2,728 Consulting Services jobs in the United States

**Director Consulting Services**
**Category:** Leadership and Management Roles
**Main location:** United States, Iowa, Des Moines
**Position ID:** J
**Employment Type:** Full Time
**Position Description:**
CGI is seeking a dynamic, enthusiastic and driven technology consulting leader in Iowa to help us grow our Public Sector practice, deliver effective solutions for our government clients, and further our mission for strengthening the communities we call home.
Working as a Director of Consulting Services, Public Sector, you will have senior responsibility to help our customers solve the difficult challenges they face in serving their constituents and lead the teams providing technology services to our state and local government clients. You will drive business and grow revenue volume from within existing and new accounts, and develop a strong pipeline of prospective opportunities. The Director of Consulting Services, Public Sector will join our leadership team and help deliver effective technology solutions to transform service delivery and/or solve our clients' current challenges in the Iowa Public Sector.
Our ideal candidate should possess state and local government domain experience, specifically in the field of IT and related delivery capabilities, with experience in the Des Moines metropolitan area. Additionally, as a key leader in our Des Moines metropolitan area, this individual is expected to thrive in collaborative environments and be highly motivated by delivering excellent services to our clients and ensuring their satisfaction.
This position is located in Des Moines, IA with a hybrid working model in the office or client site, 3-4 days per week.
**Your future duties and responsibilities:**
This role requires developing and maintaining strong, strategic relationships with assigned clients while driving business growth within those accounts, with a particular focus on the Des Moines metropolitan area. The individual will ensure the delivery of high-quality services, actively participate in client engagements, and lead initiatives to achieve targeted revenue and profitability goals. This position combines project delivery oversight with business development responsibilities, ensuring seamless execution and alignment with organizational objectives. As a Director of Consulting Services, Public Sector, you will:
- Hold overall accountability for project and service delivery, ensuring outcomes meet or exceed client expectations.
- Drive the success of engagements by leveraging delivery teams and vendor partnerships, frequently acting as the Engagement Manager.
- Oversee projects teams to manage and enhance client satisfaction.
- Oversee engagement profitability, maintaining a focus on financial and operational efficiency.
- Apply CGI's industry-leading delivery and engagement management best practices to ensure consistent excellence.
- Contribute to business strategy development and budget planning to align delivery with organizational objectives.
- Develop a strong pipeline of opportunities by actively building and nurturing relationships within new and existing accounts.
- Lead the creation of proposals and evolution of solution offerings to meet client needs.
- Provide leadership to a team of professionals, including direct reports and delivery teams, ensuring alignment with organizational goals.
- Implement management best practices such as succession planning, member performance reviews, and finance management.
**Required qualifications to be successful in this role:**
- Experience in IT and Consulting Services: Minimum of 8 years in relevant roles.
- Project Management Proficiency: Hands-on experience managing Agile, Waterfall, and hybrid technical projects while mentoring project managers.
- Business Development Skills: Experience in strategic sales planning and opportunity cultivation, with particular experience in the Des Moines metropolitan area.
- Application Modernization Expertise: Proven track record in delivering modernization projects.
- Delivery Accountability: Oversight of projects with a minimum annual value of $3M.
- Business Acumen: Strong understanding of budgets, forecasting, planning, P&L management, and complex pricing models.
- Client Relationship Management: Demonstrated success in engaging and building strong client partnerships, specifically in Public Sector entities.
- Leadership Abilities: Effective people management and the ability to lead cross-functional teams.
- Analytical and Problem-Solving Skills: A keen intellect with strong conceptual thinking and decision-making capabilities.
- Communication Excellence: Strong verbal and written communication skills across all organizational levels.
- Collaboration: Proven ability to work effectively with diverse, cross-functional teams.
- Minimum Education Required: Bachelor's Degree
Additional Information:
At CGI we call our professionals "member-partners" to reinforce that all who join our team are, as owners, empowered to participate in the challenges and rewards that come from building a world-class company.
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $41,000.00 - 278,000.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
- Competitive compensation
- Comprehensive insurance options
- Matching contributions through the 401(k) plan and the share purchase plan
- Paid time off for vacation, holidays, and sick time
- Paid parental leave
- Learning opportunities and tuition assistance
- Wellness and Well-being programs
**Skills:**
+ Client Management
+ Delivery Management
+ Leadership
**What you can expect from us:**
**Together, as owners, let's turn meaningful insights into action.**
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because.
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.
Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team-one of the largest IT and business consulting services firms in the world.
Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.
CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. **Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.**
We make it easy to translate military experience and skills! Clickhere ( to be directed to our site that is dedicated to veterans and transitioning service members.
All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.
CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.

