Advisory Manager

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.

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.

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

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.

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!

Frazier & Deeter, LLC is hiring a Director of CFO Advisory Services based in Charlotte, North Carolina. This leadership role centers on helping clients make informed financial decisions, strengthen operations, and achieve growth goals. The Director manages a team and delivers advice tailored to each client's financial objectives. Key responsibilities Guide clients on financial strategy and planning Recommend improvements to operational processes and efficiency Assist organizations as they expand and explore new business opportunities Lead and mentor a team providing CFO advisory services Uphold high standards for client service and deliverables Location This role is based in Charlotte, North Carolina.

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.

Frazier & Deeter seeks a Senior Tax Manager in Charlotte, North Carolina, to work with high net worth individuals. This role centers on tax compliance and advisory services for clients with substantial assets. Role overview The Senior Tax Manager will oversee and review complex tax returns for clients with significant wealth. The position involves developing tailored tax strategies and ensuring all work aligns with current tax regulations and standards. Leadership is a key part of the job, with responsibility for mentoring a team of tax professionals. What you will do Oversee and review complex tax returns for high net worth clients Develop tax strategies that address each client’s unique situation Lead and mentor a team of tax professionals Ensure compliance with current tax regulations and standards Requirements Extensive experience managing tax matters for high net worth individuals Strong background in tax compliance and advisory services Proven ability to guide and support a team Dedication to delivering high-quality client service

Join Frazier & Deeter, a dynamic and rapidly expanding Top 50 accounting and advisory firm, consistently recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter among U.S. accounting firms. With offices spanning across major cities including Atlanta, Alpharetta, Baltimore, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa, and Winter Haven, we have a place for you! We cater to clients of various sizes throughout the United States and globally, continuously expanding our range of services. Our growth-oriented and entrepreneurial culture fosters a diverse array of opportunities for our team members. At Frazier & Deeter, we prioritize training, mentoring, and the professional development of our staff. Our commitment to Investing in Relationships to Make a Difference and a firm-wide focus on inclusion empowers us all to grow in every aspect of life. Job Description: We invite you to join our Client Accounting & Advisory Solutions (CAAS) team as a Supervisor-level Accountant. In this pivotal role, you will provide high-quality accounting support and actionable financial insights to our clients. You will oversee daily full-cycle accounting operations, act as the primary contact for clients, and assist in the development of junior accountants through thoughtful review and guidance.

Join Prosidian Consulting, a leader in strategic advisory services, where we empower organizations to reach their full potential. We are looking for talented individuals who are eager to contribute to impactful projects and grow their careers. If you're passionate about consulting and thrive in dynamic environments, we want to hear from you!

Join our dynamic team at dev2 as a Tax Agent! We are seeking a motivated professional with over 2 years of paid tax experience. In this role, you will provide exceptional tax preparation and advisory services to our clients, ensuring compliance with all tax regulations while optimizing tax outcomes. Your expertise will help clients navigate complex tax scenarios, providing them with peace of mind.

Brightspeed is seeking a dynamic Risk Management Manager to lead our risk management initiatives. This role involves identifying, assessing, and mitigating risks that could impact our operations and strategic objectives. You will collaborate with various departments to foster a culture of risk awareness and ensure compliance with industry standards.The ideal candidate will possess strong analytical skills, a proven track record in risk management, and the ability to communicate effectively at all levels of the organization.

Join Prosidian Consulting as a Manager in our Management Consulting division. In this dynamic role, you will lead diverse project teams, drive strategic initiatives, and deliver high-impact solutions for our clients. Your expertise will guide businesses through transformative changes, enhancing operational efficiency and optimizing performance.Your responsibilities will include collaborating with clients to identify opportunities for improvement, developing actionable strategies, and ensuring successful implementation of solutions. You will leverage your analytical skills and industry knowledge to drive results while fostering a culture of innovation and continuous improvement.

Prosidian Consulting is seeking a dynamic Manager of Management and Operations Consulting to join our innovative team in Charlotte, NC. In this pivotal role, you will lead consulting projects aimed at optimizing business operations and enhancing management strategies for our diverse clientele. Your expertise will be key in driving effective solutions that deliver measurable results.As a Manager, you will oversee project teams, engage with clients, and ensure the successful implementation of operational strategies. This is an excellent opportunity for a motivated professional looking to make a significant impact in a collaborative environment.

As a Senior Manager in our Treasury and Cash Management Services division, you will play a pivotal role in overseeing our financial operations. Your expertise will ensure optimal management of cash flow, funding, and liquidity strategies, driving the financial health of the organization.In this dynamic role, you will lead a team of professionals, fostering a collaborative environment that emphasizes innovation and efficiency. You will be responsible for developing and implementing cash management policies and procedures that align with our strategic goals.

Prosidian Consulting is seeking a motivated and detail-oriented Program Manager to join our dynamic team in Charlotte, North Carolina. In this crucial role, you will leverage your expertise in program management to oversee and guide the execution of various projects, ensuring they align with organizational goals and deliver exceptional results.

Join INX International Ink Co. as a Materials Manager at our Charlotte, NC facility. In this pivotal role, you will oversee and manage the flow of materials into, within, and out of designated plants and associated warehouses. Your efforts will be crucial in controlling purchasing practices to enhance production efficiency and maintain optimal stock levels. As the Materials Manager, you will coordinate with the shipping department to guarantee timely and accurate delivery of goods, supporting the service levels of our plants. Additionally, you will take charge of inventory management, leading physical inventory and cycle counting initiatives while promoting awareness of critical performance metrics for continuous improvement.Maintain and review SAP material master data to ensure compliance with INX policies.Implement effective material delivery and replenishment strategies aligned with the master schedule.Prepare and submit material requisitions and inventory reports as necessary.Oversee all Materials Requirement Planning (MRP) processes for procured materials.Manage cycle count programs and annual physical inventories.Adopt best practices for purchase order management and overall inventory health.Collaborate with warehouse teams to ensure proper stock rotation and management.Keep track of warehouse space to effectively schedule material handling activities.Work alongside supervisors from various departments to synchronize material flows.Monitor inventory aging and collaborate to minimize non-turning inventory.Establish strong relationships with suppliers and maintain high visibility of material flows.Generate timely purchase order requisitions and address any supplier performance issues.Engage with department supervisors regarding overdue materials and provide status updates.

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

LPC seeks a Program Manager based in Charlotte, NC. This role oversees major initiatives, guiding projects from the initial planning phase through to completion. The Program Manager ensures that each project stays on schedule and within budget, while coordinating efforts across teams and with outside contractors. Key responsibilities Develop project plans and manage execution from beginning to end Track progress to confirm that deadlines and financial targets are achieved Facilitate collaboration between internal teams and external partners Revise project plans as needed to maintain alignment with scope Role overview This position focuses on keeping projects organized and moving forward. Success in this role depends on strong coordination skills and the ability to adapt plans when priorities shift or challenges arise.