Personal Financial Advisors

**Overview**

To support our growing business, we are looking for additional **Sales Account Executives** to increase revenue in our Sharp Business Systems division. Currently, we are hiring in our **Prescott/Flagstaff** area sales team.

The Sales Account Executive role is responsible for the execution of new business strategy and directly managing the interactions with existing customers to increase sales of an organization's products and/or services.

**Responsibilities**

+ Responsible for prospecting and developing new business sales relationships within assigned territory.

+ Meet or exceed established sales quota by selling Sharp technology solutions and services.

+ Partner internally with sales, operations, and service teams to achieve customer satisfaction.

+ Secure weekly client meetings virtually or in-person.

+ Complete sales activities via CRM tool set.

+ Review weekly with management, prospecting activity, sales pipeline activity and client activity.

+ Present proposals, presentations, and demonstrate the value adds of Sharp Technology Solutions.

+ Manage the Pre to Post sales and operational actions for implementation of client solutions at customer locations.

+ Consistently achieve monthly activity and revenue goals.

**Qualifications**

+ BS/BA in Business administration or related field preferred

+ B2B Outside sales experience in technology preferred

+ Relevant industry experience accepted in lieu of a college degree

+ Technology competent, understanding of MS Office applications and comfortable using Virtual Meeting Platforms (ie. MS Teams)

+ Experience working with Salesfore.com or similar CRM

+ Valid US driver’s license and reliable vehicle is required on a daily basis

**ABOUT US: Sharp Business Systems**

Sharp Business Systems (SBS) is a direct sales division of Sharp Electronics Corporation, the U.S. based subsidiary of Japan's Sharp Corporation. With the strategic solutions set that make up the Simply Smarter Office, Sharp Electronics is viewed as a leading provider of innovative technologies and services ranging from its highly acclaimed AQUOS interactive display panels and portfolio of multifunctional printers, to a proven suite of advanced workflow and managed IT services.

**Compensation for this position**

The potential first-year earnings at quota for this role is $59,280 - $70,720. Pay is made up of base salary, commissions, and bonuses. This role is also eligible for the company’s prestigious Million Dollar Sales Club and President’s Club. The starting base salary will be determined by several variables, including but not limited to experience, education, training, certification, and location with a range from $38,280 - $54,692.

**Employee perks:**

+ Flexible hybrid work schedules.

+ Comprehensive, family-friendly healthcare plans (medical, dental, vision).

+ 401k retirement plan with a competitive match and plenty of financial support tools.

+ Employee Assistance Plan to care for you and your family's mental and behavioral health, balance, and support. Financial protection for you and your family (life insurance and disability insurance)

+ Rewarding and wholistic wellness program.

+ Training, professional development, and mentorship

+ Full suite of voluntary insurance benefits for financial planning (auto, home, ID protection and legal)

+ Dynamic culture eager to innovate, enhance diversity, and work smarter.

**_Sharp Electronics Corporation is an equal opportunity employer – minority – female – disability - veteran._**

**_No agency resumes will be accepted or fees paid in the absence of an official written engagement agreement executed in advance by Human Resources for this particular position._**

**_All applicants must be authorized to work in the US without sponsorship. All applications must include compensation expectations in order to be considered. Local candidates only, please._**

**Job Location** _US-AZ-Prescott_

**Posted Date** _1 day ago_ _(6/26/2025 1:59 PM)_

**_Job ID_** _2025-8467_

**_Category_** _Sales_

Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

**Job Posting Title**

Account Executive - Remote

**Job Description**

The Account Executive serves as the primary relationship manager for multiple accounts. This position works directly withaccounts to optimize pharmacy spend through Prime's products and services, and drives the alignment of Health Plan, Employer and Prime's strategic goals and initiatives.

