Jobs at Senior Management Advisors

The Sr. Practice Solutions Relationship Manager role within the specialized Practice Solutions team focuses on serving private healthcare and veterinary practice owners. The position involves evaluating client needs to design custom financial solutions, managing a territory's lending and deposit relationships, and acting as a consultant for loan proposals and credit analysis. Key responsibilities include direct prospecting, expanding business through industry networks, and maintaining portfolio profitability and risk management. This hybrid position requires on-site presence four days a week and offers the appeal of working with a dedicated team that values deep industry expertise and client relationships. The role provides opportunities for professional growth within a culture that emphasizes trust, community involvement, and multiple career paths.

The Lead Government Commercial Banking Relationship Manager role serves as a strategic advisor within the Commercial Bank, focusing on the Mountain and Midwest regions. The position involves cultivating and expanding relationships with large public sector entities such as cities, counties, and school districts by delivering tailored financial solutions. Key responsibilities include structuring complex credit facilities, analyzing government budget documents, and leading customized banking strategies across treasury management and capital markets. This opportunity appeals to professionals seeking a hybrid work arrangement with significant travel, offering a chance to mentor junior colleagues and influence enterprise-wide public sector initiatives. The role emphasizes a collaborative culture that balances strong customer relationships with a robust risk management and compliance-driven environment.

This role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

This principal-level role within Wells Fargo's Commercial Bank focuses on managing strategic relationships with large government entities across the Gulf region. The position involves acting as a trusted advisor to public sector leaders, structuring complex credit facilities, and delivering tailored solutions in treasury management and capital markets. Key responsibilities include analyzing municipal budgets, driving business development through pipeline management, and collaborating with product teams to innovate public finance offerings. The role appeals to experienced professionals seeking to leverage deep public sector expertise in a hybrid work environment with significant travel opportunities. It offers a platform to influence enterprise-wide strategies while mentoring junior colleagues within a culture that prioritizes strong customer relationships and rigorous risk management.

This full-time Data Analyst Technical Staff role supports strategic initiatives and clinical standards within Intermountain Health's Digital Technology Services team. The position involves collaborating with senior leaders and healthcare stakeholders to ensure data integrity, develop meaningful visualizations, and deliver actionable insights through report creation and storytelling. Key responsibilities include managing project priorities, conducting data exploration, and providing training to promote independent data consumption. The role offers the opportunity to work on high-impact healthcare projects in Salt Lake City while fostering professional growth through continuous learning and participation in the analytic community.

The Global Fund Tax Manager role at Franklin Templeton supports the Global Fund Tax team in delivering compliance and advisory services for diverse investment vehicles, including mutual funds, REITs, and private funds. Key responsibilities include providing expert tax guidance on complex operational issues involving alternative investments, managing governance frameworks, and leading process improvement and automation initiatives to enhance efficiency. The position appeals to professionals seeking a collaborative, inclusive culture with significant opportunities for career growth, continuous learning, and exposure to innovative financial structures. This hybrid role requires three days onsite in either Boston or Rancho Cordova, offering a balanced work arrangement within a dynamic global organization.

The Public Finance Analyst role supports municipal financing initiatives within Stifel's investment banking division. Key responsibilities include developing financial and debt models for new bond issues, researching local government capital needs, and assisting in the creation of client pitch books and marketing materials. The position offers an appealing entrepreneurial environment with a strong emphasis on professional growth through junior banker training and mentorship. While the role requires some travel and flexibility for business hours, it provides a collaborative culture where associates can build direct client relationships and develop technical skills in a global firm with over 130 years of history.

This independent contractor role targets career changers in Southern Arizona to build a financial advisory practice within WealthBridge Financial Group. The position involves developing comprehensive financial plans covering protection, retirement, and estate planning while serving diverse local markets including Tucson, Lake Havasu, and border communities. Key responsibilities include prospecting new clients, conducting weekly coaching sessions, and rapidly obtaining necessary state and securities licenses. The opportunity appeals to driven individuals seeking ownership of their business from day one, offering direct mentorship from the regional Managing Director, a structured training program, and a clear path to senior leadership. The arrangement provides flexible scheduling and access to a multi-carrier product platform without non-solicitation restrictions.

