Client Management

Client Management Finance Jobs

4 jobs found

Assistant Vice President, Economic Damages and Valuations

J.S. Held LLC San Francisco, CA Hybrid

24d ago

$145k - $190k/yr Full time Assistant AVP Business Litigation

Assistant AVP Business Litigation

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Job Description

Overview

We are a global consulting firm delivering technical, scientific, financial, and strategic guidance to help clients realize value and manage risk. Our professionals act as trusted advisors on high-stakes matters that require timely action, integrity, and rigorous analysis of both tangible and intangible assets. We provide a broad range of services, tools, and data to help clients navigate complex, contentious, and high-impact situations.

Position Summary

We are seeking an Assistant Vice President to join the Economic Damages and Valuation team. This role suits an entrepreneurial, highly driven professional with a versatile skill set who can contribute beyond traditional VP duties. The ideal candidate will combine expertise in consulting and business litigation with flexibility and strategic thinking to handle a variety of tasks.

Location: Hybrid remote in San Francisco, CA

Team and Role Details

The position requires a minimum of seven years of experience evaluating economic damages in business litigation across diverse industries. A solid background in financial statement analysis and expert report preparation is essential. The AVP will help lead day-to-day project management and maintain client communications across multiple engagements.

Key Responsibilities

Help lead complex business litigation engagements to quantify economic damages, including engagement planning, task delegation, and team management.
Develop and maintain client relationships, serving as the direct contact with current and prospective clients.
Engage with clients in person to gather data and information relevant to the engagement.
Provide insight on target industries, markets, and competitor information.
Manage damages analyses by selecting appropriate methodologies and building and reviewing financial models.
Draft expert reports and review opposing damages experts' reports.
Take on assignments as an expert witness when appropriate and provide expert witness testimony.

Qualifications

Required Qualifications

Bachelor’s or master’s degree with a strong quantitative focus (e.g., Business, Economics, Math, Finance, or Accounting).
Minimum of 5 years of experience evaluating economic damages in business litigation.
Proficiency in Microsoft Excel and Microsoft Word, with strong verbal and written communication skills to produce high-quality expert reports.
Solid project management abilities.
Strong analytical and critical thinking skills with attention to detail and the ability to meet deadlines.
Independent work ethic, leadership capabilities, and excellent communication to address client questions and requests.

Preferred Qualifications

Professional certifications (e.g., CPA, ASA, CVA, ABV, CFA) or progress toward earning them.
Experience providing testimony is desirable but not required.

Physical and Mental Job Demands

Prolonged periods of sitting at a desk and working on a computer. Travel may be required as needed.

Benefits and Compensation

Salary range: $145,000 - $190,000. Final offer will reflect a range of factors including skillset, experience, training, location, scope of role, and management responsibilities.
Flexible work environment with remote options as needed.
Flexible Time Off policy.
Medical, Dental, and Vision Insurance.
401(k) Match.
Commuter Benefits.

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Financial Data Specialist

Study Groups Bellingham, WA

28d ago

$55k - $65k/yr Full time Accounting Analytics Client Management

Accounting Analytics Client Management

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Job Description

Role Overview

The Financial Data Specialist gathers, reconciles, and analyzes member-submitted data to produce accurate financial and operational reporting. You will investigate anomalies, maintain data integrity, and coordinate directly with member companies to meet reporting deadlines and standards. This is a hands-on role that blends data analysis with direct member communication. You should be comfortable examining issues within spreadsheets and systems, and equally comfortable joining calls to clarify requirements and resolve discrepancies.

Key Responsibilities

Own data reporting requirements for assigned members; translate requirements into clear inputs, validations, and outputs.
Collect, reconcile, and route financial and operational data for a portfolio of member companies, consistently meeting deadlines.
Analyze submissions to identify trends, anomalies, and discrepancies; trace impacts through to report outputs.
Serve as the primary point of contact for assigned members; communicate requirements proactively and resolve issues with business owners and finance leaders.
Support onboarding of new member firms by teaching reporting standards and ensuring first submissions are accurate and complete.
Identify and implement process improvements that reduce rework and improve data collection efficiency.
Maintain and enhance team datasets and tools used to organize, validate, and report member data.
Maintain data integrity and confidentiality; follow internal standards for accuracy and handling of member information.
Collaborate with BI teammates on shared accounts, escalations, and special projects.