**Responsibilities**

+ Develop and maintain key relationships with Plan's account and pharmacy teams, and with corresponding consultants/brokers; maintain an intimate understanding of the industry and assigned account trends, challenges, priorities, and adopted products and services to influence the development and prioritization of strategic plans

+ Maintain and drive strategic master account plans to ensure client engagement and satisfaction; drive cross-functional alignment between Prime and the strategic plan of the client, ensuring contract compliance and measurement of key deliverables

+ Establish key internal relationships in order to advocate for client interests and help drive enterprise solutions that meet Prime and client priorities; work with Employer Account Manager to ensure member and client service excellence and satisfaction

+ Lead client meetings as aligned to the account management principles, including but not limited to: identifying meeting objectives and participants, ensuring adequate preparation and presentation materials, disseminating and uploading meeting materials in client portal, and working across extended teams to ensure appropriate follow through and documentation; drive superior client satisfaction and engagement in all client interactions, including the co-development and implementation of the pharmacy master account plan per client

+ Working with the Plan's account teams, lead the proactive and strategic consultation efforts to maximize pharmacy spend through client renewals and the adoption of new or expanded use of Prime's products and services

+ Educate Employer groups on current topics in the industry, new product developments, and the competitive landscape; provide collateral materials and support when necessary to help facilitate the sales process; assist with client external audits, client presentations, client visits, and health fairs, as needed

+ Manage the end-to-end RFP process for renewing groups, including the development of a contract renewal project plan; proactively analyze contract language and/or requirements, standardize where appropriate, and mitigate conflicting terms

+ Document interactions with assigned accounts and input into the Salesforce CRM tool, including but not limited to meeting agendas and notes, identified dependencies or risks, key decision points and outcomes, and any next steps, agreed actions and responsibly parties; ensure the appropriate data is captured within Salesforce in order for the tool to be leveraged as a source of truth for the overall client relationship (client interactions, products pitched and deployed, decision records, etc)

+ Other duties as assigned

**Education & Experience**

+ Bachelor's degree in business, marketing, finance, healthcare administration or related area of study, or equivalent combination of education and/or work experience; HS diploma or GED is required

+ 5 years of client service experience to include 2 years of sales and/or account management experience in healthcare or pharmacy benefit management industry

+ Must be eligible to work in the United States without the need for work visa or residency sponsorship.

**Additional Qualifications**

+ Understanding of the healthcare industry with subject matter expertise in one or more areas (pharmacy trend, health plan benefits, etc.)

+ Ability to develop, evaluate and communicate selling strategies, presentations and proposals

+ Interpersonal skills, with the ability to effectively facilitate meetings, resolve conflict, build consensus, establish rapport, collaborate, and influence effectively across departments, internally and externally, and at all levels within an organization

+ Able to balance and prioritize compliance, business and other competing goals and risks, while still driving programs and initiatives to completion

+ Organization and prioritization skills, strong attention to detail, and the ability to simultaneously lead multiple, complex projects and strategies, under pressure and strict timeframes

+ Ability to manage complex information to develop well-reasoned solutions that solve client's problems

+ Ability to work effectively in a matrixed team environment

**Preferred Qualifications**

+ PBM, health plan, or health care experience

**Physical Demands**

+ Ability to travel up to 20% of the time

+ Must be able to remain in a stationary position 50% of the time. Must be able to “move or traverse”

+ Must be able to constantly operate a computer and/or other office productivity equipment.

+ Must be able to hear and constantly communicate information and ideas. Must be able to exchange accurate information.

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Potential pay for this position ranges from $94,000.00 - $160,000.00 based on experience and skills.

To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (https://www.primetherapeutics.com/benefits) and click on the "Benefits at a glance" button for more detail.

_Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. _

_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._

_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._

Positions will be posted for a minimum of five consecutive workdays.

Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law.

We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

Prime Therapeutics LLC is a Tobacco-Free Workplace employer.

If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1.866.469.1257 or email Careers@primetherapeutics.com.

**Unleash Your Potential: Whether 2 Years or 20, Discover Rewarding Journeys with Us!**

As an **SAP Senior Account Executive** (AE), you will act as the manager of your territory, enabling customers to unlock their potential by positioning our SAP services portfolio to meet their unique business challenges and lay a foundation for future success.

**Duties and Responsibilities:**

+ **Account & Customer Relationship Management:**

+ Take full ownership of accounts, overseeing the sales of SAP cloud subscriptions, consulting engagements, managed services support contracts, and cultivate trusted relationships with customers.

+ Develop and implement strategic account plans that meet customer needs, drive sustainable growth, and demonstrate your ability to be a trusted advisor.

