Client Solutions Advisory Jobs

The Senior Analyst, Business Management role supports the Chief Legal Officer and Chief of Staff within LPL Financial's corporate leadership team. This position acts as a strategic partner to drive operational excellence, manage day-to-day operations, and lead high-priority ad-hoc projects. Key responsibilities include conducting research and benchmarking analyses, developing executive dashboards, preparing board-level reports, and facilitating cross-functional change initiatives. The role appeals to motivated problem-solvers seeking to make a tangible impact in a collaborative, innovation-focused environment. It offers the opportunity to work with senior leadership on enterprise-level priorities while contributing to a unified mission of supporting financial advisors. The position requires strong communication skills and the ability to synthesize complex information for executive audiences.

This hybrid supervising engineering role within Parsons' Critical Infrastructure team focuses on leading civil and highway design projects across New Jersey. The position involves managing complex engineering tasks, preparing construction documents, and providing technical guidance to junior engineers and designers on major initiatives like the Newark Bay Bridge and Gateway Tunnel. Key responsibilities include performing engineering computations, reviewing supplier submittals, and ensuring compliance with state regulations. The role appeals to experienced professionals seeking leadership opportunities on once-in-a-lifetime infrastructure projects within a collaborative culture that values agility and growth. While primarily based in the Newark office with 2-3 days of in-person work, fully remote options may be considered for the right candidate.

The Global Employer Services Expatriate Tax Experienced Manager role involves leading tax compliance and strategy for international assignees within a global advisory firm. Key responsibilities include structuring international assignments, reviewing and signing tax returns for inbound and outbound employees, managing client relationships, and supervising a team of associates. The position also requires business development efforts and providing expert guidance on tax policy changes. This opportunity is appealing due to the firm's unique Employee Stock Ownership Plan, which allows professionals to share in the company's growth, alongside a culture that emphasizes flexibility, meaningful connections, and career advancement. The role supports a diverse, global team focused on delivering impactful solutions to middle-market clients.

This Principal-level role within HKA's Forensic Accounting and Commercial Damages team focuses on delivering expert solutions for complex global disputes. The position involves leading high-stakes investigations, analyzing insurance claims, business interruption, and lost profits, while providing expert witness testimony for international arbitration and litigation support. The role appeals to professionals seeking a collaborative culture that values quality and continuous learning, offering opportunities to leverage existing expertise while developing specialized skills in a rapidly evolving field. The position supports a global mindset with a focus on inclusive growth and professional development within a leading risk mitigation firm.

This full-time Assistant General Counsel role within the Litigation Team at Northwestern Mutual involves managing complex civil disputes for a Fortune 109 financial services company. Key responsibilities include developing litigation strategies with outside counsel, overseeing all phases of discovery and eDiscovery, preparing executives for depositions and trials, and evaluating settlement options to mitigate enterprise risk. The position appeals to legal professionals seeking a collaborative environment where they can partner closely with business leaders to deliver practical, strategic advice. The role offers a flexible work schedule, comprehensive benefits, and opportunities for career growth within a culture that prioritizes client interests and employee well-being.

The Client Solutions Advisor role involves connecting with individuals and families to assess their needs and provide tailored financial and wellness solutions. Key responsibilities include conducting virtual or in-person meetings, performing needs analyses, and recommending products such as life, health, and retirement insurance. The position is appealing due to its flexible work arrangement, allowing staff to operate from home or the field with a self-managed schedule. The role offers a supportive environment with comprehensive training, mentorship, and clear pathways for career growth, enabling professionals to build long-term relationships while achieving their own goals.

The Client Solutions Director role within Robert Half Management Resources focuses on business development for finance, accounting, human resources, and operations sectors. Key responsibilities include presenting services to new and existing clients through various communication channels, cultivating enterprise-level relationships with stakeholders, and analyzing market trends to serve as a trusted business advisor. The position is based in Grand Rapids, Michigan, and offers the appeal of working for a globally recognized industry leader with a history of stability and innovation. The role provides exceptional career advancement opportunities across over 300 locations, access to cutting-edge technology and training tools, and a collaborative culture dedicated to ethical practices and social responsibility.

The Senior Consultant, Client Solutions role serves as a trusted advisor to state and local education agencies across the Pacific Northwest, focusing on strategy, operations, and technology-enabled implementations. Key responsibilities include leading complex, large-scale technology deployments, managing multi-group engagements with limited supervision, and driving revenue growth by identifying new business opportunities and expanding existing client relationships. The position requires deep expertise in public sector regulations and the ability to translate business needs into technical solutions. This opportunity appeals to professionals seeking to make a tangible impact on student success within a mission-driven firm. The role is primarily remote for candidates based in Seattle or Portland, with regular travel required to support clients and growth initiatives.