**Director Consulting Services**
**Category:** Business Consulting, Strategy and Digital Transformation
**Main location:** United States, Texas, Houston
**Position ID:** J
**Employment Type:** Full Time
**Position Description:**
We are a global company of owners who shape the direction of our company and our own careers. CGI is among the largest independent IT and business consulting services firms in the world, and after 40+ years, we're still growing! Join CGI as a Director of Consulting Services (DCS) in Houston and help us transform our local practice into a market-leading consulting powerhouse.
This is an exciting opportunity for a strategic and growth-minded leader to lead a portfolio of engagements and drive innovation across industries. The ideal candidate thrives in ambiguity, brings established executive relationships, and has a track record of developing consulting talent and winning strategic business.
You will play a critical role in shaping CGI's Houston metro trajectory, responsible not just for delivery and operations, but for business development, talent growth, solution creation, and program delivery. You are someone who understands the end-to-end value of CGI's service offerings and can drive us from transactional engagements to high-value strategic relationships.
This Role is based out of Houston. Candidate needs to be based out Houston and needs to be in office 3 days a week.
CGI anticipates accepting applications for this position through October 15th, 2025.
We are seeking a DCS who is fluent in a broad range of cross-technology platforms and can lead the design and delivery of future-forward solutions. The ideal candidate will:
- Demonstrate working knowledge across OT and IT domains, particularly in cybersecurity frameworks and industrial security practices.
- Possess hands-on familiarity with enterprise platforms including SAP, Oracle, Microsoft Dynamics, and modern ERP implementation strategies.
- Lead cloud-native solution design and delivery leveraging Azure, AWS, and Google Cloud Platform (GCP).
- Drive modern data platform architectures and services, including data lakes, analytics stacks, and governance (e.g., Snowflake, Databricks, Power BI, Tableau).
- Apply AI and machine learning concepts to real-world business problems and incorporate intelligent automation into digital transformation solutions.
- Stay current on emerging technology trends and translate those into actionable solutions and market offerings.
- Guide multi-disciplinary teams in delivering complex, cross-platform consulting engagements that align with business value.
Future Duties and Responsibilities
Provide end-to-end accountability for delivery, business development, and talent growth within your consulting portfolio.
Develop a high-impact pipeline of new logo opportunities and strategic deals aligned with CGI's full-service offerings.
- Serve as one of the faces of CGI in the Houston market, nurturing existing client relationships and opening doors at the right levels to accelerate growth.
- Drive thought leadership and innovation, speak at industry events, lead solution design, and co-author new consulting offerings that respond to market demand.
- Lead with a coaching mindset, mentoring your team of senior consultants and consultants to build a strong leadership bench for future continuity.
- Guide strategic pursuits, proposals, and orals presentations, infusing complex problem-solving, critical thinking, and storytelling into every opportunity.
- Collaborate across business units and with global delivery teams to ensure client success and long-term engagement.
- Monitor performance and profitability of engagements, proactively removing barriers to growth and creating a winning culture.
Required qualifications to be successful in this role:
- 12+ years of experience leading medium to large consulting teams with end-to-end responsibility.
- 10+ years of experience in defining, selling, and delivering complex technology and business solutions in a consulting environment.
- 8+ years of experience owning or influencing P&L with a track record of turning around or scaling a consulting practice.
- Strong business development acumen, with demonstrable success in landing new clients and closing strategic deals.
- Existing executive relationships in the Houston market with the ability to generate immediate momentum.
- Exceptional critical thinking and decision-making skills, able to prioritize what moves the business forward with limited guidance.
- Strong presence, self-awareness, and communication skills across all levels.
- Demonstrated experience creating thought leadership content, leading solution design, and speaking publicly.
- Proven ability to recruit, develop, and inspire talent, with a leadership style that reflects CGI's values.
- Bachelor's degree required; Master's degree is a plus.
- Ability to travel as needed.
#LI-SG2
What CGI Offers:
It is an extraordinary time to be in business. As digital transformation continues to accelerate, CGI, one of the largest tech consulting firms around the globe, is at the center of this change-supporting our clients' digital journeys and offering our professionals exciting career opportunities.
At CGI, our success comes from the talent and commitment of our professionals. As one team, we share the challenges and rewards that come from growing our company, which reinforces our culture of ownership. All of our professional's benefit from the value we collectively create.
Be part of building one of the largest independent technology and business services firms in the world.
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $141,200.00 - $278,000.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
- Competitive compensation
- Comprehensive insurance options
- Matching contributions through the 401(k) plan and the share purchase plan
- Paid time off for vacation, holidays, and sick time
- Paid parental leave
- Learning opportunities and tuition assistance
- Wellness and Well-being programs
**Skills:**
+ Leadership
**What you can expect from us:**
**Together, as owners, let's turn meaningful insights into action.**
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because.
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.
Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team-one of the largest IT and business consulting services firms in the world.
Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.
CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. **Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.**
We make it easy to translate military experience and skills! Clickhere ( to be directed to our site that is dedicated to veterans and transitioning service members.
All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.
CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.