The Office Coordinator role at Trilogy Financial supports daily branch operations as the central point of contact for senior leadership, advisors, and clients. Key responsibilities include managing administrative workflows such as scheduling, processing account transfers, and maintaining confidential records while serving as a liaison between the branch and the Service Center. The position requires bilingual communication skills in English and Spanish to effectively coordinate with diverse stakeholders. This full-time, in-person opportunity appeals to candidates seeking a collaborative environment with a strong focus on professional growth, mentorship, and a multi-generational team culture. The role offers comprehensive benefits including health coverage, retirement matching, and paid time off within a firm dedicated to long-term career development.

The Proposal Manager role within WSP's Federal Programs business line supports senior leaders in securing contracts with major federal agencies. Key responsibilities include leading end-to-end proposal development, creating capture strategies, coaching presentation teams, and managing compliance for complex government pursuits. The position also involves maintaining business line collateral and fostering cross-regional collaboration to enhance market positioning. This opportunity appeals to professionals seeking a strategic environment with a focus on continuous improvement and professional growth within a global engineering firm. The role is based in preferred U.S. office locations such as Kansas City, Denver, or Washington, DC, with flexibility for remote work and occasional travel as needed.

This on-site role within the Managed IT Services division at Pacific Office Automation involves serving as a trusted technical advisor for a portfolio of clients. The position requires managing client relationships, aligning IT strategies with business goals, and collaborating with internal teams to ensure effective technology utilization. Key responsibilities include developing technology roadmaps, conducting executive-level business reviews, and translating complex technical concepts into actionable business solutions. The role is appealing due to the company's strong commitment to employee growth, offering extensive training and certification opportunities in a collaborative environment. It provides a stable career path with a supportive culture that values diverse perspectives and long-term employee success.

This full-time Private Equity Associate role is based in Philadelphia and supports a lower middle market firm transitioning to its first institutional fund. The position focuses on the education, healthcare, professional services, and technology sectors. Key responsibilities include building financial models, managing due diligence, drafting investment materials, and analyzing portfolio company performance to drive value creation. The role offers exceptional hands-on experience with direct access to senior partners and meaningful ownership from day one. It appeals to candidates seeking a high-agency environment with active involvement across the entire investment lifecycle, from sourcing to capital raising. The firm fosters a culture of professional growth and strategic impact within a collaborative team setting.

This Investment Banking Associate role within the Corporate Finance Business Services group at Houlihan Lokey focuses on delivering strategic M&A advisory to professional and technology-related service companies. Key responsibilities include building complex financial models, conducting business due diligence, preparing marketing materials and presentations, and supporting the execution of transactions. The position offers a collegial yet entrepreneurial environment where associates work on four-person deal teams with substantial responsibility. The role is appealing for its opportunity to mentor junior staff, engage with senior-level clients, and contribute to a firm recognized as a top global M&A advisor. The position is based in New York.

The Head of Communications role at Paxos leads the global communications strategy for a blockchain infrastructure company rebuilding financial systems. This position oversees executive, corporate, policy, internal, and product narratives to re-establish the brand in key financial and crypto markets. Key responsibilities include managing media relations, advising the CEO and executive team on strategic decisions, and coordinating cross-functional partners and external agencies. The role appeals to senior leaders seeking to shape the future of finance within a mission-driven environment that values innovation and trust. The position is fully remote, offering flexibility to operate across international time zones while driving high-impact storytelling in a regulated industry.

The Assurance Experienced Manager role at Boos & Associates is based in Long Beach, CA, and serves as a pivotal leadership position within a rapidly growing CPA firm. The individual will supervise audit teams, oversee complex financial engagements, and ensure compliance with GAAP and GAAS standards while advising clients on regulatory risks and internal controls. Key responsibilities include managing engagement profitability, driving business development, and mentoring associates through on-the-job training. This position is appealing due to the firm's commitment to professional growth, extensive training programs, and a collaborative culture that values diversity and innovation. The role offers the opportunity to work with cutting-edge technology in a paperless environment while contributing to a firm recognized for consistent expansion and employee support.

The Chief Financial Officer serves as a strategic executive leader within the nonprofit organization, providing oversight for finance, accounting, and operational functions. Key responsibilities include managing complex multi-entity financial operations, leading annual budgeting and long-term strategic planning, and ensuring strict compliance with regulatory standards and audit requirements. The role involves mentoring a high-performing finance team, optimizing cash flow and internal controls, and acting as a primary advisor to the CEO and Board on financial sustainability. This position is appealing for its opportunity to drive mission-aligned growth, foster a culture of transparency, and shape the financial future of a community-focused organization. The role is based on-site and requires a CPA with extensive nonprofit leadership experience.

