2,234 Business Management jobs in the United States

Consultant - Business Operations / Management Consultant - Business Operations / Management 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Cogent Analytics. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $135,000.00/yr - $60,000.00/yr Business Operations Consultant/Project Director Design, build, implement, train and evaluate customized solutions and advice that assist organizations in improving productivity and increasing revenues, and that positively impact overall performance. Solution implementation will encompass business development, organizational engineering, process management and financial systems. The Project Director is responsible for the client relationship from the origination of the opportunity to the evaluation of the effectiveness of the completed body of work. Responsibilities include client financial improvement, client relationship management and project management. Position Description This position provides an outstanding opportunity to work with clients, to help them improve their operational and financial efficiencies and success. This position requires 100% travel. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Deliver quantifiable and sustainable value for clients that are reflected through the income statement, balance sheet, cash flow, as well as quality of life. This is achieved through the successful development, implementation, training and evaluation of solutions to client challenges. Oversee the identification and communication of work to be completed on behalf of the client. Responsible for clear and concise communication with assigned Assistant Director or Sr. Project Director. Other Requirements Ability to travel onsite with clients (100% travel requirement). Authorized to work in the United States. Minimum of four years of consulting experience with a proven track record of delivering value for clients. Administrative duties completed in a timely and accurate manner. Ability to communicate in English, both written and verbal. Valid state issued driver’s license and current auto insurance. Advanced computer skills (Microsoft Suite, financial software, dashboards, CRM’s and PM software) Proven fiduciary responsibility, successfully managing a budget of 10M+, preferred. Prior business ownership, preferred. Competencies Required Problem Solving – Identifies and resolves problems in a timely manner; develops alternative solutions; uses reason even when dealing with emotional topics. Change Management – Communicates changes effectively and builds broad consensus; monitors transition and evaluates results. Leadership – Exhibits confidence in self and others; inspires and motivates others to perform well; accepts feedback from others Judgement – Displays willingness to make decisions; supports and explains reasoning for decisions. Gains trust of peers and leadership through sound decision making. Results Driven – Serious about committing and getting to results. Exemplifies this ability through sound decision-making, backed by logic, understanding contingency planning, with an attitude toward appropriate prioritization and effort. People Orientated – Possess a high EQ and readily able to connect and build relationships with clients, their staff and Cogent team members. Conflict Management – Empathetic and able to see all perspectives; graciously communicates differing points of view to build understanding; finds agreeable, forward-looking, and policy-aligned solutions to resolve conflicts others would see as irreconcilable. CULTURAL EXPECTATIONS Given the unique nature of the company and our strong focus on integrity and values, these cultural components of how we operate will be expected: Cogent Analytics strives to always put our clients first, choosing to do what is in their best interest even if that choice may not be the easy or popular path. Cogent Analytics maintains the highest professional standards and pledges to operate with integrity and honesty in all that we endeavor to do. We believe in a collaborative environment between the administrative staff, Leadership (AD and MD) and Project Directors. We understand and embrace the “Obligation to Challenge”, realizing that the status quo can be improved upon based on our unique and diverse capabilities and insights. We embrace diversity realizing the benefit of working together and sharing individual exceptional insights to the group. Through these insights discovered in the pursuit of solving problems we will improve results both for our clients and ourselves. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Project Management and Information Technology Industries Business Consulting and Services Referrals increase your chances of interviewing at Cogent Analytics by 2x Get notified about new Business Operations Consultant jobs in Atlanta, GA . Business Consultant, gt.school - $100,000/year USD Sr. upply Chain Consultant (HighJump/Korber/Infios) Supply Chain - Integrated Business Planning (IBP) Consultant, Travel Required Atlanta, GA 110,000.00- 225,000.00 1 week ago Atlanta, GA 48,500.00- 50,000.00 2 months ago Atlanta, GA 60,000.00- 110,000.00 4 days ago Atlanta, GA 75,000.00- 82,000.00 1 month ago Supply Chain - Integrated Business Planning (IBP) Consultant Atlanta, GA 110,000.00- 203,000.00 3 days ago Sr Manager, Growth Operations, Pricing & Commercialization Alpharetta, GA 51,906.60- 118,355.60 1 month ago Atlanta, GA 63,976.25- 121,000.00 4 days ago Business Development - Technical Consulting Business Transformation & Value Advisor, NAMER GTM / Business Innovation Atlanta, GA 158,400.00- 262,000.00 2 weeks ago Business Analyst/Product Analyst with Risk Management We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Hybrid: This role is categorized as hybrid. This means the successful candidate is expected to report to Warren, Michigan three times per week, at minimum. The Role. Global Customer Research (GCR) is seeking talented, hard-working individuals to join Analyst, Business, Management, Purchasing, Budget, Manager, Technology, Automotive

