Client Solutions Advisory Jobs

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform to create complex financial plans and retirement strategies. Key responsibilities include engaging clients face-to-face to offer personalized guidance, introducing diverse investment solutions, and mentoring customers toward their long-term financial goals. The role appeals to professionals seeking growth and flexibility, supported by comprehensive training programs, tuition reimbursement for certifications, and a collaborative culture that prioritizes holistic employee well-being. Candidates must hold or be able to acquire relevant FINRA licenses to effectively serve a knowledgeable clientele.

This Financial Consultant role is based in Brea, California, within an Investor Center team that leverages an existing client base to focus on relationship building rather than new business sourcing. The position involves engaging clients face-to-face to provide personalized financial planning, retirement strategies, and investment solutions using an open architecture platform. Key responsibilities include deepening client relationships, presenting complex financial strategies, and mentoring customers toward their long-term goals. The role is appealing due to Fidelity's emphasis on professional growth, offering extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes work-life balance. While the position requires FINRA licensing, the company provides resources to help candidates acquire necessary credentials if not already held.

The Transportation Lead role for Virginia involves establishing and directing Moffatt & Nichol's transportation practice within the Richmond or Norfolk offices. Key responsibilities include developing strategic growth plans, managing multi-disciplinary highway projects, maintaining relationships with VDOT and local agencies, and mentoring engineering staff. This position appeals to experienced professionals seeking to lead a top-ranked firm known for excellence in marine, port, and transportation infrastructure. The role offers a collaborative culture with opportunities for professional development, comprehensive benefits, and a focus on innovation in data and technology. The position is based in an office setting with occasional travel.

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 Senior Security Administrator role at Nightwing focuses on protecting mission-critical systems and sensitive information for government and defense clients. Based in Annapolis Junction, Maryland, the position requires an experienced professional to lead the design and implementation of enterprise-wide security protocols while ensuring compliance with federal regulations. Key responsibilities include managing vulnerability assessments, providing expert guidance on system hardening and incident response, and mentoring junior staff members. The role appeals to candidates seeking high-visibility work with minimal oversight in a collaborative environment dedicated to solving complex cybersecurity challenges. This position offers the opportunity to shape the future of intelligence support within a team that values innovation and teamwork, requiring an active TS/SCI clearance with CI Poly.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing Fidelity's institutional feeders to support long-term success. Key responsibilities include engaging face-to-face with customers to offer personalized financial planning, presenting complex investment solutions, and guiding clients toward retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. While the position requires FINRA Series 7 and 66 licenses, the company provides robust support to help associates succeed. The work arrangement is primarily on-site within the branch, emphasizing personal interaction and community impact.

This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing the firm's institutional feeders and open architecture platform. Key responsibilities include engaging face-to-face with customers to provide personalized financial planning, offering guidance on complex investment strategies, and supporting clients in achieving their retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. The work arrangement is primarily on-site, requiring strong interpersonal skills and relevant FINRA licensing to deliver exceptional client experiences.

The Key Accounts Executive role is a full-time sales position within MSC Industrial Supply Co, focused on driving revenue growth across a territory covering West Boise, Idaho, and parts of East Oregon. The incumbent manages portfolios by expanding relationships with existing clients, identifying cross-sell opportunities, and implementing vendor-managed inventory solutions. Key responsibilities include building strategic partnerships at executive levels, executing sales strategies to meet retention targets, and utilizing CRM systems for accurate forecasting. This position appeals to candidates seeking a career with an established industry leader that values collaboration, professional development, and a supportive culture. The role offers a hybrid work arrangement combining remote home office duties with regular travel to customer sites, supported by comprehensive benefits and a commitment to associate well-being.

This Financial Consultant role is based in Bellevue, Washington, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform. Key responsibilities include engaging clients face-to-face to provide personalized financial planning, offering guidance on complex investment strategies, and helping customers achieve their retirement goals. The role appeals to professionals seeking long-term growth through extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes holistic well-being. While the position requires specific FINRA licenses, the company provides the resources and open architecture tools necessary for success in this client-centered environment.

This full-time Communication Consultant role at Emergent Method supports strategic public relations, outreach, and engagement initiatives for the firm and its diverse clients. Key responsibilities include developing compelling content such as press releases and social media campaigns, managing project timelines, and collaborating with stakeholders to define communication goals. The position offers a flexible work arrangement with options for remote work or on-site presence in Baton Rouge, Louisiana. The role is appealing due to a supportive culture that prioritizes professional growth, continuous learning, and a collaborative environment where team members are trusted to take ownership of their work. Employees benefit from unlimited time off, wellness stipends, and opportunities to engage in transformative projects across various sectors.

The Engagement Manager role serves as the primary liaison between sales and delivery teams at MaintainX, a leading AI-powered maintenance platform. Key responsibilities include guiding enterprise clients through the presales and onboarding phases, aligning project expectations with stakeholders, and managing the transition from contract to go-live. The position requires facilitating clear communication, mitigating risks, and ensuring a smooth implementation journey. This opportunity appeals to professionals seeking a dynamic environment within a high-growth, globally recognized company. The role offers a collaborative culture rooted in meritocracy and values, with flexible time-off policies and the chance to work with a diverse, international team. Positions are available in Montreal, Toronto, or Raleigh.