**Director Consulting Services**
**Category:** Leadership and Management Roles
**Main location:** United States, New York, Albany
**Position ID:** J
**Employment Type:** Full Time
U.S. - Culture, flexibility and purpose ( playing this video you consent to Google/YouTube processing your data and using cookies -Learn more (xweb.asp?clid=21001&page=cookiespolicy#integrationofyoutube) .
**Position Description:**
Join CGI as a Director of Consulting Services in our East Region! We are seeking to hire an expert in New York State's procurement processes with a proven track record of driving profitable growth and expanding accounts.
This role is perfect for a self-driven, entrepreneurial individual with proven IT business development experience in the State of NY public sector. As our NY State Account Leader, you will be required to reside in the Albany NY metro area, and will leverage your senior-level relationships within multiple state agencies to expand our IT Services business. Your responsibilities will include managing a team of skilled delivery SMEs and growing our relationships and portfolio within New York State.
**Your future duties and responsibilities:**
. Expand our portfolio with the government sector within "State of New York".
. Drive Revenue and Profitability.
. Bring deep knowledge and Information Technology services delivery capability, be integrated into the marketplace and be responsible for bringing solutions and thought leadership to our clients, work well in collaborative environments, be highly motivated by delivering excellent services to our clients and ensuring their satisfaction.
. Will use and leverage your experience and creativity to design, propose and execute solutions for complex client problems in advanced business and technology environments.
. Lead a team of professionals - both direct reports and via US based onshore delivery centers.
. Manage client satisfaction in partnership with account management teams.
. Contribute to business strategy, budget planning, and manage profitability of engagements.
. Develop a strong pipeline of opportunities within new and existing accounts within the State of New York - Public Sector.
. Lead proposals and evolve solution offerings.
. Overall accountability for the winning of competitive proposals.
. Overall accountability of service delivery to our clients.
. Ensure success of engagements using global US based onshore delivery centers and strategic partners.
**Required qualifications to be successful in this role:**
Minimum 10+ years of demonstrated ability in senior level, NY State Leadership or Information Technology Consulting for government clients.
Deep understanding, knowledge and relationships with the State of New York Public Sector Agencies.
Ability to interact with agency C-Level decision makers.
Results oriented business leader with solid understanding of budgets, forecasting, planning, P&Ls, and complex pricing models.
Business development including strategic sales planning.
Client engagement management and relationship building.
A keen, flexible and bold perceptiveness; outstanding conceptual thinking as well as analytical and problem-solving skills.
Be independent, self-starting, and be able to stay calm under the pressures of multiple deadlines.
Strong communication and interpersonal skills, both verbal and written, at all levels.
Proven track record of crafting and maintaining business partnerships and relationships.
Education: Bachelor's Degree in Computer Science or related field
#LI-TSCH1
Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $137,500.00 - $240,600.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation
. Comprehensive insurance options
. Matching contributions through the 401(k) plan and the share purchase plan
. Paid time off for vacation, holidays, and sick time
. Paid parental leave
.Learning opportunities and tuition assistance
. Wellness and Well-being programs
**Skills:**
+ Business Development
+ Proposal Writing
**What you can expect from us:**
**Together, as owners, let's turn meaningful insights into action.**
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because.
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.
Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team-one of the largest IT and business consulting services firms in the world.
Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.
CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at . You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. **Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.**
We make it easy to translate military experience and skills! Clickhere ( to be directed to our site that is dedicated to veterans and transitioning service members.
All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.
CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.

