Senior Client Advisor Jobs in Usa

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

The investment counselor principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi private bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the us.

responsibilities:

• Investment counselors joining Citi private bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi private bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi private bank.
• build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• work across currencies, asset classes, markets and jurisdictions
• engage and advise clients on brokerage activity and execute trades seamlessly.
• appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

qualifications:

• 15+ years of experience
• extensive experience in providing investment advice and solutions.
• cfa, mba degree or other advanced degree a plus.
• requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
• us only: s7, s66 (or 63 & 65) & s31; note: securities industry exam (sie is a prerequisite to the s7)

education:

• bachelor's/university degree, master's degree preferred

Owner’s Representative – Senior Project Manager

Location: Seattle / Bellevue, Washington

The Opportunity

Bonewitz+Co is seeking a Senior Project Manager to lead client capital projects as the Owner’s Representative. In this role, you will oversee all aspects of project delivery while mentoring junior team members and shaping the firm’s continued growth. Our agile team is trusted by clients to manage their most complex, mission-driven projects, and you’ll have the opportunity to provide both project leadership and strategic guidance at the organizational level.

Key Responsibilities

• Serve as a trusted advisor and primary liaison to owners, executive and senior stakeholders, ensuring satisfaction and alignment with project goals.
• Lead multiple high-value projects from initial business conception through design, construction, operational readiness and post-occupancy.
• Work with clients to clarify objectives, scope and outcome expectations.
• Design and implement plans to achieve desired outcomes, including budget, schedule, risk tolerance and overall project performance.
• Develop, track, and forecast detailed total project budget and schedule.
• Manage soft cost scopes, including FF&E, signage design/procurement, security and IT.
• Lead contract development activities in partnership with other Senior Project Managers and Project Managers (particularly AIA B101, AIA A102/A201, or similar).
• Oversee or directly manage negotiation and contract administration of project-related contracts between Owner and third-parties engaged to execute the project.
• May lead move management, transition and readiness planning.
• Provide executive-level reporting and decision support.
• Mentor and coach junior staff, building team capacity.
• Contribute to firm-wide initiatives and the growth of our boutique practice.

Qualifications

• Bachelor’s and/or Master’s degree in construction related fields, including: Architecture, Engineering, Construction Management, or other commensurate experience.
• Minimum 10+ years of progressive construction project leadership experience, including at least 4+ years serving as an Owner’s Representative with direct accountability to the Client.
• Has successfully led multiple projects through the continuum of a project’s life cycle: inception/business case development, entitlements/design/preconstruction, construction administration, commissioning/readiness planning, move-in and post occupancy.
• Demonstrated experience leading value optimization efforts through design / preconstruction phases to align project scope with Client budget, schedule, risk tolerance, and strategic objectives.
• Proven ability facilitating multidisciplinary teams through structured planning and decision-making processes to develop and document comprehensive project plans and total project budgets, clearly identifying tradeoffs, risks, and key considerations requiring Owner input and executive decision-making.
• Proven ability to identify, manage and mitigate risk on large and/or complex projects with multidisciplinary teams.
• Strong knowledge of project delivery methods and contract analysis.
• Contract negotiation and consultant/vendor management experience, including familiarity with AIA Architect and General Contractor Agreements.
• Excellent written/oral communication, negotiation, risk management and leadership skills, and knows when to escalate to leadership.
• Proficient in Microsoft Office products, primarily Word, Excel, and PowerPoint. Strong understanding of scheduling principles and software, including Microsoft Project. Bluebeam, AutoCAD and sketch-up capabilities are a bonus.
• High emotional intelligence, ability to read a room and manage numerous personalities.
• Strong leadership skills with experience mentoring others and leading client engagements.
• Strong assessment, analysis and decision-making skills.
• Successful track record building relationships and generating new client engagement opportunities.

Competitive Compensation and Benefits

• Base Salary Range: $160,000 – $225,000 per year (The advertised salary range is intended as a general guideline and may vary based on factors such as experience and expertise.)
• Bonus Program: Eligible to participate in our bonus program, which is paid twice annually based on individual and company success.
• Health, Wellness & Generous Paid Time Off: Employee medical premiums covered at 100%. Flexibility to work from home to balance personal and work needs. From day one, accrue up to three (3) weeks of PTO per year, plus 10 paid holidays.
• Retirement Savings: Company-match up to 3% in an IRA plan.

Why Work With Us

At Bonewitz+Co you’ll be part of a close-knit team with 25+ years of proven success. We’ve built lasting relationships with mission-driven clients — 75% of our work comes from repeat clients — and we deliver big results through our different-by-design boutique approach. As a Senior Project Manager, you’ll not only lead high-profile projects across healthcare, education, cultural, and residential sectors, but also play a key role in mentoring talent and shaping the future of the firm. We are an equal opportunity employer and encourage applicants from all backgrounds.

• Trusted by Clients.  75% of our work comes from repeat clients.
• Different by Design. A boutique firm that integrates seamlessly with our clients’ operations. Our nimble team consistently delivers big results on our clients’ mission critical capital projects.
• Broad Expertise. Beyond construction management, we guide projects from business conception through design, construction, operational readiness, ‘go live’ and post occupancy client support.
• Proven Leadership. Our team brings decades of hands-on experience leading complex projects — providing clear direction and decisive problem-solving that keeps work on track and clients at ease.
• Strong Culture. Tenure averages 6+ years. Our close-knit team supports one another professionally and personally, and truly enjoy working together.

To Apply

Submit your application to  Your application submission should include:

• A cover letter introduction clearly indicating the position for which you are applying (1-page limit).
• A résumé highlighting your relevant skills and experience (3-page limit).

In addition, applications may include supplemental materials — such as project photos, work samples, or client references — that demonstrate your unique capabilities.

Total submission size should be limited to 20 MB. If supplemental content exceeds file limit, you may submit by providing a link to external files/portfolios in your application.

We are an equal opportunity employer and encourage applicants from all backgrounds.

More About Us

Instagram — /bonewitzproject

LinkedIn — /company/bonewitz-co  

Website —

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

About the Role

A well-established multi-service law firm in the Bay Area is seeking a Senior Employment Law Attorney to join its growing Employment Law practice. The ideal candidate will have a proven track record as a trusted advisor and significant experience advising and counseling employers on the full spectrum of employment law matters, as well as representing clients in employment litigation. This includes defending claims involving FEHA, Title VII, wage and hour disputes, class actions, and PAGA claims, as well as matters involving trade secrets and unfair competition. Candidates should have experience representing clients in court, arbitration, and before administrative agencies, including the EEOC, CRD, and DLSE. A partial portable book of business is preferred.

Requirements

• Juris Doctor (JD) from an accredited law school
• Active membership in the California State Bar
• Minimum 8+ years of employment law litigation experience
• Demonstrated success handling complex employment law matters
• Strong analytical, negotiation, consulting, and communication skills
• Ability to work collaboratively in a team-oriented environment

Key Responsibilities

• Provide strategic legal counsel and representation in employment law litigation
• Defend employers against FEHA, Title VII, and related common law claims
• Handle class actions and PAGA litigation
• Manage trade secret and unfair competition matters
• Defend wage and hour claims
• Represent clients before state and federal administrative agencies
• Build and maintain strong client relationships as a trusted advisor
• Support business development initiatives to grow the employment law practice
• Present employment law trainings and seminars for clients
• Mentor and supervise junior attorneys

Location

Location This position can be based in any of our offices: Silicon Valley (downtown San Jose), Tri-Valley (Pleasanton), or Peninsula (San Mateo). Travel between locations may be necessary.

From Tangerine Search:

Tangerine Search is an equal opportunity agency that values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.

QASource is a leading provider of software QA and testing services, supporting enterprise and high-growth technology companies. We integrate directly with engineering and product teams to deliver scalable, high-quality testing solutions across automation, manual testing, performance, security, and AI-driven QA.

Our clients expect senior-level partnership, technical fluency, and strategic account leadership.

The Senior Technical Account Manager (Sr. TAM) is responsible for managing and expanding a focused portfolio of strategic, enterprise-level accounts within a defined territory. This role requires ownership of multi-million-dollar revenue targets, executive-level relationship management, and the ability to drive account expansion through consultative, technically informed engagement.

This is not a support role. The Sr. TAM serves as a strategic advisor to Engineering Directors, VPs, CTOs, and QA leadership, ensuring delivery excellence while proactively identifying and executing growth opportunities within existing accounts.

The Sr. TAM will manage a high-touch portfolio of approximately 5–8 strategic enterprise accounts. Success in this role requires disciplined account planning, proactive client engagement, in-person relationship development, and the ability to creatively land and expand business across multiple stakeholders within complex organizations.