The Senior Consultant, Client Solutions role serves as a trusted advisor to state and local education agencies across the Pacific Northwest, focusing on strategy, operations, and technology-enabled implementations. Key responsibilities include leading complex, large-scale technology deployments, managing multi-group consulting engagements, and driving revenue growth through client expansion and new business development. The position requires deep expertise in public sector regulations and the ability to translate business needs into technical solutions. This opportunity appeals to professionals seeking to impact student success while working within a collaborative culture that values diversity and inclusion. The role is primarily remote for candidates based in Seattle or Portland, with regular travel required to support clients and growth initiatives.

The Client Manager - HNAS role serves as a strategic consultant for Highmark Health, managing a book of business for existing health benefit accounts. The position focuses on renewing contracts, selling new products, and driving growth within the self-funded and TPA health insurance sectors. Key responsibilities include developing sales strategies, maintaining senior-level relationships with clients and brokers, and leading internal teams to deliver tailored client solutions. This remote opportunity appeals to professionals seeking to make a significant impact within a culture that prioritizes employee growth and collaboration. The role requires occasional travel and offers the chance to work with a national organization dedicated to creating remarkable health experiences.

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.

This senior presales role serves as the primary technical authority for SHI International Corp's Data & AI practice, focusing on Microsoft AI solutions like Copilot, Azure AI Foundry, and Power Platform. The position involves owning revenue targets, leading discovery workshops, and architecting integrated solutions that combine AI agents with data governance and security foundations. Key responsibilities include developing multi-agent orchestration strategies, creating proof-of-concept demonstrations, and presenting strategic roadmaps to C-suite executives. The role appeals to candidates seeking to shape the future of enterprise AI through hands-on agent development and market-making initiatives. It offers a collaborative environment within a diverse, global organization that prioritizes continuous professional growth, leadership opportunities, and a concierge approach to client success.

This Sales Associate role within the Business Insurance team at Marsh McLennan Agency serves as a foundational position for advancing to a Sales Advisor. The role involves building community relationships, conducting client meetings to develop tailored insurance solutions, and preparing cost calculations and quotations. Candidates will also support Requests for Proposal and represent the company at industry events while working toward dual licensing in business insurance and employee benefits. The position is appealing due to its structured path for professional growth, including shadowing opportunities and tuition reimbursement. It features a hybrid work arrangement and is supported by an inclusive culture that emphasizes meaningful impact, robust benefits, and opportunities for personal and professional development.

This remote position serves as a High Net Worth Tax Manager or Senior Manager within a Los Angeles-based accounting firm specializing in the entertainment and media sectors. The role requires a CPA or EA with over five years of experience in individual tax preparation, including 1040 and 1041 forms. Key responsibilities involve managing complex tax strategies for high-profile clients, ensuring compliance, and delivering innovative advisory solutions. The position is appealing due to the firm's reputation as a top workplace offering a flexible, entrepreneurial environment that prioritizes work-life balance and professional growth. Employees benefit from a supportive culture that invests in team development and technology while allowing for meaningful impact on diverse clients.

The Senior Associate/AVP role within Monroe Capital's Real Estate Alternative Credit Solutions Group focuses on underwriting, due diligence, and asset management for commercial real estate credit investments. Key responsibilities include modeling cash flows and valuations, preparing investment committee presentations, conducting legal and market research, and supporting portfolio management activities. The position offers the opportunity to work on diverse transactions ranging from senior mortgages to preferred equity across the United States and select international markets. This role is appealing for its exposure to a premier private credit firm with a strong track record of generating alpha returns and its collaborative environment that values integrity and ownership. The position is based in New York with a hybrid schedule requiring four days per week in the office.

The Senior Associate/AVP role within Monroe Capital's Real Estate Alternative Credit Solutions Group supports the underwriting, due diligence, and asset management of commercial real estate credit investments. Key responsibilities include modeling cash flows and valuations, preparing investment committee presentations, conducting market research, and assisting with portfolio reporting. This position offers the opportunity to work on diverse transactions ranging from senior mortgages to preferred equity across the United States and select international markets. The role is based in Miami with a hybrid schedule requiring four days in the office. It appeals to candidates seeking exposure to a premier private credit firm with a strong track record of generating alpha returns and a collaborative environment that values integrity and ownership.

