Client Senior Manager Jobs in Usa

Location: Anywhere in Country

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is seeking a motivated professional with solid experience in the utilities sector to serve as a Senior Manager who possesses a robust background in Data Architecture, Data Modernization, End to end Data capabilities, AI, Gen AI, Agentic AI, preferably with a power systems / electrical engineering background and having delivered business use cases in Transmission / Distribution / Generation / Customer. The ideal candidate will have a history of working for consulting companies and be well-versed in the fast-paced culture of consulting work. This role is dedicated to the utilities sector, where the successful candidate will craft, deploy, and maintain large-scale AI data ready architectures.

You will help our clients enable better business outcomes while working in the rapidly growing Power & Utilities sector. You will have the opportunity to lead and develop your skill set to keep up with the ever-growing demands of the modern data platform. During implementation you will solve complex analytical problems to bring data to insights and enable the use of ML and AI at scale for your clients. This is a high growth area and a high visibility role with plenty of opportunities to enhance your skillset and build your career.

As a Senior Manager in Data Architecture, you will have the opportunity to lead transformative technology projects and programs that align with our organizational strategy to achieve impactful outcomes. You will provide assurance to leadership by managing timelines, costs, and quality, and lead both technical and non-technical project teams in the development and implementation of cutting-edge technology solutions and infrastructure. You will have the opportunity to be face to face with external clients and build new and existing relationships in the sector. Your specialized knowledge in project and program delivery methods, including Agile and Waterfall, will be instrumental in coaching others and proposing solutions to technical constraints.

In this pivotal role, you will be responsible for the effective management and delivery of one or more processes, solutions, and projects, with a focus on quality and effective risk management. You will drive continuous process improvement and identify innovative solutions through research, analysis, and best practices. Managing professional employees or supervising team members to deliver complex technical initiatives, you will apply your depth of expertise to guide others and interpret internal/external issues to recommend quality solutions. Your responsibilities will include:

As Data Architect – Senior Manager, you will have an expert understanding of data architecture and data engineering and will be focused on problem-solving to design, architect, and present findings and solutions, leading more junior team members, and working with a wide variety of clients to sell and lead delivery of technology consulting services. You will be the go-to resource for understanding our clients’ problems and responding with appropriate methodologies and solutions anchored around data architectures, platforms, and technologies. You are responsible for helping to win new business for EY. You are a trusted advisor with a broad understanding of digital transformation initiatives, the analytic technology landscape, industry trends and client motivations. You are also a charismatic communicator and thought leader, capable of going toe-to-toe with the C-level in our clients and prospects and willing and able to constructively challenge them.

To thrive in this role, you will need a combination of technical and business skills that will make a significant impact. Your skills will include:

• 
  
• Technical Skills Applications Integration
  
• Cloud Computing and Cloud Computing Architecture
  
• Data Architecture Design and Modelling
  
• Data Integration and Data Quality
  
• AI/Agentic AI driven data operations
  
• Experience delivering business use cases in Transmission / Distribution / Generation / Customer.
  
• Strong relationship management and business development skills.
  
• Become a trusted advisor to your clients’ senior decision makers and internal EY teams by establishing credibility and expertise in both data strategy in general and in the use of analytic technology solutions to solve business problems.
  
• Engage with senior business leaders to understand and shape their goals and objectives and their corresponding information needs and analytic requirements.
  
• Collaborate with cross-functional teams (Data Scientists, Business Analysts, and IT teams) to define data requirements, design solutions, and implement data strategies that align with our clients’ objectives.
  
• Organize and lead workshops and design sessions with stakeholders, including clients, team members, and cross-functional partners, to capture requirements, understand use cases, personas, key business processes, brainstorm solutions, and align on data architecture strategies and projects.
  
• Lead the design and implementation of modern data architectures, supporting transactional, operational, analytical, and AI solutions.
  
• Direct and mentor global data architecture and engineering teams, fostering a culture of innovation, collaboration, and continuous improvement.
  
• Establish data governance policies and practices, including data security, quality, and lifecycle management.
  
• Stay abreast of industry trends and emerging technologies in data architecture and management, recommending innovations and improvements to enhance our capabilities.
  

• 
  
• A Bachelor’s degree required in STEM
  
• 12+ years professional consulting experience in industry or in technology consulting.
  
• 12+ years hands-on experience in architecting, designing, delivering or optimizing data lake solutions.
  
• 5+ years’ experience with native cloud products and services such as Azure or GCP.
  
• 8+ years of experience mentoring and leading teams of data architects and data engineers, fostering a culture of innovation and professional development.
  
• In-depth knowledge of data architecture principles and best practices, including data modelling, data warehousing, data lakes, and data integration.
  
• Demonstrated experience in leading large data engineering teams to design and build platforms with complex architectures and diverse features including various data flow patterns, relational and no-SQL databases, production-grade performance, and delivery to downstream use cases and applications.
  
• Hands-on experience in designing end-to-end architectures and pipelines that collect, process, and deliver data to its destination efficiently and reliably.
  
• Proficiency in data modelling techniques and the ability to choose appropriate architectural design patterns, including Data Fabrics, Data Mesh, Lake Houses, or Delta Lakes.
  
• Manage complex data analysis, migration, and integration of enterprise solutions to modern platforms, including code efficiency and performance optimizations.
  
• Previous hands‑on coding skills in languages commonly used in data engineering, such as Python, Java, or Scala.
  
• Ability to design data solutions that can scale horizontally and vertically while optimizing performance.
  
• Experience with containerization technologies like Docker and container orchestration platforms like Kubernetes for managing data workloads.
  
• Experience in version control systems (e.g. Git) and knowledge of DevOps practices for automating data engineering workflows (DataOps).
  
• Practical understanding of data encryption, access control, and security best practices to protect sensitive data.
  
• Experience leading Infrastructure and Security engineers and architects in overall platform build.
  
• Excellent leadership, communication, and project management skills.
  
• Data Security and Database Management
  
• Enterprise Data Management and Metadata Management
  
• Ontology Design and Systems Design
  

• 
  
• Master’s degree in Electrical / Power Systems Engineering, Computer science, Statistics, Applied Mathematics, Data Science, Machine Learning or commensurate professional experience.
  
• Experience working at big 4 or a major utility.
  
• Experience with cloud data platforms like Databricks.
  
