Jobs at Senior Management Advisors

The Senior Benefits Consultant role is based in Atlanta and involves hybrid work with two days onsite at a client location. This position focuses on strategically developing, implementing, and overseeing comprehensive benefits programs for North American operations. Key responsibilities include designing wellness strategies, managing vendor RFPs, analyzing benefits data for program enhancements, and providing executive-level insights to align benefits with organizational goals such as retention and DEI. The role requires deep expertise in UKG Pro and strong analytical skills to drive data-driven decisions. This opportunity appeals to professionals seeking a collaborative environment where they can influence high-level strategy, mentor teams, and directly impact employee experience within a supportive firm culture.

This senior management role within the Wealth Advisory department focuses on guiding a team of Private Client Advisors to deliver personalized, fee-based investment solutions. Key responsibilities include managing client relationships, utilizing specialized financial planning software to create customized portfolio strategies, and leveraging proprietary research to support investment advice. The position is appealing due to a culture that prioritizes integrity and continuous professional development without commission-driven sales pressures. The role offers a hybrid work arrangement that balances remote flexibility with in-person collaboration, supported by a comprehensive benefits package including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

The Director, Business Development role at Larimar Therapeutics supports a clinical-stage biotechnology team focused on treating rare diseases through novel cell-penetrating peptide technology. Reporting to the Chief Financial Officer, the position involves creating long-range strategic partnering plans, evaluating licensing opportunities, and building financial models to assess investment potential. Key duties include managing third-party interactions, overseeing external advisors during transactions, and conducting market analysis to identify growth trends. The role appeals to professionals seeking to join an agile, entrepreneurial environment where scientific leadership drives decision-making. This position offers the opportunity to shape the company's future in the life sciences sector while collaborating with a cross-functional team committed to advancing treatments for complex conditions.

The Regional Financial Controller role leads the finance function for American Pan's manufacturing operations in Karaman and Istanbul, Turkey. This leadership position reports to the European Financial Controller and serves as a strategic partner to local and global stakeholders. Key responsibilities include overseeing financial reporting, budgeting, and forecasting in compliance with TFRS and IFRS, managing cost accounting and production efficiency analysis, and leading internal audit and statutory compliance processes. The role also involves mentoring local finance teams and driving continuous improvement in financial systems. The position is appealing for its opportunity to shape financial processes within a global manufacturing leader, offering direct exposure to senior European and US executives within a people-first culture that values ownership and long-term development. The work arrangement requires monthly travel between sites in Turkey and occasional international travel.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

This Associate role within the Portfolio Analysis Group at JPMorgan Wealth Management focuses on delivering independent analysis and thought leadership to support investment outcomes. Key responsibilities include managing composite performance reporting, conducting risk and return attribution analysis, and collaborating with technology teams to enhance portfolio analytics capabilities. The position involves validating performance processes, creating strategic business requirements, and serving as a subject matter expert for front-office advisors. The role is appealing for its opportunity to drive innovation in wealth management technology and work on high-impact strategic projects. It offers a collaborative environment within a global financial leader, requiring strong quantitative skills and the ability to communicate complex data to senior stakeholders. The position is based in Brooklyn, New York.

The Relationship Manager III - CLO role serves as a senior specialist within the specialty corporate trust team, managing complex operational and client service needs for high-value clients. Key responsibilities include overseeing the full trade cycle for Collateralized Loan Obligations, handling billing and cash transactions, ensuring compliance, and leading process improvement initiatives. The position also involves negotiating legal documents, mentoring junior associates, and collaborating with internal teams to develop new products. This opportunity appeals to professionals seeking a collaborative culture that values trust, community impact, and career growth. The role is based in a typical office environment with minimal travel requirements.

The Vice President of Financial Reporting & Regulatory Compliance leads the planning and execution of external financial reporting and regulatory adherence for a major California-based bank holding company. Key responsibilities include overseeing the preparation of critical regulatory filings such as Call Reports and FR Y-9C, managing relationships with auditors and regulators, and driving process optimization through automation. The role involves mentoring a high-performing team, ensuring SOX compliance, and advising senior leadership on emerging accounting standards. This position offers a dynamic environment that values entrepreneurial thinking and operational excellence, supported by comprehensive benefits, robust career development programs, and a collaborative culture focused on meaningful community impact.

