7,966 Client Advisory jobs in the United States

**Join our Stevie Award Winning Team at HUB International!**
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19,000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for a Account Manager -- Client Advisory Team.
**Responsibilities:**
+ Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
+ Develop and maintain relationships with clients to ensure that all service needs are met.
+ Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
+ Gather information from clients and prepare applications regarding new and/or renewal coverage.
+ Prepare policy quotes based on client's needs, rates and coverages.
+ Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
+ Maintain the accuracy of data in the agency management system.
+ May handle collections of premiums due.
+ Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
+ Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
+ Other responsibilities as assigned by Manager.
**Qualifications:**
+ Experience servicing personal accounts within an insurance agency.
+ Thorough knowledge of personal lines coverages and markets.
+ Experience with an electronic agency management system.
+ Active Massachusetts Producer license.
+ Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America) Please review the following job description: Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.

Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Handles inbound calls from clients independently while looking for sales opportunities.

• Answers client questions within set standards.

• Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.

• Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.

• Leverage technology to interact with clients for communication, portfolio strategy, and display.

• Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct

• Subject matter expert on bank/LOB products. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise.

• Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team. May have an individual book of business.

Required Qualifications:
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.

• 6-10 years of retail brokerage or securities industry experience.

• Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.

• Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution.

• Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.

• Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities

• Undergraduate degree in business, accounting, or related field.

Preferred Qualifications:

• MBA, CFP, CFA, CIMA

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify

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**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Handles inbound calls from clients independently while looking for sales opportunities.
+ Answers client questions within set standards.
+ Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
+ Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
+ Leverage technology to interact with clients for communication, portfolio strategy, and display.
+ Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct
+ Subject matter expert on bank/LOB products. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise.
+ Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team. May have an individual book of business.
**Required Qualifications:**
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.
+ 6-10 years of retail brokerage or securities industry experience.
+ Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.
+ Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution.
+ Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.
+ Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
+ Undergraduate degree in business, accounting, or related field.
**Preferred Qualifications** **:**
+ MBA, CFP, CFA, CIMA
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Handles inbound calls from clients independently while looking for sales opportunities.
+ Answers client questions within set standards.
+ Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
+ Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
+ Leverage technology to interact with clients for communication, portfolio strategy, and display.
+ Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct
+ Subject matter expert on bank/LOB products. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise.
+ Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team. May have an individual book of business.
**Required Qualifications:**
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.
+ 6-10 years of retail brokerage or securities industry experience.
+ Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.
+ Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution.
+ Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.
+ Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
+ Undergraduate degree in business, accounting, or related field.
**Preferred Qualifications** **:**
+ MBA, CFP, CFA, CIMA
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Handles inbound calls from clients independently while looking for sales opportunities.
+ Answers client questions within set standards.
+ Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
+ Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
+ Leverage technology to interact with clients for communication, portfolio strategy, and display.
+ Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct
+ Subject matter expert on bank/LOB products. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise.
+ Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team. May have an individual book of business.
**Required Qualifications:**
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.
+ 6-10 years of retail brokerage or securities industry experience.
+ Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.
+ Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution.
+ Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.
+ Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
+ Undergraduate degree in business, accounting, or related field.
**Preferred Qualifications** **:**
+ MBA, CFP, CFA, CIMA
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. Expands Ascent's presence in the ultra-high net worth market including representation of the business segment in the region at community events as well as within the broader bank.
Basic Qualifications
- Bachelor's degree in finance, accounting or other related field
- 15 or more years of financial services experience
- 10 or more years of experience with ultra-high net worth clients
- MBA, JD, CFP, CFA, or CPA
Preferred Skills/Experience
- Well-developed leadership abilities and strategic management skills
- Thorough knowledge of division and relation to industry
- Strong verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills
- Considerable tact, diplomacy and people skills
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $193,035.00 - $227,100.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single-family offices, foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstones generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Description of Role:

Serve as an integral member of the client advisory team responsible for all aspects of client relationship management and investment advisement. The SF Client Advisory team is expected to be in the office Monday through Thursday with remote work permitted on Fridays.

Investment Responsibilities

• Develop a clear understanding of clients existing assets, liabilities, planning structures, and cash flow requirements.
• In conjunction with the senior client advisor, develop ongoing investment strategy including objectives and guidelines, and asset allocation for each client entity. Monitor asset allocation with appropriate asset class and manager rebalancing recommendations, while addressing tactical investment opportunities.
• Evaluate and provide recommendations regarding potential investments identified by Pathstones Research Group as well as occasional client-directed opportunities.
• Run portfolio analytics and develop presentations to facilitate investment dialogue with clients.
• Serve as a resource for senior members of client advisory team for ad-hoc projects.
• Attend weekly investment committee meetings and engage with research colleagues.

Client Service

• Review and ensure accuracy and completeness of all client reporting material with formal reports delivered on a quarterly basis.
• Respond to a wide variety of client requests encompassing, but not limited to, investment-related issues, wealth transfer planning, tax, estate and legal structural issues, audit assistance and philanthropic planning.
• Serve as a client advocate and key point of client contact, proactively developing solutions to an evolving set of needs.
• Business travel likely.

Management

• Serve in a leadership capacity within the client advisory team to help mentor and develop associates and senior associates.
• Manage people, processes, and projects in conjunction with other members of the team both within client advisory and across cross-group initiatives.
• Manage client teams, transactions and timelines.
• Manage and assist with firm projects and initiative.

You Are A Great Fit If You

You do not have to match all the listed requirements exactly to apply. Pathstone believes that our organization and culture are made stronger through diverse perspectives and experiences.

• An MBA, CFA or equivalent background preferred.
• At least 3-5 years of experience in finance (i.e. investment management, investment banking, capital markets), and/or relevant operating or legal experience.
• 2-3 years of experience managing people, processes, and projects.
• Strong degree of familiarity with capital markets, investing and/or asset allocation principles.
• Strong analytical, writing, and presentation skills, as well as the ability to think critically and communicate in a concise, organized manner.
• Strong interpersonal skills with the ability to interact with varied audiences.
• High degree of comfort working in a flexible, entrepreneurial environment.

What We Offer

• Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit and health care.
• Flexible Paid Time Off (FPTO).
• Annual wellness benefit that covers a broad range of activities including physical, emotional, family, intellectual, and financial expenses.
• Professional development funding and training sessions.
• Social events plus volunteer and philanthropic opportunities.
• A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions.

Pay Transparency:

Pathstones expected starting base compensation for the position as of the time of this posting is $25,000 - 175,000. The successful candidate(s) may also be eligible for a discretionary annual bonus award.

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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Job DescriptionJob Description

Reports To: Partner / Tax Director
FLSA Status: Exempt
Location: Dublin, OH
Department: Tax Services

Position Summary:

The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities:

• Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

• Provide strategic tax planning and consulting services to clients in various industries.

• Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

• Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

• Manage multiple engagements and ensure client deadlines and budgets are met.

• Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

• Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

• Assist with business development efforts and participate in client proposal processes.

Qualifications:

• CPA license required.

• Bachelors degree in Accounting or related field; Masters in Taxation .

• 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

• Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

• Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

• Excellent organizational, project management, and communication skills.

• Ability to lead, motivate, and develop a team in a fast-paced environment.

Similar Titles:

Tax Manager Client Advisory & Compliance (Public Accounting); Tax Manager Individual & Business Tax Planning and Compliance; Experienced Tax Manager CPA Firm, Client-Facing Role; Tax Manager Corporate, Partnership & Trust Tax Expertise; Tax Manager Leadership Role in Tax Strategy & Compliance; Senior Tax Manager Public Accounting & Staff Oversight; Tax Manager Review & Planning for Complex Returns; Tax Manager Mentor, Planner & Compliance Leader; Tax Manager High Net-Worth & Business Clients (CPA Firm)

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to , , , , , , status, genetics, protected veteran status, , or expression, or any other characteristic protected by federal, state or local laws.

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At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

Job Description

Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. Expands Ascent's presence in the ultra-high net worth market including representation of the business segment in the region at community events as well as within the broader bank.

Basic Qualifications
- Bachelor's degree in finance, accounting or other related field
- 15 or more years of financial services experience
- 10 or more years of experience with ultra-high net worth clients
- MBA, JD, CFP, CFA, or CPA

Preferred Skills/Experience
- Well-developed leadership abilities and strategic management skills
- Thorough knowledge of division and relation to industry
- Strong verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills
- Considerable tact, diplomacy and people skills

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

If theres anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

Benefits:

Our approach to benefits and total rewards considers our team members whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $193,035.00 - $227,100.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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