• Experience in leading and influencing teams, with a focus on mentorship and professional development.
  
• A passion for innovation and the strategic application of emerging technologies to solve real-world challenges.
  
• The ability to foster an inclusive environment that values diverse perspectives and empowers team members.
  
• Building and Managing Relationships
  
• Client Trust and Value and Commercial Astuteness
  
• Communicating With Impact and Digital Fluency
  

We are looking for top performers who demonstrate a blend of technical expertise and business acumen, with the ability to build strong client relationships and lead teams through change. Emotional agility and hybrid collaboration skills are key to success in this dynamic role.

FY26NATAID

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• 
  
• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $144,000 to $329,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $172,800 to $374,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  
• Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
  

EY accepts applications for this position on an on‑going basis.

For those living in California, please click here for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

What you're responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Location: Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dallas,Denver, Des Moines, Detroit, Edison, Fort Worth, Grand Rapids, Greenville, Hartford, Hoboken, Honolulu, Houston, Indianapolis, Irvine, Jacksonville, Kansas City, LA, Las Vegas, Louisville, McLean, Memphis, Miami, Milwaukee, Minneapolis, Nashville, New Orland, New York, Oklahoma, Orlando, Palo Alto, Philadelphia, Phoenix, Pittsburgh, Pleasanton, Portland, Providence, Raleigh, Richmond, Rochester, Rogers, Sacramento, Salt Lake City, San Antonio, San Diego, San Francisco, San Jose, Seattle, Secaucus, Stamford, St. Louis, Syracuse, Tallahassee, Tampa, Toledo, Tucson, Tulsa, Washington DC, Westlake village, Winston-Salem

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Whole industries have been disrupted and transformed in recent years by changing technologies, advanced analytics and the need for better insight. EY is helping businesses realize the value they can gain from their IT investments. We deliver exceptional client service — providing advice on how technology, finance process efficiency and enterprise intelligence contribute to performance improvement, as well as how IT can act as a multiplying effect during major program transformations.

The AI Finance Senior Manager is a crucial role responsible for supporting the Finance Applications Data Lead in executing the overall data management strategy for finance applications. The successful candidate will leverage their deep expertise finance applications (planning, reporting, close/consolidation) coupled with deep skills in enterprise data management, data governance, data quality, master data management, Machine Learning, and Generative AI (Gen AI) to support key finance personas. One of the key responsibilities will focus on developing and implementing our “FDL consulting blueprint” service offering, with the goal of creating an industry agnostic data model which can be utilized as a starting point and be extended ensure data consistency and interoperability across finance applications. The successful candidate will work closely with the Data Lead and the Product Owner for the FDL to ensure that the FDL Blueprint is designed on a foundation of accurate, consistent, and reliable finance application data architecture, enabling informed decision-making.

The AI Finance Senior Manager will work closely with finance, IT, and data science teams to support the effective management and utilization of finance application data, harnessing the power of Machine Learning, Gen AI, and Azure data technologies to drive innovation and business value through the development and implementation of the EY AI Finance solution offering.

As a Senior Manager, you will play a pivotal role in leading engagement delivery and managing client relationships. Your time will be spent across various responsibilities, including:

• 
  

• Leading the design and delivery of system architecture solutions in collaboration with technical teams.

  
  

• Tailoring technology platforms to business processes, ensuring clients maximize their investment through effective use and continuous improvement.

  
  

• Managing complex processes, solutions, and projects while maintaining a focus on quality and risk management.

  
  

• 
  

• Proven ability to manage and deliver complex solutions.

  
  

• Fostering relationships with client personnel at appropriate levels. Consistently running and delivering quality client services. Driving high-quality work products within expected time frames and on budget.

  
  

• Monitoring progress, managing risk and confirming that key stakeholders are kept informed about progress and expected outcomes.

  
  

• Managing expectations of client service delivery.

  
  

• Effectively managing and motivating client engagement teams with diverse skills and backgrounds. Providing constructive on- the- job feedback/coaching to team members.

  
  

• Fostering an innovative and inclusive team-oriented work environment. Playing an active role in the counselling and mentoring of junior consultants within the organization.

  
  

• Supporting Data Management Strategy Execution, including helping execute the overall data management strategy for finance applications

  
  

• Defining data requirements, data architecture, and data models for finance applications, considering the potential of Machine Learning and Gen AI technologies

  
  

• Leading the design and implementation of an extensible common information model for the FDL Blueprint

  
  

• Developing and maintaining documentation, including data dictionaries, entity-relationship diagrams, and data lineage maps

  
  

• Leading the development and implementation of our FDL Blueprint solution offering, ensuring scalability, performance, and security

  
  

• Collaborating with data scientists and finance SMR’s across service lines to identify opportunities for applying Machine Learning and Gen AI techniques to finance applications/personas and extend the FDL

  
  

• Supporting the establishment and maintenance of a robust data governance framework for the FDL

  
  

• Staying current with the latest advancements in Machine Learning, Gen AI, Data Management and Azure technologies and identifying and implementing innovative solutions that drive efficiency, accuracy, and insights for finance applications

  
  

• Ability to travel as required for client engagements and project needs.

  
  

• 
  

• Bachelor\'s degree in Finance, Accounting, Business, Computer Science

  
  

• Minimum of seven years of progressive experience in Financial Planning & Analysis (FP&A), with demonstrated expertise in:

  
  

• Strategic financial planning, budgeting, and forecasting processes

  
  

• Financial modeling and scenario analysis

  
  

• Variance analysis and management reporting

  
  

• Cross-functional collaboration with business stakeholders

  
  

• Strong proficiency with EPM (Enterprise Performance Management) platforms, including hands-on experience with solutions such as:

  
  

• Anaplan (Certified Model Builder preferred)

  
  

• Oracle EPM Cloud Suite (PBCS, ePBCS, FCCS)

  
  

• Oracle Hyperion

  
  

• OneStream, Tagetik, or similar platforms

  
  

• Solid understanding of financial data architecture and governance, including:

  
  

• Financial data modeling and dimensional design

  
  

• Chart of accounts structuring and hierarchy management

  
  

• Data quality standards and reconciliation processes

  
  

• Master data management for finance applications

  
  

• Knowledge of finance applications including financial modeling (PnL, Balance Sheet, Cash Flow)

  
  

• Excellent communication, collaboration, and problem-solving skills

  
  

• Ability to work effectively in a fast-paced, dynamic environment, supporting the adoption and implementation of emerging technologies

  
  

• Strong business skills including relationship management, commercial awareness, and communication.

