NewTax Manager ( Hybrid ) JobotTax Manager ( Hybrid )Ann Arbor, MI$110,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are working with a well-established and growing CPA firm in Michigan that provides comprehensive accounting, tax, and advisory services to closely held businesses and high-net-worth individuals.
Account Manager JobotAccount ManagerPontiac, MI$55,000–$75,000 / yearOur client is a fast-growing operator in the commercial door, dock, and access-control space, with an established base of facility owners and operators — grocery, warehouse, distribution, retail, and property management — who rely on them for ongoing service and repair. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Tax Experienced Manager, Transfer Pricing bdo consultingTax Experienced Manager, Transfer PricingDetroit, MI$94,500–$189,000 / yearIn this role, the Tax Experienced Manager, Transfer Pricing will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. The Tax Experienced Manager, Transfer Pricing is responsible for advising clients of the transfer pricing implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with transfer pricing regulations.
Senior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupDetroit, MI$99,750–$262,500 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. In addition, the BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
Project Administrator ShaininProject AdministratorNorthville, MI$44,000–$54,000 / yearFull timeThis role works closely with project managers, finance team, sales operations, and consultants to help ensure projects, billing activities, reporting, and operational processes run smoothly. The Project Administrator (internal title of "Client Operations Assistant (Americas)") supports project administration and client operations activities across North, Central and South America.
Partnership Manager, Tax bdo consultingPartnership Manager, TaxDetroit, MI$110,000–$150,000 / yearPerforms tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Senior Manager, State and Local Tax - Credits & Incentives bdo consultingTax Senior Manager, State and Local Tax - Credits & IncentivesDetroit, MI$99,750–$262,500 / yearThe Tax Senior Manager, SALT - Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Senior Manager, SALT - Credits & Incentives will be charged with marketing, networking, and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy.
Tax Manager, Credits & Incentives bdo consultingTax Manager, Credits & IncentivesDetroit, MI$79,800–$168,000 / yearA STS Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In addition, the STS SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.
NewReBath - Project Coordinator Bathworks IncReBath - Project CoordinatorTroy, MIFull timeWe are looking for a leader who can drive accountability, resolve issues efficiently, communicate directly with customers, and keep projects moving without becoming the default dumping ground for unresolved departmental problems. We are seeking a strong, customer-focused Construction Project Coordinator to lead cross-functional coordination between Sales, Contract Processing, Job Scoping, and Production .
Tax Manager CFSTax ManagerDetroit, MI$120,000–$150,000 / yearThis is more than a traditional tax role—you'll serve as a trusted advisor to executive leadership, helping shape key business decisions while identifying opportunities to reduce risk, improve processes, and optimize the company's tax position. If you're a collaborative CPA who enjoys solving complex challenges, building relationships, and making a meaningful impact across an organization, we'd love to speak with you.
NewConstruction Project Manager Davron LLCConstruction Project ManagerSouthfield, MIThis Construction Project Manager role gives you the chance to own on-site execution on complex mixed-use and multifamily conversions with long-running, meaningful projects and real autonomy from day one. Step into a high-impact construction opportunity in Southfield, MI with a team focused on transforming major commercial spaces into vibrant residential communities.
NewAssistant Manager FOH Kitchen - Plum Market Plum MarketAssistant Manager FOH Kitchen - Plum MarketBloomfield Township, MI$18–$20 / hourThe Prepared Foods Assistant Team Leader – Front of House (FOH) supports the daily operations of the Prepared Foods Department, ensuring all food stations—such as the pizza counter, carving station, showcase, food bars, and grab-and-go—are fresh, full, and clean. This role leads by example in delivering exceptional Customer Service, managing FOH team performance, and partnering with Back of House (BOH) leadership to create a cohesive, high-performing environment.
NewHospice RN Case Manager - Detroit Optimal CareHospice RN Case Manager - DetroitDetroit, MI$77,000–$88,000 / yearAs a Hospice RN Case Manager, you'll provide skilled nursing care and compassionate support to patients and families during life's final chapter, helping ensure comfort, dignity, and quality of life. Top Work Places for 12 consecutive years, Great Places to Work certified for 6 consecutive years, and we believe that exceptional care starts with exceptional people.
NewConstruction Estimator (Multifamily, Mixed-Use, Office Projects) JobotConstruction Estimator (Multifamily, Mixed-Use, Office Projects)Farmington Hills, MI$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With over 25 years of experience in the industry, they have established themselves as a trusted partner for clients seeking high-quality, cost-effective construction solutions.
Project Manager (Luxury Residential) Gables Search GroupProject Manager (Luxury Residential)Birmingham, MIThe right candidate is organized, proactive, detail-oriented, and comfortable operating in an owner-facing role across multiple custom residential projects in the Birmingham, Bloomfield, and broader Metro Detroit market. This person will be responsible for driving schedules, budgets, communication, subcontractor coordination, and on-site execution while maintaining the level of quality and client service expected on luxury custom homes.
NewConstruction Project Engineer/Field Engineer (Industrial) JobotConstruction Project Engineer/Field Engineer (Industrial)Livonia, MI$65,000–$105,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewConstruction Superintendent JobotConstruction SuperintendentDetroit, MI$90,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a well-established Michigan-based general contractor with decades of experience delivering complex projects across multiple sectors, including industrial, multi-unit residential, healthcare, office, retail, and restaurant construction.
Project Director Mission Critical Barton MalowProject Director Mission CriticalSouthfield, MIWork Acquisition and Client Management: Working in the direction of the Head of Mission Critical, utilizing industry contacts and relationships to generate appropriate projects leads and follow through to acquisition as required. The Mission Critical Project Director is responsible for specific functions particularly in the areas of staffing, safety, commissioning, quality, business development, SOP compliance and resolution of operational challenges/issues that arise.
Sr. HR Manager Dana IncSr. HR ManagerNovi, MIThe position plays a key role in organizational design, succession planning, leadership development, employee engagement, workforce planning, and change management, ensuring alignment between people strategies and business priorities. The Senior Human Resources Manager serves as a strategic business partner to Corporate IT, Purchasing, and HR leadership teams, driving talent strategies that enable business objectives and organizational performance.
NewSr. Manager, Supplier Quality Assurance Woodbridge Foam CorpSr. Manager, Supplier Quality AssuranceTroy, MIPartner with Engineering and Procurement teams to review design manufacturability of components and materials being quoted for new programs or engineering changes and align supplier capability based on suppliers technical feedback. The role partners closely with Procurement, Engineering, Operations, Materials/Logistics, and Program Management to drive APQP discipline, resolve supplier issues, and build a high‑performing, proactive supplier ecosystem.
NewSupply Chain Program Manager III Blue OriginSupply Chain Program Manager IIISouthgate, Washington$104,027–$145,637.10 / yearand/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.
Global Product Manager - CV/APC Axalta Coating SystemsGlobal Product Manager - CV/APCDetroit, MichiganAxalta operates its business in two segments: Performance Coatings and Mobility Coatings, which serve four end markets, including Refinish, Industrial, Light Vehicle and Commercial Vehicle, across North America, EMEA, Latin America and Asia-Pacific. The Global Product Manager (GPM) for Commercial Vehicle & Automotive Plastic Coatings (CV/APC) is responsible for leading the platform roadmap, resin system strategy, and lifecycle performance across all relevant coating technologies and layers.
Export Control Manager Garrett Motion IncExport Control ManagerPlymouth, MIThe successful candidate will collaborate closely with internal departments (legal, tax, sales, procurement, engineering, etc) customs brokers, trade compliance service provider and legal advisors, as well as with U.S. Customs and other relevant government agencies. The role involves establishing trade compliance strategies, risk management, conducting internal audits, managing restricted party screening, and maintaining up-to-date knowledge of regulatory changes affecting U.S. trade activities.