Required Skills and Experience

Advanced Excel skills (3+ years) working with complex financial datasets.
Foundational financial reporting knowledge and comfort with accounting concepts.
Strong analytical and investigative abilities; you enjoy identifying root causes and fixing data issues.
Member-facing communication skills; comfortable initiating outreach, clarifying requirements, and following up.
Self-directed and adaptable; able to prioritize, make sound decisions, and move work forward in a dynamic environment.
Detail-oriented under deadline with strong organizational skills and follow-through.
Comfort switching between focused data work and responsive member support.
Nice to have: experience with Power BI or similar BI tools.

What Makes You A Good Fit

You pick up new situations quickly, communicate proactively, and balance accuracy with speed when deadlines approach.
You are comfortable working with partial information, ask the right questions, and drive issues to resolution.

Attributes and Experience

3+ years of experience in data analysis, financial reporting, or a related role
Based in Bellingham, WA and on-site availability
Detail oriented
Investigative mindset
Self-driven
Organized
Adaptable
Strong communicator comfortable working directly with business owners and CFOs

Company Culture and Values

Study Groups aims to bring people together and create value for members through trust, service, and continuous improvement. The organization connects non-competing peers to share insights, solve problems, and boost performance. Since 1985, Study Groups has supported 700+ members across 325+ companies and maintains a robust comparative database to help operators become more efficient and profitable.

Mission and Vision

Mission: To create permanent value and lasting friendships for our members through education and sharing in an environment of trust.

Vision: We strive to work with 500 unique companies and 1,000 members across three industries by 2027.

Location, Schedule and Benefits

Location: Bellingham, WA 98229. This role is on-site, with hybrid remote options possible in the Bellingham area.

Schedule: Full-time, Monday through Friday, 8:00 AM to 4:00 PM or 9:00 AM to 5:00 PM.

Benefits include:

Health and dental insurance
Retirement plan
Section 125 health and/or childcare cafeteria program
Competitive PTO and sick leave
Paid holidays
Up to five additional paid volunteer days

Preferred Experience

Microsoft Excel: 3+ years working with complex financial datasets
Customer or member-facing support: 1+ year
Accounting or business financial reporting: 1+ year
Power BI or similar BI tools: a plus

Compensation

Pay: $55,000.00 to $65,000.00 per year

Additional Details

Only candidates with suitable authorization to work in the United States will be considered.

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Transaction and Relationship Manager, VP

Citi Tampa, FL

28d ago

$130k - $195k/yr Full time Manager Agency & Trust Bachelor's Degree

Manager Agency & Trust Bachelor's Degree

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Job Description

Overview

The role oversees the management and administration of select capital markets and specialized agency transactions, including bond issues, corporate escrow accounts, M&A/Exchange and Paying Agent activities, Medium-term Notes, programs, and Commercial Paper Issuing and Paying Agent capacities. It requires strong client service and problem-solving skills, with the ability to independently manage a transaction workload and client relationships while contributing to special projects.

Responsibilities

Administer day-to-day activities for specialized agency deals such as M&A/Exchange & Paying Agent, Medium-term Notes, programs, and Commercial Paper Issuing & Paying Agent roles.
Collaborate with Sales and Product teams to support existing client relationships and nurture opportunities for new business.
Address client inquiries and coordinate with functional partners on any servicing requirements or issues.
Provide backup coverage to other administrators within the transaction management group.
Support the client lifecycle from acquisition through initial engagement, implementation, and ongoing maintenance of transactions.
Assist clients and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions.
Review and process day-to-day transaction activity.
Answer inquiries from internal and external Agency & Trust clients in connection with transactions.
Adhere to A&T/Citi policies and procedures for client onboarding, deal implementation, account opening, and deal maintenance.
Coordinate with Operations for transaction setup, activity, and reporting; handle inquiries from clients and other stakeholders.
Demonstrate commitment to the bank's reputation and safeguarding Citi, its clients and assets by ensuring compliance with applicable laws and regulations, applying ethical judgment, and escalating and reporting control issues with transparency.
Participate in routine client calls with existing and prospective Agency & Trust customers.

Qualifications and Experience

Minimum five years of Corporate Trust or comparable relevant experience in corporate banking.
Proven experience in deal implementation and ongoing maintenance.
Solid knowledge of Corporate Trust concepts.
Ability to analyze and interpret complex Corporate Trust legal documents.
Capacity to manage a diverse set of internal and external demands.
Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
Ability to work under pressure and meet deadlines or adapt to changing requirements.
Strong problem-solving and decision-making capabilities.
Analytical and influencing skills with clear written and verbal communication.

Education

Bachelor’s degree or equivalent professional experience; Master’s degree is preferred.

Location

Tampa, Florida

Details

Work Type: Full time
Salary Range: $129,840.00 – $194,760.00
Time Type: Full time
Primary Location: Tampa, FL, United States

Benefits and Compensation

In addition to base salary, Citi may provide discretionary and formulaic incentive and retention awards. Citi offers a comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes planned vacation, sick leave, and paid holidays. For more detail on Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

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Financial Advisor Apprentice

OmniGrowth Wealth Professionals Morristown, NJ

1mo ago

$55k - $110k/yr Full time Advisor Apprentice Client Management

Advisor Apprentice Client Management

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Job Description

Overview

Financial Advisor Apprentice is an 18-month residency and financial planning career path located in Morristown, NJ (in person). Target total compensation ranges from $75,000 to $110,000, combining base pay, performance bonuses, and a growth share.

Program Focus and Mission

This intensive residency is designed to transform ambitious candidates into world-class Wealth Planners. It requires a proactive, hands-on approach rather than routine tasks. You will be assigned a client flock whose financial lives you steward. OmniGrowth Wealth Professionals operates from a mission of providing stewardship that inspires and nurtures life successes, guided by our Pillars of Trust and core values of Professionalism, Leadership, and Proactive Empirical Creativity.

Your Year One Objectives

Master the Flock: internalize every member of your assigned client group—their goals, history, and gaps.
The Planning Engine: become proficient in eMoney, Holistiplan, and our proprietary tools and "Choice Architecture" to craft recommendations that truly impact lives.
Efficient Execution: dedicate time to mastering our internal systems and scripts so you are fully efficient and impactful during the day.
Collaborative Hive: work within a team that supports stewardship of peers, clients, and the firm.

Ideal Candidate

We prefer candidates with their Series 7 and 66, but we will sponsor licensing for the right high-achiever. The hard deadline requires full licensing (Series 7, 66/63/65, and Life/Health) by September 30, 2026. The residency program begins June 8, 2026.

Impeccable follow-up: you ensure projects reach completion and nothing falls through the cracks.
Creatively proactive: you set your own weekly objectives and use empirical data to accelerate growth and decisions.
Dedicated: you understand that professional success requires a substantial initial investment of time and energy.

Not a Fit If

You want a conventional 9-to-5 role you can disengage from mentally.
You struggle with the technical rigor of tax brackets, probate funnels, or investment portfolios.
You prefer working in isolation rather than in a high-accountability, group-coaching environment.

Compensation and Growth

The program starts with a compensation package of $75,000 to $110,000, with those who perform well reaching $110,000+ in Year 1. Base salary is $55,000. Controllable bonuses are awarded quarterly and monthly based on hitting technical and cultural milestones, up to 30-50% of the base salary. You also participate in profit sharing tied to the growth of your flock.

Career Path and Progression

Successful completion of the residency leads to a Junior Planner promotion within 12 to 18 months, with a clearly defined path toward Senior Planner and additional advancement opportunities.

How to Apply

Apply via Indeed. Successful applicants will be invited to complete a follow-up assessment focused on our Core Values and the ability to solve complex planning scenarios.

About OmniGrowth Wealth Professionals

We provide the path; you set the pace. This in-person role is based in Morristown, NJ 07960.

Pay and Location Details

Pay: $55,000 to $110,000 per year. Work Location: In person. Location: Morristown, NJ 07960.

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Client Management Finance Jobs

Assistant Vice President, Economic Damages and Valuations

Financial Data Specialist

Transaction and Relationship Manager, VP

Financial Advisor Apprentice

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