NewManager, Global Mobility Services - Expatriate Tax KPMGManager, Global Mobility Services - Expatriate TaxKansas City, MOLicensed CPA, JD/LLM, or Enrolled Agent, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewHospital Operations Manager GoodVetsHospital Operations ManagerPrairie Village, KS$58,000–$69,000 / yearOur Hospital Managers Bring: Operational Excellence: Ability to execute and enforce protocols, manage appointment flow, oversee inventory, and balance hands-on tasks with leadership responsibilities. From staffing and scheduling to inventory, compliance, and reporting, you’re the leader who makes the hospital run smoothly with a culture that attracts top talent and delivers exceptional veterinary care and patient experiences.
Project Manager – Commercial / Public Construction JobotProject Manager – Commercial / Public ConstructionKansas City, MO$105,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With deep expertise across sectors such as education, healthcare, corporate, and community-focused developments, this company builds long-term partnerships by understanding each client’s goals beyond just the physical structure.
Tax Manager JobotTax ManagerOverland, KS$140,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will own client engagements end-to-end, drive tax strategy, and play a key role in developing talent and scaling the tax function.
Construction Project Manager JobotConstruction Project ManagerLenexa, KS$75,000–$105,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Kansas City based provider of Construction Manager at Risk, Construction Manager Agency, Design Build and General Contracting services to the Kansas City market.
EPC Project Manager - Hybrid work schedule! JobotEPC Project Manager - Hybrid work schedule!Kansas City, MO$160,000–$200,000 / yearOur company, headquartered in Cincinnati, OH, is an Engineering Consultancy providing full-service engineering, procurement, and construction management (EPCm) services to industrial process manufacturers operating in pulp & paper, chemical, CPG, F&B, power, and heavy industrial markets across the nation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Project Manager (Heavy Industrial) JobotProject Manager (Heavy Industrial)Edwardsville, KS$90,000–$120,000 / yearThis company specializes in providing full-service construction solutions, including design-build, general contracting, construction management, and self-perform capabilities for manufacturing, industrial, processing, warehouse, distribution, and commercial facilities. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Project Manager (Custom Software & Healthcare) JobotSenior Project Manager (Custom Software & Healthcare)Kansas City, MO$120,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Rather than supporting a single product, you'll partner with innovative healthcare organizations to design and deliver technology that improves patient experiences, provider workflows, and healthcare outcomes.
Territory Manager II Swisher International, Inc.Territory Manager IIKansas City, MOWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
DevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)Kansas City, MO$170,000–$205,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
Taco Bell Shift Manager Taco BellTaco Bell Shift ManagerLiberty, MO$16–$17LEADERSHIP BEHAVIORS: Composure: Remains calm under pressure, is not defensive or irritated when times are tough; demonstrates maturity and reliability; can handle stress and remain balanced during unexpected situations; acts as a calming influence in a crisis. Customer Focus: Dedicated to meeting the expectations and requirements of both internal and external customers; gathers first-hand customer feedback and uses it to improve products and services; builds and maintains trust and respect with customers.
Capital Project Manager University of Kansas Health SystemCapital Project ManagerKansas City, KSProject Management Institute Certification (PMI); American Society of Healthcare Engineering (ASHE) Fellow Certification or Senior Certification; U.S. Green Building Council (USGBC) LEED Certification. Capital Project Manager manages a diverse project team including internal clinical staff, operations support teams, external consultants, vendors and contractors.
Account Manager Safe Haven SecurityAccount ManagerOverland Park, KS$65,000–$110,000 / yearInside Sales, Inside Sales Remote, B2B sales, Direct Sales, Outbound Sales, Lead Generation, CRM Software, Negotiation, Cold Calling, Sales, Microsoft Office, Account Management, Uncapped Commission, Security Sales, Prospecting. As an Account Manager you will be utilizing heavy outbound prospecting efforts to partner with real estate agents across the nation, working together to secure their clients' homes and protect their families.
NewAccount Manager (Cox Business) Cox CommunicationsAccount Manager (Cox Business)Kansas City, KS$85,500–$128,300You'll be responsible for new account development, plus maintaining and growing your customer base through cross-selling, upselling, renewal and retention. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
NewSenior Manager, Pass‑Through Taxation KPMGSenior Manager, Pass‑Through TaxationKansas City, MO$153,425–$332,695 / yearBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTerritory Manager - Automotive Painters Supply and Equipment Co.Territory Manager - AutomotiveRaytown, MORequirements Proven experience as a Territory Manager BSc/BA in Business, Marketing or a related field Proven track record of increasing sales and revenue; field sales experience is preferred Ability to develop sales strategies and use performance KPIs Proficient in MS Office; familiarity with Salesforce is a plus Excellent sales and communication skills Organizational and leadership ability Problem-solving aptitude Ability to work all scheduled hours as needed. PSE Group includes brands from across the country including Painters Supply & Equipment Co, Nyquist Paints, FAMIS, Aerocoat Source, ABC Autobody Color, Auto Paint Supply, Carolina Automotive Refinish Supply, Charlottesville Automotive Refinish Supply, Golden Isles Paint & Supply, Interbay Coatings, ProWood Finishes, RMS Pro Finishes, Specialty Coatings Inc., Strand’s Industrial Coatings, United Sales Company, and Wyrick Company.
