Strategic Client Experience Director
6 days ago
Moneta, a national Registered Investment Advisory Firm, is seeking a skilled Finance professional to fill the role of Senior Client Service Manager.
The ideal candidate will work directly with our Partner teams, assisting Advisors and Partners in daily operations, and have a comprehensive understanding of team processes and procedures.
In this position, you will act as a mentor, providing guidance and training to new and additional client service manager team members, and serve as a liaison between the team Advisors and Partners and other client service managers.
You will be responsible for understanding complex estate, tax planning, insurance needs, and investment-planning knowledge, establishing rapport with assigned clients as a trusted liaison between the client and their Advisor and/or Partner, and implementing Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems.
A Bachelor's Degree in Accounting or Finance is preferred, and three or more years of relevant experience are required. Proficiency in Microsoft Office Applications is also necessary.
We offer a competitive salary of $80,000 - $110,000 per year, depending on location and experience.
In addition to a comprehensive salary, Moneta provides a range of benefits, including paid holidays, paid time off (PTO), employer cost-shared medical and dental insurance, and 401k matching.
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Strategic Benefits Director
7 days ago
Saint Petersburg, United States Bankers Financial Corp Full timeAbout Us">At DecisionHR, we empower our clients with industry-leading human resource solutions to drive their business forward. As a Professional Employer Organization (PEO) based in St Petersburg, FL, we provide payroll, worker's compensation, human resources, and benefits services that cater to small to mid-size employers.The RoleWe are seeking an...
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Strategic Financial Planning Director
6 days ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Strategic Financial Planning DirectorWe are seeking an experienced and skilled Strategic Financial Planning Director to join our team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and wealth management to drive business growth and deliver exceptional client experiences.About UsEdward...
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Strategic Fundraising Director
7 days ago
Saint Louis, United States CHADS COALITION FOR MENTAL HEALTH Full timeCHADS Coalition for Mental HealthA leading non-profit organization dedicated to saving young lives by advancing the awareness and prevention of depression and suicide.This role offers a rare opportunity to join a highly respected organization with a proven track record in mental health advocacy. As Chief Development Officer, you will be responsible for...
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Customer Experience Director
1 week ago
Saint Peters, Missouri, United States CAE Inc. Full timeAbout This RoleCAE Inc. is seeking an experienced professional to fill the role of Customer Experience Director.This position is responsible for managing client relationships and ensuring customer satisfaction. The ideal candidate will have a strong ability to cultivate and maintain long-term relationships with key clients, as well as serve as the primary...
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Strategic Process Director
5 hours ago
St. Louis, United States Blue Signal Full timeWe are seeking a Strategic Process Director to spearhead process redesign, technology implementation, and organizational change initiatives, driving business growth through new client relationships and expanding the sales pipeline.About Blue SignalBlue Signal is an award-winning executive search firm specializing in finance & accounting recruiting. We have a...
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st. louis, United States Forsyth Advisors - strategic sourcing & procurement Full timeAbout the RoleWe are seeking a highly skilled Strategic Sourcing and Procurement Specialist to join our team at Forsyth Advisors. As a key member of our consulting team, you will work closely with project teams to develop and execute strategic sourcing initiatives that drive cost improvements across direct material and strategic indirect categories.As a...
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Strategic Operations Director
6 days ago
Saint-Chaptes, Occitanie, United States Community Bank & Trust - W. GA Full timeJob SummaryWe are seeking a highly skilled Strategic Operations Director to join our team at Community Bank & Trust - W. GA.
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Luxury Retail Experience Director
7 days ago
Saint Petersburg, United States Gibson's on Central Full timeWe are seeking a highly skilled and experienced Luxury Retail Experience Director to lead our team at Gibson's on Central, an upscale furniture boutique in St. Petersburg, FL.About the RoleThis is a full-time position with a salary range of $45-55k per year, plus bonus opportunities based on performance. The ideal candidate will have 3-5 years of experience...