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing: The US Business Management group provides direct day-to-day support for CIBC’s US Global Markets business. The group’s primary role is to assist in achieving the mandate to be a premier, client-focused global bank. The Business Management group serves as the primary liaison between the Front Office Trading groups and the Sales desks, as well as their internal and external vendors, brokers and suppliers. Our group supports the US Trade Floor businesses with revenue generating initiatives and internal projects in an effort to drive and sustain profitability. US Business Management also strives to ensure a sound control environment and provides sound advice in support of business strategy. This role will be the lead Business Manager for multiple Trading Product areas but will focus on our growing Securitization business. As such, the ideal candidate will have a background in some securitized products, namely CLO, ABS, RMBS and CRE. How You’ll Succeed: Prioritize, direct and implement assignments / projects / initiatives, and resolve issues / problems to ensure Traders and Sales staff can focus on the specialized roles for which they have been employed; Manage and drive product and desk expansions in support of US strategic growth plans; coordinate and draft project plans and business requirements for new initiatives while ensuring compliance with CIBC’s Change Initiative Risk Assessment (CIRA) process as mandated; Be responsive and accessible to the business throughout the day; be proactive in response to information requests and promptly resolve any day-to-day service or business related issues; Build and maintain working relationships with stakeholders across the different businesses our team supports (e.g., Equity Markets, Commodities, Fixed Income, Treasury, etc), including up to Senior Management levels; Partner with cross-functional groups (Middle Office, Finance, Operations, Human Resources, Technology, Compliance, Legal, and Internal Audit) to resolve issues, improve efficiencies, promote business objectives, and execute positive results; help identify and escalate issues/risks/dependencies and facilitate communication across teams; Coordinate and contribute to responses of various internal and external auditor / regulator requests, findings and reports; remain apprised of the ever changing and applicable regulations and laws; ensure regulatory requirements and CIBC policies are understood, implemented and monitored successfully; Manage an effective and documented internal control structure is in place, as evidenced through updates and maintenance of desk policies and procedures as well as adherence to, and successful testing of, internal controls and logical access reviews; maintain, support and enhance the information risk policies, standards, guidelines, processes and metrics; Manage and analyze Financials on behalf of the US Trade Floor; coordinate with Business Management partners in Toronto to produce revenue, expense, and headcount budgets, including updating forecasts and latest estimates throughout the fiscal year. Review and control operating and allocated expenses to identify and recommend opportunities for cost reduction. Provide accurate and detailed financial reports to desk heads and management on a periodic basis; Partner with technology to ensure design and build requirements meet business needs; assist with technology projects by prioritizing and participating in technology discussion; synchronize and integrate the US Trade Floor’s strategic technology deliverables with those of CIBC Global Markets; Support and organize technology infrastructure initiatives for the U.S. Trade Floor, which include, but are not limited to the following: trade floor moves, voice (turret) / communication, network, new user set-up, new infrastructure technology initiatives, application initiatives, hardware and market data. Focus on maximizing efficiencies and minimizing costs; Liaise with external vendors and third party providers to coordinate market data services, execution platforms, broker contracts, etc.; coordinate with technology, legal, compliance, and other CIBC stakeholders to ensure approval and/or on-boarding of such is acceptable to CIBC; Work with various risk groups to ensure an understanding of credit, market and operational risk for all businesses; ensure Traders have an understanding of their applicable market risk limits, approved products list, etc.; Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Who You Are: 5 - 10 years of demonstrated experience as a Business or Front Office Project Manager; Subject matter expertise in Securitized Products; Highly motivated, self-starter; able to work in a fast paced, results driven environment, with limited management oversight; Ability to articulate complex issues concisely and communicate effective and comfortably with senior people; excellent relationship building and stakeholder management skills; Strategic thinker, with proven leadership; Strong interpersonal, written, verbal and presentation skills; Ability to execute tasks under aggressive targets and effectively manage to changes in plan; Strong knowledge of Microsoft applications (i.e., Microsoft Office, including PowerPoint, Excel, Visio, and Essbase); Trading COO experience preferred; Series 7, 63, 24 are a plus WORKING CONDITIONS Hybrid work environment Fast-paced Trade Floor environment; Ability to thrive in a changing work environment; Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability. #LI-TA California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000 - $180,000 for the NY,NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit . We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-300 Madison Ave., 5th Floor Employment Type Regular Weekly Hours 40 Skills Accountability, Business, Business Effectiveness, Business Management, Business Objectives, Business Operations, Business Processes, Capital Markets, Communication, Company Policies, Critical Thinking, Customer Experience (CX), Customer Service, Decision Making, Global Market, Hiring, Judgement, Leadership, Long Term Planning, Proposal Writing, Strategic Objectives, Waterfall Model #J-18808-Ljbffr