This six-month contract role places a Project Manager within the Transformation team at Quantum Work Advisory, a subsidiary of Allegis Group specializing in workforce technology and strategy. The position involves managing small to medium-sized projects, defining scope and deliverables alongside executive stakeholders, and leading the development of detailed work plans using Agile or Product Development Life Cycle methodologies. Key responsibilities include resolving team conflicts, monitoring project milestones, and executing change management initiatives to drive digital transformation. The role is appealing for its innovative environment at the forefront of AI and automation, offering significant growth opportunities to shape a business unit while leveraging the extensive resources of a major industry leader. The position is open to candidates in North America, excluding specific states, and focuses on delivering impactful solutions through a people-first design approach.

The Senior Insurance Specialist role at CBS Brokerage involves leading a dynamic team within the Shakopee, Minnesota office to drive growth across a designated sales territory. Key responsibilities include recruiting and mentoring financial advisors, providing expert guidance on complex insurance products such as life insurance and annuities, and developing strategic sales plans to maximize revenue. The position requires acting as a liaison between advisors and home offices to resolve case management issues efficiently. This opportunity is appealing for its focus on building lasting professional relationships, offering a collaborative culture that values innovation, and providing the chance to shape the future of insurance solutions while working with top-tier industry partners.

The Tax Senior Manager role within Core Tax Services at BDO involves leading a team to advise clients on complex tax strategies, compliance, and regulatory issues. Key responsibilities include conducting top-level reviews of tax returns, managing ASC 740 tax accruals, developing strategies to minimize tax burdens, and serving as the primary contact for federal and state agency inquiries. The position also requires mentoring associates, overseeing project workloads, and participating in business development efforts. This opportunity is appealing due to BDO's unique Employee Stock Ownership Plan, which allows professionals to share in the firm's growth, alongside a culture that prioritizes flexibility, meaningful connections, and individual development. The role supports a diverse range of clients across the U.S. and globally, offering significant potential for career advancement and professional impact.

This full-time Private Client Advisor role within Commerce Trust focuses on delivering comprehensive wealth management solutions to high-net-worth individuals and families. The position involves developing deep client relationships to protect wealth, navigate trust setups, and create customized financial plans that address estate, tax, and investment goals. Key responsibilities include managing a portfolio of fiduciary and investment clients, collaborating with internal partners to provide integrated services, and identifying opportunities to expand client engagement. The role appeals to professionals seeking a collaborative culture that prioritizes employee growth and development over a century of industry leadership. Based in Kansas City, the position offers a supportive environment with opportunities for career advancement and professional certification.

This full-time Private Client Advisor role within J.P. Morgan Wealth Management focuses on delivering comprehensive financial planning and investment solutions to individuals and families in the Austin area. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking a collaborative environment that champions diversity and offers access to a broad platform of investment products and thought leadership. Success in this position requires strong business judgment and a commitment to integrity, with opportunities for growth within a leading financial institution.

This full-time Private Client Advisor role within J.P. Morgan Wealth Management in Brooklyn focuses on delivering comprehensive financial planning and investment solutions to individuals and families. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking a collaborative environment that champions diversity and offers extensive growth opportunities through a broad product platform. Candidates will work with a supportive team to foster lifelong client relationships while utilizing cutting-edge technology. The position requires specific financial licenses and experience in client acquisition, offering a dynamic career path within a leading global financial services firm.

This full-time Private Client Advisor role at J.P. Morgan Wealth Management in Brooklyn focuses on delivering comprehensive financial planning and investment solutions to individuals and families. The position involves building a book of business through relationship management, providing holistic financial coaching, and educating clients on digital tools to enhance their investment experience. The role appeals to professionals seeking to leverage a broad product platform and thought leadership within a culture that prioritizes diversity, inclusion, and client-centric service. Candidates will work in a collaborative environment supported by extensive benefits and professional development opportunities.

The In-plan Client Support Advisor role within Corebridge Financial's Retirement Education Center focuses on supporting financial professionals and their clients through remote partnerships. Key responsibilities include contacting existing plan participants to educate them on investment products, developing strategies to improve plan participation, and referring clients to local advisors based on identified needs. The position is appealing for its focus on servicing existing relationships rather than cold calling, offering a supportive environment with comprehensive training, mentorship, and company-paid licensing. The role provides a flexible work arrangement with remote options, a strong emphasis on work-life balance including generous paid time off, and opportunities for professional growth within a collaborative, inclusive culture.

This Client Service Associate role within the Commercial Bank serves as a trusted advisor for a portfolio of commercial clients, acting as the primary point of contact for treasury and cash management services. Key responsibilities include resolving complex client issues, conducting annual relationship reviews to identify risks and opportunities, and collaborating with global internal partners to customize solutions. The position appeals to those seeking a dynamic environment with opportunities for career growth, involvement in diverse business resource groups, and participation in innovation initiatives. The role is based in the United States with approximately 10% travel required to visit clients and partners.