Strategic Services Manager Trimble IncStrategic Services ManagerMIRemote$99,600–$137,000 / yearWhat Makes This Role Great: In this high-impact role, you will serve as the trusted advisor for key strategic accounts, steering critical recovery efforts and directly shaping client retention strategies while leveraging cutting-edge transportation management solutions. You'll work on projects that truly matter: Our purpose-driven culture means you'll be helping to build and deliver solutions that make work faster, safer, and more sustainable for millions of people worldwide.
Global Product Manager - CV/APC AxaltaGlobal Product Manager - CV/APCTroy, MichiganAxalta operates its business in two segments: Performance Coatings and Mobility Coatings, which serve four end markets, including Refinish, Industrial, Light Vehicle and Commercial Vehicle, across North America, EMEA, Latin America and Asia-Pacific. The Global Product Manager (GPM) for Commercial Vehicle & Automotive Plastic Coatings (CV/APC) is responsible for leading the platform roadmap, resin system strategy, and lifecycle performance across all relevant coating technologies and layers.
Technical Sales Manager MultimaticTechnical Sales ManagerNovi, MIThe Technical Sales Manager plays a vital role in delivering high-quality products and world-class customer service to Multimatic clients, while also contributing strategic insight and maintaining a strong awareness of trends and competitive dynamics within the automotive industry. This role demands strong technical expertise and cross-functional collaboration with external customers and multiple manufacturing groups to ensure seamless project execution and alignment across teams.
Property Manager, View on Canton Sterling GroupProperty Manager, View on CantonCanton, MichiganOversee and verify that all team members complete morning merchandising each day within the first hour to ensure the community is clean, organized, and ready for business operations. Ensure high occupancy levels by implementing effective marketing strategies, managing tenant renewals, and maintaining a waitlist when appropriate.
Co Manager Wendy'sCo ManagerShelby, MichiganIn addition, the Co-Manager assists the unit manager in operating and maintaining the store to maximize profitability and customer satisfaction. 1.Monitors product quality during shift by talking with customers during walk-throughs and when working off-line.
NewTraining Delivery Program Manager Oracle CorpTraining Delivery Program ManagerSaline, MI$74,100–$148,300 / yearStakeholder Management and Continuous Improvement: Partner with site stakeholders to understand local training needs, gather feedback from new hires and managers, and collaborate with the broader team to improve training content and delivery. Reporting and Progress Tracking: Track training progress, identify learners who need additional support, partner with managers and trainers to address gaps, and provide program reporting to the CORE Data Center Learning & Development organization.
Principal Delivery Manager - Low Voltage Oracle CorpPrincipal Delivery Manager - Low VoltageSaline, MI$126,200–$264,100 / yearThe Principal Delivery Manager does not directly manage personnel but exercises significant influence across M4 Directors, M3 Senior Managers, Infrastructure Delivery Managers, Construction Delivery Managers, ICT Engineering teams, Network Deployment teams, Commissioning teams, Supply Chain organizations, and external vendors. The successful candidate will be responsible for developing scalable deployment strategies, managing critical dependencies, resolving program-level risks, and ensuring infrastructure delivery objectives are achieved across multiple large-scale data center programs, including campuses exceeding 300MW+ of deployed capacity.
BMC - Sr Project Manager (Thermal) Barton Malow Holdings LLCBMC - Sr Project Manager (Thermal)Southfield, MIProven ability to multi-task and handle competing priorities, balancing project delivery needs with the non-critical review of incomplete work assignments while maintaining excellent customer relationships. Additionally, the individual will manage risks, insurances, general work performance, and overall team progress against the project plan through consistent communication and collaboration with both the owner and project team members.