The Associate Customer Onboarding Manager role is based within the Customer Experience team at World Wide Technology, a global technology solutions provider. This position serves as the primary post-signature contact for clients, guiding them through software lifecycle activities and recurring revenue agreements. Key responsibilities include facilitating onboarding kickoff calls, managing client requests to transition deals to an operational state, and constructing customer success roadmaps to maximize software adoption. The role requires collaboration with internal teams and OEM partners to ensure clients achieve their business goals. This opportunity appeals to driven individuals seeking growth in a dynamic environment, offering remote work flexibility with occasional travel. The position is ideal for those who thrive in ambiguous settings and value a culture recognized for innovation and employee well-being.

This role within the Retirement Benefits Group at Equitable Advisors focuses on providing wealth management solutions to professionals in education, healthcare, and government sectors. The position involves cultivating client networks, educating individuals on tailored financial products, and implementing retirement strategies to ensure long-term security. Key responsibilities include analyzing client data, maintaining confidentiality, and delivering personalized financial planning services. The opportunity is appealing due to a comprehensive 120-day training program, ongoing mentorship from senior leaders, and access to professional designations like the CFP. The company fosters a values-driven culture with a strong commitment to community impact and diversity. The work arrangement offers flexibility with a schedule designed to maximize productivity and personal time, primarily involving travel to local schools and municipalities rather than a traditional office setting.

This Associate role within the Commercial and Investment Bank Treasury Capital Controllers team focuses on managing liquidity, balance sheet, and capital positions for secured financing transactions. Key responsibilities include executing end-to-end reporting of Basel III Risk-Weighted Assets for repo-style and margin loans, performing detailed period-over-period analysis for senior management, and collaborating with business stakeholders to ensure data accuracy. The position offers the opportunity to become a subject matter expert while driving automation initiatives and operational improvements. The role appeals to strategic thinkers seeking to provide critical analytics to support corporate partners in a high-performing finance environment.

The Sr. Transaction Manager role oversees a complex portfolio of commercial properties for national and global corporate clients. Key responsibilities include implementing portfolio strategies aligned with client goals, managing end-to-end transaction workflows for leases and sales, and supervising transaction teams to ensure service quality. The position also involves financial analysis, budget tracking, and developing strategic plans to optimize occupancy costs. This opportunity appeals to professionals seeking a leadership position within a collaborative environment that values process improvement and strategic real estate advisory. The role requires a state real estate license and offers a dynamic setting for career growth in corporate real estate management.

This senior management role reports to the Chief Accounting Officer and focuses on establishing enterprise-wide financial insights through standardized metrics and centralized reporting. The position serves as a strategic bridge between accounting, FP&A, and business leadership to ensure data consistency and transparency across global laboratories and business units. Key responsibilities include defining governance for financial metrics, designing scalable data models, and building centralized reporting frameworks that provide a single source of truth for executive decision-making. The role also involves leading a high-performing team and driving the adoption of new reporting standards. This position offers the appeal of working for a global leader in safety science with a mission to advance sustainability and innovation. It is a hybrid role requiring three days in the office at either the Northbrook or Chicago, Illinois location.

This full-time Senior Associate role within BRG's Corporate Finance practice focuses on Turnaround and Restructuring advisory for underperforming companies and private equity clients. The position involves executing complex financial modeling tasks, including three-statement models, 13-week cash flow projections, and scenario planning to support client engagements. Key responsibilities include preparing client presentations, analyzing operational data, and contributing to business development efforts like marketing and pitches. The role appeals to professionals seeking a fast-growing, entrepreneurial environment that values agility, interdisciplinary collaboration, and the application of advanced data science alongside traditional finance expertise. Based in Boston, the position requires occasional travel and offers the opportunity to work with a diverse team of experts on high-stakes financial challenges.

The Asset Management Manager role within Accenture Consulting focuses on leading project teams to deliver business change and innovative solutions for world-leading clients in the financial services sector. Key responsibilities include facilitating workshops with stakeholders, driving technology and strategy implementation, and managing business development initiatives to build strong client relationships. The position appeals to professionals seeking a collaborative, inclusive culture that values diverse perspectives and offers significant opportunities for career growth through extensive training and development. Working as part of a global collective, the role enables individuals to shape industry trends and future-proof their careers while balancing work and life goals.