Director of CFO Advisory Services

LPC is hiring a Project Manager for the Client Advisory Services Group in Charlotte, NC. This hybrid role centers on managing corporate interiors and construction projects, with a focus on tenant improvements and building renovations. Role overview This position involves overseeing multiple projects at once, handling everything from early planning through operational launch. Responsibilities include coordinating move management, decommissioning, and project closeout. A foundational understanding of ground-up development is important for success in this role. Background and experience Experience managing corporate interiors or construction projects Previous work with a real estate company, architectural firm, or general contractor Knowledge of tenant improvements and building renovations Key responsibilities Oversee the full lifecycle of assigned projects Coordinate strategic planning, move management, and decommissioning Manage project closeout tasks Handle several projects at once, maintaining quality and timelines

Frazier & Deeter is hiring a Manager of CFO Advisory Services based in Charlotte, North Carolina. This leadership role centers on guiding a team that delivers financial advice and support to clients. The manager is responsible for overseeing projects designed to improve client financial performance and tackle complex financial challenges. What you will do Lead a team of professionals who provide CFO advisory services to clients Support clients as they navigate financial challenges and pursue improvement initiatives Maintain high standards for quality and impact across all advisory work Role overview This position requires strong leadership skills and a commitment to delivering effective financial guidance. The manager plays a key role in ensuring client needs are met and that each project achieves meaningful results.

Elevate Your Career At MorganFranklin Consulting, we provide exceptional opportunities for personal and professional growth. Our vibrant, entrepreneurial environment supports your career journey every step of the way. Tackle new challenges and deliver meaningful value to some of the world's leading Fortune 100 companies, innovative growth firms, and mid-market organizations navigating critical moments in their business lifecycle. Collaborate with influential business leaders to address complex client challenges and make a significant impact. Experience fulfillment in your work as part of a diverse organization committed to collaboration and continuous learning. About the Team - Accounting Advisory Our Accounting Advisory team is a powerful blend of experienced public accountants and expert business consultants, offering a deep understanding across various industries. We take a holistic approach to assist clients in navigating the IPO process, providing M&A lifecycle support, and utilizing our Technical Accounting Solution Center to resolve crucial financial reporting and technical accounting challenges. Your Impact Advise financial services and banking clients—both publicly traded and privately held—on diverse strategic initiatives, including IPO preparation, transaction support, carve-outs, spin-offs, audit readiness, and the adoption of new accounting standards. Collaborate with clients and internal teams on technical accounting and control-related matters, providing research-driven insights and actionable recommendations. Develop and deliver engaging presentations on technical concepts, project plans, delivery strategies, milestones, and outcomes to client stakeholders. Monitor team progress to ensure alignment with work programs and professional standards. Educate both internal and external audiences on accounting best practices, particularly regarding emerging financial technologies and digital assets. Design and implement innovative business solutions to enhance our methodologies and client delivery. Build trust and credibility as a strategic advisor in the financial services and digital assets sectors. Manage client relationships with a focus on identifying and securing new business opportunities. Actively participate in career development initiatives and technical training programs.

Join Modera Wealth Management as the Regional Director of Advisory Services, where you will play a pivotal role in leading a talented team and driving strategic initiatives. In this position, you will be responsible for overseeing advisory operations, ensuring top-tier service delivery, and fostering strong client relationships.You will collaborate closely with senior leadership to develop and implement effective strategies that align with our mission of delivering exceptional financial advice and wealth management services.

Join Our Team as an Advisory Manager!Are you a dynamic leader with a passion for financial planning? Modera Wealth Management is searching for an Advisory Manager to join our growing team. This position can be based in any of our East Coast offices, including Charlotte, NC, Atlanta, GA, Boston, MA, Westwood, NY, Wayne, NJ, New York, NY, Annapolis, MD, or McLean, VA.Why Choose Modera Wealth Management?As an independent, fee-only firm, we are dedicated to making a significant positive impact on our clients' lives through comprehensive financial planning and strategic investment management. With over 200 employees in 19 offices along the East Coast, managing over $15 billion in assets for more than 6,000 clients, we offer robust career development opportunities from entry-level to ownership.At Modera, we pride ourselves on providing a personalized service experience, combining professional excellence with a friendly approach. Since our inception in 1983, we have remained committed to being an advisor firm, not just a firm of advisors.Position Overview:The Advisory Manager will lead a team of financial planning associates, ensuring high-quality support for our advisors. This role involves balancing direct client service with team management, performance monitoring, and compliance adherence.Key Responsibilities:Oversee the workflow of Planning Associates to ensure timely and efficient delivery of financial planning services to advisors.Maintain the quality and accuracy of planning work through best practices and established protocols.Provide mentorship, coaching, and regular feedback to team members.Manage daily personnel needs, including scheduling and performance-related issues.Communicate departmental goals and guide team execution to meet objectives.Conduct one-on-one meetings with team members to support professional development and alignment of goals.Track progress towards SMART goals and offer support as needed.Conduct annual performance evaluations and contribute to ongoing team member development.Collaborate with HR to foster career growth opportunities.