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Saint Louis, United States Accounting Career Consultants Full timeJob TitleVP/Director of Finance and AccountingAbout the OpportunityWe are seeking an experienced Strategic Financial Leader to drive financial health and compliance across our portfolio companies.Key ResponsibilitiesLead financial operations for parent company and its portfolio companiesApply strategic foresight and operational expertise to drive financial...
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Financial Services Director
2 days ago
Saint Louis, United States Accounting Career Consultants Full timeJob OverviewWe are seeking a highly skilled Financial Services Director to join our team at Accounting Career Consultants, a leading recruitment expert in the accounting industry.Salary: $60,000 - $80,000 per year, depending on experience.Key ResponsibilitiesThe Financial Services Director will be responsible for overseeing the financial stability and growth...
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Strategic Operations Director
2 days ago
st. louis, United States Anonymous Full timeDirector of Strategic OperationsWe are seeking a highly experienced and results-driven General Manager to lead our team in St. Louis.The ideal candidate will have a proven track record of driving company-wide initiatives, fostering sales growth, and boosting operational efficiency.This is an exceptional opportunity for a motivated and strategic leader who...
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Strategic Technology Tax Director
5 days ago
Saint Paul, Minnesota, United States Redpath & Company Full timeAbout this Role:Company OverviewRedpath & Company is a leading CPA and advisory firm that helps clients make informed decisions to improve their financial well-being. With over 50 years of experience, the firm has established itself as a trusted partner for closely-held businesses, private equity, government entities, and non-profit organizations.We are...
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Strategic Sales Director
3 weeks ago
St Louis, Missouri, United States Stryker Full timeAbout the Role:We are seeking a highly skilled Strategic Sales Director to lead our Orthopaedics Instruments sales team. The ideal candidate will have a proven track record of success in sales leadership and a deep understanding of the orthopaedics market.Key Responsibilities:Develop and execute sales strategies to drive business growth and improve market...
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Enterprise Risk Director
4 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Client Experience Manager
2 days ago
Saint Louis, United States Accounting Career Consultants Full timeJob Title: Senior Client Experience ManagerWe are seeking a highly organized and detail-oriented professional to excel in client relationships and operational success at Accounting Career Consultants. This dynamic role provides a unique opportunity to build professional relationships, deliver exceptional service, and hone skills in client communication,...
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Director of Talent Acquisition
1 month ago
Saint Louis, United States Accounting Career Consultants Full timeJob DescriptionJob DescriptionWhy is This a Great Opportunity?The Director of Talent Acquisition role provides a unique opportunity to lead and shape the talent acquisition strategy within an organization that values innovation, growth, and people-centered leadership. In this high-impact position, you will spearhead recruiting initiatives, drive process...
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Strategic Planning Director
3 weeks ago
St Louis, Missouri, United States The Cigna Group Full timeKey ResponsibilitiesWe are seeking a Strategic Planning Director to lead our marketing transformation efforts. The ideal candidate will have a strong background in marketing strategy and operations, with experience in developing and executing enterprise-wide marketing plans.Key Responsibilities Include:Develop and Execute Enterprise-Wide Marketing Plans:...
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Strategic Marketing Director
7 days ago
Saint Cloud, Minnesota, United States Pleasureland Inc Full timeJob OverviewPleasureLand RV Center, a family-owned and operated business since 1971, is seeking a highly motivated Strategic Marketing Director to lead the development of our overall marketing initiatives.Key Responsibilities:Develop and execute a strong brand strategy to enhance our company image and customer relationships.Manage the marketing budget and...
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Strategic Provider Account Director
2 weeks ago
St Louis, United States Elevance Health Full timeStrategic Provider Account Director Location: This position will work a hybrid model (remote and office). Ideal candidates must live within 50 miles of a PulsePoint location. The Strategic Provider Account Director is responsible for being a primary point of contact /central interface between strategic healthcare delivery systems, provider groups, and...
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Director- Enterprise Optimization
4 days ago
Saint Louis, United States Edward Jones Full timeYou could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...