321 Outsourcing Manager jobs in the United States

Thank you for your interest in working for our Company. Recruiting the right talent is crucial to our goals. On April 1, 2024, 3M Healthcare underwent a corporate spin-off leading to the creation of a new company named Solventum. We are still in the process of updating our Careers Page and applicant documents, which currently have 3M branding. Please bear with us. In the interim, our Privacy Policy here: continues to apply to any personal information you submit, and the 3M-branded positions listed on our Careers Page are for Solventum positions. As it was with 3M, at Solventum all qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Job Description:CDI Outsourcing Manager - Remote (Solventum)3M Health Care is now SolventumAt Solventum, we enable better, smarter, safer healthcare to improve lives. As a new company with a long legacy of creating breakthrough solutions for our customers’ toughest challenges, we pioneer game-changing innovations at the intersection of health, material and data science that change patients' lives for the better while enabling healthcare professionals to perform at their best. Because people, and their wellbeing, are at the heart of every scientific advancement we pursue. We partner closely with the brightest minds in healthcare to ensure that every solution we create melds the latest technology with compassion and empathy. Because at Solventum, we never stop solving for you.The Impact You’ll Make in this RoleAs a CDI Outsourcing Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:Assume responsibility/overall management for the assigned outsourced CDI engagements that are either supplemental or total outsourced programs while assisting Consulting Services in obtaining set revenue goals.Monitors and manages relationships with contracted vendors and facilitates the resolution of issues and conflictsDirectly supervise and provide expertise to the CDI staff to assure target quality and production levelsContinually measure the effectiveness of CDI operations, identify areas for improvement, monitor trends and develop plans of action for and any identified problem areasProvides direct supervision to assigned CDI through leadership, coaching, training and development, allocating work assignments, review of progress in achieving objectives, managing employee compensation, performance appraisals, diversity, disability, all relevant employee data, etc. Understands and enforces corporate/location policies and procedures. Takes appropriate action to address policy violations.Your Skills and Expertise To set you up for success in this role from day one, Solventum requires (at a minimum) the following qualifications:Bachelor’s Degree or higher (completed and verified prior to start) from an accredited institutionAND seven (7) years of acute care CDI management experience.ORHigh School Diploma/GED from AND eleven (11) years of acute care CDI management experience.ANDIn addition to the above requirements, the following are also required:CCDS certification or valid RN license with minimum of five (5) years acute care experienceAbility to travel up to 50% of the timeAdditional qualifications that could help you succeed even further in this role include:Master's degree in HIM, Nursing, or other healthcare clinical background from an accredited institutionPreferred 10+ years in management of CDI or Health Information Management (HIM) services consulting or coding functions in mid-to-large size acute care hospital setting or 10+ years in management of outsourced CDI groupStrong ICD-10-CM/PCS coding, ICD-10-CM/PCS Coding Guidelines and DRG methodologies experience; Working knowledge of risk-adjusted methodologies (e.g., APR DRGs) and quality of care measures (e.g., HACs, PSIs)Deep understanding of clinical documentation, medical record coding, healthcare billing and revenue cycle managementAttention to detail, highly organized, with an absolute focus on quality of work. Proven ability to manage multiple tasks, meet deadlines, work independently and produce excellent resultsWork location: Remote Travel: May include up to 50% domesticRelocation Assistance: Not authorizedMust be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).Supporting Your Well-beingSolventum offers many programs to help you live your best life – both physically and financially. To ensure competitive pay and benefits, Solventum regularly benchmarks with other companies that are comparable in size and scope.Onboarding Requirement: To improve the onboarding experience, you will have an opportunity to meet with your manager and other new employees as part of the Solventum new employee orientation. As a result, new employees hired for this position will be required to travel to a designated company location for on-site onboarding during their initial days of employment. Travel arrangements and related expenses will be coordinated and paid for by the company in accordance with its travel policy. Applies to new hires with a start date of October 1st 2025 or later.Applicable to US Applicants Only:The expected compensation range for this position is $137,439 - $167,981, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate’s relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.Solventum is committed to maintaining the highest standards of integrity and professionalism in our recruitment process. Applicants must remain alert to fraudulent job postings and recruitment schemes that falsely claim to represent Solventum and seek to exploit job seekers.Please note that all email communications from Solventum regarding job opportunities with the company will be from an email with a domain of @solventum.com. Be wary of unsolicited emails or messages regarding Solventum job opportunities from emails with other email domains.Please note, Solventum does not expect candidates in this position to perform work in the unincorporated areas of Los Angeles County.Solventum is an equal opportunity employer. Solventum will not discriminate against any applicant for employment on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.Solventum Global Terms of Use and Privacy StatementCarefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at Solventum are conditioned on your acceptance and compliance with these terms.Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application you will be asked to confirm your agreement with theterms.