  
  

• Strong analytical and problem solving skills as well as excellent oral and written communication skills

  
  

• A willingness to travel to meet client needs.

  
  

• 
  

• Degree emphasis in Finance, Accounting, Economics, Business, Computer Science, MIS, or IT preferred

  
  

• A strong ability to adapt to changing technology landscapes and stay ahead of industry trends.

  
  

• Exceptional interpersonal skills to foster team collaboration and client trust.

  
  

• A proactive approach to problem-solving and decision-making.

  
  

• Experience in leading diverse teams in dynamic environments.

  
  

We seek top performers with a blend of technical expertise and strategic business acumen. Candidates should be adaptive, proactive, and committed to driving innovative technology solutions that propel the business forward. Strong managerial skills and a continual desire to improve both technical and soft skills are essential to meet the evolving demands of the industry.

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• 
  

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $171,600 to $392,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $205,900 to $445,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  
  

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

  
  

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at

Location: Anywhere in Country

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

AI & Data - AI Strategy - Senior Manager - Oil & Gas Sector

As part of our growing AI & Data practice, we are seeking a highly experienced Senior Manager to lead enterprise AI strategy and quantitative modeling efforts for our clients in the Oil & Gas sector. This individual will bring deep industry expertise, along with a proven track record of designing and operationalizing responsible, scalable, and value-aligned AI solutions. You’ll lead high-impact client engagements focused on Generative AI, Agentic AI, MLOps, and AI governance frameworks — driving measurable outcomes in upstream, midstream, and downstream operations.

As a Senior Manager in AI Strategy, you will leverage proprietary, industry-aligned business models and innovative operating model designs to deliver impactful AI investments. You will be responsible for capability assessments, operating model design, product management, governance, and process design, ensuring that AI initiatives align with business strategies and stakeholder needs.

In this role, you will lead the delivery of complex AI strategies that enhance business effectiveness and efficiency. You will work closely with clients to envision how AI can transform their markets, products, and capabilities. This position offers the opportunity to engage with business and technology leaders, driving strategic programs that significantly impact their operations.

• 
  
• Lead engagement delivery, ensuring quality and risk management throughout the project lifecycle.
  
• Manage client relationships, focusing on revenue generation and the identification of new opportunities.
  
• Develop and manage resource plans and budgets for engagements, ensuring alignment with performance objectives.
  
• Define and implement enterprise-wide AI and quantitative modeling strategy tailored to oil & gas value chains (e.g., asset optimization, drilling, trading, predictive maintenance).
  
• Establish AI governance frameworks that ensure responsible AI adoption, ethical use of data, model risk management, and alignment with evolving regulations.
  
• Design and operationalize Agentic AI solutions to automate reasoning, planning, and decision‑making tasks in complex environments.
  
• Drive the prioritization of AI use cases based on business value, feasibility, and risk, ensuring ROI on AI initiatives.
  
• Lead multidisciplinary teams of data scientists, engineers, and consultants to deliver end‑to‑end AI platforms and solutions.
  
• Partner with senior business and IT leaders to identify strategic opportunities and shape AI‑enabled business transformation.
  
• Implement and scale ModelOps and MLOps practices, ensuring transparency, reproducibility, and monitoring of models in production.
  
• Lead AI solution architecture, including hybrid deployments on cloud (e.g. Microsoft Azure, Amazon AWS).
  
• Serve as a thought leader in emerging AI technologies, including Generative AI, foundation models, RAG and Agentic AI.
  
• Drive internal capability building and innovation in Responsible AI, agentic workflows, and energy sector‑specific solutions.
  

To excel in this role, you will need a blend of technical and interpersonal skills. Your ability to navigate complex challenges and deliver innovative solutions will be crucial.

• 
  
• Strong analytical and decision‑making skills to develop solutions to complex problems.
  
• Proven experience in managing client relationships and leading teams.
  
• Ability to communicate effectively and influence stakeholders at all levels.
  

• 
  
• Bachelor’s degree required; Master’s degree preferred with focus in Computer Science, Applied Math, or related field with prior consulting experience required.
  
• 10+ years of experience in technology consulting, digital transformation, or AI‑driven business solutions.
  
• 5+ years of leadership in AI/ML projects, including team management and executive stakeholder engagement.
  
• Typically, no less than 5 — 7 years of relevant experience.
  
• Strong expertise in AI Platforms and Tools.
  
• Proficiency in Data Architecture Design and Modelling.
  
• Experience in Digital Transformation and IT Effectiveness Assessment.
  
• Knowledge of Emerging Technologies and Technology Strategy, Vision, and Roadmap.
  
• Ability to build and manage relationships effectively.
  
• Strong exposure to oil & gas industry operations, value levers, and use case landscape.
  
• Proven success in developing AI strategy and governance models, including frameworks for Responsible AI, risk, and compliance.
  
• Hands‑on experience with Generative AI frameworks (e.g., OpenAI, Hugging Face, LangChain, RAG).
  
• Experience architecting and scaling MLOps platforms and data science workflows in cloud‑native environments.
  
• Proficiency in Python and tools like Pandas, PyTorch, Scikit‑learn, Spark, SQL.
  
• Experience with CI/CD, containerization (e.g., Docker, Kubernetes), and MLFlow or similar tools.
  
• Strong client‑facing skills with the ability to articulate technical topics to business executives.
  

• 
  
• Experience in managing change and leading teams.
  
• Strong negotiation and influencing skills.
  
• Familiarity with sector knowledge and commercial acumen.
  
• Prior experience leading AI initiatives in the energy or oil & gas sector, including exploration, refining, or energy trading.
  
• Familiarity with agentic AI concepts, cognitive architectures, and autonomous agents.
  
• Working knowledge of ESG data, climate risk modeling, and regulatory trends in energy.
  
• AI certifications (Microsoft, AWS, NVIDIA, Databricks, or equivalent).
  
• Exposure to agile delivery models and design thinking approaches.
  

We seek individuals who are not only skilled but also passionate about driving innovation and transformation through AI. Top performers are those who can think critically, solve complex problems, and communicate effectively with diverse stakeholders. If you are eager to make a significant impact and thrive in a collaborative environment, we want to hear from you!

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• 
  
• 
  

  We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $144,000 to $329,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $172,800 to $374,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  
  
  
• 
  

  Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client‑serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.

  
  
  
• 
  

  Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

  
  
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on‑going basis.

For those living in California, please click here for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

About Pinterest:

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.

Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.

At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.

Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.

As a Sr. Client Account Manager, you will play a pivotal role in driving business results for Pinterest's largest strategic advertisers. Your expertise throughout the funnel tactics will help you grow and nurture client relationships and guide them from awareness through to conversion and retention. We're looking for a Client Account Manager to help our most strategic partners successfully grow their business through Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.

We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.

What you'll do:

• 
  
• Plan, execute, upsell, and optimize data-driven ad campaigns in collaboration with internal teams.
  
• Build and maintain strategic partnerships, aligning with stakeholder goals across all funnel stages.
  
• Ensure accurate implementation of first-party data and campaign launches with cross-functional teams.
  
• Optimize media campaigns and audience targeting daily using various technologies and platforms.
  
• Deliver weekly campaign performance reporting and insights.
  
• Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement strategies.
  
• Provide exceptional client service through communication, issue resolution, and seamless execution.
  
• Simplify complex processes, upsell and pitch strategic solutions, and continuously improve campaigns.
  

What we're looking for:

• 
  
• Proven experience managing and growing client accounts with data-driven strategies.
  
• Strong knowledge of advertising best practices and technical media measurement.
  
• Skilled at identifying client needs, communicating persuasive recommendations, and overcoming objections.
  
• Ability to build and execute full-funnel sales strategies, driving adoption and conversions.
  
• Excellent at managing multiple campaigns, tasks, and timelines simultaneously.
  
• Outstanding verbal and written communication skills with a proactive, problem-solving mindset.
  
• Bachelor's degree in Business, Sales, or related field, or equivalent experience.
  

In-Office Requirement Statement:

• 
  
• We recognize that the ideal environment for work is situational and may differ across departments. What this looks like day-to-day can vary based on the needs of each organization or role.
  
• This role will need to be in the office for in-person collaboration 2 times per week and therefore needs to be in a commutable distance from our Atlanta office.
  

Relocation Statement:

• 
  
• This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
  

#LI-HYBRID

#LI-KP3

At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

Information regarding the culture at Pinterest and benefits available for this position can be found here.

Our Commitment to Inclusion:

Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.

Key responsibilities include, but are not limited to:

• Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
• Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
• Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
• Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
• Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
• Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
• Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.

The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role. 

Additional specific qualifications include:

• 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
• Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
• Strong judgment and professionalism in working with senior executives and representing the firm externally.
• Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.

We offer a competitive compensation & benefits package:

• Competitive base salary and annual performance bonus.
• Flexible work environment.
• Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
• Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
• $200/month technology expense reimbursement.

While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.

• Lead and support client marketing cycles for Listing/Seller initiatives, driving targeted campaigns that generate high-quality seller leads for top real estate professionals.
• Lead and support client marketing cycles for Buyer initiatives, leveraging lead-generation products, demand generation strategies, and sales collaboration to grow quality buyer leads.
• Lead the end-to-end execution of client webinars and educational programs, from initial content planning and curriculum design to driving high-volume attendance through targeted marketing campaigns.
• Partner cross-functionally to support product launches and programs that align consumer experiences with client-facing products and other key initiatives.
• Optimize client and consumer journeys, identifying opportunities to create seamless and high-impact touchpoints between buyers, sellers, and real estate professionals.
• Collaborate with Demand Generation, Sales, and Product teams to ensure alignment across all marketing efforts, driving measurable improvements in conversion rates and customer satisfaction.
• Analyze program performance, track KPIs such as lead retention rates and NPS scores, and use data to refine and optimize future marketing strategies.
  
  

• 8+ years of experience in B2B or B2B2C marketing, with a focus on lead generation, customer engagement, or lifecycle marketing.
• Bachelor's degree or equivalent experience.
• Proven ability to develop and execute marketing programs that drive customer acquisition, engagement, and retention.
• 4+ years experience in real estate, proptech, fintech, or a related industry, with a deep understanding of buyer and seller dynamics.
• Strong analytical skills and experience using data to optimize marketing programs and improve performance metrics.
• Exceptional communication and storytelling abilities, with a knack for crafting compelling messaging that resonates with customers.
• Experience working cross-functionally with Sales, Product, and Customer Success teams to execute high-impact marketing initiatives.
  
  

• You’ve successfully launched and scaled marketing programs that connect consumers with professionals in a marketplace or platform-based business.
• You have experience working with CRM and marketing automation tools.
• You’ve led initiatives that improved customer NPS scores, lead conversion rates, or engagement metrics.
• You have a passion for real estate and a strong understanding of how agents and brokers grow their businesses.
  
  

Hearst Dallas Media Group, advertising organization for The Dallas Morning News, is looking for a highly motivated Senior Manager to join its fast-growing custom content studio team. This role will lead efforts to grow content-driven advertising products for The Dallas Morning News and support content development for clients across industries who rely on Hearst Dallas for their strategic content needs.

Reporting to the Senior Director of our custom content studio, this role will behave a lot like a managing editor in a newsroom — maintaining editorial calendars; working with writers to develop story ideas; cultivating relationships with subject matter experts; and editing stories for substance, clarity, and style. This senior manager will serve as the assigning editor for FWD>DFW, the social responsibility platform built in partnership with The Dallas Morning News, as well as provide support on other TDMN brand extensions, such as Abode and Timeless in Texas; special advertising and editorial sections; and sponsored content on .

While the senior manager will spend the majority of the time on the above, this person will also provide support on content marketing programs for other studio clients. A master multitasker, the ideal candidate has experience in both editorial and marketing.

The leader we seek is curious, driven, optimistic, detail-oriented, and thrives in a fast-paced culture where we win or lose as a team. We recognize that different perspectives and backgrounds drive the innovation and ideas that are essential to our business success, so we believe it is vital to our company and our clients to put diversity, equity, and inclusion at the core of all we do.

Here’s our list of preferred skills and experience: (Please note this is not a checklist of requirements, but should be considered as a pool of preferred qualifications. If you can already do some of these things, great. If you're excited about figuring out how to do all of them, great! We would love to hear from you either way.)