Responsibilities:

Account Ownership & Revenue Growth

• Own and manage a multi-million-dollar quota across a defined portfolio of 5–8 strategic enterprise accounts.
• Drive structured and strategic upsell and cross-sell initiatives within existing customers.
• Identify whitespace opportunities across QA, automation, performance, security, and AI-enabled services.
• Close meaningful expansion deals, including engagements of $150K+.
• Develop creative, value-driven approaches to land-and-expand initiatives across Engineering Directors, VPs, and CTO-level stakeholders.
• Partner with delivery leadership to align technical execution with commercial growth objectives.

Executive Relationship Management

• Build and maintain trusted relationships with Engineering Directors, VPs, CTOs, and C-suite stakeholders.
• Conduct regular in-person customer visits within assigned territory.
• Lead in-person Quarterly Business Reviews (QBRs) focused on measurable outcomes, roadmap alignment, and strategic growth opportunities.
• Serve as the executive escalation point for complex delivery or client challenges.

Strategic Account Planning & Execution

• Develop and maintain comprehensive strategic account plans for each assigned customer.
• Maintain clear documentation of stakeholder mapping, growth objectives, expansion pathways, and execution milestones.
• Track progress against defined revenue and relationship goals.
• Execute consistently against a structured path toward growth.
• Demonstrate strong organizational discipline in account tracking, forecasting, and internal coordination.
• Organization, planning rigor, and follow-through are critical success factors in this role.

Technical & AI Fluency

• Maintain broad knowledge of emerging AI technologies and their impact on software quality and engineering workflows.
• Proactively stay current on AI tools, automation advancements, and testing innovations.
• Translate AI-driven opportunities into relevant, business-aligned discussions with engineering stakeholders.
• Position QASource’s AI-augmented testing capabilities in alignment with customer technology strategies.

Technical & Delivery Alignment

• Collaborate closely with QA Managers, Engineering teams, and project leaders.
• Translate technical delivery insights into executive-level business value discussions.
• Proactively identify risks and implement mitigation strategies.
• Ensure seamless integration of QASource services into client engineering environments.
• Demonstrate a practical understanding of how software is built, tested, and released within modern SDLC frameworks.

Required Qualifications:

• 8–10+ years of experience in Technical Account Management, Enterprise Sales, Customer Success, or a related client-facing technical role.
• Proven ownership of multi-million-dollar revenue targets.
• Demonstrated success closing $150K+ expansion or new deals.
• Documented track record of expansion within a focused portfolio of strategic accounts.
• Experience managing a limited book of business (ideally 5–20 accounts; this role will manage 5–8).
• Direct experience working with Engineering Directors, VPs, CTOs, or C-suite stakeholders.
• Technology industry background specifically within software, SaaS, cloud platforms, DevOps, QA, or technical services environments.
• Demonstrated general understanding of the Software Development Lifecycle (SDLC) and how Quality Assurance integrates into development processes.
• Prior experience engaging with engineering, QA, or product teams in a software delivery context.
• Strong executive presentation skills and ability to conduct in-person QBRs.
• Demonstrated ability to creatively mine and expand accounts.
• High level of organization and structured account planning discipline.
• Stable career progression.

Preferred Qualifications:

• Background in QA, software development, DevOps, or technical services environments.
• Familiarity with CI/CD pipelines, automation frameworks, API integrations, performance testing, or AI-enabled testing tools.
• Experience operating within a territory-defined account ownership model.
• Experience in professional services or distributed delivery environments.
• MBA or advanced technical degree (preferred but not required).

Core Competencies:

• Executive presence and professionalism.
• Revenue accountability.
• Strategic account planning and disciplined execution.
• Technical credibility within software engineering environments.
• AI awareness and forward-thinking mindset.
• Consultative, value-based communication.
• Risk identification and mitigation.
• Proactive, structured account leadership.

Why Join QASource:

• Manage a focused portfolio of high-value enterprise technology clients.
• Drive measurable revenue expansion through strategic value creation.
• Partner directly with engineering and executive leadership teams.
• Operate in a technically rigorous, innovation-driven organization focused on quality and long-term partnerships.

Salary Range:

• $110,000 - $120,000 per annum (30% Variable).

Perks:

• Health, vision, and dental benefits.
• 401(k) with company match.
• Paid time off and holidays.
• Wellness programs and professional development opportunities.

Senior-Level CRE Capital Advisor

Eyzenberg & Company | Miami, FL (Hybrid or Remote)

Compensation: Progressive commission structure only. No salary. No initial draw.

About Us

Eyzenberg & Company is a national commercial real estate capital advisory firm specializing in full capital stack solutions: senior debt, mezzanine, preferred equity, JV equity, ground leases, C-PACE, and Co-GP. We operate nationally and are recognized for institutional-level execution, deep capital relationships, and proprietary programs such as our Insurance Company + Agency/HUD correspondences and NAV Lending platform.

Why Eyzenberg vs. Other Platforms

·       The Acronyms (Large Firms): Politics, approval layers, and overlapping coverage groups slow you down. Here, there’s no red tape. Here, decisions are fast and support is direct.

·       Small Brokers: Limited credibility, reach, and support. Here, you leverage institutional execution standards, analyst backing, and proprietary capital programs.

·       Eyzenberg: The best of both with institutional credibility with boutique agility, supported by a disciplined origination framework and senior-level execution resources.

To better understand our company culture and operations, review our recruitment video series: https://

Role

We are seeking experienced professionals with prior capital markets experience (on either the buy or sell side) to join our team. This role is about sourcing and owning mandates, not waiting for assignments. You will originate, structure, and close debt, equity, ground lease, and structured finance transactions ranging from $10M to $150M.

While the position is remote-first, we maintain a collaborative culture with ongoing communication and team connectivity.

Responsibilities

• Originate exclusive capital-raising mandates across property types and geographies
• Build and manage client and referral relationships
• Evaluate transactions and pre-screen opportunities before engagement
• Coordinate with internal analysts and senior team members to manage the placement and closing process
• Market the firm’s proprietary Insurance Company + Agency/HUD correspondences and NAV Lending program

You’re a Fit If:

• You act with urgency, persistence, and accountability in driving deals forward
• You have direct relationships with real estate principals and referral sources
• You excel at prospecting, pitching, structuring, and closing new business
• Ability to pre-screen a transaction and client prior to engagement
• Desire and commitment to work in a collaborative work environment
• You’re articulate, credible, and capable of earning trust fast
• Willingness and dedication to personal and professional growth

Not a Fit If:

• You expect and need a base salary to get motivated
• You’ve never originated and closed business of your own
• You rely on being handed leads or assignments to stay active
• You need daily oversight or micromanagement to stay productive

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position is responsible for the successful ingress of client data into Press Ganey databases. Client data is used to generate surveys (mail, phone and email) and to capture patient, employee and demographics for.

Job Duties:

• Creating new and updating existing InfoTurn import templates: Working in the TESTINFO & INFOTURN databases to create templates that will capture records from client uploads. Writing logical expressions to pull data from the files as necessary. Working with Account Managers and client IT contacts to verify upload settings such as languages, sampling, precodes, etc... Using tools to test and validate data. Submits for quality inspection by Senior/Lead EDI. Create FTP account and train client on the transmission process. Monitor uploads after implementation to ensure data imports are successful.
• EDI Cases: works independently to address open EDI cases. Writes advanced SQL statements to troubleshoot and define error causes. Reviews and deciphers FTP Server logs to troubleshoot and resolve advanced connection issues. Removes/alters data residing in the InfoTurn database and coordinates approval from appropriate departments (i.e. InfoTurn, Public Reporting, DAR, Client Experience). Upon request from Client Experience, Patient Advisory Services, Public Reporting or the client, the Senior EDI researches uploaded data concerning records processed, duplicates, errors, mailed, undeliverable, data integrity, FTP connection issues, etc... via V-Train (SQL), Intranet reports, Modify demograph, File Import Explorer, Ppatdemo, File Parser, Ultra-Edit, WS_FTP and/or visual inspection of the imported files.
• Communication: Work with both client and PG staff to coordinate the receipt of test data, data-mapping, and live updates. Explain upload methods and required changes to data. Document and communicate account status to client contacts, Client Experience, Public Reporting and Sales.
• Serve as the assigned EDI resource for large enterprise clients. Manage onboarding of new enterprise clients. Manage and implement newly purchased services and changes to existing client file layout(s). Attend scheduled, recurring and impromptu meetings regarding implementation and service issues. Provide ongoing support for all transmission, configuration and data integrity issues.
• Complete SRF update requests: Update import templates according to custom SRF changes not performed by SRF automation. Including add/remove languages, exclusions, custom expressions, custom lookups, etc... Test and validate data by importing data into the test info database and review stored data to assure accuracy.
• Provide phone support: Answer incoming client phone calls. Address issues relating to imported data, upload file errors, FTP transmission and connection errors. Provide second level support for issues escalated from Associate EDI Specialists and EDI Specialists. Provide direction, correct configuration issues or escalate to Lead EDI, EDI Manager or development teams. Attend scheduled client conference calls.
• Training and mentoring: Assist with training EDI new hires on various subject matters including PG developed applications, off the shelf applications, database structure and PG/EDI policies and procedures. Assist with training new hire Account Managers on Import Maintenance/SRF, CRM and Sales Force. Mentor Associate EDI Specialists, EDI Specialists and Account Managers as needed. Address questions from other departments.
• Participates in planning, user acceptance testing and testing of deployed bug fixes/feature enhancements. Works with developer teams to test and troubleshoot new software/hardware technology products.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $54,000to $70,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Join us as a Senior, AI Workplace Transformation Consultant

You’ll play a pivotal role in delivering successful organisational change, backed by experience and knowledge of PROSCI, Kotter or other change frameworks, while also helping clients unlock the full potential of Microsoft 365, Copilot, Copilot Studio, Viva and more. You’ll develop and implement advanced change management strategies; drive people change and enablement and ensure that new solutions are adopted smoothly and deliver measurable value.

You’ll be a self-starting, adaptable, and energetic individual who thrives in fast-paced environments. You’ll bring strong experience in consultative client engagements, be open to challenge and feedback, and feel confident constructively challenging clients to ensure the best outcomes for everyone involved. A growth mindset is essential, along with a clear expectation that you’ll actively contribute to the continuous improvement of Changing Social.

Location: Nashville Tennessee / Remote Time zone: Eastern or Central preferred

Key Responsibilities:

Change Management Strategy

• Lead the design and execution of advanced change management strategies for clients adopting Microsoft 365 and Copilot solutions.
• Apply proven methodologies to build adoption plans, communications, and training tailored to diverse audiences.
• Ensure all change activities align with client business goals and deliver measurable outcomes.

Stakeholder Engagement

• Lead stakeholder mapping, engagement planning, and delivery of sessions to secure buy-in at all levels.
• Advocate, support, coach and mentor senior leaders in the importance and necessity of change.
• Build strong, trusted relationships with client sponsors, technical leads, and end users.
• Facilitate workshops and feedback sessions to ensure adoption challenges are addressed proactively.

Adoption Metrics, Reporting & Value Realisation

• Develop and implement measurement frameworks to track adoption, usage, and ROI of Copilot and other Microsoft solutions.
• Use reporting tools to monitor project effectiveness and recommend data-driven improvements.
• Communicate adoption progress and value realisation to key stakeholders and sponsors.

Microsoft 365, Copilot, Copilot Studio & AI Agents

• Understand, identify, scope and support the elements of the M365 Modern Workplace Applications that are of direct impact to the clients needs.
• Be well versed in the identification of business workflows and processes. Capable in crafting new ways of working that utilise the M365 platform and drive real world ROI.
• Deliver Copilot projects and custom conversational AI agents to meet client needs.
• Advise clients on best practices for creating and managing AI-powered solutions that enhance workflows and productivity.
• Translate functionality into clear guidance for end users, ensuring solutions are user-friendly and deliver on their promise.
• Collaborate closely with technical teams and developers to align AI deployments with user needs and organisational policies.

Product & AI Knowledge

• Leverage deep understanding of our solutions to assess client needs and recommend the most suitable products or agents that deliver optimal value and outcomes.
• Maintain up-to-date knowledge of Microsoft 365, Copilot for Microsoft 365, Copilot Studio, and broader M365 modern work platform
• Deliver client training sessions, Q&A drop-ins, and knowledge-sharing to embed new ways of working.
• Keep up to date of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities.

Client Relationship Management & Pre-Sales

• Build and maintain long-term client relationships.
• Embed as a trusted advisor who can spot business benefits for our clients and build proposals and services to support those needs both commercially and via delivery.
• Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities.
• Contribute to proposals and presentations, bringing both change management and technical expertise.

Qualifications

Education:

• Bachelor or masters degree in Business, Organisational Development, Information Technology, Anthropology or a related field is preferred but not essential.

Experience:

• 5+ years of experience in adoption and change management, with at least some exposure to configuring or supporting Microsoft 365 solutions.
• Hands-on experience working with Microsoft 365 products, Copilot Studio, Power Virtual Agents, or similar conversational AI tools is highly desirable.

Certifications:

• Relevant change management certification (e.g. PROSCI) required. Or significant proven track record and specific detailed knowledge of change frameworks.
• Desirable: Microsoft Certified: Power Platform Functional Consultant Associate (PL-200), Power Platform Solution Architect Expert (PL-600), or equivalent Copilot Studio certifications.

Skills

• Advanced knowledge of change management tools and methodologies.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to communicate complex technical ideas clearly to non-technical audiences.
• Excellent stakeholder engagement and client relationship management skills.
• Confident in facilitating workshops and training sessions.
• Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities.

Core Competencies

• Knowledge & Experience: Advanced knowledge of Microsoft 365, Copilot Studio, and change management best practices. Mentor colleagues and leads client training.
• Business Impact: Leads complex projects, drives measurable adoption, and supports business development.
• People & Team Management: Coaches junior team members, resolves issues, and drives collaboration.
• Communication & Influence: Communicates effectively with clients and internal teams, translating between technical and non-technical contexts.
• Problem Solving & Innovation: Designs creative solutions for adoption challenges, drives continuous improvement, and keeps up to date with the AI landscape.

Why Join Changing Social?

We are an equal opportunity employer, celebrating diversity and committed to creating an inclusive environment for all employees. We are on an exciting journey of growth that offers huge potential for ambitious and likeminded people. Changing Social has ambitious plans for the future. We aim to expand our team substantially in the coming years, having grown 58% over the past 12 months, with growth plans to hit a head count of 200 over the next three to five years.

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach where necessary.

Benefits:

• Annual Leave: 23 days of annual leave per calendar year, excluding Public Holidays, with an additional day for each year of employment up to a maximum of 5 days.
• Additional Leave: Gain an additional day of leave for each year of service, up to a maximum of 5 days.
• Annual Leave Carry Over: Carry over up to 5 days of unused annual leave to the next year.
• Festive Period: Business closure for a week during the festive period in December.
• Public Holidays: Flexibility to work over public holidays if desired or required, with time taken back on a subsequent day.
• Pension Scheme: 2% 401k employer contribution, 5% employee contribution.
• Flexible Working: Manage your own time to improve work-life balance and facilitate managing international time zones.

Additional Benefits:

Health and Wellbeing:

• US Health, Vision and Dental Plan
• My Mind Pal Wellbeing App

Financial Security:

• Bravo Perks: Points schemes and vouchers.
• Bravo Hub: Access to discount codes.
• Financial Wellbeing Tools: Budget planners, money-saving tools, and financial education resources.

Personal Development:

• Paid Microsoft Training and Certifications: Enhance your professional skills with company-sponsored training.

More about Changing Social

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach. Our POP values Preparation, Ownership, and Pride are the behaviours that underpin our high-performance culture. They’re how we turn our values into action, every day.

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
  

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like \"accounting for income taxes,\" \"tax restructuring,\" and \"tax controversy\" peak your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered \"Yes\" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice!

What you'll do

As a Tax Senior within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.

Responsibilities will include:

• Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements.
• Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
• Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
• Managing engagement workflow, engagement team resources, and engagement billing.
• Providing leadership, counseling, and career guidance for the development and motivation of the engagement team.

The Team

At Deloitte Tax LLP, our Business Tax Services team provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.

Qualifications

Required

• Language fluency in Japanese and English (both written and verbal)
• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
• 5+ years' experience in federal taxation, preparation and review experience of federal tax returns for corporations, partnerships, and individuals
• Bachelor's degree in accounting, business, finance or other business-related field
• One of the following accreditations obtained or willing to obtain:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA exam
  • If not CPA eligible:
    • Licensed attorney
    • Enrolled Agent
    • Certifications:
      • Chartered Financial Advisor (CFA)
      • Certified Financial Planner (CFP)
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• Advanced degree such as Masters of Tax, JD, and/or LLM
• Previous Big 4 or large CPA firm experience
• Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
• Solid understanding with accounting for income taxes in accordance to ASC740
• Excellent research and writing skills
• Excellent presentation and communications skills
• Strong management experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $71,610 to $151,580.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.