Join to apply for the Assurance Manager, Accounting Advisory & Outsourcing role at BDO USA

2 weeks ago Be among the first 25 applicants

Join to apply for the Assurance Manager, Accounting Advisory & Outsourcing role at BDO USA

JOB DESCRIPTION

The Manager, Accounting Advisory and Outsourcing (AAO) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager, AAO will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

Job Summary

JOB DESCRIPTION

The Manager, Accounting Advisory and Outsourcing (AAO) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager, AAO will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

Job Duties

Client Service Delivery:

• Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function. Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements, and provides financial analysis
• Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions; explains the purpose and value of system functions that a client may not be using; identifies when a client is not using a technology package in a proper or efficient manner; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement
• Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure
• Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of BSO should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
• Accurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms of the solution, using the pricing process; compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership
• Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; educates clients on how their finance and accounting needs will change as their business evolves; helps clients identify areas of opportunity and future business needs.
• Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes
• Learns to manage conflict; proactively engages senior leadership when conflict arises
• Learns to support the client through business changes and helps to develop and execute the change management plan; handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function
• Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops and maintains strong business relationships with clients, both internal and external
  
  
  

• Learns business development strategies and service offerings targeted for various industries and ensures prospect and sales information is entered into CRM as appropriate
• Recommends and designs solutions for clients
• Evaluates clients for acceptance (e.g., general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership
• Develops exposure to industry teams and business development resources; develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable; participates in industry trade groups and networking events
• Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
• Articulates the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact
• Understands and articulates AAOs value proposition and understands the target market/client profile
  
  
  

• Fosters a culture that embraces change and accountability
• Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements
• Ensures AAO Senior Associates and Associates are trained on all relevant software, processes and resources
• Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process
• Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure
  
  
  

• Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
• Bills engagements in a timely and effective manner, appropriate to the clients situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics
• Scopes new projects and constructs a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship
• Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
• Ensures clients are billed timely in accordance with the SOW and follows AAO billing and collections best practices; works with team to resolve any client billing issues
• Other duties as required
  
  
  

• Supervises the day-to-day workload of BSO Senior Associates, Associates on assigned engagements and reviews work products
• Supervises overall client engagement; Works with BSC personnel on applicable client engagements by reviewing work and providing feedback on final work product
• Acts as a Career Advisor to AAO Senior Associates and Associates, as appropriate
• Evaluates the performance of AAO Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firms and AAO's objectives
  
  
  

• Bachelors degree in Accounting, Finance, Business or Economics, required
• MBA or other relevant advanced degree (Masters in Accountancy), preferred
  
  
  

• Six (6) or more years of experience performing general accounting transactions and functions, required
• Two (2) or more years of supervisory experience, preferred
• Experience working with outsourced and/or deliv

2 weeks ago Be among the first 25 applicants

JOB DESCRIPTION

The Manager, Accounting Advisory and Outsourcing (AAO) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager, AAO will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

Job Summary

JOB DESCRIPTION

The Manager, Accounting Advisory and Outsourcing (AAO) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager, AAO will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

Job Duties

Client Service Delivery:

• Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function. Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; produces accurate financial statements, and provides financial analysis
• Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions; explains the purpose and value of system functions that a client may not be using; identifies when a client is not using a technology package in a proper or efficient manner; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement
• Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure
• Designs integrated solutions that respond to the specific situation; knows BDO well enough internally to identify when services outside of BSO should be included and describes what these services achieve and how they operate; outlines the solution in a concise document and vets it internally with their leaders and other BDO stakeholders
• Accurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms of the solution, using the pricing process; compares the differences between the perspectives, and if there is sufficient margin in between (given our confidence in our calculations) to have a profitable engagement, proposes a fixed fee based on current scope for review by leadership
• Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues; educates clients on how their finance and accounting needs will change as their business evolves; helps clients identify areas of opportunity and future business needs.
• Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes
• Learns to manage conflict; proactively engages senior leadership when conflict arises
• Learns to support the client through business changes and helps to develop and execute the change management plan; handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function
• Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops and maintains strong business relationships with clients, both internal and external
  
  
  

• Learns business development strategies and service offerings targeted for various industries and ensures prospect and sales information is entered into CRM as appropriate
• Recommends and designs solutions for clients
• Evaluates clients for acceptance (e.g., general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership
• Develops exposure to industry teams and business development resources; develops an awareness of the impact that different industries and service offerings have on the technical work and final deliverable; participates in industry trade groups and networking events
• Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
• Articulates the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact
• Understands and articulates AAOs value proposition and understands the target market/client profile
  
  
  

• Fosters a culture that embraces change and accountability
• Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements
• Ensures AAO Senior Associates and Associates are trained on all relevant software, processes and resources
• Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process
• Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure
  
  
  

• Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
• Bills engagements in a timely and effective manner, appropriate to the clients situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics
• Scopes new projects and constructs a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution; identifies resource requirements and develops transition plans and estimates appropriate margins for the client engagement and the overall picture of the client relationship
• Oversees client satisfaction with quality of work products, assigned staff, and engagement performance
• Ensures clients are billed timely in accordance with the SOW and follows AAO billing and collections best practices; works with team to resolve any client billing issues
• Other duties as required
  
  
  

• Supervises the day-to-day workload of BSO Senior Associates, Associates on assigned engagements and reviews work products
• Supervises overall client engagement; Works with BSC personnel on applicable client engagements by reviewing work and providing feedback on final work product
• Acts as a Career Advisor to AAO Senior Associates and Associates, as appropriate
• Evaluates the performance of AAO Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firms and AAO's objectives
  
  
  

• Bachelors degree in Accounting, Finance, Business or Economics, required
• MBA or other relevant advanced degree (Masters in Accountancy), preferred
  
  
  

• Six (6) or more years of experience performing general accounting transactions and functions, required
• Two (2) or more years of supervisory experience, preferred
• Experience working with outsourced and/or delivery center operations, preferred
• Consultative or business advisory experience, preferred
  
  
  

• CPA certification preferred
  
  
  

• Proficient in the use of Microsoft Office Suite, specificall

Join to apply for the Assurance Manager, Accounting Advisory & Outsourcing role at BDO USA

3 days ago Be among the first 25 applicants

Join to apply for the Assurance Manager, Accounting Advisory & Outsourcing role at BDO USA

JOB DESCRIPTION

The Assurance Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies. This role will assist companies with the implementation of new accounting standards as well as other accounting and reporting related projects. The Manager will be expected to administer training on accounting and reporting related matters both internal and external.

Job Summary

JOB DESCRIPTION

The Assurance Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies. This role will assist companies with the implementation of new accounting standards as well as other accounting and reporting related projects. The Manager will be expected to administer training on accounting and reporting related matters both internal and external.

Job Duties

• Works directly with clients in understanding and resolving technical accounting and financial reporting matters
• Researches complex auditing and reporting problems, and will be responsible for communicating to clients in both written and oral format
• Produces Thought Leadership pieces, conference calls and live presentations for clients and prospective clients
• Demonstrates Thought Leadership and provides value-added insights in BDOs formal communications and in articles and speeches for external audiences
• Participates on professional committees
• Applies with honesty and integrity relevant GAAP, GAAS, SEC, PCAOB and other applicable or emerging regulations and standards, and the BDO Code of Ethics and Professional Conduct
• Applies technical knowledge to develop, administer, and deliver training courses or presentation materials. Activities include:
• Defining training goals
• Supervising course development or updating, and evaluating courses
• Facilitating training courses and evaluating course/presentation effectiveness based on participant and presenter feedback
• Designs tools and templates for use on ARAS engagements
• Other duties as required
  
  

• Acts as a Career Advisor to associates and seniors as assigned (as applicable)
• Provides verbal and written performance reviews to associates and seniors (as applicable)
  
  
  

• Bachelors degree in Accounting, Finance, Marketing, or Economics, required; OR
• Bachelors degree in other focus area AND CPA certification, required
• Masters in Accountancy, preferred
  
  
  

• Five (5) or more years of prior work experience in public accounting, required
• Prior supervisory experience, required
  
  
  

