NewAssurance Director - Asset Management & Financial Services Bdo ConsultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
NewBusiness Development Director (Financial Services) Bdo ConsultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
NewClient Relationship Manager, Structured Investments - Issuer Coverage - Vice President iCapitalClient Relationship Manager, Structured Investments - Issuer Coverage - Vice PresidentGreenwich, CT$170,000–$200,000 / yearSupport the management of relationships with iCapitals issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.
NewManaging Director, Transaction Advisory Services (M&A Tax) Bdo ConsultingManaging Director, Transaction Advisory Services (M&A Tax)Melville, NY$300,000–$450,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies.
NewPortfolio Manager III Bank Of America Merrill LynchPortfolio Manager IIIMelville, NYKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewAssurance Senior Manager bdo consultingAssurance Senior ManagerStamford, CT$150,000–$205,000 / yearThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
NewAssurance Director Bdo ConsultingAssurance DirectorStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Senior Account Executive (Client Services) (Business Consulting Client) Mediabrands Worldwide IncSenior Account Executive (Client Services) (Business Consulting Client)Stamford, CTYou'll work alongside our client's sponsorship team and help support the management of two major partnerships, including tracking partnership assets and activation funds, developing activation plans & recaps, and supporting event strategy & programming. Assist in the development and execution of activation plans, annual playbooks, post-event recaps, and partnership deliverables, while developing and maintaining supporting documentation including status reports, timelines, asset trackers, budgets, meeting materials, and executive presentations.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Senior Account Executive (Client Services) (Business Consulting Client) OAG OctagonSenior Account Executive (Client Services) (Business Consulting Client)Stamford, ConnecticutYou’ll work alongside our client’s sponsorship team and help support the management of two major partnerships, including tracking partnership assets and activation funds, developing activation plans & recaps, and supporting event strategy & programming. Assist in the development and execution of activation plans, annual playbooks, post-event recaps, and partnership deliverables, while developing and maintaining supporting documentation including status reports, timelines, asset trackers, budgets, meeting materials, and executive presentations.
Senior Account Executive (Client Services) (Business Consulting Client) IPG MediaBrandsSenior Account Executive (Client Services) (Business Consulting Client)Stamford, CTYou'll work alongside our client's sponsorship team and help support the management of two major partnerships, including tracking partnership assets and activation funds, developing activation plans & recaps, and supporting event strategy & programming. Assist in the development and execution of activation plans, annual playbooks, post-event recaps, and partnership deliverables, while developing and maintaining supporting documentation including status reports, timelines, asset trackers, budgets, meeting materials, and executive presentations.
Sr Client Services Manager - National Accounts CNA Financial Corp.Sr Client Services Manager - National AccountsMelville, NY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsMelville, NY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionMelville, NY$54,000–$103,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - Transaction Cost Analysis (TCA) and Trade Surveillance business FlexTrade Systems IncClient Services Manager - Transaction Cost Analysis (TCA) and Trade Surveillance businessgreat neck, NYThis individual will work directly with buy-side and sell-side trading desks, compliance teams, sales, product, and development teams to onboard clients, deliver analytics, troubleshoot issues, and help clients maximize value from the FlexTrade analytics platform. Through deep client partnerships with some of the worlds largest, most complex, and demanding capital markets firms, we develop the flexible tools, technology, and innovation that deliver our clients a competitive edge.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: 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. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesMelville, NYRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Director, Client Services Amtrust Financial Services IncDirector, Client ServicesSouthington, CTThis position will report to the SVP, Client Services and partner with the AVP, Client Experience, Client Services Analytics Manager, AVP, Agency Services and VP Risk Control. The director will work in collaboration with the Client Services team to implement strategy, drive data integrity, optimize services and ensure operational process and policies are in place.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.