30 Professional Services jobs in Mckinney
Professional Services Project Manager:
Posted 3 days ago
Job Viewed
Job Description
Primary Skills: Project Management (Expert), Analytical Skills (Advanced), Professional Services (Expert), (Advanced), Budget Management (Expert), Cyber Security (Expert) Contract Type: W2 Duration: 12 months Location: Plano TX Pay Range:$50 - $54 per hour This role may require travel to business meetings and events and requires reliable transportation to do so. If a hire chooses to drive with customers as their passengers or for other business reasons, hires must be in possession and maintain a valid driver’s license. Job Summary: Job Description: We are seeking a seasoned Professional Services Project Manager responsible for leading services projects within our delivery cycle. This role involves managing all deployment resources, ensuring deliverables are met timely and budget constraints are adhered to. The ideal candidate will drive customer deployment projects, including program and process initiatives, partner closely with IT on system and infrastructure processes, and ensure projects averaging under 100 days in effort collectively achieve (USD)1M in revenue. Key Responsibilities: Establish project partners and team structures, ensuring a comprehensive understanding of project scope, requirements, and deliverables. Develop project timelines and milestones using appropriate tools, adjusting plans to meet varying needs. Assign resources and tasks, managing the day-to-day operational aspects of each project. Ensure efficient new services IP delivery through operational projects targeting partner communication and scheduling. Conduct thorough reviews of team deliverables before client submission, applying Project Management methodology and standards to minimize risk. Must Have Skills: Strong proficiency in project management software (Microsoft Project, Smartsheets). Excellent presentation skills, including written, oral, and aptitude for persuasion and negotiation. Advanced organizational skills, with a keen eye for detail and the ability to prioritize effectively. ABOUT AKRAYA Akraya is an award-winning IT staffing firm consistently recognized for our commitment to excellence and a thriving work environment. Most recently, we were recognized Inc's Best Workplaces 2024 and Silicon Valley's Best Places to Work by the San Francisco Business Journal (2024) and Glassdoor's Best Places to Work (2023 & 2022)! Industry Leaders in IT Staffing As staffing solutions providers for Fortune 100 companies, Akraya's industry recognitions solidify our leadership position in the IT staffing space. We don't just connect you with great jobs, we connect you with a workplace that inspires! Join Akraya Today! Let us lead you to your dream career and experience the Akraya difference. Browse our open positions and join our team!
Senior Project Manager - Professional Services

Posted 15 days ago
Job Viewed
Job Description
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**Job Description:**
**The Role**
VMware by Broadcom's Professional Services Organization (PSO) seeks an experienced Senior Project Manager to lead customer-facing projects in the Applications & Network Security Business Unit.
You will deliver solutions like vDefend Security and Avi Load Balancing, ensuring customer business needs are met with exceptional quality. As a Senior Project Manager, you will manage multiple engagements, controlling scope, timelines, budgets, risks, and resources to drive project success. Collaborating with Sales, Technical Delivery, Business Operations, and other stakeholders, you'll ensure projects align with contracts and promote customer adoption and satisfaction.
The ideal candidate is driven, holds a PMP certification, and has a proven track record in complex software delivery projects. Strong communication, leadership, and technical aptitude are essential, with prior security clearance highly desirable for U.S. government projects.
**Responsibilities**
+ Plan and execute projects to deliver high-quality results, managing scope, timelines, budgets, communications, and resources (internal or subcontracted).
+ Identify, assess, and mitigate project risks using structured processes.
+ Communicate effectively with stakeholders to align and drive project progress.
+ Lead multi-role, multi-location, and multi-cultural teams, resolving dependencies and issues.
+ Manage changes to seize sales opportunities and expand PSO's footprint.
+ Take ownership and accountability for project success.
+ Adhere to PMO standards, maintaining detailed documentation, including scope, reports, and timesheets.
+ Stay updated on VMW by BC products, business flows, and delivery processes.
+ Contribute thought leadership to enhance the Applications & Network Security PSO practice.
+ Stay within the contracted scope, demonstrating commercial awareness.
+ Thrive in a fast-paced environment as a self-starter and team player.
**Pre-Requisites**
+ Location: US East Coast or Central time zones
+ On-site at Office Location: near some of Broadcom's offices, required to work onsite during the whole work week.
+ English is required, and fluency in Spanish is desirable
+ Ability to travel up to 20% if required.
