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A Sr Client Experience Manager contributes to AHF by training staff on how to engage clients to become ambassadors for the brand by ensuring they have favorable client experiences.
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A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. A Tax Senior Manager works closely with firm leadership and plays a key role in business development and team development.
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About the RoleTeads is looking for a highly motivated, driven, and tactical Senior Customer Experience Manager who will be tasked with both pre-sale strategy and post-sale activation. Responsibilities Providing RFP (Request for Proposals) strategy to execute and ensuring storytelling is consistent across all departments, including creation of client presentations, media plans, and forecasting.
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Senior Account Manager (FIFA World Cup) (Financial Services Client) Octagon is searching for a Senior Account Manager to join our team as a leader and playmaker at the intersection of sports/entertainment and experiential marketing.
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Tax Senior Manager | Private Client. The Tax Leader serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Job Title: Private Client Service - Senior Tax Manager. Requirements: Active CPA or EA, and must be a Tax Manager with strong High-Net-Worth Exp. and minimum 10+ years of Public Accounting Exp. with a CPA or Wealth Management firm.
$215,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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The Senior Client Success Manager will serve as our product expert, directly shaping customers' experiences within our platform. The Customer Success Manager will be the primary point of contact for our customers and users and will work closely with our Product Development and Engineering teams to ensure the product roadmap aligns with client needs.
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Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Train and mentor Client Success Managers. Manage regular check-in calls to drive adoption, solve tactical issues, and identify product development/up-sell opportunities; Grow revenue through client conversions.
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Senior Client Services Account Manager, Family OfficeArmanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
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The Private Client Tax Leader participates in client development, and team management, and conducts research to be current as a subject matter expert. Developing, building, and managing client relationships as part of the proposal process.
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For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; works with Producer to negotiate premium and commission rates on behalf of clients for best alternatives.
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We are seeking an experienced Senior Manager of Business Development & Client Care Management with a strong, established relationship with Veterans Service Officers (VSOs) or a deep understanding of the VSO community.
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Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts.
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client job Title: senior client manager in Culver City, CA
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