environments.