Work and communicate effectively with staff, clients, and third-party fund administrators • Teach, develop, and oversee staff throughout engagements; delegate assignments and tasks appropriately • Direct and control engagement planning process to successful completion • Bottom-line management of assigned engagements and individual productivity opportunities • Participate in the billing and collection process • Schedule, staff, and coordinate engagement workflow • Become a subject-matter expert in one or more technical aspects • Pursue opportunities to provide additional services; pursue leads; retain clients • Develop and maintain strong business relationships with individual clients and appropriate financial officers, fund administrators, and industry referral sources • Coach and develop staff's understanding of our business and general business world • Serve as a mentor and role model • Provide honest, objective and constructive feedback in a timely manner to staff. Here are some of the ways our work works for your life, your growth, and your well-being: • Generous time away and paid firm holidays, including the week between Christmas and New Year's • Flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • First-class health and wellness benefits, including wellness coaching and mental health counseling • One-on-one professional coaching • Leadership and career development programs • Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally.