Regional Director of Advisory Services

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.

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.

Flexible Scheduling: Part-Time or Full-Time (3-5 days per week) in the Greater Charlotte AreaMust be willing to obtain an SC license as well.About Us:At Ideal Dental, we pride ourselves on being a clinician-founded and clinician-led™ dental service organization that has been dedicated to providing exceptional dental care since 2008. Our commitment to education is evident as we invest over 100 hours in continuing education opportunities, covering all facets of dentistry, including Invisalign and practice management. With a remarkable track record of over 50,000 five-star guest reviews, we emphasize the importance of our brand and the Ideal Guest Experience. Our vision is to be the premier provider of comprehensive dental services while being the first choice for dentists and staff looking for a partner in growth, innovation, and learning. For more details, please visit www.myidealdental.com.Position Overview:The Regional Dental Director (RDD) acts as the clinical leader and strategic advisor for all dental practices in the designated region. Collaborating with the Operations team, the RDD ensures high-quality, evidence-based patient care, cultivates a culture of clinical excellence, promotes provider engagement, and contributes to the success and growth of the Dental Support Organization (DSO). This role requires a blend of clinical proficiency, leadership ability, and business insight. Additionally, the RDD will float between offices in their region to provide clinical support as needed and play a crucial role in training, mentoring, and nurturing new dentists.Key Responsibilities:Clinical Leadership & Quality AssurancePromote a culture of clinical excellence aligned with the DSO’s standards and core values.Provide clinical oversight, guidance, and support to all regional dentists.Lead quality improvement initiatives, peer reviews, and clinical audits.Ensure compliance with all federal, state, and board regulations (OSHA, HIPAA, CDC, etc.).

About Appgate: Appgate is a trailblazer in the cybersecurity landscape, specializing in Zero Trust Network Access solutions. Our mission is to deliver innovative technologies that safeguard organizations against emerging threats. Our cutting-edge solutions empower enterprises to secure their digital infrastructures, facilitating safe access for users, devices, and workloads anytime, anywhere. Renowned for our unique approach, Appgate has become the trusted choice for major enterprises across critical sectors, including the US Department of Defense, helping them reduce risks, streamline costs, and enhance user experiences.About the RoleThe Regional Sales Director is a pivotal role that contributes significantly to our growth trajectory, focusing on sales execution within an assigned territory. This individual will spearhead the development of both short-term and long-term sales pipelines, identifying new business opportunities and engaging with C-suite executives and complex decision-making committees. The Regional Sales Director will also nurture existing customer relationships to unlock new revenue streams. Acting as the lead strategist in the region, this position will collaborate with the executive team, marketing, channels, strategic alliances, business development resources, and sales engineering to craft and implement a territory sales strategy that leverages industry and regional trends, driving substantial long-term revenue.

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.

HeartFlow, Inc. is a pioneering medical technology firm dedicated to transforming the diagnosis and management of coronary artery disease, the leading cause of mortality globally. Utilizing advanced technology, our flagship product—the AI-powered, non-invasive HeartFlow FFRCT Analysis—offers a detailed, color-coded 3D visualization of a patient's coronary arteries, illustrating the impact of blockages on cardiac blood flow. As the first AI-driven integrated solution in non-invasive heart care along the CCTA pathway, HeartFlow assists healthcare professionals in identifying coronary artery stenoses (RoadMap™ Analysis), evaluating coronary blood flow (FFRCT Analysis), and analyzing coronary atherosclerosis (Plaque Analysis). Our expanding product pipeline and dynamic team are at the forefront of precision heart care innovation.HeartFlow is publicly traded (HTFL) and has garnered international acclaim for its contributions to healthcare innovation, receiving support from medical societies globally. Our solutions are approved for use in the US, UK, Europe, Japan, and Canada, having benefitted over 500,000 patients worldwide.The Regional Strategic Sales Director (RSD) position is a critical leadership role tasked with spearheading the strategic growth and long-term adoption of HeartFlow’s comprehensive portfolio. The RSD will prioritize engagement with C-suite executives, optimizing cardiovascular service lines, and scaling HeartFlow’s solutions throughout the Southeast region. A key focus for FY26 will be the successful launch of PCI Navigator, HeartFlow’s innovative pre-procedural planning solution for Percutaneous Coronary Intervention (PCI).

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 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.

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!

This position offers a hybrid work schedule, requiring in-office attendance at our South Charlotte, NC Headquarters from Monday to Thursday, with fully remote work on Fridays. Explore the AllConnect website here. Interested in how Allconnect fits into Red Ventures? Click here. We are on the lookout for a seasoned Director of Lifecycle Marketing to spearhead customer engagement and lifecycle marketing initiatives across the Allconnect Group, which includes Allconnect and MyMove. Allconnect stands as a premier marketplace assisting consumers in comparing, purchasing, and setting up essential home services such as internet, TV, phone, and utilities. This role will be responsible for shaping the strategic vision and executing data-driven CRM strategies that enhance customer attraction, conversion, retention, and growth. You will lead a small yet high-performing team and collaborate across departments to deliver impactful, personalized campaigns via email, SMS, push notifications, and other channels, ultimately driving measurable increases in customer engagement, loyalty, and lifetime value. As a leader, you will blend strategic thinking with hands-on execution to build a top-tier Lifecycle program leveraging advanced segmentation, automation tools, and testing methodologies. Your expertise will be crucial in guiding Allconnect's use of first-party data to design customer-centric journeys that distinguish our brand and achieve substantial results. A strong collaborator, you will work closely with Sales leadership and client services to ensure that initiatives directly contribute to client and advertiser success.

Join Raising Canes as the Regional Leader of Training in Charlotte! In this pivotal role, you will champion the development and implementation of training programs aimed at enhancing employee skills and operational excellence across the region. You will collaborate with various teams to ensure that all training initiatives align with company values and performance goals.

Join Prosidian Consulting as the Director of Shelter Operations within our Animal Services division. In this dynamic role, you will oversee the daily operations of our animal shelter, ensuring the well-being of all animals and the efficiency of services provided. Your leadership will guide a dedicated team in implementing best practices for animal care, facility management, and community outreach.

Join Us in Shaping the Future — EquipmentShare is Hiring a Regional Manager - Tooling SolutionsAt EquipmentShare, we’re not merely filling a position — we’re building a top-notch team to innovate and create unprecedented solutions. Our mission is to revolutionize an industry that has long been stagnant, by empowering contractors and communities with cutting-edge technology, real-time support, and a team that genuinely cares.We are seeking an adept Regional Manager to expand our Tooling Solutions operations across the Southeast, covering states such as Florida, Alabama, North Carolina, South Carolina, Mississippi, and Georgia. Our Tooling Solutions branches provide industrial tooling rentals, encompassing power tools, pneumatic tools, hand tools, and more. Customers benefit from our technology-driven tool tracking, comprehensive communication solutions, and expert services, which include tool testing, repair, and certification. We also supply job site consumables and industrial supplies, ensuring seamless project connectivity.Key ResponsibilitiesLead by example and motivate team members to reach their highest potential while upholding a professional demeanor.Oversee branch performance and manage operations to enhance financial success.Ensure monthly safety and property audits are conducted successfully in your region's branches.Assist with logistical management for your region’s branches when required.Monitor key performance metrics including equipment utilization, underperforming assets, warranty recovery, billed mechanical hours, aged receivables, and customer satisfaction.Facilitate purchase order and requisition processing as necessary.Support vendor management and onboarding processes as needed.Identify areas for conflict resolution and improvement across the district, implementing appropriate solutions.Set realistic and measurable goals with clearly defined expectations for your team.Ensure a safe and healthy work environment by establishing and enforcing standards and procedures in compliance with legal regulations.

Join Red Bull as a Regional Sales Manager in Charlotte, where you will lead our sales initiatives within your designated territory. You will strategize and execute innovative sales approaches to enhance brand visibility and drive revenue growth. Your leadership will inspire a team of sales representatives to exceed targets while fostering relationships with key accounts.

Amplitude seeks a Senior Technical Success Manager to support major clients across the East Region. This role centers on guiding customers through technical implementations and ensuring they achieve their goals with Amplitude’s products. Building strong, long-term relationships with clients is a key part of the work. What you will do Work directly with major customers to help them use Amplitude’s products effectively Guide clients through technical implementation steps and address their needs Develop and maintain trusted relationships to support ongoing customer success Location This position is open to candidates based in Arlington, VA; Atlanta, GA; Austin, TX; Boston, MA; Charlotte, NC; Chicago, IL; Dallas, TX; Hartford, CT; Houston, TX; Indianapolis, IN; Kansas City, MO; Minneapolis, MN; Nashville, TN; New Haven, CT; New York, NY; Philadelphia, PA; Raleigh, NC; St Louis, MO; or remote within the East Region.

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.

Prosidian Consulting is seeking an experienced Director of Management and Operations to lead our team in Charlotte. This role involves strategic oversight and operational excellence, ensuring that all projects align with our business goals and client needs. The ideal candidate will possess a strong background in management and operations, showcasing their ability to drive results and foster a collaborative work environment.

As the Director of Utility Account Management at Allconnect, you will lead a dynamic team dedicated to delivering exceptional service and support to our utility clients. Your strategic vision will drive account growth, enhance customer engagement, and optimize operational efficiency. This is an opportunity to shape our utility account strategies while fostering a culture of excellence and collaboration.

At Scout Motors, we are proud to revive the legacy of one of the most iconic American vehicles, a name synonymous with exploration and adventure since 1960. Our commitment lies in innovating this classic brand by electrifying, digitizing, and infusing it with cutting-edge American technology.Our mission extends beyond vehicles; it is about honoring our history while paving the way for the future. We prioritize respect: for our heritage, for our communities, and for our customers. Our vehicles are designed to excel in any environment, whether at a campsite, on a job site, or during your daily commute. With two distinct powertrains—an all-electric option and the Harvester™ range extender, offering an impressive 500 miles of combined range—we cater to the diverse needs of our customers.At Scout Motors, we foster a culture of innovation, encouraging our diverse and entrepreneurial teams to lead the way. We are searching for passionate visionaries who are ready to contribute to our groundbreaking journey. If you are eager to drive change and make history, we invite you to apply!Key ResponsibilitiesAs a Senior Director of Treasury and Insurance, you will play a vital role in shaping our financial strategies as we revolutionize the electric pickup truck and rugged SUV market:Lead and execute the overarching treasury strategy, encompassing cash management, debt financing, investment, and risk management.Establish and maintain strong banking and captive finance relationships within a capital-intensive industry.Oversee Treasury Operations and provide executive direction to the Insurance and Risk team, optimizing day-to-day operations and scaling processes.Support the growth of a high-capital automotive startup by developing a premier treasury infrastructure, banking relationships, and risk management frameworks.