Position: Compliance Specialist - Consulting Services Location: Topeka OR Lenexa, KS Job Id: 2407 # of Openings: 1 Position: Compliance Specialist - Consulting Services Department: AE Wealth Management Compliance Reporting to: VP of Compliance - Outsourced Consulting Services Location: Lenexa, KS or Topeka, KS - Onsite Overview: Are you detail-oriented, technology-savvy, and passionate about supporting compliance in the fast-paced world of wealth management? AE Wealth Management is looking for a Compliance Specialist to join our Compliance team and play a key role in helping independent RIAs run strong, effective compliance programs. In this role, you'll work closely with our VP of Compliance - Outsourced Consulting Services to support third-party RIAs on the AE Wealth platform. From onboarding new firms to reviewing advisory activities and staying ahead of regulatory changes, you'll be a trusted partner helping firms confidently navigate compliance. If you're looking for a place where you can grow your compliance career while supporting advisors across the country, we'd love to meet you. What you'll do:

• Become a subject matter expert on our compliance operating system and provide support across key compliance tasks
• Conduct ongoing reviews of advisory activities, including: marketing materials, Code of Ethics requirements, annual testing, licensing & registration, and electronic communications/social media
• Review and take action on attestations and personal trading accounts
• Respond to compliance-related inquiries with excellent client service, always upholding the highest ethical standards
• Stay current on evolving securities laws and regulations
• Manage projects independently, taking ownership from start to finish
• Jump in on other compliance initiatives as needed

Experience you'll bring:

• Prior experience in financial services, ideally in investment advisory compliance
• Strong written and verbal communication skills with the ability to build effective relationships at all levels
• Self-starter mindset-organized, proactive, and able to prioritize with minimal direction
• Tech-savvy, adaptable, and eager to learn
• Experience thriving in a client-service, team-oriented environment

Bonus Points:

• Knowledge of RIA securities laws, rules, and regulations
• Securities licenses or compliance certifications
• Bachelor's degree in a related field

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site cafe, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events.and more!

Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-MS1
Apply for this Position

Position: Compliance Specialist - Consulting Services Location: Topeka OR Lenexa, KS Job Id: 2407 # of Openings: 1 Position: Compliance Specialist - Consulting Services Department: AE Wealth Management Compliance Reporting to: VP of Compliance - Outsourced Consulting Services Location: Lenexa, KS or Topeka, KS - Onsite Overview: Are you detail-oriented, technology-savvy, and passionate about supporting compliance in the fast-paced world of wealth management? AE Wealth Management is looking for a Compliance Specialist to join our Compliance team and play a key role in helping independent RIAs run strong, effective compliance programs. In this role, you'll work closely with our VP of Compliance - Outsourced Consulting Services to support third-party RIAs on the AE Wealth platform. From onboarding new firms to reviewing advisory activities and staying ahead of regulatory changes, you'll be a trusted partner helping firms confidently navigate compliance. If you're looking for a place where you can grow your compliance career while supporting advisors across the country, we'd love to meet you. What you'll do:

• Become a subject matter expert on our compliance operating system and provide support across key compliance tasks
• Conduct ongoing reviews of advisory activities, including: marketing materials, Code of Ethics requirements, annual testing, licensing & registration, and electronic communications/social media
• Review and take action on attestations and personal trading accounts
• Respond to compliance-related inquiries with excellent client service, always upholding the highest ethical standards
• Stay current on evolving securities laws and regulations
• Manage projects independently, taking ownership from start to finish
• Jump in on other compliance initiatives as needed

Experience you'll bring:

• Prior experience in financial services, ideally in investment advisory compliance
• Strong written and verbal communication skills with the ability to build effective relationships at all levels
• Self-starter mindset-organized, proactive, and able to prioritize with minimal direction
• Tech-savvy, adaptable, and eager to learn
• Experience thriving in a client-service, team-oriented environment

Bonus Points:

• Knowledge of RIA securities laws, rules, and regulations
• Securities licenses or compliance certifications
• Bachelor's degree in a related field

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site cafe, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events.and more!

Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-MS1
Apply for this Position

At UPMC, we're all here for the same reason - to make Life Changing Medicine happen. Join our team and you will play a unique and important role in our mission to change healthcare for the better.
Why Join UPMC?
We don't just take care of patients - we take care of our team, too. And we have the data to prove it. In addition to the benefits you'd expect from an industry leader you can expect:
* AWARD-WINNING WORKPLACE: Ranked #1 for Best Places to Work for Women & Diverse Managers by Diversity MBA
* A recent study showed that UPMC benefits are 20% higher in value than other healthcare providers in our market.
* Competitive pay
* Tuition reimbursement
* Opportunities to grow in your career at UPMC
UPMC is looking for a full-time Program Manager of Consulting Services.
This position works Monday- Friday, standard daylight hours. Some travel to local UPMC facilities required.
This is a hybrid position with 2-4 days per month required on site. This is subject to change based on business need.
Purpose:
Serving as UPMC's Program Manager of Consulting Services, your responsibilities will be to serve as a project manager responsible for assessments, transition and implementations. The primary role of this position is to work with Supply Chain Management's leadership, and operations to ensure a smooth implementation and seamless transition. Implementation will require engagements with all operational teams including but not limited to finance, analytics, logistics, sourcing, pharmacy, content and marketplace.
Responsibilities:
+ Lead cross-functional solutioning team which may include direct reports (Process Consultants and Process Analyst) as well as indirect Subject Matter Experts
+ Lead, develop and mentor team members
+ Actively participate in the implementation of new services and programs
+ Prepares and presents timely project status
+ Manage effective communications
+ Develop and maintain templates for standard and consistent solutioning which allows for appropriate variation to meet the needs of each unique customer
+ Performs in accordance with system-wide competencies/behaviors.
+ Performs other duties as assigned.
+ One of the following combinations of education and experience is required:
+ Bachelors degree in Supply Chain or related field and 10 years progressive supply chain or equivalent industry knowledge and experience required.
+ Associates degree in Supply Chain or related field and 12 years progressive supply chain or equivalent industry knowledge and experience required.
+ High school diploma and 14 years of relevant experience
+ Minimum of 2 years healthcare experience is required.
+ Minimum of 2 years executive engagement experience is required
+ ISM (Institute for Supply Management) CPM (Certified Purchasing Manager), and/or APICS (American Production & Inventory Control Society) PMP (Project Management Professional) and/or CIRM (Certified in Integrated Resource Management) is desired
+ Business analysis, strategic thinking, strong communication skills and relationship building with strong influence and change management abilities required.
+ Outstanding leadership skills are required; C-Level experience preferred.
+ Demonstrated experience in Project and Program management, including project planning.
+ Demonstrated experience managing matrix reports and cross-functional teams (including team members from multiple business units and different operational departments)
+ Proven ability to provide leadership to teams and establish strong customer relationships
+ Excellent management, problem solving, organizational, and communication skills (oral and written) are required.
+ Lean process improvement or six sigma experience preferred
+ Knowledge of Supply Chain Management required Licensure, Certifications, and Clearances:UPMC is an Equal Opportunity Employer/Disability/Veteran