We are seeking a dedicated and experienced Project Manager for Service Transition to join our dynamic team at Abacus Group in Charlotte, North Carolina. In this pivotal role, you will be responsible for overseeing the transition of services, ensuring that projects are executed efficiently and effectively while meeting client expectations.

Join our dynamic team as a Senior Project Manager in the Corporate Advisory & Solutions division, where you will lead and ensure the successful completion of commercial real estate projects. This position requires a proactive, detail-oriented professional who excels in multitasking and possesses outstanding organizational skills. Your commitment to exceptional customer service and ability to manage complex project demands will be key to your success. In this role, you will coordinate all facets of commercial real estate projects, guaranteeing they are delivered on time, within budget, and meet the highest quality standards. Utilize your strong communication skills to build productive relationships with stakeholders and guide your project team toward achieving their objectives.

As a Client Relations Manager at Prosidian Consulting, you will play a pivotal role in ensuring client satisfaction and fostering strong relationships within our customer service framework. Your responsibilities will include managing client communications, addressing inquiries, and providing solutions that enhance client experiences. You will collaborate with various teams to implement strategies that drive customer engagement and satisfaction.

About Judi HealthJudi Health is a pioneering enterprise health technology organization dedicated to transforming healthcare for employers and health plans through a holistic range of innovative solutions, including:Capital Rx, a public benefit corporation specializing in comprehensive pharmacy benefit management (PBM) services for self-insured employers,Judi Health™, which delivers full-service health benefit management solutions to employers, third-party administrators (TPAs), and health plans, andJudi®, the industry's premier proprietary Enterprise Health Platform (EHP) that integrates all claim administration workflows into a single, scalable, and secure platform.At Judi Health, we collaborate with our clients to restore trust in the U.S. healthcare system and establish the necessary infrastructure for the quality care that everyone deserves. Discover more at www.judi.health.Position SummaryThe Client Experience Resolution & Optimization (CERO) Manager is responsible for leading the intake, triage, and resolution process for client-related issues within the Client Services team. This role is vital in establishing governance for intake workflows, ensuring the accurate validation and routing of issues, and promoting consistency in how Client Services addresses and resolves operational challenges. The Manager will collaborate across various teams to streamline processes, minimize manual tasks, and enhance the overall client experience, while also providing mentorship to the CERO Analyst.Position Responsibilities:Develop and oversee a standardized intake and routing process for Client Services issues.Manage the triage, prioritization, and cross-functional coordination of issues.Act as the primary contact for inquiries regarding intake, validation, and routing.Create and maintain standard operating procedures (SOPs), workflows, and documentation for Client Services operations.Establish and track key performance indicators (KPIs) in partnership with internal analytics teams (e.g., intake volumes, turnaround times, quality metrics).Lead initiatives for continuous improvement aimed at simplifying workflows and addressing recurring issues.Collaborate with various teams to identify process gaps and facilitate the implementation of improvements.Coach and mentor the CERO Analyst, supporting their ongoing professional development.

As a Senior Client Service Representative at Prosidian Consulting, you will play a crucial role in ensuring exceptional client satisfaction. You will be responsible for managing client inquiries, resolving issues, and providing tailored solutions to meet their needs. Your expertise will be pivotal in maintaining long-term relationships with our clients, and you will be a key contributor to our team’s success.

Join our dynamic team at Alpha Insight Inc. as a Client Service Associate, where you will play a crucial role in delivering exceptional customer experiences. In this position, you will be the first point of contact for our clients, assisting them with inquiries, resolving issues, and ensuring their satisfaction with our services. Your ability to communicate effectively and build strong relationships will be key to your success in this role.Responsibilities include managing client accounts, providing product information, and collaborating with internal teams to enhance service delivery. If you are passionate about client services and eager to develop your career in a supportive environment, we encourage you to apply!