+ Legal authorization to work in the U.S. is required
+ Security Clearance for work with U.S. government entities is highly desirable.
+ Bachelor's and 12+ years of related experience in IT Project Mgmt with recent, real-world experience in large, complex design, deployment, and migration projects (Master's Degree preferred)
+ PMP (Project Management Professional by PMI) or equivalent certification is required
+ A strong technical background in networking, load balancing, and security is required, with technical certifications being desirable.
**Additional Job Description:**
**Compensation and Benefits**
The annual base salary range for this position is $106,900 - $171,000
This position is also eligible for a discretionary annual bonus in accordance with relevant plan documents, and equity in accordance with equity plan documents and equity award agreements.
Broadcom offers a competitive and comprehensive benefits package: Medical, dental and vision plans, 401(K) participation including company matching, Employee Stock Purchase Program (ESPP), Employee Assistance Program (EAP), company paid holidays, paid sick leave and vacation time. The company follows all applicable laws for Paid Family Leave and other leaves of absence.
**Broadcom is proud to be an equal opportunity employer. We will consider qualified applicants without regard to race, color, creed, religion, sex, sexual orientation, national origin, citizenship, disability status, medical condition, pregnancy, protected veteran status or any other characteristic protected by federal, state, or local law. We will also consider qualified applicants with arrest and conviction records consistent with local law.**
**If you are located outside USA, please be sure to fill out a home address as this will be used for future correspondence.**
Welcome! Thank you for your interest in Broadcom!
We are a global technology leader that designs, develops and supplies a broad range of semiconductor and infrastructure software solutions.
For more information please visit our video library ( and check out our Connected by Broadcom ( series.
Follow us on Linked In Broadcom Inc ( .
GIS & Deeds Team Lead, Professional Services
Posted 14 days ago
Job Viewed
Job Description
Role Overview:
Harris is actively seeking a motivated and high-energy individual to join our Professional Services division as the Team Lead of GIS and Deeds Services. In this role, you will lead the GIS and Deeds team, overseeing day-to-day operations while driving the expansion of services to appraisal and tax clients, local government agencies, and private sector organizations. You will also be responsible for developing and managing strategic partner relationships to support long-term growth and client success.
Responsibilities:
- Reports to: Vice President of Professional Services
- Interrelationships: Customers at all levels of management; Research & Development, Support, and Sales teams.
Team Oversight : Responsible for coordinating parcel and deed maintenance for clients under contract, ensuring timely and accurate updates. Supervise a team of GIS and Deed Technicians, effectively managing workloads and prioritizing tasks to meet project deadlines and service commitments.
Employee Development : Work with all direct reports to understand their professional needs and goals. Build team strength by ensuring all team members are crossed trained and become SME’s on associated product lines and services.
Communications : Develop and maintain a communication and reporting plan to keep clients, leadership, staff, and internal stakeholders informed of project performance, process improvements, staffing changes, and revenue trends in alignment with business objectives. Conduct regular team meetings, one-on-one check-ins, project kickoffs, postmortems, client updates, and participate in leadership meetings. Organize and lead additional meetings as needed to support the goals of the business.
Fiscal Responsibility : Work with the executive team and finance to ensure that revenue and cost targets are managed effectively to meet departmental goals.
Job Experience & Educational Requirements :
- Bachelor’s degree, preferably in business or a technology field. (Successful work-related experience in a similar business or geospatial services company may substitute)
- 5 years proven experience with a focus on geospatial services and software products providing GIS services for CAMA appraisal and tax, local government, utilities and other related business sectors.
- Minimum of 5 years or more of practical experience implementing ESRI GIS or geospatial technology – Working knowledge of ArcGIS and ArcGIS Online
- GISP Certification desired but not required
Competencies & Skills:
- Proven ability to lead, manage, and build a high-performing team
- Self-motivated leader who exhibits a sense of urgency in all service-related activities
- Skilled in building customer trust through consultative relationship management
- Demonstrated ability to communicate the value proposition, organizational strengths and capabilities of the services offered
- Ability to quickly learn new technology and translate it into solutions that address customer needs; Intense desire to learn
- Excellent leadership, organizational management and business management skills.
- Proven strategic thinking, problem solving, and negotiating skills.
- Proven customer service skills with demonstrated ability to guide customer engagements, handle issue escalations, and enforce best practice.
- Ability to coordinate multiple projects and tasks with rapidly changing priorities and deadlines.
- Ability to coordinate initiatives with multiple internal functional groups when necessary.
