Financial Services Advisory Leader

Job OverviewWe are seeking a seasoned leader to oversee our Investment Advisory Services (IAS) Practice. The ideal candidate will have extensive experience in operations and leadership positions, with a proven track record of driving growth and delivering results.

Job Title: Senior Accounting Services LeaderCrossCountry Consulting is a leading provider of advisory solutions, and we are seeking an experienced Practice Leader to lead our Accounting Advisory business division. As a key member of our team, you will be responsible for overseeing client engagements, developing strong client relationships, and ensuring...

Company OverviewKroll is a global leader in risk and financial advisory solutions, blending trusted expertise with cutting-edge technology to navigate industry complexities.We foster a collaborative environment that empowers our employees to propel their careers.

OverviewCrossCountry Consulting is an advisory firm dedicated to creating a positive experience for our clients and people. Our core values drive our success, and we believe in the strength of collaboration, enthusiasm, generosity, and perseverance.Job DescriptionWe are seeking a Practice leader for our Accounting Advisory business division to establish our...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of...

About the Role">We are seeking a skilled Customer Service Representative - Financial Operations to join our team. In this role, you will be responsible for delivering exceptional customer service and support to our clients. ">Your Key Responsibilities">">Addressing queries regarding brokerage operations, advisory accounts, and direct business.">Assisting...

The Weaver ExperienceWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

The Weaver ExperienceWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

Andersen is a leading provider of audit, tax, and consulting services. As a Manager, Transaction Advisory / Financial Due Diligence, you will be part of a team that advises clients on financial and operational aspects of targets being acquired or sold.Your responsibilities will include preparing due diligence reports, supervising and training team members,...

Job DescriptionThe Wealth Management Product Solutions Partner will be responsible for helping advisors increase utilization of wealth management product solutions and service within advisors new and existing business.Responsibilities include:Proactively working with financial advisors across all channels to support their efforts incorporating the use of...

General Description: Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice. Implement strategic sales plan and operating model for the entire Practice. Work with other Practices and USI Retail regions as appropriate. Responsibilities: • Leadership: Responsible for full-cycle management and...

We're seeking a highly experienced and skilled wealth management advisor to join our elite advisory team at Lemnis Capital. As an advisory leader, you will be responsible for developing and implementing strategies to drive growth and profitability in our wealth management business.About the RoleA strong track record of success in wealth management is...

Company OverviewBOK Financial Corporation is a leading financial services company that has been fueling the success of clients and communities for over a century. Our eight-state footprint allows us to serve consumers, small businesses, and international corporations alike.We are committed to providing industry-leading benefits and addressing our team...

About the Job:We are seeking an experienced Investment Banking Specialist to join our team at Selby Jennings. As a key member of our Financial Advisory group, you will be responsible for leading transaction teams, managing client relationships, and driving growth within the specialty insurance distribution market.Key Responsibilities:Lead and manage...

Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice. Implement strategic sales plan and operating model for the entire Practice. Work with other Practices and USI Retail regions as appropriate.Responsibilities:Leadership: Responsible for full-cycle management and development of respective teams. Align...

PEPI - CFO Services - Senior Director (Financial Reporting Advisory) A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide range of...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of...

Job DescriptionOur Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.Day-to-day responsibilities:Managing buy-side and sell-side financial due diligence engagements for private equity, lender, and corporate clients Examining historical trends and discussing...