Join to apply for the Director, Business Management role at Morgan Stanley 21 hours ago Be among the first 25 applicants Join to apply for the Director, Business Management role at Morgan Stanley Morgan Stanley Services Group, Inc. seeks a Director, Business Management in New York, NY Manage annual budgeting and quarterly forecast. Present monthly financial reporting and variance analysis to senior management. Execute workforce strategy and ensure resources are well invested in support to regulatory requirement and business growth. Track strategic deliverables and conduct in-depth analysis to enable senior management decision. Provide effective senior stakeholder engagement to influence and drive change. Salary: Expected base pay rates for the role will be between $125,000 and $35,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Requirements Requires a Bachelor's degree in Finance, Accounting, or a related field of study and five (5) years of experience in the position offered or five (5) years as an Analyst, Associate, Director, or a closely related occupation. Requires five (5) years of experience with: managing annual budget and quarterly forecast; preparing accurate headcount and financial modeling; analyzing financial data, conducting variance analysis, and deriving insights from data; preparing expense and headcount reports; communicating variance, providing insights, supporting data-driven decision making, and making recommendations to stakeholders; executing internal projects to streamline reporting and provide transparency; analyzing problems, identifying gaps, and providing explanations; identifying financial goals, and developing long-term resourcing and cost saving plans to achieve financial goals; risk management including evaluating financial risks and identify opportunities to mitigate risks; financial statement, ratios, and how they reflect the financial position of a company; financial services industry and financial regulations including GAAP; using Excel for data analysis and modeling; using PowerPoint to produce presentations for senior management; and data analysis and visualization. Qualified Applicants To apply, visit us at and enter JR014952 in the search field. No calls please. EOE What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Business Development and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Get notified about new Director Business Management jobs in New York, NY . Director, Business Operations - Marketing Strategy & Growth New York, NY $185,0 0.00- 205,000.00 2 days ago New York, NY 130,000.00- 160,000.00 3 weeks ago Queens, NY 150,000.00- 190,000.00 3 weeks ago Director of Business Operations and Strategy New York, NY 135,800.00- 290,550.00 1 day ago New York City Metropolitan Area 210,000.00- 240,000.00 15 hours ago Chief of Staff - Director, Strategy Execution New York, NY 140,000.00- 150,000.00 3 weeks ago Brooklyn, NY 150,000.00- 180,000.00 2 weeks ago New York, NY 130,000.00- 160,000.00 1 month ago Director of Business Development & Brand Strategy New York City Metropolitan Area 1 week ago Director, Strategy & Business Operations New York, NY 130,000.00- 160,000.00 1 day ago New York, NY 210,000.00- 230,000.00 20 hours ago Brooklyn, NY 110,000.00- 120,000.00 3 weeks ago Deputy Director, Business Development & Sales Director, Strategy & Business Operations New York, NY 189,950.00- 268,900.00 3 hours ago Director of Project Management, Growth & Integration Management Office New York, NY 160,000.00- 190,000.00 1 day ago Director of GTM Operations (Chief of Staff Track) New York City Metropolitan Area 125,000.00- 150,000.00 1 month ago New York, NY 180,000.00- 240,000.00 1 day ago New York, NY 120,000.00- 170,000.00 22 hours ago Vice President of Operations – Consumer Products New York City Metropolitan Area $1 3,040.00- 150,000.00 1 week ago New York, NY 90,000.00- 95,000.00 1 month ago New York, NY 150,000.00- 170,000.00 2 weeks ago Vice President (VP) of Business Development New York, NY 220,000.00- 240,000.00 4 hours ago Director, Business Transformation (Brand Integrations) New York, NY 120,000.00- 160,000.00 1 week ago Private Equity Portfolio Operations - VP/ Director New York City Metropolitan Area 200,000.00- 250,000.00 2 days ago New York, NY 110,000.00- 120,000.00 1 day ago New York, NY 134,900.00- 184,500.00 2 weeks ago New York, NY 150,000.00- 165,000.00 1 week ago New York, NY 80,000.00- 90,000.00 2 weeks ago New York, NY 250,000.00- 300,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

• Review and analyze current program operations, processes data and systems and identification of improvement opportunities
• Align services and processes to ITIL4 and the NIST Cyber Security Framework
• Collaborating with cross-functional teams and project stakeholders to analyze and define business processes, develop cost/benefit analyses, and collaborate with stakeholders to define and document requirements; create reports and dashboards to present information to stakeholders
• Conduct data analysis and provide recommendations based on analysis, develop and brief metrics
• Provide project management support to ensure that all tasks are completed on time and within budget
• Research industry trends, emerging technologies, and best practices to identify opportunities for continuous improvement and innovation in the combined network, security, and cloud operations domain.
• Strong analytical and problem-solving skills with the ability to collect, organize, analyze, and interpret and disseminate significant amounts of information with attention to detail and accuracy
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.

• Bachelor's Degree in Information Security, Computer Science, Business Management, Data Analytics or related field
• 3+ years of experience in project management, data analytics, and financial modeling
• Understanding of ITIL4 principles
• Proficiency with Microsoft Office Suite, i.e., Word, Excel, PowerPoint, Teams, and SharePoint

• FinOps Certification
• PMO experience
• Previous Network Operations Center (NOC) or IT Operations experience
• One of the following certifications: Certified Business Analysis Professional (CBAP), Project Management Professional (PMP), Agile Certified Practitioner (PMI-ACP), Certified Data Management Pr5ofessional (CDMP), Six Sigma Certification, ITILv4
• ServiceNow Certification

• Must have a current/active Secret clearance with the ability to obtain and maintain a TS/SCI.
• The ability to obtain and maintain a DHS EOD suitability is required prior to starting this position.

• Must be able to remain in a stationary position 50%
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

We are looking for a dedicated Business Management Associate eager to bring their passion for success to our team. This role is perfect for someone looking to grow in a company that values innovation and professional development.This Business Management Associate position is also great for someone who wants to learn sales and business but has not had the opportunity to do so in prior working experience.

As a Business Management Associate, youll engage with clients to understand their needs, recommend tailored telecommunications solutions, and drive sales growth by being able to assist customers with their sales orders on products and services offered by our client. If youre excited about a career that combines customer interaction, sales, and telecommunications expertise, we want to hear from you!

Business Management Associate Responsibilities:

• Consult with customers to understand their telecommunications needs and offer suitable solutions
• Actively pursue new sales opportunities and maintain a pipeline of potential clients
• Develop and maintain client relationships, focusing on long-term telecommunications solutions
• Collaborate with internal sales and customer service teams to enhance the client experience and ensure seamless implementation of telecommunications program
• Provide product demonstrations and presentations that highlight offerings to potential clients
• Track client interactions, gather feedback, and share insights to optimize sales strategies
• Stay informed about industry trends and advances in telecommunications to provide clients with the best options

Business Management Associate Qualifications:

• Previous experience in a customer service or sales is a plus, but not required as we do provide full training
• Interest in telecommunications and sales, with a client-focused approach is a plus
• Excellent communication and presentation skills
• Ability to manage multiple tasks and prioritize client interactions for maximum potential
• Self-motivated and proactive, with an eagerness to learn and grow

#LI-Onsite

Are you seeking an organization that provides a phenomenal growth opportunity for those few who embody an entrepreneurial spirit? Do you thrive in a fast-paced environment?

Our entry-level Business Management Consultant opening is an excellent opportunity to join an industry leader and grow with us in an environment that is both challenging and rewarding. We are looking for an entry-level Business Management Consultant who is inquisitive, energetic, hard-working, highly motivated, and committed to providing superior customer service. Most importantly, we are looking for a dynamic person who will add the strength of their unique industry experience and personality to an already wonderful team of committed employees.

Business Management Consultant Qualifications:

• Experience in Assistant Management, Leadership or Hospitality is highly desirable.
• Training and development of employees from entry-level on.
• High level of flexibility is required.
• Excellent verbal and written communication skills.
• Speaking multiple languages (desirable).
• Flexible work hours (one weekend day/week required).
• Takes ownership; listens well; strong sense of accountability; and the ability to coach and mentor a team.

Business Management Consultant Responsibilities:

• Execute day-to-day sales, marketing, and campaign management
• Manage sales, establishing new customer accounts and contracts
• Work with new and existing customers about service promotions
• Maintain strong knowledge of all products, pricing, and competitive offers
• Assist with team building, growth, and expansion efforts
• Network with entry-level and senior management to improve customer turnover

A prestigious business management firm seeks a Director, Business Management to join their dynamic team. Firm is searching for an experienced Director in the industry to lead a dedicated Business Management service team that handles a group of several large clients. The Director role requires deep technical accounting acumen. This person will communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of accounting professionals. This position is part of the management team, and will participate in key decisions for their clients.

Responsibilities:

• Lead and manage one or more business management client service teams.
• Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
• Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
• Prepare financial statement summaries as required for Partners.
• Assist Partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
• Regular communication with Partners regarding client financial matters.
• Regular communication with clients to answer questions, fulfill requests, and provide financial advice when needed.
• Attend client financial meetings.
• Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
• Coordinate with the tax department on client tax matters.
• Other related duties as assigned.

• Oversee and review weekly, monthly, quarterly and annual financial reporting.
• Ensure financial data is accurate and current at all times.
• Review all client reports prior to being sent.
• Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients.
• Communicate regularly with clients regarding their financial position, projections, and cash management.
• Communicate regularly with client's staff as applicable.
• Communicate regularly with Partners regarding client's financial position.

• Assist in preparing client's short and long term financial projections.
• Monitor and direct the implementation of strategic business plans.
• Manage cash flow between client entities, investment accounts, and bank accounts and plan for future cash needs.
• Provide input to the tax department to create annual tax projections.

• Participate in key decisions as a member of the management team.
• Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
• Manage one or more business management accounting teams.
• Ensure deadlines are being met, and internal processes and procedures are being followed.
• Work as part of the new client onboarding team as needed.

• Regularly review client insurance policies and coverage levels.
• Monitor any open legal issues involving the client.
• Advise client on appropriate and reliable control systems for staff and entities.

• Bachelor's degree in Accounting; or other related Business field preferred.
• Certified Public Accountant or Enrolled Agent preferred.
• 10-15 years of related experience in the Business Management field, and/or working with high-net-worth individuals.

• Medical, Dental and Vision coverage
• Flexible Spending Account
• Basic Life and AD&D
• Voluntary Life and AD&D
• Long Term Disability
• Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
• Genetic Screening and Cancer Support
• Pet Insurance
• Accrue 20 PTO days annually
• 401k, Match and Profit Sharing Plan
• 10 Paid Holidays and 1 Floating Holiday