Vice President of Client Advisory

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique clientele, including individuals, families, and institutions who have made significant impacts across various sectors such as business, philanthropy, and government. Our team comprises compassionate problem solvers with diverse experiences, adept at handling complexities and overcoming challenges to help clients achieve their financial aspirations.Our mission is to enrich lives and preserve legacies.Position Overview: Associate, Client AdvisoryLocation: San Francisco, CaliforniaThe Client Advisory Team is seeking an Associate to collaborate closely with senior team members across all facets of client engagement. The successful candidate will exhibit a keen interest and aptitude in relevant topics while balancing technical expertise with strong verbal and written communication skills. Key responsibilities include but are not limited to:Collaborating with Client Advisors and clients to facilitate the advisory processFostering client relationships through direct interaction in an advisory capacity under Senior Advisor supervisionOffering strategic financial and investment guidance across clients’ entire balance sheets, including opportunities identified through clients’ networksEngaging with potential clients early in the prospecting phase to effectively communicate how Jordan Park can provide valueActing as a project manager by coordinating with internal Jordan Park experts and external advisors (tax, legal, real estate, lending, etc.) to solve problems and achieve optimal outcomes for clientsWorking with the Investment and Analyst Teams to provide portfolio reporting and perform ad hoc analyses based on requests from Client Advisors and clientsConducting financial planning and forward modeling of client balance sheetsDeveloping strategic portfolio implementation plans based on client specifics and collaborating with the investment team for execution and ongoing maintenanceEngaging in strategic discussions about client engagement with Client AdvisorsManaging projects from inception to completion and coordinating with multiple stakeholders to ensure successful outcomesAddressing diverse requests that may extend beyond typical job duties and acting as a trusted advisor for families on various matters

At CrossCountry Consulting, we set out to create an advisory firm that truly differentiates itself through a commitment to our Core Values. Our aim is to foster an enriching experience not only for our clients but also for our employees. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our comprehensive advisory solutions cover a spectrum of areas including accounting, risk management, technology-driven transformation, and transaction services, all tailored to help our clients navigate current challenges while positioning themselves for future success.Our dedication to our team members has earned us prestigious accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by exploring employee testimonials here.As an Associate Director within our thriving Accounting Advisory practice, you will be a trusted advisor to clients across diverse industries, company stages, and sizes, including early-stage startups, emerging growth companies, middle-market firms, and large, complex organizations. Your expertise will encompass both public and private sectors, with a focus on Private Equity-backed portfolios. You will leverage your firsthand experience and unique insights to deliver customized, integrated solutions that address immediate challenges and lay the groundwork for long-term success. In this role, you will be responsible for client engagement, team leadership, mentoring junior staff, and driving business development initiatives.

About the Role SPS North America is seeking a Client Services Associate in San Francisco, California. This position focuses on supporting clients and making sure their needs are handled quickly and thoroughly. What You Will Do Respond to client inquiries and requests Offer solutions to improve clients' experience with SPS North America services Maintain clear and professional communication with clients Location San Francisco, California, United States

About HiveHive stands at the forefront of cloud-based AI technology, delivering transformative solutions that enhance content understanding, searching, and generation. Trusted by some of the largest and most innovative enterprises across the globe, Hive empowers developers with an impressive suite of pre-trained AI models, managing billions of API requests every month. Our proprietary AI models and datasets drive groundbreaking applications that redefine content moderation, brand protection, sponsorship analysis, context-driven advertising, and much more.With over $120 million raised from esteemed investors such as General Catalyst, 8VC, Glynn Capital, Bain & Company, and Visa Ventures, Hive's footprint extends across San Francisco, Seattle, and Delhi with a diverse team of over 250 professionals. We invite you to join us on our journey to shape the future of AI!Client Solutions Associate RoleWe are on the lookout for dynamic, cross-functional professionals to join our Client Solutions team at Hive. This pivotal role involves the commercial deployment of our innovative technologies. As a Client Solutions Associate, you will collaborate closely with our Executive Team to forge new client relationships and nurture existing ones. Daily, you will engage with a diverse array of clients across industries, delivering Hive's exceptional offerings to Fortune 500 companies. Your responsibilities will include executing multiple projects simultaneously while leveraging your strong analytical skills to prioritize tasks and evaluate project outcomes and client solutions. You are the backbone and driving force of Hive, committed to realizing our ambitious capabilities. Ideal candidates will possess a solid foundation in consulting or business development, complemented by a technical degree.

At CrossCountry Consulting, we aim to redefine the advisory experience by adhering to our Core Values. Our firm is committed to delivering a positive impact not only for our clients but also for our employees. We value collaboration, enthusiasm, generosity, and perseverance as the key drivers of our success. Our advisory services encompass accounting, risk management, technology-enabled transformation, and transaction advisory, allowing us to partner with our clients to address current challenges and create sustainable value for the future.Our dedication to fostering a supportive workplace has earned us accolades such as being recognized on Inc. 5000's list of Fastest Growing Companies and Glassdoor's Best Places to Work. To learn more about our vibrant culture, click here.As a key member of our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your wealth of experience and unique insights will enable you to provide customized integrated solutions that not only tackle today's challenges but also lay the groundwork for future success. In your role as Director, you will oversee client engagements, spearhead business development initiatives, lead teams, mentor junior staff, and contribute to CrossCountry's leadership team.

About Lincoln International Lincoln International is a global investment banking advisory firm serving business owners, senior executives, private equity firms, their portfolio companies, and both public and private corporations. The firm’s services include mergers and acquisitions advisory, private funds and capital markets consulting, valuations, and fairness opinions. With more than 1,400 professionals across 25+ offices in 16 countries, Lincoln International brings deep industry knowledge and timely market intelligence to private capital markets. The team is known for strong execution and a commitment to building lasting client relationships. Learn more at www.lincolninternational.com. Our Approach to Talent Lincoln International values the strength that comes from a diverse team. The firm actively seeks to attract, retain, and engage professionals from a wide range of backgrounds. Diversity, equity, and inclusion are central to how the company fosters innovation and creative problem-solving. This commitment helps Lincoln International meet the varied needs of its clients and adapt to a changing marketplace. Equal Opportunity Employer Lincoln International is proud to be an equal opportunity employer. All qualified candidates receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Explore more about the firm's diversity commitment and ESG initiatives. Work Model Lincoln International follows a hybrid work model focused on in-office collaboration. Employees are expected to work on-site Monday through Thursday, with the option to work remotely or in-office on Fridays.

About This Role:We are seeking a dedicated Client Relations Associate who is enthusiastic about enhancing client experiences through proactive support and effective relationship management. In this pivotal role, you will oversee a designated portfolio of clients, ensuring they receive exceptional service that fosters satisfaction, retention, and enduring value.As the primary liaison for our clients, you will connect them with the appropriate technical resources, keep them informed, and champion their success. You will collaborate closely with our Senior Client Relations Manager, who will guide your onboarding and professional growth.Key Responsibilities:Serve as the main point of contact for a designated book of clients, owning the relationship.Conduct regular check-ins to ensure alignment and client satisfaction.Proactively track service performance, ticket trends, and client engagement metrics.Collaborate with the technical team to facilitate seamless service delivery and resolve issues.Identify opportunities for upselling or expansion and communicate these to the Senior Client Relations Manager.Assist in the renewal process and support updates to contracts.Aid in onboarding new clients, ensuring a smooth transition to technical teams.Maintain comprehensive notes, updates, and tasks within our documentation systems.About You:2+ years of experience in Account Management, Client Success, or a related client-facing role, preferably within technology, MSP, SaaS, or IT services.A college degree in communications, psychology, English, or a related field is preferred.Exceptional communication skills, with a clear, polished, and client-friendly demeanor.Strong organizational skills and the ability to manage multiple accounts simultaneously.A proactive, solution-oriented mindset.Familiarity with tools such as JIRA or similar ticketing systems is a plus.Ability to work independently in a dynamic and fast-paced environment.Benefits:‍ Comprehensive health benefits including 100% coverage for health, dental, and vision insurance for you, and 50% for dependents.

At CrossCountry Consulting, we strive to redefine the advisory experience. Our firm is built on Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We are dedicated to providing not only exceptional service to our clients but also a fulfilling work environment for our employees. Our comprehensive advisory solutions encompass accounting and risk, technology-driven transformations, and transaction services. By partnering with our clients, we address current challenges while laying the groundwork for sustained future success.Our commitment to our team has been recognized with accolades like Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.Location: San FranciscoAs a Director in our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your extensive experience and unique insights will enable you to deliver customized solutions that address today's pressing challenges and pave the way for future achievements. In this role, you will oversee client projects, drive business development, lead teams, and mentor junior colleagues while being an integral part of CrossCountry’s leadership team.

Overview:The Client Service team at Guidepoint plays a crucial role in linking our clients with subject-matter experts. Our goal is to empower clients to make informed business decisions by understanding their unique research needs and delivering relevant experts swiftly, often within hours.Join us to contribute significantly to Guidepoint's success!As a Client Service Associate, you will engage directly with clients to comprehend their specific business inquiries and identify the experts best suited to address these questions. You will also be responsible for sourcing and recruiting new experts into our expansive network of over 1,750,000 professionals. Your work will directly impact the quality of service we provide to our clients.

Gerson Lehrman Group (GLG) is on the lookout for enthusiastic Associates eager to excel in delivering exceptional client service within a vibrant, performance-driven, and team-centric environment.As pivotal members of GLG's Insight Network – the leading global source of first-hand expertise – Associates engage in dynamic communication, collaborating directly with top-tier professionals from financial services, consultancies, and corporations. Your role will be to connect these clients with the insights they require to thrive.We seek individuals with innate curiosity, robust critical thinking abilities, and a competitive edge to drive client success. With these attributes, you will undergo our comprehensive onboarding and training programs, allowing you to refine your skills in project delivery, client relationship management, and expert engagement. Within a few months, you will take ownership of the project lifecycle, interacting frequently with esteemed clients and experts, all while benefiting from ongoing coaching and mentorship from your team to enhance your project management and communication prowess.

Join Fieldguide as an Implementation Consultant - Advisory, where you will leverage your expertise to help clients successfully implement and optimize our innovative solutions. You will work closely with clients to understand their needs, guide them through the implementation process, and ensure they achieve maximum value from our services.

Join AECOM as a Manager in our Advisory Services, where you will play a pivotal role in delivering innovative solutions to our clients. We are looking for a dynamic leader with a strong background in advisory services, who can foster collaboration and drive results. This is an opportunity to lead teams in providing strategic insights and solutions that enhance our clients' operations and decision-making processes.

Consultant – Accounting AdvisoryJoin CFGI as a Consultant in Accounting Advisory, where you will collaborate with a dynamic team of professionals, including Big 4 auditors and client management, to tackle various engagement aspects. Your responsibilities will encompass analyzing financial data, conducting interviews with client leadership, pinpointing critical issues, drafting comprehensive reports, engaging in meetings, and fostering robust relationships with clients.Take charge of your career journey with CFGI:· Gain insight across diverse industries and projects.· Make a significant impact in your clients' businesses.· Lead projects from inception to completion.· Experience direct client engagement in a client-centric role.· Continuously face challenges and learn within a collaborative environment of top-tier experts.· Enjoy the flexibility to work from the office, remotely, or on-site with clients as required.· Chart your own path within the organization.· Take pleasure in what you do!

Gerson Lehrman Group (GLG) is on the lookout for enthusiastic Associates eager to advance their skills in delivering exceptional client service within a high-performance, merit-based, and collaborative environment.As pivotal members of GLG's Insight Network—the largest and most diverse source of firsthand expertise—Associates engage in dynamic communication, serving as thought partners to elite professionals from top financial services firms, consultancies, and corporations. This role connects clients with the insights they need to excel.Ideal candidates possess a natural curiosity, robust critical thinking abilities, and a competitive drive to achieve outstanding results for clients. Supported by comprehensive onboarding, mentorship, and training, you will develop essential skills, including project management, client relationship building, and expert engagement. Within months, you will take ownership of project lifecycles, regularly communicate with prominent clients and experts, and receive ongoing guidance to enhance your project management and communication competencies.

Join West Monroe as an Advisory Architect in our Technology & Transformation Services (TTS) team. In this role, you will leverage your software architecture expertise to guide clients through their digital transformations. You will be responsible for designing innovative solutions that align with our clients' strategic objectives, ensuring that technology serves as a catalyst for business success.

Join Our Team at Office HoursAt Office Hours, we empower individuals to monetize their expertise through our innovative online platform. Users can create personalized knowledge profiles and engage in hourly consultations or participate in surveys that align with their professional skills. Our marketplace enables businesses and organizations to discover insights from a diverse pool of advisors, facilitating informed decision-making on demand.Our VisionWe hold the belief that human knowledge is the most valuable asset in today's interconnected world. Unfortunately, much of this knowledge remains untapped, locked away in individual minds. Our mission at Office Hours is to unlock this potential by offering tools that foster a knowledge-sharing economy.Headquartered in San Francisco, we are supported by leading marketplace strategists and business operators including Saar Gur, Marco Zappacosta, Lenny Rachitsky, Jackson Gates, and Aaron Levie. Our clientele features rapidly growing digital health companies, software startups, venture capital firms, and prominent consulting agencies.Role OverviewAs a Client Solutions Associate, you will serve as the critical link between our clients and the right subject matter experts. Your role will be instrumental in expanding our network and enhancing our impact by facilitating connections that allow experts to share their insights through qualitative interviews.This fast-paced position demands a proactive, adaptable individual with excellent interpersonal skills. You will actively contribute to refining our processes to enhance our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek candidates who are enthusiastic about navigating the challenges and triumphs of business growth while fostering a loyal user base.

Role Overview Airwallex is hiring an Associate, Client Enablement in San Francisco. This role focuses on supporting the onboarding and configuration experience for customers using Airwallex’s global payments and finance platform. The Associate will help clients get started smoothly, working with teams across the company to create a setup process that meets the needs of businesses worldwide. About Airwallex Airwallex provides integrated solutions for business accounts, payments, and treasury management to over 200,000 businesses, including Brex, Rippling, and Qantas. Founded in Melbourne, the team now numbers over 2,000 people across 26 offices. Airwallex is valued at $8 billion and backed by investors such as T. Rowe Price and Mastercard. About the Client Enablement Team The Client Enablement team ensures customers have a smooth onboarding experience. Team members work closely with internal partners to deliver user-friendly product configurations that support Airwallex clients globally. What You Will Do Support and enhance the onboarding process for new clients Collaborate with internal stakeholders to ensure product setup meets client needs Identify ways to improve operational efficiency and customer satisfaction What We Value Critical thinking and a drive to solve complex problems Motivation to work toward Airwallex’s mission Ability to collaborate and turn ideas into practical solutions Comfort working in a high-growth, change-oriented company

Fieldguide creates software for assurance and audit professionals working in cybersecurity, privacy, and financial auditing. The company’s mission centers on simplifying the work of those who help build trust between businesses. With headquarters in San Francisco and a remote-first approach, team members can work from anywhere in the United States. Fieldguide is supported by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator. The team values a range of backgrounds and experiences, believing that diversity strengthens both the company and its mission. Growth, collaboration, and inclusion are core to the culture, giving each team member a voice in shaping the future of business trust and improving work-life balance for audit practitioners. Role overview The Customer Success Engineer - Advisory helps customers adopt Fieldguide’s advisory and consulting solutions, guiding them to realize value and improve their workflows. This position suits former advisory practitioners or transformation leaders who want to work directly with advisory teams using the Fieldguide platform. Success in this role is measured by how well end users adopt the platform, the maturity of customer workflows, and clear, measurable outcomes. The Customer Success Engineer serves as a trusted advisor, supporting clients as they implement best practices and modernize their advisory service delivery. Key responsibilities Guide advisory teams on the Fieldguide platform to deliver efficient, consistent, and high-quality advisory services. Drive customer adoption and ensure clients gain tangible value from Fieldguide’s solutions. Advise clients on best practices and support the modernization of their advisory workflows. Work closely with Product, Engineering, Implementation, and Revenue teams to deliver business impact and share customer insights for ongoing platform improvement. Location This role is based in San Francisco, CA or can be performed remotely from anywhere in the United States.

Riveron’s Accounting Advisory Services team partners with companies facing complex financial reporting and evolving regulatory requirements. Many clients approach during periods of growth, whether through expansion or acquisitions, when accounting teams encounter new challenges and limited resources. The team provides practical, tailored solutions that address each client’s unique business needs. How Riveron Engages Riveron maintains independence by not offering audit, review, or compilation services. This approach allows direct collaboration with company management to implement meaningful changes. The team brings experience in capital markets, technical accounting, and operational accounting, working under both US GAAP and IFRS frameworks. Team Approach A hands-on, collaborative working style defines the group. Senior team members remain involved throughout each project, supporting both client outcomes and staff development. The focus is on enhancing accuracy, efficiency, and scalability for clients. Specialty Areas Technical Accounting Standards Capital Market Transactions Divestitures and Carve-Outs IPO Readiness and Execution Business Combinations and Integration Audit Readiness Financial Accounting Internal and SEC Reporting Internal Controls Internal Audits Financial Process Redesign and Implementation Location This Manager - Accounting Advisory Services position is based in the San Francisco Bay Area.