• Bachelor’s degree in journalism, marketing, advertising, communications, or related field
• 6+ years of experience in an editing role, preferably assigning stories in a newsroom-type environment
• Command of the English language, with strong proofreading skills
• Ability to adapt tone and style to suit the brand and audience
• Excellent verbal and written communication skills
• Comfort using analytics to plan and optimize content
• Knowledge of search engine optimization (SEO) best practices
• Experience in both print and digital content production
• Comfortable working in content management systems such as Arc (the CMS used by The Dallas Morning News) and WordPress, as well as project management systems such as Mavenlink and Asana
• Ability to multitask and manage multiple projects

Our Benefits: At Hearst Newspapers we not only support our employees through personal and professional development, but we also believe in promoting each individual’s physical, financial and emotional wellbeing (and that of their family). Our industry-leading benefits include:

• Physical Wellbeing: Medical, Dental, and Vision coverage to keep you and your family healthy.
• Invest for the Future: Competitive retirement plan with matching program in most markets.
• Generous Paid Time Off: Recharge with ample time off, including holidays and vacation.
• Paid Parental Leave: Support for growing families, with paid leave for new parents.
• Monthly Child & Dependent Care Reimbursement: Financial support for the care of your loved ones.
• Emotional Wellbeing: Be your best self with our mental wellness benefits.
• LGBTQ+ & Inclusive Health Services: Inclusive healthcare designed for every individual’s unique needs.
• Fertility Coverage & Menopause Support: Helping you along every step of your family journey.
• Pet Wellness Reimbursement & Rover Credits: We care about your pets, too – helping you keep them happy and healthy.

Join us at The Dallas Morning News and become part of a team that values innovation, collaboration, and customer success. Apply now to make an impact in the Dallas, TX advertising market!

Our client is seeking a strategic and people-focused leader to drive the delivery and growth of our client’s professional development portfolio. This role leads a team of project managers responsible for delivering high-impact programs that enhance client outcomes and support revenue growth.

The Senior Manager will oversee product performance, client engagement, and operational excellence—ensuring scalable delivery, continuous improvement, and cross-functional alignment. This leader will partner closely with Sales, Product, Technology, BI, Finance, and Marketing to optimize program value, elevate the client experience, and inform the roadmap and go-to-market strategy.

Key responsibilities include:

• Coaching and developing project managers to ensure consistent, high-quality execution
• Driving product performance through data-informed decision-making
• Enhancing client engagement and supporting renewals
• Leading process improvements to scale delivery and improve operational efficiency
• Providing strategic insight on performance, trends, and growth opportunities
• 3 days onsite in Boston/2 days remote (Location convenient to public transportation, Red, Green, and Orange line MBTA)

Ideal candidates bring 7+ years of experience in professional development, L&D, product delivery, or program management—along with proven team leadership, strong business acumen, and the ability to influence cross-functional stakeholders.

If you have these skills and you are looking for a permanent opportunity, please forward your resume today!

Title:Sr. Manager Data Governance

Location: Richardson, TX Hybrid

Duration: 6 months possibility of FTE conversion yes

JOB SUMMARY

This position incubates and establishes a leading-edge global Data Governance function to support business segments, corporate functions and the Digital & Technology stakeholders. The responsibility includes

• 
  
• Liaise directly with clients and account teams to provide strategic direction on implementation of data governance programs, best practices, adoption of standards, mast data management, and data quality improvement while leveraging leading-edge data governance tools and technology.
  
• Collaborate with and manage highly performing data governance and data management professionals that support occupier clients and account teams.
  
• Provide support on data strategy execution in the adoption of data products including enterprise data platform that provides game-changing analytics in the CRE industry.
  
• Serve as the data governance champion of strategic data products and supporting metadata and reference data.
  
• Implement and support data ownership and stewardship programs for stakeholders across the business to ensure that account teams adopt improved data governance and management practices.
  

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 
  
• Participate in the strategy, planning, and execution for Enterprise Data Governance at, focusing on Building Operations & Experience (BOE) business segment. Ensure the company has urgency, sensitivity and thought leadership for competitive capabilities around data.
  
• Demonstrated leadership experience in a large, complex, global organization, including the ability to effectively work and communicate across organizational lines. Ensure business stakeholder understanding, alignment and commitment to the objectives of the data governance and management program(s). Be the champion and evangelist for data, the business value, and the potential innovations. Be the trusted advisor to senior leadership and peers.
  
• Demonstrated experience in building relationships and leading high-performing teams with top talents around the world. Build a high performance environment and execute a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vision/ values/ business strategy and managing succession and development planning for the team.
  
• Collaborate with partners across business segments/ business lines, regions and accounts to develop consistent data governance capabilities at all levels, influencing decisions relating to policy, practices, supporting technology, and talent development.
  
• Establish leading data management practices and shared services relating to data quality, data provisioning, metadata, lineage, reference data, issue management and change management.
  
• Implement data governance as commodity services that could be leveraged by various clients in different industries. Understand clients' appetite and risk culture in day-to-day support activities and decision-making.
  
• Establish account team data governance programs. Define data domains and implement business oversight via essential data governance organizations and RACI (i.e. central data governance function, Data Ownership and Stewardship Program, etc.). Establish data standards, policies and controls. Design and implement the framework, including associated processes, necessary to sustain a data control environment. Monitoring compliance with data policies and standards
  
• Establish account team and cross-account data quality framework necessary to enable data quality reporting, issue identification, remediation and tracking, ultimately ensuring trust and confidence in data across domains.
  
• Guide the client accounts to adopt the strategic data products including existing account migrations and new account transitions. Manage data to support and its clients' business intelligence and scale appropriately with business growth.
  
• Experience in leading and driving leading-edge data innovation initiatives including big data, cloud computing, IoT, data virtualization and federation, etc., is a plus.
  
• Create and implement strategic approaches, plans, timelines, preparation of business cases to ensure expedited handling of client data protection, and other data compliance and security requirements.
  
• Develop and implement metrics needed to monitor/ report on data governance and data management progress
  
• Develop communication approaches and change management strategies; determines presentation focus and emphasis and prepares board-level presentations.
  
• Performs other duties as assigned.
  

SUPERVISORY RESPONSIBILITIES

Manages the planning, organization, and controls for a major functional area or department. Position will be responsible for managing direct reports across the Americas region and working with peers across all regions, requiring flexibility in schedule. May also be responsible for matrix reports. This position requires subordinates' recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Monitors appropriate staffing levels and reports on utilization and deployment of human resources. Leads and supports staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention. Leads by example and models behaviors that are consistent with the company's values.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university and a minimum of eight years of related experience and/or training, including five years of experience at the management level.

• 
  
• 5 or more years of progressively responsible management positions in complex organizations required. Demonstrated success with high visibility projects, leaders in technology use and development, change management, budget and business case development and staff development.
  
• 5 or more years of related experience in related industry; commercial real estate management preferred.
  
• 7 or more years of data management related experience such as data analysis, data governance, enterprise information management, data modeling, and data quality management. analytics experience desired, i.e., data visualization, data analytics, data mining, business intelligence, etc.
  
• Candidates must have experience working in large organizations with geographically dispersed teams and complex technical environments.
  
• Experience in dealing with internal and external customers, service providers and vendors. Must be able to manage competing priorities. Needs to be resilient; resolving conflicts quickly to achieve desired business results.
  
  

• 
  
• Bachelor's degree in business administration, Information Management, MIS, Business Intelligence and Data Science, Library Science, Computer Science or related fields; advanced degree preferred.
  

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

• 
  
• Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
  
• Ability to establish and maintain a high level of customer trust and confidence in the overall information and analytics space
  
• Excellent oral, written, and presentation communication skills. Strong negotiation and group facilitation skills; ability to move a process forward, while meeting the needs of a variety of clients.
  
• Excellent collaboration, influence and leadership skills. Ability to work with various levels of peers including analysts, developers and executives regarding complex business and data related issues.
  
• Relationship management skills that include excellent listening and consultative capability, the ability to influence and negotiate with business and technology partners to drive change, and the ability to take a broad perspective and make key connections
  

FINANCIAL KNOWLEDGE

• 
  
• Requires basic knowledge of financial terms and principles.
  
• Participates in complex financial/business analysis and report reviews prepared peers or leaders.
  
• Manages to and oversees department budget.
  

REASONING ABILITY

• 
  
• Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
  
  • 
    
  • Understanding of global organizational design and the ability to shape and drive large-scale, cross-functional programs around people, technology, processes, and tools.
    
  • Demonstrated ability to balance long-term strategy with quick wins.
    
  • Demonstrated ability for strategic influencing and education of cross-functional stakeholders about the strategic importance and value of data governance
    
  • Excellent managerial skills; collaborative, imaginative, resourceful, reliable, technically savvy.
    
  • Superior analytical and creative problem-solving skills. Demonstrated successes in data analysis, drawing conclusions and improvement. Apply listening and consultative skills to understand business needs; be able to interpret requirements, identify impacts and analyze problems to determine impacts to business processes across the organization.
    
  • Ability to work well under deadlines, ability to work in a multi-tasking production environment to make good judgments about competing priorities.
    
  • Ability to tell a story to explain or sell a concept.
    
  
  
  

OTHER SKILLS and/or ABILITIES

• 
  
• Utilizes an entrepreneurial approach and develops innovative solutions.
  
• Ability to write business cases, process maps, presentation materials and articles using distinctive style.
  
• Ability to make effective and persuasive presentations on complex topics across various levels of leadership
  
• Expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment.
  
• Ability to use strong conceptual and analytical skills to generate insights and recommendations.
  
• Demonstrated information management and quantitative skills, including working knowledge of IT infrastructure, various technologies/ platforms, and aligned vendor solutions with enterprise strategic priorities.
  
• Experience managing small to mid-size teams and delivering results.
  
• Thorough knowledge of cutting-edge data management tools, industry advances, etc.
  
• Superior project management/ consulting and leadership skills. Demonstrated ability to facilitate complex, mission critical projects and to develop, participate in and guide multi-disciplinary work teams. Manage task timelines and deliverable schedules and share concerns about deliverables, timelines, and issues with Data Governance services or deliverables.
  
• Superior ability to manage, manipulate and analyze raw data, draw conclusions, and develop actionable recommendations using technology. Articulate the issues and resolutions via business-friendly communications. Serve as primary day-to-day contact for regional data management issues.
  
• Advanced understanding of data quality management. Knowledge of data governance and how it impacts business processes.
  
• Knowledge of master data management in a global environment, including data lifecycle and maintenance processes.
  
• Skills in MS Visio, Word and PowerPoint is a plus.
  
• Experience with reference data management tools at including Collibra, MS Excel, SQL query, etc., is a plus.
  
• Software development lifecycle knowledge, with background in agile philosophies and
  

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Our objective is to provide clients with a distinctive business perspective on leveraging SAP technology, particularly within the Digital Manufacturing Cloud (DMC), to enhance their operational efficiency. This is grounded in the EY SAP service line capabilities (Supply Chain, FICO, BPC, Data & Analytics, Customer, Tech/Arch, and SuccessFactors) aimed at improving performance and productivity.

We innovate with SAP to co-create more innovative answers, drawing on our integrated competencies in tax, assurance, transactions, and risk, as well as our work in implementing SAP. Together, we help clients provide better outcomes and long‑lasting results, from strategy to execution. We take a comprehensive, business‑first view to address strategy, customer value, user experiences, processes, technology, and operational impacts in tandem. Our SAP Manufacturing professionals deliver strategic solutions to help clients transform their manufacturing operations improving cost, efficiency, quality, and effectiveness.

As a Senior Manager in our Technology practice, you will play a pivotal role in interacting with business stakeholders to evaluate and analyze business models, processes, and operations specifically related to DMC. You will translate business requirements into technical specifications and ensure that newly implemented technology solutions meet these requirements. Your collaboration with technical teams will be crucial in designing and delivering effective system architecture solutions.

In this role, you will manage and deliver complex processes and solutions while maintaining a strong focus on quality and risk management. You will face challenges that require innovative problem‑solving and analytical skills, allowing you to grow your expertise in technology analysis and implementation. Your responsibilities will include:

• 
  
• Lead engagement delivery and manage client relationships daily, focusing on DMC‑related initiatives.
  
• Oversee program/project management, ensuring engagement economics are met while delivering DMC solutions.
  
• Develop resource plans and budgets for complex engagements, particularly those involving DMC.
  
• Lead large‑scale SAP client engagements or work streams with a focus on DMC, ensuring alignment with client objectives.
  
• Demonstrate in‑depth technical capabilities within DMC and maintain strong business acumen, staying updated on industry trends relevant to clients.
  
• Consistently deliver high‑quality client services by monitoring progress, managing risks, and keeping stakeholders informed of developments and expected outcomes.
  
• Build and maintain relationships with client personnel at all levels to foster collaboration and trust in EY SAP DMC initiatives.
  
• Effectively lead and motivate diverse teams, providing constructive feedback and coaching while fostering an innovative and inclusive work environment.
  
• Identify and generate new business opportunities by understanding EY’s service lines and proactively assessing ways to meet client needs in the DMC space.
  

On your typical engagement, you will work with the key stakeholders to understand their needs and advise on SAP DMC capabilities. You will initiate the requirement gathering, architect solutions, blueprinting, testing, and complete the workflow and documentation, as well as the functional design of the DMC solution. Liaise with the stakeholders and technical team to translate needs into business solutions and complete the configurations and/or integrations with SAP and non‑SAP systems.

To thrive in this role, you will need a blend of technical and interpersonal skills that will allow you to build strong relationships and deliver exceptional results. Key skills include:

• 
  
• Strong technical skills in application functional design and technology business requirements definition specific to DMC.
  
• Proven ability to analyze and map technology cost‑benefit scenarios related to DMC implementations.
  
• Expertise in system configuration design and business architecture frameworks within the Digital Manufacturing Cloud space.
  
• Excellent communication skills with the ability to influence and negotiate effectively.
  

• 
  
• A Bachelor’s degree; a Master’s degree is preferred.
  
• Typically, 5‑7 years of relevant experience.
  
• At least five (5) years of experience in SAP Production Planning (PP) specifically within Digital Manufacturing Cloud (DMC).
  
• Strong written and verbal communication, presentation, client service and technical writing skills.
  
• Proven experience managing SAP projects or work streams, including oversight of project‑based team members on shore and offshore.
  
• Proficient in supply chain best practices, particularly within the context of Digital Manufacturing Cloud (DMC), complemented by extensive benchmarking and advisory experience in supply chain‑specific technology functions.
  
• Ability and comfort‑level researching client inquiries and emerging issues, including regulations, industry practices and new technologies.
  
• A flexibility and willingness to travel to meet client needs; travel is estimated at 40‑60%.
  
• Experience in conducting technology cost‑benefit analyses.
  
• Familiarity with technology business architecture frameworks.
  
• Skills in training design and delivery.
  

• 
  
• Prior consulting industry experience with DMC specialization.
  
• SAP certification(s).
  
• Experience as a workstream/team lead for manufacturing with SAP.
  
• Experience with at least two full lifecycle implementations of SAP ERP (ECC and/or S/4HANA) specifically working with the SAP Production Planning (PP) module implementing Digital Manufacturing Cloud.
  
• Experience with at least one full lifecycle implementation with SAP Material Requirement Planning (MRP).
  
• Experience integrating SAP PP with a Manufacturing Execution System (MES) SAP Quality Management (QM), SAP Extended Warehouse Management (EWM), and SAP Digital Manufacturing Cloud (DMC).
  
• Experience performing hands‑on SAP system configuring in PP.
  
• Experience designing custom RICEF solutions and writing functional specifications.
  
• Experience writing and executing test scripts.
  
• Experience writing and delivering training materials for end users.
  
• Knowledge of integration between SAP PP and:
  
• FICO for product costing and order settlement
  
• Extended Warehouse Management (EWM) for production supply and receiving
  
• PPDS
  
• Product Lifecycle Management (PLM) systems, including ownership of Bills of Material (BOM)
  
• Master Data Management (MDM) tools/systems for manufacturing data
  
• Materials Management, for both Inventory Management and Procurement functions
  
• Digital Manufacturing Cloud, for both Discrete and Process Industries
  
• Knowledge of manufacturing operations, preferably in complex industrial equipment (or similar) and assembly line operations.
  
• Knowledge of product lifecycle management, including Engineering BOMs and Manufacturing BOMs.
  
• Experience with both Make to Stock and Make/Engineer/Configure to Order business models.
  

We seek individuals who are not only skilled in their technical domain but also possess the qualities of leadership, collaboration, and innovation. Top performers are those who can navigate complex challenges with agility and drive impactful results through their strategic thinking and interpersonal skills.

#FY26SAP

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• 
  
• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $171,600 to $392,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $205,900 to $445,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  
• Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
  
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on‑going basis.

For those living in California, please click here for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

• Design and implement a comprehensive monthly Sales and Operations Planning (S&OP) process from the ground up, aligning demand forecasting, supply planning, and financial analysis to drive operational efficiency and strategic decision-making
• Manage SAVIOM planning system daily
• Ensure materials are available to meet production timelines while minimizing excess and obsolete inventory.
• Develop and maintain mid- to long-term material requirements plans based on the master production schedule (MPS), customer forecasts, and inventory strategies.
• Collaborate with cross-functional stakeholders to establish, align and maintain tactical range assumptions and corresponding production plans that consider capacity, lifecycle management, and regulatory requirements
• Perform and optimize supply planning, capacity, utilization, and detailed scheduling assessments to validate business requirements and client demand scenarios. Objectively evaluate options/trade-offs and develop Site Leadership -level recommendations
• Facilitate and drive cross functional prioritization and coordination of monthly and quarterly Production plans with Manufacturing, ARD, PRD, Quality, Procurement, and Project/Program management. Prioritize, coordinate, and drive resolution to any issues, changes or interruptions that could impact the Production Plans
• Monitor material requirements planning for all GMP and Non-GMP materials. Analyze and plan material requirements based on Production plans and client demands across the site. Adjust the Production Plans and requirements by analyzing changes in client demands, inventory levels, production schedules, QA/QC needs, etc.
• Support the enhancement and implementation of planning processes and procedures, and the implementation of materials planning through the ERP (Enterprise Resource Planning) system
• Provide guidance to the cross-functional scheduling and coordination meetings to ensure the on-time execution and delivery of products as committed to clients
• Maintain, and refine key planning and scheduling related data, performance indicators and measurements to provide reliable data-driven insights to site leadership for strategic decision making
• Track the implemented planning data and inputs to reporting tools through the ERP System (D365), MS Excel, Power BI, and other technologies to improve production, material planning and scheduling and site wide planning
• Support audits and inspections by providing accurate material traceability and documentation
• Other duties as required
  
  

• Bachelor’s Degree, in Supply Chain Management, Engineering, or Analytics.
• Developing and managing the S&OP process in a CDMO environment
• Exceptional analytical skills with a proven ability to interpret complex data, identify trends, and make data-driven decisions to improve business performance.
• Advanced proficiency in Microsoft Excel, including data analysis, complex formulas, pivot tables, VLOOKUP, macros, and automation to streamline workflows and enhance decision-making. Experienced in leveraging Excel for financial modeling, supply chain analytics, and reporting to drive efficiency and strategic insights.
• Experience with an ERP and Advanced Planning Systems (preferably Microsoft D365, SAP, Oracle, Epicor, BW/BI)
• Experience in global supply chain planning processes and managing execution with/ through global client planning and scheduling systems.
• Good understanding and exposure to current Good Manufacturing Practices (cGMP), Food and Drug Administration (FDA) and other regulatory requirements (EMA, DEA, etc.)
• Excellent communication skills – verbal, written
• Strong business and financial acumen, including ability to effectively implement business strategies, manage direct reports, and proficiency in budgeting, forecasting and risk management.
  
  

• Advanced degree, or Certification in Supply Chain Management (e.g., APICS CIPM/CSCP certification) strongly preferred.
• Multi-plant Pharmaceutical/ Biotech or CDMO company is preferred.
  
  

• Health & Wellness: Comprehensive health & Wellness benefits. Access to mental health resources and wellness programs. Generous PTO and holiday pay policies.
• Financial Wellness: Veranova is committed to fair and transparent compensation practices. This includes a competitive base salary, eligibility for performance-based bonuses, and an attractive 401(k) Plan with company match. Salary ranges reflect the scope and expectations of the role, and are based on market data, internal equity, and role-specific factors. Final compensation may vary depending on experience, skills, education, and business needs.
• Professional Development: Opportunities for continuous learning through LinkedIn Learning, workshops, conferences, and mentorship. Tuition Assistance for Undergraduate and Graduate degree programs.
• Inclusive Culture: At Veranova, an inclusive culture is integral to our values. We welcome people with diverse experiences and perspectives who share our mission to improve and save lives. Even if you don’t meet every qualification, we encourage you to apply. Veterans, first responders, and those transitioning from military to civilian life bring valuable skills that strengthen our team.
  
  

**While this role is a hybrid role, we are seeking a local candidate with reliable transportation who are able to periodically commute to client sites in New York & New Jersey**

Why work at nimble?

This is a great opportunity to join a well-established and market-leading brand serving a high-growth end market while gaining valuable experience working closely with Executive leadership. As an organization, we are in high-growth mode through acquisition with a laser focus on positive culture building!

Who we are!

nimble solutions is a leading provider of revenue cycle management solutions for ambulatory surgery centers (ASCs), surgical clinics, surgical hospitals, and anesthesia groups. Our tech-enabled solutions allow surgical organizations to streamline their revenue cycle processes, reduce administrative burden, and improve financial outcomes. Join more than 1,100 surgical organizations that trust nimble solutions and its advisors to bring deep insights and actionable intelligence to maximize their revenue cycle.

The Client Success Manager is responsible for the overall management, servicing, and profitability of assigned client accounts and for meeting established objectives for their portfolio of clients. The Client Service Manager is responsible for organizing, managing, coordinating, and communicating activities of the account to invested parties. This role functions as an account executive and as the primary liaison between their assigned clients and nimble Solutions, and is responsible for coaching and developing team members in delivering quality client service.

What you’ll be doing!

• Serve as the primary point of contact for assigned clients and promptly respond to all client inquiries
• Engage in regular client interaction via e-mail, conference calls, and in-person visits to ensure customer satisfaction
• Interface with assigned client service staff to ensure the appropriate preparation, analysis, and presentation of all client deliverables, ensuring their accuracy and overall quality
• Proactively identifies potential problems with client performance before they occur and develops and implements a plan to eliminate future occurrences
• Ensures that all appropriate resources are available and utilized effectively to maximize account performance
• Monitors, evaluates, and reports on billing effectiveness/cash flow, and makes recommendations to increase productivity and profitability
• Remains current on payment trends and coding, and payer requirement changes. Acts upon variances to explain, correct, or enact desired process improvements
• Generates client standard and ad hoc reports to clients, including commentary on the value nimble provides the client

Who You Are:

• Solid background in all aspects of physician revenue cycle management. This should include at least two years in accounts receivable, coding, or payer contracting. ASC billing experience preferred
• Proficient knowledge of third-party billing and claims processing procedures. This should include a solid understanding of the current regulatory environment
• Experience using Practice Management and EMR systems as it relates to production and client reporting.
• Strong analytical and critical thinking skills
• Strong communication skills, verbal and written
• Ability to work with a high degree of independence; must be proactive
• Proven client relationship skills; must be able to work effectively with physicians and senior management

Key Competencies

Drives Results. Consistently achieves results, even under difficult circumstances. Fosters a sense of urgency in the team for reaching goals and meeting deadlines. Readily takes action on challenges, identifies and seizes new opportunities; Leads others to persist despite setbacks or obstacles; Establishes clear responsibilities and processes for monitoring work and measuring results.

Communicates Effectively. Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Provides timely and helpful information to others across the organization; Encourages the open expression of diverse ideas and opinions; Picks up on situational cues and adapts personal, interpersonal, and leadership behavior to fit.

Quality Decision-making. Makes sound decisions, even in the absence of complete information; Considers all relevant factors and uses appropriate decision-making criteria and principles; shows courage in speaking up in driving appropriate decisions for the organization based on sound risk/reward analysis.

Customer Focus. Gains insight into customer needs; Identifies opportunities that benefit the customer; Builds and delivers marketing messaging and solutions that meet customer expectations.

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

What you're responsible for

• Support 1-3 Mega Market client relationships in a team-based fashion.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
• Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).
• Support sales efforts.
• Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3+ years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
• Self-motivated, enthusiastic, and take initiative.
• Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
• Ability to work independently.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
• Effectively service plans with a high-level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
• Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Ability to meet deadlines within a fast-paced environment.
• Ability to collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• 5+ years of client and/or participant service experience.
• ASPPA, CEBS and/or NIPA designation or in process.
• QPA, CPC or equivalent certification/designations.
• Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance