Client Solutions Advisory Jobs

This senior leadership role at TYLin involves directing the Water Advisory practice within the firm's global infrastructure consulting division. The position focuses on strategic growth, overseeing asset management and resilience initiatives while building strong relationships with clients and regulators. Key responsibilities include leading multidisciplinary teams, driving business development and revenue targets, and serving as a principal on major engagements to deliver integrated engineering and advisory solutions. The role appeals to experienced professionals seeking to shape the future of water infrastructure through innovative, sustainable decision frameworks. It offers a collaborative culture rooted in a Generous Mindset, opportunities for global impact, and a comprehensive benefits package, with travel required to support client engagements.

The Account Director role within Maplecroft's Account Management team focuses on owning and growing a portfolio of strategic US-based corporate clients in the energy and technology sectors. Key responsibilities include driving revenue through renewals and expansion, developing multi-year account strategies, and leading consultative sales engagements with C-suite stakeholders. The position offers the autonomy to manage a portfolio like a business while collaborating with data and product teams. This opportunity appeals to professionals seeking a commercially focused environment that values ownership, integrity, and high performance. The role supports flexible working arrangements and provides a platform for mentoring junior team members while influencing product strategy through direct market insights.

This senior Vice President role within the Corporate & Investment Bank focuses on leading electronic trading initiatives for the Structured Product Groups. The position involves owning the electronic trading book of work, driving the electronification of complex trading workflows, and implementing automation and algorithms to enhance market execution. Key responsibilities include partnering with trading, sales, and technology teams to translate front-office needs into functional requirements while ensuring strict adherence to risk and compliance standards. The role appeals to candidates seeking to shape the future of trading technology in a dynamic environment, offering the opportunity to influence how data and automation improve trading outcomes across diverse asset classes. The position requires on-site work with occasional travel and operates within a culture that prioritizes strong customer relationships balanced with rigorous risk management.

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.

The Senior Manager, Management Consulting role leads high-value advisory engagements in technology enablement, finance transformation, and accounting operations. Key responsibilities include managing cross-functional teams through all project stages, overseeing engagement economics and quality control, and driving business development through client pursuits and thought leadership. The position offers the appeal of a collaborative culture centered on professional growth and meaningful impact, supported by a unique Employee Stock Ownership Plan that allows team members to share in the firm's success. While the role requires significant travel, it provides opportunities for advancement and the flexibility to work within a diverse, inclusive environment focused on helping clients achieve sustainable outcomes.

This Client Service Manager role within Marsh's Captives team focuses on the daily management and accounting of insurance entities, captives, and reinsurance pools. The position involves preparing and reviewing financial statements under US GAAP or IFRS, managing the financial audit process, and providing advisory support on regulatory compliance. The role appeals to professionals seeking a hybrid work arrangement that balances remote flexibility with three days of in-office collaboration. It offers opportunities for professional growth within a vibrant, inclusive culture and access to a global network of colleagues and clients.

The Migration Consultant role within Presidio's Modern Platforms Advisory team focuses on guiding organizations through complex IT transitions to cloud, hybrid, or on-premises environments. Key responsibilities include assessing current IT landscapes, designing comprehensive migration strategies, and overseeing the execution of application and data transfers to minimize business disruption. The position requires collaboration with cross-functional teams to optimize infrastructure, manage risks, and document technical architectures. This opportunity appeals to professionals seeking to work at the forefront of digital transformation and AI-driven innovation within a collaborative culture. The role offers a remote work arrangement with the flexibility to utilize local offices and involves approximately 15% travel for client engagements.

This remote Tax Director role within Private Client Services focuses on delivering strategic tax planning for closely held businesses and high-net-worth individuals in New England. Key responsibilities include developing deep expertise in niche industries, mentoring and supervising team members, and leading client service teams to ensure exceptional satisfaction and efficient delivery. The position appeals to professionals seeking a boutique firm environment that prioritizes client service over billable hours. It offers a supportive, family-friendly culture with clear paths for professional growth, emphasizing work-life balance and collaboration among seasoned experts.

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 Manager role combines technical accounting advisory with global delivery operations within a strategic leadership position. The individual will guide clients on complex US GAAP standards, oversee financial reporting compliance, and design internal controls while managing cross-functional teams across onshore and offshore locations. Key responsibilities include driving business development to secure new engagements, optimizing global resource utilization, and mentoring staff on technical and operational best practices. The position appeals to professionals seeking a blend of deep technical expertise and strategic growth opportunities within a collaborative environment that values innovation and high-quality client service.

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 Staff and Senior Consultant roles at PYA involve joining a collaborative, privately-owned professional services firm to deliver cross-sectional consulting experiences. Key responsibilities include performing financial and operational analyses, managing project work streams, and communicating findings through reports and client presentations across diverse areas like healthcare strategy, business valuation, and data analytics. The position appeals to candidates seeking professional growth under experienced leaders within a dynamic culture that values innovation and excellence. While the role offers opportunities to work with industry leaders and advance one's career, it requires a willingness to travel for client engagements and projects across the firm's national offices.

This role is a Healthcare Insurance Producer position within a nationally recognized, privately held risk advisory firm. The professional will drive new business growth by prospecting and selling to healthcare organizations, including hospitals and medical groups. Key responsibilities include conducting consultative sales conversations on risk management and benefits, building relationships with C-Suite executives, and managing a book of business to generate long-term residual revenue. The position appeals to entrepreneurial sales professionals seeking autonomy, uncapped commission potential, and full ownership of their client portfolio without geographic territory restrictions. The company provides comprehensive support infrastructure, allowing the role to focus entirely on sales and strategy rather than administrative servicing.

This full-time Aviation Project Manager role supports Ardurra's growing aviation group in Texas, focusing on airport design and construction projects from planning through completion. Key responsibilities include managing client relationships, overseeing regulatory approvals and environmental compliance, supervising junior staff, and ensuring quality control for design documents. The position offers a hybrid or fully remote work arrangement for candidates residing in Texas, providing flexibility to balance professional and personal life. The role is appealing due to the company's people-centric culture that prioritizes career development through internal training programs, mentorship opportunities, and a collaborative environment dedicated to shaping sustainable aviation infrastructure.

This full-time Audit Senior Manager role is based in Nashville, TN, and focuses on leading audit engagements for diverse healthcare organizations including physician groups and health IT firms. The position involves supervising audit teams, providing technical accounting support, and managing engagement economics while fostering strong client relationships. Key responsibilities include developing strategic recommendations, participating in business development efforts, and mentoring junior professionals. The role appeals to experienced leaders seeking a collaborative, growth-oriented environment with significant exposure to key decision makers and opportunities to contribute to firmwide initiatives.

This hybrid Investment Consultant role serves as a strategic product expert and sales coach for field advisors, focusing on complex financial planning and investment solutions. Key responsibilities include delivering targeted training on diverse investment products, providing expert consultation on tax and retirement strategies, and analyzing prospect scenarios to guide effective practice building. The position appeals to professionals seeking to influence industry standards through innovation and cross-departmental collaboration within a client-centric culture. The hybrid work arrangement combines remote flexibility with periodic travel to network offices for in-person events and leadership engagements.

The Tax Supervisor role at Sorren, a top national advisory firm, involves leading a team to prepare and review complex individual, corporate, and partnership tax returns while providing strategic tax planning. Key responsibilities include supervising and mentoring staff, conducting detailed quality reviews, analyzing organizational structures for tax impacts, and fostering strong client relationships. This position appeals to professionals seeking a human-first culture that prioritizes work-life balance, offering generous paid time off, a firmwide winter break, and comprehensive support for career advancement and CPA licensure. The role requires a full-time commitment with flexibility to meet deadlines, blending high-performance expectations with a collaborative environment focused on professional growth and personal well-being.

The Supervisor - Cyber Engineering role is a client-facing position within RSM's global Cyber practice, focusing on cloud transformation, architecture, and DevSecOps engineering. The team collaborates with software engineers and architects to design scalable cloud solutions, implement Infrastructure as Code, and build automated CI/CD pipelines for diverse industries. Key responsibilities include guiding executive stakeholders through cloud adoption roadmaps, developing cloud-native strategies, and solving complex technology challenges using platforms like AWS, Azure, and GCP. The position appeals to professionals seeking growth in high-demand areas such as cloud security and AI development within a supportive, cross-functional environment. The role offers flexibility in scheduling to help balance professional demands with personal life while providing opportunities to work on cutting-edge digital transformation initiatives.

This contract-to-hire Senior CyberArk Engineer role supports the Department of Transportation's privileged access management program from a remote location. The engineer is responsible for deploying, configuring, and maintaining CyberArk solutions across development, test, and production environments while managing vault appliances and lifecycle updates. Key duties include collaborating with stakeholders to strengthen security, remediating vulnerabilities, supporting disaster recovery testing, and generating compliance reports aligned with federal requirements. The position appeals to candidates seeking to work on critical government infrastructure with a clear path to full-time employment. It requires a US citizen or permanent resident with an active Public Trust clearance and offers a comprehensive benefits package including health coverage and retirement matching for eligible consultants.

This Audit Manager role within the financial services team at Baker Tilly focuses on delivering industry-specific assurance and advisory services to middle market asset management clients. Key responsibilities include managing fieldwork, assessing internal controls, providing financial statement guidance, and mentoring junior staff while driving client relationships and engagement profitability. The position appeals to professionals seeking to become industry experts in a rapidly growing firm that values transparency and employee development. The role offers significant autonomy over scheduling and career growth, supported by a collaborative culture that prioritizes work-life balance and continuous learning.

This Senior Technical Account Manager role supports a cybersecurity client's Solution Success team, focusing on Application Security Posture Management. The position blends pre-sales solution design with post-sales adoption, requiring collaboration with sales, engineering, and product groups to maximize customer value. Key responsibilities include leading technical demos and proofs-of-concept, architecting secure software supply chain integrations, and guiding customers through onboarding and quarterly business reviews. The role appeals to professionals seeking a high-impact environment where they can serve as a trusted advisor, shape product roadmaps based on real-world insights, and drive long-term client retention. The position offers a dynamic setting for those passionate about DevSecOps and modern software development pipelines.

This senior leadership role serves as a Managing Director within the Restructuring and Dispute Resolution Advisory practice, tasked with building and leading the firm's Purchase Price Disputes and Independent Expert practice. Key responsibilities include advising buyers and sellers on post-closing purchase price adjustments, acting as an independent neutral accountant in M&A disputes, and driving business development through relationships with private equity and legal firms. The position offers the appeal of shaping a specialized practice area within a collaborative culture that values innovation and work-life balance. While the role is designated as remote, it requires occasional office presence for client work and team meetings, providing flexibility alongside opportunities for professional growth and mentorship.

This senior technology role within the Prospect and Client Management team at LPL Financial focuses on leading the design and development of high-volume, low-latency applications for mission-critical systems. The position involves collaborating with product owners to translate business needs into technical solutions, coordinating with architecture and infrastructure leaders to optimize delivery speed, and coaching teams through the software development lifecycle. The role appeals to candidates seeking a collaborative environment where they can drive innovation while supporting the firm's mission to empower financial advisors. The position offers a hybrid work arrangement and provides opportunities for professional growth within a culture that values integrity, creativity, and continuous improvement.

This Analyst role on the WealthAG Analytics team supports a call center-based advisory business by transforming data into actionable insights for financial advisors. Key responsibilities include developing machine learning prototypes, creating data alerts and reports, and collaborating with cross-functional partners to optimize business processes. The position offers a dynamic environment where early-career professionals can build core skills in data science and visualization while learning how analytics drives financial outcomes. The role appeals to detail-oriented individuals seeking mentorship and growth within a collaborative culture that values innovation and client success. This is a hybrid opportunity combining hands-on technical work with strategic business exposure.

This remote contract role supports clinical trial data operations within the life sciences sector. The Data Engineer programs SAS edit checks and macros, designs robust ETL and ELT pipelines for structured and unstructured data, and ensures high data quality across analytics and AI/ML model workflows. Key responsibilities include developing study documentation, troubleshooting database issues, and collaborating with biostatistics and R&D stakeholders. The position offers the appeal of working with advanced technologies like Python and Power BI in a flexible, fully remote environment while contributing to meaningful healthcare outcomes.