Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
Educate customers to ensure adoption and optimal usage of CE’s offerings.
Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
Consumer Edge (CE) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. They deliver real-time, transaction-based intelligence enriched by deep industry expertise, equipping corporate and investment leaders with tools for strategic decision-making.
Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
Facilitate the onboarding of new clients and ensure smooth transitions.
Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.
Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.
Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
Advise on and adapt the LearnLux methodology to financial planning topics relevant in Luxembourg
Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
LearnLux is a workplace financial wellbeing provider that blends fiduciary digital planning with access to financial advising professionals. Backed by prominent operators, they're a remote-first company committed to fostering an environment that embraces diversity and inclusion.
Review financial reporting packages and work papers.
Prepare and analyze benchmarking data and key performance indicators.
Lead and coach staff and senior accountants.
Jobgether is connecting candidates to companies using an AI-powered matching process. They ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
Create and send statements, track payments, and record expenses.
Conduct data entry, including preparing lead lists and meeting minutes.
Synthesize data into cohesive reports and presentations.
Jobgether is a company that uses AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against role's core requirements. They identify the top-fitting candidates and share this shortlist directly with the hiring company; the final decision is managed by their internal team.
Facilitate internal operations and enhance productivity.
Streamline processes and provide vital support.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.
Perform accounting functions for chapters to ensure financials are recorded accurately and timely.
Review donation batches, check requests, and prepare bank reconciliations.
Gather information for annual audit process and assist with custom reports.
Make-A-Wish's vision is to grant the wish of every eligible child. As the world’s largest wish-granting organization, they strive to create a sense of community and an environment where they warmly embrace their wish families, volunteers, and colleagues.
Manages portfolio through knowledge of client’s financial condition.
Ensures all advances and loans comply with loan policy.
Resolves factoring and asset-based lending service problems.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.
Assists team members with tasks to provide client engagement support.
Provides basic administrative support to team members.
Creates positive team member experiences, leading to excellent client service.
Ryan is a tax services firm serving the world’s most respected Global 5000 companies. They offer an innovative work environment, accelerated growth path for high performers, and competitive benefits.
Assist with the preparation of the quarterly and annual income tax provision.
Timely prepare, file, and submit payments for income tax filings.
Research and stay current of changes to tax laws and other compliance related requirements.
Teamshares buys small businesses from retiring business owners, having acquired over 100 businesses across 30+ states. It's a young and dynamic company that is growing fast, focused on being comprehensive and fair while providing fast reviews.
Manage executive calendars and coordinate engagements.
Prepare presentations and correspondence for meetings.
Serve as liaison between the executive office and stakeholders.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
Create quarterly estimates and projections.
Perform tax research and respond to tax questions.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are committed to diversity with a flexible work environment.
Support commercial, operational, and financial due diligence efforts.
Build, maintain, and stress-test comprehensive financial models.
Conduct detailed analyses of historical and projected financial performance.
Huron is a global consultancy that collaborates with clients to drive strategic growth and ignite innovation. They help clients accelerate operational, digital, and cultural transformation, enabling the change they need to own their future.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
Identify and cultivate new business opportunities through networking.
Qualify leads for alignment with target client profiles.
Engage proactively with clients to understand their needs.
Jobgether is a platform connecting job seekers with companies using an AI-powered matching process. They aim to ensure applications are reviewed quickly, objectively, and fairly.
Prepare and follow through on bids for new business.
Oversee financial and contractual performance of Sponsor projects.
Maintain a strong relationship with the customer during an ongoing clinical trial.
Jobgether is a platform that connects job seekers with potential employers. The company uses AI-powered matching to ensure applications are reviewed quickly and objectively.
Prepare financial annual budgets and forecast updates.
Manage month-end close process and reporting of monthly financial results.
Develop and maintain financial models and analysis.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Empower future clients to regain financial confidence.
Navigate stressful conversations with empathy.
Perform at high levels, leveraging targeted marketing channels.
National Debt Relief helps consumers deal with overwhelming debt. They are a leading debt settlement organization that has helped over 450,000 people settle over $10 billion of debt.