Prosidian Consulting is seeking a highly motivated and experienced Project Manager specialized in Architect-Engineer (A-E) Services. In this role, you will oversee projects from inception to completion, ensuring that they meet quality standards and deadlines while aligning with client expectations.Your responsibilities will include managing project timelines, budgets, and resources, as well as coordinating with various stakeholders to achieve project goals. This is an excellent opportunity for a professional who thrives in a dynamic environment and is eager to contribute to innovative engineering solutions.

Join Our Team as a Travel Support Specialist!At destinationknot, we are looking for a dedicated Travel Support Specialist to enhance our client services. In this role, you will play a crucial part in communicating with clients, updating itineraries, and resolving travel-related issues. If you have a passion for problem-solving and delivering exceptional service, this is the ideal opportunity for you to shine.

destinationknot is looking for a Travel Support Specialist to join the Client Services team in Charlotte, North Carolina. This role centers on supporting clients throughout their travel experience. What you will do Manage communications with clients, ensuring questions and requests are handled promptly. Update travel itineraries as needed to reflect changes or preferences. Resolve travel-related issues with a focus on clear solutions and attentive service. What we look for Strong problem-solving skills and attention to detail. Commitment to providing excellent customer service. Ability to communicate clearly and professionally with clients.

About the Role LPC is hiring a Project Manager based in Charlotte, NC. This position leads a variety of projects from start to finish, focusing on delivering results on schedule and within scope. The Project Manager works closely with stakeholders, coordinates team activities, and keeps everyone aligned on project goals. What You Will Do Oversee project planning, execution, and delivery Manage communication with stakeholders and set clear expectations Identify and address project risks as they arise Support team members to achieve project milestones

Role Overview LPC is hiring a Project Manager in Charlotte, NC. This role guides projects from early planning through final delivery, with a focus on meeting deadlines and staying within budget. What You Will Do Lead projects through all phases, from kickoff to completion Work closely with teams across different functions Coordinate with stakeholders and manage their expectations Oversee timelines, budgets, and deliverables What Helps You Succeed Strong attention to detail Proactive approach to problem-solving Clear communication skills Commitment to delivering results

Accounting Advisory ConsultantJoin our dynamic team at CFGI, where our consultants collaborate with fellow professionals, Big 4 auditors, and client management to tackle various engagement aspects. Your responsibilities will include analyzing financial data, conducting interviews with client management, pinpointing critical issues, compiling reports, participating in meetings, and fostering robust relationships with clients. Embrace Your Career Journey at CFGI:· Gain exposure to diverse industries and projects.· Make a significant business impact for your clients.· Manage projects from inception to completion.· Experience direct client interaction and excel in a client-facing role.· Enjoy a continuously challenging environment and learn from top-tier experts within the firm.· Benefit from flexible work locations, whether office-based, remote, or at client sites (depending on engagement).· Shape your career path according to your aspirations.· Find joy in your work!

Join Aya Healthcare, a proud recipient of multiple Top Workplace awards, as our Regional Client Partnership Specialist in Educational Services. This pivotal role requires you to reside in either North or South Carolina, with local travel comprising approximately 80–90% of your time, or 4–5 days per week in the field.As a field leader for Aya Education, you will play a significant role in enhancing our partnerships within school districts throughout the region. Your responsibilities will include developing and nurturing strong district relationships, evaluating comprehensive staffing needs, generating job requests, and identifying opportunities for sustainable workforce solutions.Your week will primarily be spent onsite in schools and district offices, engaging with SPED Directors, HR leaders, SELPA administrators, Principals, and other key decision-makers. You will represent Aya Education in your region, ensuring that districts have access to qualified special education and therapy professionals who contribute to meaningful outcomes for students from early childhood through age 21.

As an Agile Project Manager at LendingTree, you will play a pivotal role in leading cross-functional teams to deliver innovative projects that enhance our customers' experience. You will be responsible for managing the entire project lifecycle, from initiation to completion, ensuring that projects are delivered on time, within scope, and within budget. Your expertise in Agile methodologies will guide your team in adopting best practices and optimizing project performance.