The Business Development Manager role involves selling staffing services to clients in the Light Industrial, Manufacturing, Warehouse, and Logistics sectors within the Marysville territory. Key responsibilities include identifying leads, qualifying prospects, creating proposals, and conducting in-person outreach to close new accounts and onboard clients. The position is appealing due to the comprehensive training program for sales newcomers, the autonomy to manage one's own territory without overnight travel, and a supportive culture backed by a national sales trainer. The work arrangement requires significant field time with a local focus, supported by a company vehicle allowance and laptop. Additional benefits include opportunities for advancement, performance-based bonuses, and a collaborative environment within a top-ranked staffing firm.

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 & 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 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 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.

This Account Manager role sits within the Customer Advocacy team at Lever, a scaling SaaS company focused on talent acquisition solutions. The position involves serving as a strategic advisor to customers, conducting account health audits, and delivering value-based training to ensure clients maximize the platform's impact. Key responsibilities include building trusted partnerships, identifying growth opportunities, and acting as a primary voice for customer needs within the product development cycle. The role appeals to those seeking a challenging yet rewarding career in a tight-knit startup environment where they can help shape a new function. It offers the opportunity to work with innovative organizations across various industries and provides a clear path for professional growth through mentorship and cross-functional collaboration.

This Treasury Management Consultant role at U.S. Bank focuses on driving business growth through consultative sales and strategic relationship management. The position involves contacting prospective clients to advise on cash flow practices, managing existing accounts to expand business, and designing sales presentations that recommend tailored treasury solutions. Key responsibilities include identifying opportunities to cross-sell products, assisting in market strategy development, and overseeing the implementation of new services. The role appeals to professionals seeking a career with extensive growth opportunities, a collaborative culture that encourages continuous learning, and a comprehensive benefits package supporting work-life balance and financial security.

The Store Manager role at McCormick Paints in Laurel, MD, leads a retail location dedicated to serving professional painters, contractors, and builders. Key responsibilities include driving sales growth through strategic planning, building strong relationships with professional clients, and managing daily operations such as inventory and merchandising. The position also involves recruiting and developing a high-performing team while ensuring safety compliance and occasionally supporting local deliveries. This opportunity appeals to leaders seeking a sales-driven culture with clear pathways for career advancement and professional development. The role offers a supportive environment focused on serving industry professionals, along with comprehensive benefits and product discounts. The position is on-site and requires physical capability to handle warehouse tasks and operate company vehicles.

This full-time Executive Assistant role supports the CEO of the Illumination Foundation, a non-profit dedicated to ending homelessness in California. The position involves managing the executive's calendar, coordinating Board of Directors meetings, and handling sensitive communications with high discretion. Key responsibilities include preparing strategic materials, organizing logistics for leadership events, and maintaining efficient office operations. The role appeals to candidates seeking to contribute to a mission-driven organization that values compassion, community, and empowerment. The position offers a comprehensive benefits package including health insurance, retirement matching, and professional development opportunities within a collaborative, fast-paced environment.

The Information System Security Manager role at Calibre involves leading cybersecurity strategy and operations for a mission-focused digital transformation team. Key responsibilities include establishing the enterprise information security architecture, managing security budgets and staffing, and advising senior leadership on risk levels and cost-benefit analyses. The position also requires overseeing continuity of operations programs, coordinating cybersecurity inspections, and ensuring security requirements are integrated into new technology acquisitions. This opportunity is appealing due to the company's employee-owned culture and the chance to shape security strategy for critical systems. The role demands an active TS/SCI clearance and relevant certifications such as CISSP or GSLC, offering a high-impact environment for experienced security professionals.

The HVAC Controls Systems Technician role involves commissioning, troubleshooting, and optimizing building automation systems for Johnson Controls. Key responsibilities include loading controller software, performing system diagnostics on sensors and actuators, calibrating equipment, and providing technical solutions to ensure facility efficiency. The position requires strong interpersonal skills to communicate with clients and lead mechanics on non-complex projects. This opportunity is appealing due to the company's commitment to global advancement, paid training, and a collaborative culture focused on creating purposeful solutions. The role offers comprehensive benefits and the potential for a company vehicle, supporting a career dedicated to technological innovation and sustainable building management.

The Janitorial and Sanitation Sales Representative role is a field-based business development position within SouthernCarlson's national distribution team. The individual actively prospects commercial and industrial clients to sell facility maintenance products and programs while managing an existing book of business. Key responsibilities include conducting on-site needs assessments, closing new accounts, coordinating logistics with internal teams, and maintaining detailed product knowledge. The position appeals to candidates seeking a collaborative, family-oriented culture with a national reach and local feel. It offers significant career growth opportunities within a supportive organization that values integrity and teamwork. The role requires regular travel to customer sites and involves physical demands such as lifting supplies, making it ideal for a self-motivated professional comfortable with a dynamic, non-desk environment.