Regional Operations Manager Adler Pelzer GroupRegional Operations ManagerTroy, MIThe ideal candidate will have current or prior experience as a Plant Manager in a manufacturing environment, preferably within the automotive industry, and will bring a strong combination of hands-on plant leadership, multi-site operational discipline, financial acumen, people leadership, and continuous improvement expertise. The Regional Operations Manager- North America is responsible for leading, supporting, and improving operational performance across all North American manufacturing locations, including plants in the United States and Mexico.
Reconstruction Operations Manager Paul DavisReconstruction Operations ManagerBrownstown, MI$70,000–$85,000 / yearSuccessful Reconstruction Operations Managers create highly satisfied customers, develop exceptional employees, maintain profitable projects, improve operational systems, strengthen the Paul Davis brand, and consistently deliver quality work on time and on budget. This leader owns project execution, customer experience, estimating oversight, scheduling, budgeting, quality control, team development, subcontractor network relationships, and operational excellence while continuously improving the department.
Commodity Manager Masco Corp.Commodity ManagerNovi, MIPartnering closely with Engineering, Manufacturing, Supply Chain, Product Management, Finance, and Sales, the Commodity Manager drives total cost productivity, mitigates supply risk, improves quality and service performance, and supports new product launches. Lead supplier negotiations for pricing, terms, and requested changes; deliver measurable cost savings, working-capital improvements, and profitability results aligned to Total Cost Productivity (TCP) savings targets, achieving targeted annualized % reduction.
Supply Chain & Logistics (Industrials) - Management Consulting Senior Manager Accenture PlcSupply Chain & Logistics (Industrials) - Management Consulting Senior ManagerDetroit, MIManagement Consulting Senior Managers will be part of the Industry Consulting practice in the Industrial sector and will possess one or multiple of the following areas of expertise -- Aftermarket, Supply Chain/Manufacturing Operations, Freight and Logistics, Automotive, Data/AI -- to play a pivotal role in addressing industry requirements. We bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale.
Automation Sales Manager Formic Technologies, Inc.Automation Sales ManagerMIRemote$110,000–$160,000 / yearThat's why we offer a comprehensive benefits and perks package for full-time, U.S.-based team members, including: Equity in Formic: Participate in our stock option program and share in the success of a fast-growing start-up backed by leading global investors. The team partners closely with Engineering, Solutions, and Customer teams to educate manufacturers, develop territory strategies, and build pipeline through disciplined outreach and consultative selling.
Accenture Edge - Oracle Financial Manager Accenture PlcAccenture Edge - Oracle Financial ManagerDetroit, MIYou thrive on helping mid-market clients modernize their core finance operations - Oracle Fusion Cloud Enterprise Resource Planning (ERP) Finance applications - and you know how to bridge business process best practice with Oracle Cloud configuration. Design and configure finance solutions aligned to client business processes, including chart of accounts design, subledger accounting, payment processing, receivables management, asset lifecycle, and collections strategy.
Workday Solution Architect Manager Accenture PlcWorkday Solution Architect ManagerDetroit, MIRemoteIndividuals in this role will collaborate with other Sales and Solutioning professionals, Subject Matter Experts, Industry Client Account Leads and Account Executives to identify, pursue and close new business opportunities in existing and new accounts, and develop solution and staffing plans accordingly. Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale.
Health - Network Performance / Utilization Manager Accenture PlcHealth - Network Performance / Utilization ManagerDetroit, MIStrategy & Consulting: We work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale.
NewEngineering Program Manager Ford Motor CoEngineering Program ManagerDearborn, MI$7–$8 / hourThey are responsible for strategically aligning senior leadership, driving continuous operational model improvements, translating product strategy into detailed technical requirements, and mitigating complex technical and platform-level risks. The Engineering Program Manager (EPM) is an expert technical leader responsible for the successful execution of complex, high-impact technical programs and cross-functional, dependent products.
Strategic Account Manager - Data Centers, Commercial Roofing Amrize LtdStrategic Account Manager - Data Centers, Commercial RoofingMIRemoteWe're seeking a Strategic Account Manager - Data Centers, Commercial Roofing who's ready to be part of a people-first company offering best-in-class products, exceptional training, and deep industry pride-all built to help our partners and team succeed. This role focuses on building deep relationships with major data center owners, developers, general contractors, architects, consultants, and engineering firms to position the company as the preferred roofing partner for high-performance, high-reliability environments.
Policy Services Manager (Commercial P&C) Amerisure Mutual Insurance CompanyPolicy Services Manager (Commercial P&C)Farmington Hills, MIPartner with offshore leadership to build and sustain a skilled workforce, defining training, certification, and knowledge‑transfer models that strengthen capability and reduce reliance on onshore resources, and also ensure that all FMUSS committed to service levels are met using both FTE "on-shore" resources and all available resources with our overseas vendor partner. Facilitate training and development opportunities for team members through coaching and mentoring, focusing on skill enhancement and career growth to prepare them for future opportunities within the organization.
OEM Key Account Manager Fuchs SEOEM Key Account ManagerDetroit, MICoordinates the business of key accounts globally as interface between the key account and the FUCHS stakeholders, such as Product Management, Research & Development, Administration, Purchasing, Production, Customer Service, Logistics and Marketing. We provide high quality lubricants and services to a wide range of industries such as automotive, appliance, aerospace manufacturers, pharmaceuticals, transportation, food and beverage, mining, and energy.
Client Manager - Account Executive - Employee Benefits Middle Market- Troy Kapnick Insurance GroupClient Manager - Account Executive - Employee Benefits Middle Market- TroyTroy, MIThe Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, and guidance. Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems.
Purchasing & Customer Service Manager PocketNurse Enterprises IncPurchasing & Customer Service ManagerFarmington Hills, MIThis role requires the individual to be able to understand, remember, apply and communicate complex information and problems, opposing points of view on complex issues and collaborate and explore alternative solutions; organize and prioritize thoughts, ideas, and own work schedule, and oversee work schedules of others; apply common sense, analyze and make decisions which have significant impact on the immediate work unit and monitor impact outside immediate work unit; express written and spoken word for internal and external communications and compose materials such as detailed reports, forms, letters, manuals, presentations, etc. and communicate information; compute, analyze, and interpret complex statistical data for reporting purposes; and use basic mathematical skills including ability to add, subtract, multiply, divide and to record, balance, and check results for accuracy. The Purchasing and Customer Service Manager is responsible for overseeing the Purchasing, Customer Service, and White Glove Delivery teams and driving continuous improvement efforts in service levels.
Account Manager Transfr VR IncAccount ManagerDetroit, MIRemote$80,000–$95,000 / yearThe Account Manager will lead Executive Partnership Reviews, build compelling ROI-driven business cases, manage complex negotiations, and develop customized renewal and expansion strategies aligned to each customer's evolving goals. You will partner closely with Sales, Customer Success, Professional Learning, and cross-functional teams to ensure customers achieve meaningful outcomes while positioning Transfr as an indispensable workforce and education partner.
NewProject Manager (Multifamily Projects) JobotProject Manager (Multifamily Projects)Beverly Hills, MI$100,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will have a bachelor's degree in construction management, engineering, or a related field, along with a minimum of 5 years of experience in multifamily construction project management.
NewConstruction Project Manager (Self-Perform Concrete) JobotConstruction Project Manager (Self-Perform Concrete)Detroit, MI$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This Macomb-based GC and self-perform powerhouse delivers some of the region’s most complex structural concrete and commercial building projects.
NewConcrete Project Manager - Construction JobotConcrete Project Manager - ConstructionDetroit, MI$100,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You’ll gain exposure to complex commercial projects, work closely with experienced leadership, and build a long‑term career with a contractor that values execution, accountability, and internal growth.
Senior Manager, Tax JobotSenior Manager, TaxNovi, MI$120,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values.