UNKNOWN

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But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. Five or more years of experience in post-acute healthcare reimbursement, including Medicare, Medicaid, and cost reporting within a public accounting, healthcare consulting, reimbursement consulting or post-acute setting.

YEAR

Plante & Moran

Healthcare Reimbursement Consulting Manager

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Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and other managed account structures. Work closely with internal teams, including IT, product management, and operations, to align implementation processes with business needs.

5 Star Recruitment

Product SME

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You'll leverage your accounting and financial expertise while working directly with healthcare and senior living leadership teams to solve complex business challenges, improve financial performance, and influence strategic decisions. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

Senior Accountant- Healthcare

The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. Position Summary: The Annuity Case Manager plays an essential role on the Annuity Team by providing exceptional service and support to financial advisors throughout the annuity application and processing lifecycle.

HOUR

Hub International

Annuity Case Manager

The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. This position works closely with sales teams, insurance carriers, internal departments, and other partners to ensure applications are processed accurately, efficiently, and within required deadlines.

Hub International Insurance

It's an opportunity to become a trusted advisor to privately held businesses, entrepreneurs, family-owned companies, high-net-worth individuals, trusts, and estates while helping lead engagements, mentor future leaders, and contribute to the continued growth of one of Northeast Ohio's most respected CPA firms. Professionals receive direct exposure to leadership, meaningful client relationships, structured mentorship, and opportunities to accelerate their careers while working in a culture that values collaboration, personal development, and long-term success.

Wertz & Associates

Tax Manager, CPA/EA

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte

Tax Delivery Manager, Japanese Services (Global Employer Tax)

Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Banker

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Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related.

First Financial Bank

Consumer Banker IV (Avon)

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Deloitte Touche Tohmatsu Ltd

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

Subject matter expert and architectural leader for the core pieces of the SAP IS-U landscape, specifically: oversees complex billing execution, invoicing processes, and print workbench configurations, manages the structuring of rates, billing schemas, and variant programs, FI-CA (Contract Accounts Receivable and Payable): directs the financial backbone of the IS-U solution, including dunning, payments, collections, and sub-ledger accounting, and oversees meter readings, installations, replacements, and integration with Advanced Metering Infrastructure (AMI). Atlanta, GA; Baltimore, MD; Boston, MA; Charlotte, NC; Chicago, IL; Cleveland, OH; Columbus, OH; Denver, CO; Detroit, MI; Ft Lauderdale, FL; Houston, TX; Indianapolis, IN; Kansas City, MO; Miami, FL; Minneapolis, MN; New York, NY; Oklahoma City, OK; Orlando, FL; Philadelphia, PA; Portland, OR; Raleigh, NC; San Francisco, CA; Seattle, WA; Short Hills, NJ; Tampa, FL.

KPMG International Cooperative

Director, SAP IS-U - Power & Utilities

Ability to multitask; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors work to ensure quality. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

MarshBerry

Executive Assistant

Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning). 10+ years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required).

KeyCorp

Sr Fiduciary Strategist

Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning). A minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required).

Key Private Bank Sr. Fiduciary Strategist

Provides a wide range of direct and indirect nursing services to adults/adolescents and children with mental illness, including conducting physical health assessments, mental status examinations, provides education about medication and medication side effects, purpose of medication as well as benefits of medication. The Crisis Recovery Center will transform crisis care by providing 24/7 walk-in behavioral health services meant to immediately identify, triage, address, stabilize and treat persons in mental health crisis and assist those who have substance abuse withdrawal needs.

The LCADA Way

LPN - Full Time Nights

Administer and support core tax software applications, including: ONESOURCE Tax Provision for SEC financial reporting, including software updates, testing, quarterly and annual rollovers, scenario planning, and Excel input templates. Learning & Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities).

Since 1843, we've set the standard for excellence in everything we do. No company on earth has a stronger or more compelling history of delivering the hardworking, innovative, powerful tools that help professionals around the world build, repair, and protect the world's most valuable things. We are the leader in tools and security. We are Stanley Tools. We are DeWalt. We are Mac Tools. We are Porter-Cable. And we are much more. We are the doors that protect you at airports. We are the lock and deadbolt on your front door. We are the hydraulic breakers that rescue trapped earthquake survivors. We are the people on the phone in an emergency. No matter where you live, what car you drive, what stores you shop at, or what building you work in, you can bet that we had a hand in making it work. And you can guarantee that we'll keep making it work.

Stanley Black & Decker Inc

Senior Analyst, Tax Technology & Automation

Brand Values: Our unconditional commitment to the quality of care and the way care is provided by our staff and experienced by our clients and the community is reflected in our brand pillars: COLLABORATION: We believe in the strength of partnership, where professionals from different disciplines work together to address the complex needs of our clients. Delivery of clinical services including individual counseling, group counseling, family counseling, intensive outpatient services, requesting urinalysis, non-medical community residential services, consultation, referral and information, intervention, hotline, training, outreach, crisis intervention, case management and adjunctive alcohol and drug services.

IOP Counselor

The Crisis Recovery Center will transform crisis care by providing 24/7 walk-in behavioral health services meant to immediately identify, triage, address, stabilize and treat persons in mental health crisis and assist those who have substance abuse withdrawal needs. Works closely with the physicians or nurse practitioner(s) regarding the care and treatment of clients receiving psychotropic medication (possibly assignation of specific nurses to work with certain physicians.

Registered Nurse (Rn) - Day Shift

Registered Nurse (Rn) - Night Shift

This includes being able to walk, climb stairs, navigate changing surface conditions including wet, slippery, and icy grounds, and function in the proximity of electrical appliances, open flames and in areas with poor air quality including potentially smoke-filled rooms. The primary responsibility of this position is to provide clinical and administrative supervision and leadership to the Crisis Services staff on assigned shift for all components of Crisis Services; mobile, hotline and crisis stabilization, with particular focus on hotline.

Wealth Management Advisor Jobs in Cleveland, OH

Healthcare Reimbursement Consulting Manager Plante & Moran

Product SME 5 Star Recruitment

Senior Accountant- Healthcare Plante & Moran

Annuity Case Manager Hub International

Annuity Case Manager Hub International Insurance

Tax Manager, CPA/EA Wertz & Associates

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte

Senior Banker The Charles Schwab Corp

Consumer Banker IV (Avon) First Financial Bank

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

Director, SAP IS-U - Power & Utilities KPMG International Cooperative

Executive Assistant MarshBerry

Sr Fiduciary Strategist KeyCorp

Key Private Bank Sr. Fiduciary Strategist KeyCorp

LPN - Full Time Nights The LCADA Way

Senior Analyst, Tax Technology & Automation Stanley Black & Decker Inc

IOP Counselor The LCADA Way

Registered Nurse (Rn) - Day Shift The LCADA Way

Registered Nurse (Rn) - Night Shift The LCADA Way

Crisis Services Manager/ Overnight The LCADA Way

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