NewRegional Sales Manager GuardiarRegional Sales ManagerKansas City, MOThe Regional Sales Manager will profitably sell Betafence USA product solutions while developing and maintaining customer relationships with distributors, installers, and specifiers in order to grow Betafence USA's market share in the defined territory. Monitor competition by gathering current marketplace information on pricing, products, new products, delivery schedules, merchandising techniques, etc.
NewClinical Research Associate, Full Service 5PY IQVIA RDS Inc.Clinical Research Associate, Full ServiceOverland Park, KS$47,400–$169,300 / yearEnsure copies/originals (as required) site documents are available for filing in the Trial Master File (TMF) verify that the Investigator's Site File (ISF) is maintained in accordance with GCP / ICH and local regulatory requirements. • Perform site monitoring visits (selection, initiation, monitoring and close-out visits) in accordance with contracted scope of work and regulatory requirements, i.e., Good Clinical Practice (GCP) and International Conference on Harmonization (ICH) guidelines.
Assistant Project Manager | Construction | Overland Park, KS Michael Page USAAssistant Project Manager | Construction | Overland Park, KSOverland Park, KS$80,000–$95,000 / yearFull timeTheir commitment to employee success is unparalleled, and they are looking for a strong Assistant Project Manager to grow and develop with their resources and expertise. A successful Assistant Project Manager should have: A degree in construction management, engineering, or a related field.
Manager, Maintenance Premium WatersManager, MaintenanceRiverside, MOFull timeDirects and assists employees or contracted employees engaged in ground maintenance activates such as repair of concrete and masonry, ceilings, floors, and walls; loading docks and driveways, electrical fixtures, etc. General Overview: The Maintenance manager will be responsible for developing and leading a team of maintenance technicians to obtain plant objectives in regard to safety, quality, training, productivity and cost containment within the plant.
NewManager or Senior Manager - Renewable Energy Credits (AMCS) KPMGManager or Senior Manager - Renewable Energy Credits (AMCS)Kansas City, MO$105,640–$223,100 / yearResponsibilities: Develop and provide technical expertise in federal Inflation Reduction Act (“IRA”) tax credits, including but not limited to, the full lifecycle of technical issues related to Investment Tax Credits (48/48E), Production Tax Credits (45/45Y), Clean Hydrogen (45V), Carbon Capture (45Q), Clean Fuels (45Z), Advanced Manufacturing (45X), and other credits introduced or modified under the IRA, as well as beginning of construction, placed-in-service, and tax fixed asset capitalization determinations and planning. Additional Qualifications for Senior Manager: Minimum eight years of recent experience in a public accounting firm, law firm, engineering firm, or other federal taxation experience; experience with renewable or energy-related tax credits required; preferred qualifications include federal tax planning with three years of relevant experience with IRA tax credits within a public accounting firm, law firm, engineering firm, or other federal tax function.
New2026 Management & Sales Training Program (Kansas City District) Sherwin-Williams2026 Management & Sales Training Program (Kansas City District)Lenexa, KS$53,000The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. You will grow the company’s market share by selling to large, commercial users such as painting contractors, purchasing agents, manufacturers, and other commercial users who need large volumes of our high-quality products.
Project Manager Synerfac Technical StaffingProject ManagerKansas City, MO$100,000–$132,000 / yearThis person will work with customers to ensure projects are completed effectively and to customer satisfaction, providing final sign off on drawings and plans. --Responsibilities: The Project Manager is responsible for creating and providing engineering solutions for clients related to structural development projects.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsKS$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 AccountsKS$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 Service Manager (On-site) Wealth Enhancement Group LLCClient Service Manager (On-site)Overland Park, KS$70,000–$80,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers (follow-up component).
Client Service Manager GallagherClient Service ManagerKansas City, MissouriFull timeHow you'll make an impact : The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Tax Manager - Private Client Services RubinBrown CareerTax Manager - Private Client ServicesKansas City, MissouriA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
Client Service Manager - Family Office Moneta Group LLCClient Service Manager - Family OfficeKSWe are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving.
Tax Manager - Private Client Services RubinBrown LLPTax Manager - Private Client ServicesKansas City, MOPart timeA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
Tax Manager - Private Client Services RubinBrown Family Office Services GroupTax Manager - Private Client ServicesKansas City, MOA Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St.
Senior Client Service Manager GallagherSenior Client Service ManagerKansas City, MissouriFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely , tailored solutions.
eDiscovery Senior Client Services Project Manager Epiq eDiscovery SolutionseDiscovery Senior Client Services Project ManagerOverland Park, Texas$110,000–$130,000 / yearAn EMS Project Manager (PM) will serve to be the primary point of contact and case consultant for clients interacting with Epiq EMS group on their e-discovery projects. The PM’s duties will include serving as the primary keeper of client and project information for his or her project queue and interacting with other departments within Epiq to find and implement the best solutions for client needs.
Sr. Client Service Consultant/Sr. Account Manager, PC Holmes MurphySr. Client Service Consultant/Sr. Account Manager, PCKansas City, KansasDemonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
NewClient Services Representative (January 2027 Class) American Century Investment ServicesClient Services Representative (January 2027 Class)Kansas City, MOUpon successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of 3 days in-office and 2 days from home (subject to change based on business needs). This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions.
NewClient Services Representative (January 2027 Class) American Century InvestmentsClient Services Representative (January 2027 Class)Kansas City, MOThis individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions. The Client Services Representative is accountable for facilitating positive interaction with American Century's internal and external clients by providing transactional and service excellence.
Client Services Representative (January 2027 Class) American Century Investment Services IncClient Services Representative (January 2027 Class)Kansas City, MOUpon successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of 3 days in-office and 2 days from home (subject to change based on business needs). This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions.
Client Manager GallagherClient ManagerKansas City, MissouriFull timeHow you'll make an impact : The Client Manager is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Commissioning Client Manager Sterling Engineering, Inc.Commissioning Client ManagerOverland Park, KSRemoteYou will work closely with Commissioning leadership, Project Managers, and technical teams to ensure exceptional service delivery across complex, fast-paced projects while supporting long-term growth and client satisfaction. · Partner with Project Managers and Commissioning leaders to support project execution, staffing strategies, and delivery planning.
Managed Services - Revenue Cycle Coding - Senior Manager PricewaterhouseCoopers LLPManaged Services - Revenue Cycle Coding - Senior ManagerMO$124,000–$280,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Senior Manager, you will leverage your skills and influence to deliver quality results, motivate and coach teams to solve complex problems, and apply sound judgment to recognize when to take action or escalate issues.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerKansas City, MO$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Managed Services Revenue Cycle - Pre Access - Senior Manager PricewaterhouseCoopers LLPManaged Services Revenue Cycle - Pre Access - Senior ManagerKansas City, MO$124,000–$280,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Senior Manager, you will leverage your skills and influence to deliver quality results, motivate and coach teams to solve complex problems, and apply sound judgment to take action or escalate when necessary.
Private Client Manager First National Bank of OmahaPrivate Client ManagerKansas City, MO$63,288–$104,425 / yearMonitor portfolio of accounts, notify team members of outstanding balances and anticipated cash needed for possible investment and cash requirements for asset purchases, distributions and expense payments, reconcile account cash balances and prepare account status reports. Summary of the Job: FNBO Wealth is hiring a Private Client Manager to support the Team Led advisory team including Ultra High Net Worth customers with daily customer servicing needs for long term planning.
Client Strategy Manager - Pharma PricewaterhouseCoopers LLPClient Strategy Manager - PharmaKansas City, MO$73,500–$212,280 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Client Strategy Manager - Pharma, you will play a pivotal role in driving revenue growth, enhancing brand visibility, and capturing new business opportunities within our Internal Firm Services practice.
Managed Services - Senior Data Engineer - Senior Manager PricewaterhouseCoopers LLPManaged Services - Senior Data Engineer - Senior ManagerKansas City, MO$124,000–$280,000 / yearPreference for at least one of the following fields of study: Computer and Information Science, Computer and Information Science & Accounting, Economics, Economics and Finance, Economics and Finance & Technology, Operations Management/Research, Statistics, Engineering. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Managed Services - Senior Data Engineer - Manager PricewaterhouseCoopers LLPManaged Services - Senior Data Engineer - ManagerKansas City, MO$99,000–$232,000 / yearPreference for at least one of the following fields of study: Computer and Information Science, Computer and Information Science & Accounting, Economics, Economics and Finance, Economics and Finance & Technology, Operations Management/Research, Statistics, Engineering. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Client Service Leader - Transportation Services CDM SmithClient Service Leader - Transportation ServicesKansas City, MOPreferred Qualifications** + Progressive project management and business development experience with transportation engineering projects, including existing relationships with MoDOT + PE strongly preferred **Skills & Abilities** + Expert knowledge of corporate governance practices, organization design principles, accounting principles, finance, supply chain management, and organization management. + Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
Client Service Leader - Transportation Services CDM Smith IncClient Service Leader - Transportation ServicesKansas City, MODeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerKansas City, MO$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Commercial Lines Senior Client Manager World Insurance Associates, LLC.Commercial Lines Senior Client ManagerOverland Park, KSFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.