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11 Days AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Consulting • Financial Services
Support delivery of AI advisory and implementation services: analyze client needs, develop solutions, prepare deliverables and presentations, maintain certifications, use technology for project work, and travel as required to support clients.
11 Days AgoSaved
In-Office
Kansas City, MO, USA
Junior
Junior
Consulting • Financial Services
Sell employee benefits and expand services through consultative sales; build and manage a qualified pipeline; document activity; present recommendations; close business and transition clients to service teams; maintain client relationships; meet sales goals; support cross-selling and provide market intelligence. Travel as needed.
11 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Consulting • Financial Services
Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.
Top Skills: AIAutomationData AnalysisDigital Transformation
11 Days AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Consulting • Financial Services
Design and lead end-to-end AI solution architectures, ensuring scalability, security, and compliance. Translate business and regulatory requirements into technical designs, evaluate tools/platforms, document architecture standards, coordinate technical teams, and support deployment and ongoing improvements.
Top Skills: AIAPIsCloud PlatformsData ArchitectureGenerative AiIntegration PatternsIntelligent AutomationMachine LearningSecure Solution Design
11 Days AgoSaved
Hybrid
San Francisco, CA, USA
Mid level
Mid level
Consulting • Financial Services
Build and maintain NetSuite ERP customizations and integrations. Translate business requirements into technical solutions, debug scripts and integrations, support testing (unit/UAT), document solutions, and collaborate with technical and functional teams to improve client operations.
Top Skills: APIsChatgptCopilotErpJavaScriptNetSuiteSuitescript
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11 Days AgoSaved
Hybrid
San Francisco, CA, USA
Senior level
Senior level
Consulting • Financial Services
Lead end-to-end NetSuite ERP implementations, design/configure core modules, manage data migration and integrations, embed AI/automation, design reporting, drive change management, mentor junior staff, and partner with finance/operations to deliver scalable, audit-ready solutions.
Top Skills: AIAnalyticsAutomationCeligoChatgptCopilotMcp Connectors To NetsuiteNetSuiteNetsuite OneworldPower AutomatePower BITableau
12 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Consulting • Financial Services
Drive net-new B2B revenue for HR Solutions by prospecting, managing full sales cycle, conducting consultative needs analyses, positioning HCM/payroll offerings, collaborating with SMEs, managing CRM pipeline, and supporting onboarding and cross-sell opportunities.
15 Days AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Consulting • Financial Services
Supervise audit engagements, review engagement team work, manage budgets and charge hours, train and mentor staff, assist client billing, develop industry specialization, participate in practice development, and perform administrative duties.
15 Days AgoSaved
Hybrid
Colorado Springs, CO, USA
Senior level
Senior level
Consulting • Financial Services
Serve as tax subject-matter expert and trusted client advisor. Lead and review tax engagements, manage staff, budgets, billing and quality control. Develop new client relationships, mentor and evaluate staff, and ensure timely, accurate deliverables while supporting firm initiatives.
15 Days AgoSaved
Hybrid
4 Locations
Senior level
Senior level
Consulting • Financial Services
Lead and grow tax practice by expanding client revenue, ensuring quality control, managing staff and meeting billing/realization goals. Act as client advisor, drive business planning and development, and support firm leadership and technical matters.
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