• CPA certification (or an international equivalent), required
  
  
  

• Proficient in Microsoft Office suite, including Word, Excel, PowerPoint and Outlook, preferred
• Experience with accounting research databases, preferred
  
  
  

• N/A
  
  
  

• Solid understanding and proficiency of accounting standards and reporting requirements for public companies
• Strong leadership and management skills
• Superior written and verbal communication skills
• Advanced knowledge of GAAP and SEC
  
  
  

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional benefits. Click here to find out more!
• Benefits may be subject to eligibility requirements.
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Accounting/Auditing
• Industries Accounting

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San Francisco, CA 100,000.00- 150,000.00 2 weeks ago

San Francisco, CA 85,000.00- 150,000.00 2 weeks ago

San Mateo County, CA 60.00- 65.00 1 week ago

San Francisco, CA 120,000.00- 150,000.00 2 months ago

San Mateo County, CA 60.00- 65.00 3 weeks ago

San Mateo County, CA 10,613.20- 13,268.67 6 days ago

San Francisco, CA 100,000.00- 200,000.00 3 days ago

Walnut Creek, CA 101,300.00- 167,000.00 8 minutes ago

San Francisco, CA 136,000.00- 194,000.00 5 days ago

Oakland, CA 120,000.00- 150,000.00 2 days ago

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Pleasant Hill, CA 100,000.00- 135,000.00 1 week ago

San Francisco, CA 85,000.00- 150,000.00 2 da

Job Summary:

The Assurance Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies. This role will assist companies with the implementation of new accounting standards as well as other accounting and reporting related projects. The Manager will be expected to administer training on accounting and reporting related matters both internal and external.

Job Duties:

• Works directly with clients in understanding and resolving technical accounting and financial reporting matters


• Researches complex auditing and reporting problems, and will be responsible for communicating to clients in both written and oral format


• Produces Thought Leadership pieces, conference calls and live presentations for clients and prospective clients


• Demonstrates Thought Leadership and provides value-added insights in BDO's formal communications and in articles and speeches for external audiences


• Participates on professional committees


• Applies with honesty and integrity relevant GAAP, GAAS, SEC, PCAOB and other applicable or emerging regulations and standards, and the BDO Code of Ethics and Professional Conduct


• Applies technical knowledge to develop, administer, and deliver training courses or presentation materials. Activities include:
  
  
  
  • Defining training goals
  
  
  • Supervising course development or updating, and evaluating courses
  
  
  • Facilitating training courses and evaluating course/presentation effectiveness based on participant and presenter feedback
  
  


• Designs tools and templates for use on ARAS engagements


• Other duties as required

Supervisory Responsibilities:

• Acts as a Career Advisor to associates and seniors as assigned (as applicable)


• Provides verbal and written performance reviews to associates and seniors (as applicable)

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Finance, Marketing, or Economics, required; OR


• Bachelor's degree in other focus area AND CPA certification, required


• Master's in Accountancy, preferred

Experience:

• Five (5) or more years of prior work experience in public accounting, required


• Prior supervisory experience, required

License/Certifications:

• CPA certification (or an international equivalent), required

Software:

• Proficient in Microsoft Office suite, including Word, Excel, PowerPoint and Outlook, preferred


• Experience with accounting research databases, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Solid understanding and proficiency of accounting standards and reporting requirements for public companies


• Strong leadership and management skills


• Superior written and verbal communication skills


• Advanced knowledge of GAAP and SEC

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $100,000 - $25,000
Colorado Range: 100,000 - 125,000
NYC/Long Island/Westchester Range: 100,000 - 125,000
Washington Range: 100,000 - 125,000
Washington DC Range: 100,000 - 125,000

As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in navigating the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members who enjoy collaborative work, possess strong communication skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic, consultative, sales-oriented team member with a genuine passion for the markets.

Job Responsibilities:

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition
• Provide superior client service by being responsive, thoughtful and making the clients' needs the focus
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
• Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals
• Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
• Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape
• Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team

• Bachelor's degree
• Two years of financial service experience and/or related sales leadership experience
• Series 7 and Series 63
• Self-starter with passion for sales and the financial markets
• Proven results shown through sustainable achievement in a competitive environment
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
• Capacity to build relationships across entire organization and with our partner firms
• Excellent verbal communication and presentation skills

• Spanish speaking preferred

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $70,000 - $70,000