+ Gain in-depth knowledge of each customer's technology landscape, strategic goals, and competitive position to align with the SAP roadmap, and our portfolio of service offerings.

+ **Demand Generation, Pipeline, and Opportunity Management:**

+ Manage sales pipeline from Lead to Close, be accountable for your business in the qualification of opportunities and presales investment effort.

+ Collaborate with internal resources, such as marketing, pre-sales, and partner channels, to drive demand and launch marketing campaigns.

+ Partner and align with SAP on a consistent basis to drive pipeline generation, account collaboration, and provide value as an SAP implementation partner to increase lead flow, trust, and credibility.

+ **Sales Excellence:**

+ Demonstrate accountability and ownership of sales forecast, quota attainment, and required pipeline reporting requirements.

+ Ownership and responsibility of strategy and execution in working with our Pre-Sales, Industry, and Consulting teams as we participate in client evaluations of SAP software and Services offerings.

+ Deep understanding of SAP’s cloud offerings, NDBS’s service portfolio, commercial terms, and Service Level Agreements.

+ Continuous learning and investment in our partnership with SAP to stay informed of SAP’s products, go to market strategy, and changes in alignment within SAP sales teams.

+ Ability to collaborate and work within our teams at NDBS to support sales cycles, generate proposals, and manage day to day customer interactions and expectations.

+ **Leadership of an Account Team:**

+ Lead and organize remote, cross-functional teams to align with customer strategies.

+ Provide on-site presence for clients and our internal teams in support of our ongoing projects, sales pursuits, SAP events and collaboration opportunities.

+ Ensure that account teams and partners are well-prepared and strategically positioned for all customer interactions.

**Position Requirements/Qualifications:**

+ Bachelor’s degree or equivalent experience

+ Minimum 5+ years of experience in selling complex business software/IT solutions and services engagements.

+ Proven success in business application software sales and leading team-selling environments.

+ Experience handling large transactions and long sales cycles in fast-paced, global, and competitive markets.

+ Strong negotiation skills with the ability to align customer needs to NDBS capabilities and revenue goals.

+ Exceptional communication and conflict resolution skills that drive successful outcomes.

+ Strategic thinking with deep understanding of business process and solution capability.

+ Strong executive presence and ability to clearly articulate complex ideas and concepts.

+ Ability to navigate complex org structures to gain stakeholder buy-in.

**Additional Skills**

+ Customer Orientation & Expectation Alignment

+ Trust and Credibility Building

+ Collaboration Internally & Externally

+ Results Orientation and Value Based Selling

+ Software as a Service (SaaS)

+ Artificial Intelligence & Technology Innovation

+ Process Improvement

+ SAP Cloud Suite Portfolio

+ Industry Requirements

+ Go-To-Market Strategy

+ Value Engineering

+ Customer Strategy

+ Customer Engagement

+ Implementation Oversight

+ Sales Forecasting/Qualification

+ Competitive Positioning

+ Account Management

Thank you for your interest in NTT DATA Business Solutions! We are thrilled to offer an exceptional compensation package that includes competitive salaries, comprehensive health and dental benefits, Flexible Paid Time Off, 10 paid holidays, a 401k plan, and remote work opportunities, among many other fantastic benefits (https://nttdata-solutions.com/us/careers-at-ntt-data/employee-benefits/) .

We take great pride in our firm's high-growth trajectory and are always on the lookout for top talent to join our team. We encourage you to consider becoming a part of our dynamic and innovative organization. Thank you for your interest, and we look forward to hearing from you soon!

Please note that employment with NTT DATA Business Solutions is subject to the successful completion of a satisfactory background check, and we participate in E-Verify. We kindly ask that all applications be submitted directly and not through third-party agencies.

The annual base compensation range for this role will be $100,000 - $156,000. The exact compensation at which this job is filled will be determined by a number of factors including but not limited to organizational needs and the qualified candidate’s skill set, certifications, and experience.

**We transform. SAP® solutions into Value**

As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture. You will spend your time engaging in meaningful conversations to uncover each client’s unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed in this highly regulated role, you must hold the appropriate licenses and possess a deep understanding of current financial products, investment options, and market trends. A strong commitment to providing client-focused advice with integrity, accuracy, and professionalism is essential.

**Responsibilities**

+ Engage clients in discussions to assess financial objectives, risk tolerance, expenses, income, tax status, insurance coverage, or other information needed to develop a financial plan.

+ Provide guidance and advice on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management.

+ Develop, implement, and monitor comprehensive financial plans tailored to each client’s needs.

+ Conduct regular review of client accounts to assess progress and adapt strategies in response to life events, economic changes, market conditions or financial performance trends.

+ Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

+ Collaborate with internal and external professionals to support the execution of complex financial plans.

+ Maintain active communication with clients to ensure strong relationships and understanding of evolving goals and maintain up to date client portfolios.

+ Build and expand the book of business through client referrals, networking, and community engagement.

+ Stay current with financial markets, products, and regulatory requirements.

+ Accurately document interactions and maintain records using CRM and financial planning software.

The above is not an all-inclusive list of duties and can be altered and adjusted as needed, including other duties as assigned. Duties are subject to change at any time by HUB Management.

**Qualifications**

+ Bachelor's degree in business, finance, or related field preferred.

+ 5 years of experience as a Financial Advisor, delivering high quality financial advice.

+ Active FINRA 66 or combination of series 63 and 65 securities registration required

+ Certified Financial Planner (CFP) designation preferred

+ Experience working with account custodians such as Charles Schwab and Fidelity Investments

+ Proven ability to manage and grow existing book of business

+ Strong understanding of mutual funds, stocks, bonds, and insurance offerings.

+ Knowledge of retirement plans is a plus (401k, 403b, 457, ESOP)

+ Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM systems.

+ Excellent interpersonal, communication, and client relationship management skills.

+ Self-motivated, organized, and adaptable with strong time management abilities.

+ You must possess a valid driver’s license and be comfortable meeting clients in-person as needed.

+ Ability to work independently with autonomy, while also thriving in a collaborative team environment.

**About Us**

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

**Joining a Winning Team at HUB International**

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of investment, retirement and wealth management, property, casualty, risk management, life and health, employee benefits products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program (https://hubinternational.jobs/e-verify/)

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**Company :**

enGen

**Job Description :**

**JOB SUMMARY**

This job is responsible for growing the client base within our national print & mail manufacturing footprint. The role will focus on driving sales revenue and expanding market share through new client acquisition and relationship management. The ideal candidate will have a strong background in B2B sales, particularly within the SaaS industry and will utilize a creative and analytical approach to identify new prospects and enhance existing client relationships.

**ESSENTIAL RESPONSIBILITIES**

+ Research and identify prospects based on their need to outsource Customer/Member communications in physical and digital formats

+ Ability to conduct Vice President and above outreach within IT and Procurement

+ Deliver consistent sales results to meet or exceed their assigned revenue target

+ Meet or exceed their KPI’s for sales activity and performance

+ Utilize the company CRM to maintain detailed records of sales activity

+ Oversee the onboarding (contracting, negotiation, implementation) of new clients

+ Ensure that all client engagements are managed effectively to ensure satisfaction and retention

+ Maintain effective communication between departments to maximize client success

+ Conduct thorough needs assessments to prepare compelling proposals

+ Create and present business cases and justifications persuasively

+ Provide weekly updates on sales forecasts, activities, deal advancements, opportunities, competitor information, market trends, etc.

+ Track and report on sales metrics, including “wins and losses” to capture product gaps and best practices to inform product/service development

+ Attend industry events to network and promote the company’s products and services

+ Perform other duties as assigned

**EDUCATION**

**Required**

+ Bachelor’s degree in Sales, Marketing, or related field or relevant experience and/or education as determined by the company in lieu of bachelor’s degree

**Preferred**

+ None

**EXPERIENCE**

**Required**

+ 5 years of experience in a B2B sales environment, specifically developing relationships with executive-level contacts and lead generation in large organizations.

+ Experience servicing a specialized market, such as: Financial Services, Utilities, Property and Casualty Insurance

+ CRM utilization

**Preferred**

+ Transactional print and mail and digital delivery experience

+ Presenting at industry events and conferences

+ Proficiency in price negotiation and informing contracting process

+ Knowledge of RFP/RFI process and rules of engagement

**LICENSES or CERTIFICATIONS**

**Required**

+ None

**Preferred**

+ None

**SKILLS**

+ Agility in a fast-paced manufacturing and services-based organization

+ Must be coachable and possess a positive attitude

+ Excellent verbal and written communication

+ Excellent Powerpoint and presentation skills

+ Knowledge of CRM (Salesforce is a plus)

+ Good organizational skills and be proficient at activity management

+ Strong prioritization skills

**Language (Other than English)**

None

**Travel Requirement**

40%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Most On-The-Road Position

Non-Office Based Position

Teaches / trains others regularly

Rarely

Travel regularly from the office to various work sites or from site-to-site

Constantly

Works primarily out-of-the office selling products/services (sales employees)

Constantly

Physical work site required

No

Lifting: up to 10 pounds

Rarely

Lifting: 10 to 25 pounds

Rarely

Lifting: 25 to 50 pounds

Rarely

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement:_** _This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

**Pay Range Minimum:**

$80,000.00

**Pay Range Maximum:**

$120,000.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J265815

Eurest

Salary: $90,000 - $100,000

As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more.

Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest.

Job Summary

Support unit managers from a fiscal perspective by providing training and guidance in accounting principles and financial management• Manage customer invoicing processes for core business• Manage invoicing of additional project work• Manage accounts receivable including collections, cash application, and reporting. • Compile journal entries related to period close• Coordinate with the Finance Director on procedures surrounding budgeting and forecasting for the client and for Eurest.• Support operations team with implementation of new businesses• Oversee new business transition processes as they relate to billing/invoicing, payroll, and metrics/reporting• Compiles new and rebid pro-forma and analyzes for accuracy• Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly • Business Owner Reports• Provides financial guidance to operating units within the region on matters involving client returns, revenue and profitability goals• Improves financial status by compiling and analyzing budgets and forecast, monitoring variances, identifying trends, and considering "what if scenarios to bring forth suggestions to the Director of Finance• Documents and maintains complete and accurate supporting information for all financial transaction.• Provides accurate and timely reporting on the financial activity of individual project• Creates and designs reports and spreadsheets; creates and maintains a database to organize, collect and upload data into required reporting formats• Track regional initiatives and compliance to Corporate policies• Other duties as assigned

Qualifications:• Bachelor’s degree required; Accounting or Finance preferred• 3+ years of experience in Accounting/Finance• Exceptional Customer Service skills and a positive “can-do” attitude• Ability to prioritize and manage multiple tasks/projects; extended evening and occasional weekend work required • Ability to work under pressure and tight deadlines; comfortable presenting to senior management and audiences virtually• Working knowledge of SAP Financial and Microsoft applications such as Excel, PowerPoint, Word, and Outlook

Apply to Eurest today!

Eurest is a member of Compass Group USA

Click here to Learn More about the Compass Story (http://www.compass-usa.com/our-story/)

Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.

Eurest maintains a drug-free workplace.

Applications are accepted on an ongoing basis.

Associates at Eurest are offered many fantastic benefits.

+ Medical

+ Dental

+ Vision

+ Life Insurance/ AD

+ Disability Insurance

+ Retirement Plan

+ Paid Time Off

+ Holiday Time Off (varies by site/state)

+ Associate Shopping Program

+ Health and Wellness Programs

+ Discount Marketplace

+ Identity Theft Protection

+ Pet Insurance

+ Commuter Benefits

+ Employee Assistance Program

+ Flexible Spending Accounts (FSAs)

+ Paid Parental Leave

+ Personal Leave

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here (https://www.compass-usa.com/wp-content/uploads/2023/08/2023\_WageTransparency\_Eurest.pdf) for paid time off benefits information.

Req ID: 1434506

Eurest

Jacinda Moore

[[req_classification

**Job Overview**

This job posting is anticipated to remain open for 30 days, from 25-Jun-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

**We'll give you the support you need. Our team will be there every step of the way, providing:**

+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.

+ Salary for the first five years as you begin to build your practice²

+ A firm-provided branch office in the community

+ Branch office support to help lighten the load so you can focus on your clients

+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

**You can also expect...**

+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel

+ The flexibility that you need to balance your personal and professional lives - the best of both worlds

+ A culture of continuous improvement and professional development

**Key Responsibilities**

+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

**Benefits:**

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Compensation:**

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

**Skills/Requirements**

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

**What characteristics would make you a successful financial advisor?**

+ An interest in financial services/markets and how they work

+ Love of learning and challenges, including determination to succeed

+ Skilled in long-term relationship building

+ Comfortable in your ability to think critically

+ Passion for new opportunities

**Can you see yourself...**

+ Learning to be a financial advisor through our comprehensive training program?

+ Delivering personalized investment and financial solutions to your clients?

+ Taking ownership of your business's growth and success?

+ Meeting professional and personal objectives as they relate to building your practice?

+ Working in and positively impacting your local community?

**Skills/Requirements**

**Candidates should have at least one of the four qualifications bullets listed below:**

+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

+ Financial services and/or sales experience

+ Financial services registration, licensing, or certification

+ Professional and/or military career progression

**Licensing:**

+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

+ FINRA registrations required within three months. State insurance licenses will be required.

+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

\#LI-USFATA

**You could say we're at the center of the center.**

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

**Job Overview**

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants.

1. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

**The Position:**

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

**Key Responsibilities:**

+ Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team

+ Work daily to re-engage clients with our firm and to serve clients who are already engaged

+ Provide excellent client service and tailored client solutions to meet the clients' needs

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Supervision concerns

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $72700

**Hiring Maximum:** $119800

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.

• Insurance license may be required in the future (life, health and variable annuity)

• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.

• Bachelor's degree in a business-related field is strongly preferred

• Ability to seek, receive and implement feedback.

• Strong critical thinking skills are necessary.

• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.

• Extensive flexibility, reliability and sound decision making skills

• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.

• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.

• H.B.A. associates would have their home office audited annually

**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

\#LI-HO

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities**

Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act.

We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights.

**Global LoS**

Tax

**Job Requirements and Preferences**

**Basic Qualifications**

Minimum Degree Required (BQ)

Bachelor Degree

**Required Field(s) of Study (BQ)**

Accounting

**Minimum Year(s) of Experience (BQ)**

5 year(s)

**Certification(s) Required (BQ)**

**CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity**

**Preferred Qualifications**

**Preferred Knowledge/Skills**

Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds:

+ Leveraging knowledge of structuring of funds and fund management companies to limit tax liability;

+ Possessing in-depth knowledge of alternative investment strategies and vehicles; and,

+ Utilizing in-depth tax technical skills, including partnership tax forms.

Demonstrates in-depth experience identifying and addressing client needs:

+ Experience with complicated partnership structures;

+ Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation;

+ Showcasing a desire to learn more about the renewable energy industry

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements;

+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements;

+ Building, maintaining, and utilizing networks of client relationships and community involvement; and,

+ Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 40%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Analyse and identify the linkages and interactions between the component parts of an entire system.

+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

+ Develop skills outside your comfort zone, and encourage others to do the same.

+ Effectively mentor others.

+ Use the review of work as an opportunity to deepen the expertise of team members.

+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

- Supervise and develop team members to achieve exceptional deliverables

- Manage client service accounts and engagement workstreams

- Independently solve and analyze complex problems

- Utilize PwC's technical knowledge and industry insights to address client needs

- Drive digitization, automation, and efficiency improvements

- Coach teams to enhance their skills and performance

- Oversee successful planning, budgeting, and execution of projects

- Foster a culture of continuous improvement and innovation

What You Must Have

- Bachelor's Degree in Accounting

- 4 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

- Thorough knowledge of compliance and consulting for financial partnerships

- Knowledge of structuring funds to limit tax liability

- In-depth tax technical skills in partnership tax forms

- Experience identifying and addressing client needs

- Building, maintaining, and utilizing networks of client relationships

- Success as tax technical business advisor

- Familiarity with CRM systems

- Knowledge of automation and digitization in professional services

- Experience with alternative fee arrangements and pricing strategies

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

\#LI-Hybrid