The Vice President of Financial Reporting and Regulatory Compliance leads the planning and execution of external financial reporting and regulatory adherence for a major California-based bank holding company. Key responsibilities include overseeing the preparation of critical regulatory filings such as Call Reports and FR Y-9C, managing relationships with auditors and regulators, and driving process optimization through automation. The role involves mentoring a high-performing team, ensuring SOX compliance, and advising senior leadership on emerging accounting standards. This position offers a dynamic environment that values entrepreneurial thinking and operational excellence, supported by comprehensive benefits, robust career development programs, and a culture focused on meaningful community impact.

The Vice President of Financial Reporting & Regulatory Compliance leads the planning and execution of external financial reporting and regulatory adherence for a major California-based bank holding company. Key responsibilities include overseeing the preparation of critical regulatory filings such as Call Reports and FR Y-9C, managing relationships with external auditors and regulators, and driving process optimization through automation. The role involves mentoring a high-performing team, ensuring SOX compliance, and advising senior leadership on emerging accounting standards. This position offers the opportunity to work within a collaborative culture that values entrepreneurial thinking and operational excellence, supported by comprehensive benefits including tuition reimbursement, leadership development programs, and flexible family support initiatives.

The Vice President of Financial Reporting & Regulatory Compliance leads the planning and execution of external financial reporting and regulatory adherence for a major California-based bank holding company. Key responsibilities include overseeing the preparation of critical regulatory filings such as Call Reports and FR Y-9C, managing relationships with external auditors and regulators, and driving process optimization through automation. The role involves mentoring a high-performing team, ensuring strict compliance with federal guidelines, and advising senior leadership on emerging accounting standards. This position offers a dynamic environment that values entrepreneurial thinking and operational excellence, supported by comprehensive benefits, robust career development programs, and a culture focused on meaningful community impact.

The Vice President of Financial Reporting & Regulatory Compliance leads the planning and execution of external financial reporting and regulatory adherence for a major California-based bank holding company. Key responsibilities include overseeing the preparation of critical regulatory filings such as Call Reports and FR Y-9C, managing relationships with external auditors and regulators, and driving process optimization through automation. The role involves mentoring a high-performing team, ensuring SOX compliance, and advising senior leadership on emerging accounting standards. This position offers a dynamic environment that values entrepreneurial thinking and operational excellence, supported by comprehensive benefits, robust career development programs, and a strong commitment to community impact.

The Vice President of Financial Reporting & Regulatory Compliance leads the planning and execution of external financial reporting and regulatory adherence for a major California-based bank holding company. Key responsibilities include overseeing the preparation of critical regulatory filings such as Call Reports and FR Y-9C, managing relationships with auditors and regulators, and driving process optimization through automation. The role involves mentoring a high-performing team, ensuring SOX compliance, and advising senior leadership on emerging accounting standards. This position appeals to candidates seeking a leadership opportunity within a collaborative culture that values entrepreneurial thinking and operational excellence. The bank supports professional growth through robust development programs and offers a comprehensive benefits package including health insurance, retirement matching, and paid time off.

The Senior Wealth Management Client Account Services Associate role supports multiple Wealth Advisors within Zions Bancorporation's Salt Lake City office. Key responsibilities include managing complex client account activities such as cash movements and transfers, utilizing Salesforce Financial Services Cloud for accurate documentation, and providing mentorship to peers while driving operational efficiency. The position appeals to candidates seeking a collaborative environment recognized as a top workplace, offering strong professional growth through continuous training and a culture that values autonomy and shared purpose. The role is based on-site in downtown Salt Lake City.