Anti Money Laundering (AML) Manager
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Work You'll Do
As an AML Manager, you will have the opportunity to help our clients mitigate their risks related to money laundering, terrorist financing , and sanctions violations, as well as to improve their ability to meet regulatory requirements, expectations , and guidance in support of developing and maintaining sound AML and sanctions programs and controls. You will build your professional skills in a variety of project experiences by assisting our clients to understand the complexities of issues they face, and by implementing solutions to help them remediate identified issues. This is estimated to be a multi-month assignment with opportunity to be extended.
In this interesting and diverse role, you'll have the opportunity to work with our worldwide network of member firms. Through your participation in a variety of engagements, you will likely be involved in:
+ Leading and Mentoring Professional teams on projects
+ Develop and coach team members
+ Designing, reviewing, enhancing, implementing, and monitoring numerous AML and sanctions compliance programs for clients around the world, who are subject to US AML and sanctions requirements
+ Assessing AML and sanctions risks at the enterprise and business unit level
+ Drafting and enhancing policies and procedures
+ Creating and delivering training modules
+ Conducting compliance assessments
+ Performing transaction monitoring "look backs" pursuant to regulatory orders, Know Your Customer ("KYC") remediations, internal controls assessments, internal investigations, and/or independent testing.
The Team
Our Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering, discovery, business disputes and investigations. We help protect brands from financial crime and other corporate misconduct, as well as empower government organizations with advanced tradecraft and technology to combat emerging and evolving threats.
Required Qualifications
+ Minimum 6 +years of experience in private or public sector AML and/or sanctions-focused activities including Project Management Experience
+ Subject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies
+ Ability to develop AML/OFAC compliance policies and procedures and review other relevant policy and procedure manuals as appropriate
+ Ability to provide advice regarding applicable AML/OFAC regulations and requirements to the business across the three lines of defense on regulatory, transactional and documentation issues
+ Proficiency in using AML Monitoring systems and related software
+ Experience in managing a team of professional AML/OFAC compliance practitioners
+ Ability to build strong relationships at all levels of a business
+ Experience submitting written and oral reports to senior management and clients
+ Excellent written and verbal communication skills
+ Strong analytical and investigative skills
+ Strong attention to detail and organizational skills
+ Proven experience effectively prioritizing workload, managing multiple priorities and in quickly adapting to meet deadlines and work objectives
+ Experience working in a fast-paced, team environment
+ Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ Bachelor's degree in Finance, Business, Law, Criminal Justice, or a related field
+ Limited immigration sponsorship may be available.
Preferred Qualifications
+ AML Consulting Experience
+ Certified Anti Money Laundering Specialist (CAMS), CFE, or equivalent
+ Regulatory experience
+ Ability to speak multiple languages
Information for applicants with a need for accommodation: individuals assigned and/or hired to work in New York state, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York state and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,325 to $198,400.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Anti Money Laundering (AML) Manager
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Work You'll Do
As an AML Manager, you will have the opportunity to help our clients mitigate their risks related to money laundering, terrorist financing , and sanctions violations, as well as to improve their ability to meet regulatory requirements, expectations , and guidance in support of developing and maintaining sound AML and sanctions programs and controls. You will build your professional skills in a variety of project experiences by assisting our clients to understand the complexities of issues they face, and by implementing solutions to help them remediate identified issues. This is estimated to be a multi-month assignment with opportunity to be extended.
In this interesting and diverse role, you'll have the opportunity to work with our worldwide network of member firms. Through your participation in a variety of engagements, you will likely be involved in:
+ Leading and Mentoring Professional teams on projects
+ Develop and coach team members
+ Designing, reviewing, enhancing, implementing, and monitoring numerous AML and sanctions compliance programs for clients around the world, who are subject to US AML and sanctions requirements
+ Assessing AML and sanctions risks at the enterprise and business unit level
+ Drafting and enhancing policies and procedures
+ Creating and delivering training modules
+ Conducting compliance assessments
+ Performing transaction monitoring "look backs" pursuant to regulatory orders, Know Your Customer ("KYC") remediations, internal controls assessments, internal investigations, and/or independent testing.
The Team
Our Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering, discovery, business disputes and investigations. We help protect brands from financial crime and other corporate misconduct, as well as empower government organizations with advanced tradecraft and technology to combat emerging and evolving threats.
Required Qualifications
+ Minimum 6 +years of experience in private or public sector AML and/or sanctions-focused activities including Project Management Experience
+ Subject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies
+ Ability to develop AML/OFAC compliance policies and procedures and review other relevant policy and procedure manuals as appropriate
+ Ability to provide advice regarding applicable AML/OFAC regulations and requirements to the business across the three lines of defense on regulatory, transactional and documentation issues
+ Proficiency in using AML Monitoring systems and related software
+ Experience in managing a team of professional AML/OFAC compliance practitioners
+ Ability to build strong relationships at all levels of a business
+ Experience submitting written and oral reports to senior management and clients
+ Excellent written and verbal communication skills
+ Strong analytical and investigative skills
+ Strong attention to detail and organizational skills
+ Proven experience effectively prioritizing workload, managing multiple priorities and in quickly adapting to meet deadlines and work objectives
+ Experience working in a fast-paced, team environment
+ Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ Bachelor's degree in Finance, Business, Law, Criminal Justice, or a related field
+ Limited immigration sponsorship may be available.
Preferred Qualifications
+ AML Consulting Experience
+ Certified Anti Money Laundering Specialist (CAMS), CFE, or equivalent
+ Regulatory experience
+ Ability to speak multiple languages
Information for applicants with a need for accommodation: individuals assigned and/or hired to work in New York state, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York state and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,325 to $198,400.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.