- Exceptional interpersonal, oral and written communications skills to effectively communicate to a wide range of audiences – technical and business; staff, client, and vendor
- Effectively works across organizational/functional/geographic boundaries to solve problems, share information, deliver results and create value for customers and for the company.
- Proficient with management tools for project forecasting, budgeting, and performance measurement.
About us:
Since 1975, Harris Govern has provided end-to-end software for over hundreds of Local Government agencies in the United States and Canada. Our systems help agencies increase revenue and efficiencies through workflow automation, GIS integration, and document management.
Our headquarters in Allen, TX and Montreal, QC and regional office in Fort Collins, CO allows us to provide you with the operational support that you need to keep your agency and teams running smoothly. All of our software solutions come backed with the best team of technical experts who provide ongoing support throughout the lifecycle of your contract.
Sales & Client Management Intern

Posted 15 days ago
Job Viewed
Job Description
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning.
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
Unum is looking for rising seniors ready to explore a career in sales and client management to join our 10-week paid internship program!
Your Summer at Unum:
Our internship program could be the first step on a career path that offers tremendous growth potential! You will be immersed in our company's culture on a team where your manager and mentor will assign you rewarding project work that culminates in an end-of-summer presentation to key business leaders. This work will give you the opportunity to learn the full lifecycle of a Unum case and provide you with a realistic look at what it means to be a Unum Producer. You will be asked to work independently, as well as collaboratively within teams. Our 10-week internship program has many focus areas including, but not limited to: Prospecting and Quoting, Selling, Enrollment, Onboarding, and Relationship Management.
**Principal Duties and Responsibilities**
+ Work for Unum which is the leader in the disability-based employee benefits marketplace and in a professional office setting
+ Weekly focus areas covering the lifecycle of a Unum case that will allow you to experience and analyze the problem from start to finish
+ Assigned mentors and sponsors to help guide and support you throughout your internship experience and beyond
+ Dedicated support for resume writing and interview prep
+ Skill development workshops designed to sharpen your professional skills
+ Targeted and guided job shadows with your mentor and sales and client management colleagues
+ Capstone Presentation: Analyzing an assigned business case
+ Learn about our Field and Home Office departmental and corporate functions
+ Attend weekly information sessions and networking opportunities with your intern cohort
+ Earn college credits for your internship _(Faculty/Hiring Manager pre-approvals are required)_
**Job Specifications**
+ Candidates must be enrolled in an accredited college degree program
+ Preference given to rising seniors and first year graduate students
+ Competitive GPA
+ Demonstrates leadership skills and involvement in extra-curricular activities
+ Demonstrates a genuine interest in sales and client management as well as a desire to learn more about the insurance industry
+ Skilled at analytical and critical thinking
+ Proficiency in MS Word and Excel software applications
+ Ability to work independently and be self-directed on project work
+ Excellent communication and organizational skills
+ Intern must be available to work approximately 40 hours per week during regular business hours
**#LI-TB1**
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
Client Management Market Leader - Key Markets
Posted 7 days ago
Job Viewed
Job Description
Do you have a track record of success in developing and leading a high performing team? Do you think big and grow, accelerate impact, and lead change? Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian is seeking a Client Management Market Leader for our key markets business segment where we serve PEO customers and other National Partnership customers, representing some of Guardian's largest and most-valued customer relationships.
The Client Management Market Leader - Key Markets (CMML) provides critical leadership and direction to a team of Client Managers (CM) and Client Executives (CE) in the pursuit of overall client satisfaction, growth, retention, and profitability objectives for customers. The CMML is responsible for ensuring a high-performance mindset with his/her assigned team and executing strategies that focus on client management discipline, consistency, and best practices. In addition, the CMML will manage and maintain book-of-business assignments to maximize team productivity and effectiveness. The CMML will set the goals for each member of his/her assigned team consistent with Guardian's overall goals, provide performance management and coaching, and work closely with each individual to create annual development plans.
**You are:**
A leader who sets high personal performance standards and leads by example. You have a history of building strong team alignment within a large market strategy and building key stakeholder partnerships both internally and externally.
A collaborator who can deeply engage with other CMML peers and can leverage Home Office relationships across the organization to help meet their assigned goals and objectives.