This mid-level automotive technician role is based at shops in Lake Orion and White Lake, focusing on general repairs, diagnostics, and fleet maintenance for consumer vehicles and Amazon trucks. The position involves performing brake, suspension, and engine services while utilizing modern diagnostic tools and ADAS calibration equipment. Key responsibilities include maintaining high-quality repairs, collaborating with senior technicians and service advisors, and participating in ongoing training for certifications. The role appeals to mechanics seeking career growth through paid training and a supportive environment that values skill development. It offers a flexible 4x10 shift schedule with three-day weekends, an annual tool allowance, and access to clean, upgraded facilities with modern equipment.

This full-time Senior Client Associate role within J.P. Morgan Advisors supports Financial Advisors in delivering wealth management services to ultra-high net worth clients in San Francisco. Key responsibilities include managing client onboarding and account maintenance, executing investment trades, and providing comprehensive support across various financial products and planning tools. The position serves as a vital liaison between advisors, compliance, and business units while fostering strong client relationships. The role appeals to candidates seeking career growth within a global financial firm, offering a fast-paced environment with access to extensive resources and a culture that values innovation and excellence. The position requires obtaining Series 7 and 66 licenses and involves direct interaction with clients and internal teams.

This senior fund accounting role supports financial operations for a globally recognized venture capital firm in New York City. The position involves preparing quarterly and annual financial statements, calculating net asset values, and managing capital calls and distributions for multiple venture vehicles. Key responsibilities include coordinating with auditors and third-party administrators, assisting with new fund launches, and driving process automation initiatives. The role offers exposure to top-tier investment platforms and high-growth portfolio companies within a collaborative, mission-driven culture. It provides significant opportunities for professional advancement and maintains a work-life balance that is favorable compared to typical deal-driven environments.

This senior fund accountant role involves leading an expanding accounting team within a top-tier hedge fund located in the North Chicago suburbs. Key responsibilities include reviewing daily trading activity and fund performance, ensuring accurate and timely Net Asset Value calculations, and coordinating with auditors and tax advisors for financial statement reviews. The position also requires supporting the trading team on private deals and implementing process improvements. The opportunity is appealing due to the chance to work with a prestigious firm in a hybrid work arrangement, offering a collaborative environment with comprehensive benefits and opportunities for professional growth.

The Senior Accounting Manager role oversees daily accounting operations and financial reporting for ISA, a subsidiary of the newly public defense technology firm HawkEye 360. Key responsibilities include managing the month-end close process, ensuring compliance with US GAAP and government contracting regulations such as FAR and CAS, and leading a small team of accounting professionals. The position requires coordinating with external auditors, managing tax compliance, and supporting the integration of ISA into the corporate financial structure. This opportunity appeals to candidates seeking to join a high-growth national security organization where they can drive process improvements and automation within a collaborative environment. The role reports directly to the Chief Accounting Officer and offers the chance to work in a mission-critical setting that supports global defense and intelligence operations.

This full-time Senior Estate Administration Attorney role at Steinbacher Goodall & Yurchak supports the Legal & Regulatory Compliance team in managing complex post-death estate and trust matters. Key responsibilities include guiding clients through probate and settlement processes, interpreting wills and trusts, handling tax compliance, and appearing in Pennsylvania courts. The position also involves mentoring junior staff and collaborating with financial professionals to ensure accurate asset distribution. The role appeals to experienced attorneys seeking a supportive culture that values continuous learning and high-quality service. It offers a hybrid work arrangement balancing in-office collaboration with remote flexibility, allowing professionals to deepen their expertise in elder law while making a meaningful impact on families.

This senior accounting role within Cherry Bekaert's Finance & Accounting Outsourcing practice supports clients in the captive insurance industry. The position involves managing day-to-day accounting operations, including premium revenue recognition, loss reserve accruals, and complex balance sheet reconciliations. Key responsibilities include preparing monthly and quarterly financial packages, overseeing regulatory filings, and supervising staff accountants to ensure accurate and timely deliverables. The role appeals to professionals seeking a collaborative environment that values integrity and continuous career growth. It offers the opportunity to work with diverse teams, including actuaries and external auditors, while contributing to process improvements. The position is based within a firm known for fostering inclusion and providing flexibility to balance impactful work with personal life.