**You have:**
+ **Education**
+ Four-year college degree or equivalent work experience
+ **Experience**
+ 5 years of group insurance experience preferred
+ 3 years of experience working with PEOs and/or other strategic national customer partnerships
+ 3 years leadership in Account/Service Management
+ Demonstrated understanding of group and large market business and strategy
+ In-depth knowledge of and working experience supporting brokers and employers/plan holders.
+ Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.
**You will:**
+ **Have an Achievement Orientation** : The capacity to be energized and excited by challenging goals. It is reflected in a true sense of competitiveness and drive for results. This is reflected in a strong desire to win in the most challenging of circumstances.
+ **Be able to Adapt to Change and Lead Through Change:**
+ Capacity to relate change to market/customer/employee needs to increase understanding and acceptance
+ Projects optimism around change
+ Involves others in change
+ Demonstrates emotional intelligence
+ Builds trust and loyalty
+ Inspires action and commitment
+ Create followership to drive positive change
+ Resilient
+ **Demonstrate Purposeful Action:** Acting proactively, which includes going beyond what is required for the job. It includes a willingness to act decisively and boldly to drive the business forward and lead the way to improved processes and services.
**Reporting Relationships:**
As our Client Management Market Leader - Key Markets, you will report to our Head of Client Management - Advisory & Key, who reports to our Group Benefits Head of Client Management.
**Location:**
+ The primary location for this position is in a city located near one of Guardian's hub office locations. Preferred locations include Bethlehem, PA; Boston, MA; New York, NY; Newport Beach, CA; and Plano, TX.
**Travel:**
**Approximately 20% travel required for this position**
**Salary Range:**
$100,280 - $164,750
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
2026 Guardian Summer Intern, Client Management

Posted 15 days ago
Job Viewed
Job Description
Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.
**Internship Dates:**
The internship program will run from **Thursday, May 28, 2026 - Friday, August 7, 2026** .
We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on **Friday, November 14, 2025, at 11:59PM ET** or when role(s) have been filled, whichever comes first.
**You are:**
A rising senior (graduation date of May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment.
**Location (housing is not provided):**
+ Plano, TX
**You have:**
+ Strong analytical and problem-solving skills that enable you to contribute meaningfully to your team
+ Excellent communication abilities, both written and verbal, to interact effectively with colleagues and leaders
+ A willingness to take initiative and embrace new challenges in a dynamic environment
**You will:**
+ Participate in impactful projects that enhance your understanding of the group benefits industry
+ Collaborate with peers and professionals on assignments that develop your skills and knowledge of the Client Management Organization
+ Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career
+ Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings
+ Build a network of colleagues and have a sense of community with other interns and other parts of the business
+ Think broadly and ask questions about data, facts and other information
+ Be a self-starter - someone who enjoys "rolling up their sleeves and getting things done", has high energy, strong work ethic, displays the ability to work independently, and is creative
**We offer:**
+ Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way
+ Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent
+ Employee Resource Groups that advocate for inclusion and diversity in all that we do
+ Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability
**Eligibility:**
+ Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position.
+ **You must be available for the full program dates of the internship program.**
If you have any questions regarding the application process, please feel free to email .
**Salary Range:**
$20-$5 per hour
**Salary Range:**
20.00 - 35.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Client Management Market Leader, West Region - Advisory
Posted 7 days ago
Job Viewed
Job Description
Do you have a track record of success leading a seasoned high performing team? Do you think big and grow, accelerate impact, and lead change? Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian is seeking a Client Management Market Leader for our large market and advisory business segment.
The Client Management Market Leader - Advisory West (CMML) provides critical leadership and direction to a team of seasoned Client Executives (CE) in the pursuit of overall client satisfaction, growth, retention, and profitability objectives for groups with 2000+ lives. The CMML is responsible for ensuring a high-performance mindset with his/her assigned team and executing strategies that focus on client management discipline, consistency, and best practices. In addition, the CMML will manage and maintain book-of-business assignments to maximize team productivity and effectiveness. The CMML will set the goals for each member of his/her assigned team consistent with Guardian's overall goals, provide performance management and coaching, and work closely with each individual to create annual development plans.
**You are:**
+ A leader who sets high personal performance standards and leads by example. You have a history of building strong team alignment within a large market strategy and building key stakeholder partnerships both internally and externally.
+ A collaborator who can deeply engage with other CMML peers and can leverage Home Office relationships across the organization to help meet their assigned goals and objectives.
**You have:**
**Education:**
+ Four-year college degree or equivalent work experience
+ **Experience:**
+ 5 years of group insurance experience preferred
+ 3 years leadership in Account/Service Management
+ Demonstrated understanding of group and large market business and strategy
+ In-depth knowledge of and working experience supporting brokers and employers/plan holders.
+ Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.
**You will:**
**Have an Achievement Orientation** **: The capacity to be energized and excited by challenging goals. It is reflected in a true sense of competitiveness and drive for results. This is reflected in a strong desire to win in the most challenging of circumstances.**
+ **Be able to Adapt to Change and Lead Through Change:**
+ Capacity to relate change to market/customer/employee needs to increase understanding and acceptance
+ Projects optimism around change
+ Involves others in change
+ Demonstrates emotional intelligence
+ Builds trust and loyalty
+ Inspires action and commitment
+ Create followership to drive positive change
+ Resilient
+ **Demonstrate Purposeful Action:** Acting proactively, which includes going beyond what is required for the job. It includes a willingness to act decisively and boldly to drive the business forward and lead the way to improved processes and services.
**Reporting Relationships:**
As our Client Management Market Leader - Advisory West, you will report to our Head of Client Management - Advisory & Key Markets, who reports to our Group Benefits Head of Client Management.
**Location:**
+ The primary location for this position is in a city located within the Pacific, Mountain or Central time zones, with priority given to candidates located near Guardian hub office locations in Newport Beach, CA; Plano, TX; Kansas City, KS; or Chicago, IL.
**Travel:**
**Approximately 20% travel required for this position**
**Salary Range:**
$107,440 - $147,730
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
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Client Financial Management Summer Analyst - Dallas - NAELFY26
Posted today
Job Viewed
Job Description
Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation led company with 738,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at
People in Corporate Functions contribute to the running of Accenture as a high- performance business through specialization within a specific functional area, and grow into internally focused roles by deepening their skills and/or developing new skills within an internal functional area.
Finance professionals prepare and interpret financial plans and reports, ensuring accuracy and compliance with applicable financial rules and regulations, including internal financial controls, to mitigate risk for the company. Finance professionals may also shape and execute client deals to maximize the use of Accenture's capital and resources, manage cash and/or liaise with the investor community.
Key Responsibilities
?Client Financial Management delivers service support for both new and expanding business opportunities, ensuring compliance with contractual obligations, financial policies, GAAP, and internal controls. In addition, it offers advisory support to client engagement teams in budgeting, forecasting, profitability analysis, and strategies to optimize Days Sales Outstanding (DSO).
Here's what you need:
-
Bachelor's degree in Accounting, Finance or other Business-related major with a graduation date between December 2026 and August 2027
-
6 credit hours or more in Finance and/or Accounting
Bonus points if you:
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Have spent time learning and practicing financial accounting such as:
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Reconciliation
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Invoice Preparation
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Processing financial transactions
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Preparing financial budgets
-
Are a PC user and know the Microsoft Office Suite
-
Can work on more than one project at a time
-
Like to work both independently and as part of a team
-
Feel comfortable talking with senior managers
-
Have a phenomenal attention to detail
-
Can work creatively and analytically to solve problems
-
Easily share your ideas in person and in writing
-
Give others the information and assistance they need with a positive 'can-do' customer service attitude
-
Have led a team - at school, at work or in the military
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Minnesota, Maryland, Massachusetts, New Jersey, New York or Washington as set forth below.
Information on benefits is here. (
Role Location Hourly Rate Range
California $27.00 to $7.00
Colorado 27.00 to 27.00
District of Columbia 27.00 to 27.00
Illinois 27.00 to 27.00
Maryland 27.00 to 27.00
Massachusetts 27.00 to 27.00
Minnesota 27.00 to 27.00
New York/New Jersey 27.00 to 27.00
Washington 27.00 to 27.00
#LI - NA
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences?All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law?Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the?Accenture Equal Opportunity Statement (
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company 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. Additionally, 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 the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
Wealth Management Client Relationship Manager

Posted 1 day ago
Job Viewed
Job Description
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Wealth Management Client Relationship Manager
Posted 2 days ago
Job Viewed
Job Description
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
All licenses must be obtained within 120 days from start date.
**Key Responsibilities and Duties**
+ Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
+ Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
+ Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
+ Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
+ Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
+ Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs.
+ Identifies sales and asset retention opportunities.
+ Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
+ Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience
+ Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date
**Preferred:**
+ 3+ years of financial services experience
+ Series 7 and 66 (or 63 & 65) completed
+ Life and Health Insurance License completed
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (