Regional Director of Advisory Services

Join Modera Wealth Management as the Regional Director of Advisory Services in Boston, where you will lead our advisory team in delivering exceptional financial guidance to clients. In this pivotal role, you will be responsible for strategic planning, team development, and driving growth within the region. Your expertise in wealth management will help shape …

At CrossCountry Consulting, we are committed to redefining the advisory landscape, driven by our Core Values and an unwavering focus on delivering exceptional experiences for our clients and our team alike. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our comprehensive advisory solutions cover accounting and risk management, technology-driven transformation, and transactions, allowing us to partner effectively with our clients to address current challenges and create sustainable value for the future.Our dedication to our team has been recognized through several accolades, including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what our employees say about our unique culture by clicking here.As a key member of our rapidly expanding Accounting Advisory practice, you will play a vital role as a trusted advisor to our clients. You will leverage your extensive experience and insights to provide customized integrated solutions that not only tackle today’s challenges but also lay the groundwork for future success. In your capacity as a Director at CrossCountry Consulting, you will engage in client delivery, business development, team leadership, and the mentorship of junior team members, while also contributing to CrossCountry’s leadership team.

Join Portage Point Partners as the Director of Accounting Advisory & Controllership Transformation (AACT), where you will lead transformative initiatives in accounting practices across multiple sectors. Your expertise will guide organizations through complex financial landscapes, enhancing their operational efficiency and compliance. This leadership role requires a strategic thinker with a passion for innovation in financial advisory.

At ClickUp, we don't just create software; we're revolutionizing the future of work! In a landscape inundated with work sprawl, we've identified a better path forward. This inspired us to develop the first genuinely integrated AI workspace, merging tasks, documents, chat, calendar, and enterprise search, all enhanced by context-driven AI. This empowers millions of teams to escape silos, reclaim their time, and achieve unprecedented productivity. By joining ClickUp, you'll have the chance to learn, implement, and innovate with AI in ways that not only influence our product but also shape the future of work. Become a part of a daring, forward-thinking team that is redefining what’s possible! In this role, you will collaborate directly with sales leadership as a hands-on problem solver, transforming our sales system from product demonstrations into a robust framework that scales effectively. We are seeking a player-coach who understands the grind and can help us triple our revenue by 2025.Additionally, you will work in close partnership with senior leaders from Growth, Marketing, Operations, and Product. At ClickUp, our teams are closely interconnected, and if you require development resources to secure a significant account, we are committed to making that happen.We shun aggressive or annoying sales tactics. Our unique approach lies in demonstrating the value of our solutions and facilitating product-led growth.The Role:Oversee a team of at least 5 account executives.Mentor, train, and assist representatives in closing deals and driving revenue growth.Act as a player-coach on calls, training new representatives and helping established team members continuously improve.Inspire all team members to excel for customers.Create a dynamic, high-energy environment where team members enjoy coming to work and feel they are reaching their full potential.Prioritize customer experience over sales, lead by example as a manager, and ensure adherence to sales policies and practices within your team.

The Regional Medical Director plays a pivotal role in fostering and maintaining relationships that significantly influence clinical strategies and workflows. This position focuses on enhancing practice efficiency and patient satisfaction while advancing value-based healthcare delivery. The Regional Medical Director will drive the implementation of Aledade’s innovative programs and technologies, gaining insights on key factors that enhance quality health outcomes and reduce costs for the designated ACOs. This role necessitates a proven ability to engage and secure commitment from both internal and external stakeholders, facilitating transformative changes in healthcare delivery.

Axsome Therapeutics is at the forefront of revolutionizing the treatment landscape for central nervous system (CNS) disorders. Our commitment to pioneering scientific advances drives us to identify and bridge critical gaps in healthcare, resulting in the development of innovative products that feature unique mechanisms of action. This dedication translates into meaningful improvements in patient outcomes. Our extensive neuroscience portfolio includes FDA-approved therapies for conditions such as major depressive disorder, excessive daytime sleepiness related to narcolepsy and obstructive sleep apnea, and migraine. Additionally, we have multiple late-stage development programs addressing a wide array of severe neurological and psychiatric disorders affecting over 150 million individuals across the United States. Together, we are on a mission to tackle some of the most pressing challenges facing the brain, enabling patients and their families to thrive.

Join Centribusiness Consulting as an Accounting Advisory Manager and leverage your expertise to help our clients navigate complex financial challenges. In this pivotal role, you will lead a team of professionals to provide high-quality advisory services, ensuring compliance with accounting standards and best practices.

At CrossCountry Consulting, we are committed to redefining the advisory experience. Our foundation is built upon Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We specialize in delivering innovative solutions across accounting, risk management, technology transformation, and transaction advisory services. Partnering closely with our clients, we not only address their current challenges but also deliver sustainable value for the future.Our dedication to fostering a supportive work environment has earned us accolades such as Inc5000's Fastest Growing Companies and recognition as one of Glassdoor's Best Places to Work. Discover insights from our employees about our distinctive culture by clicking here.As a key member of our rapidly expanding Accounting Advisory practice, you will serve as a trusted advisor to our clients. Your unique perspectives and hands-on experience will enable you to provide tailored, integrated solutions that not only resolve immediate challenges but also lay the groundwork for lasting success. With guidance from seasoned leaders and a dedicated mentor, you will be part of a collaborative community that encourages contributions beyond client engagements.

At Withum, we cultivate talent in a dynamic environment where your individuality matters. Join us to unlock boundless growth opportunities that fuse entrepreneurial spirit with collaborative teamwork, resulting in transformative outcomes.Venture into various industries, acquire new skills, and engage with our diverse professional teams to shape the career path you envision. Your journey begins with you.Discover the Transformative Power of Withum Plus You - that's the Power in the Plus!We invite applications for the role of Manager in Transaction Advisory, with a focus on financial due diligence. In this managerial position, you will play an essential role in overseeing project management tasks throughout the financial due diligence process.The manager position is available in any of the following US office locations (Boston, MA; New York, NY; Whippany, NJ; Princeton, NJ; Philadelphia, PA; Irvine, CA; Chicago, IL; Tysons Corner, VA; Houston, TX; Buffalo, NY or remotely).Withum embodies our people, culture, and strength. We have earned a reputation for outstanding teamwork and client service excellence. Our success is attributed to the dedicated professionals who serve our clients, empowering them to grow and thrive in a strong position. Our commitment extends beyond our clients, as we continue to embody the Withum Way, fostering personal and professional growth for all team members, clients, and communities.How You’ll Spend Your Time:Managing multiple work streams concurrentlyCoordinating financial due diligence engagementsCollaborating with client management to identify diligence focus areas and provide real-time communications regarding issues and deal considerationsParticipating in discussions surrounding business performance and forecasting assumptions with senior team managementIdentifying and analyzing target financial data to assess valuation and contractual matters relevant to evaluating quality of earnings, normalized working capital, and items impacting future cash flowsDrafting reports outlining our findings and recommendations concerning key financial and business issues in a transactionRecognizing integration, separation, and post-transaction transition challengesCollaborating with team members and contributing to a culture of excellence

Consultant – Accounting Advisory Join our dynamic team at CFGI as a Consultant in Accounting Advisory, where you will collaborate with fellow professionals, Big 4 auditors, and client management on various engagements. Your role will involve analyzing financial data, interviewing clients, identifying critical issues, drafting reports, participating in meetings, and cultivating strong relationships with client management. Take Charge of Your Career with CFGI: · Gain exposure to diverse industries and projects.· Make a significant impact on your clients' businesses.· Lead projects from inception to completion.· Engage in client interactions and excel in a client-facing position.· Experience continuous challenges and learning in a collegial environment with top-tier experts.· Enjoy flexible work arrangements based on engagement specifics.· Forge your own career path.· Find joy in your work! What You Can Expect: · Prepare operational due diligence for complex transactions, including acquisitions, divestitures, stock offerings, debt raises, and IPOs.

Exciting Opportunity: Advisory Manager at Modera Wealth ManagementJoin our dynamic team at Modera Wealth Management, where we are currently seeking an Advisory Manager to lead a talented group of financial planning associates. This role, which can be based in any of our diverse office locations—including Boston, MA—will play a crucial part in delivering exceptional client service while managing team performance.Why Choose Modera Wealth?As an independent, fee-only advisory firm, Modera Wealth Management is dedicated to creating a positive and lasting impact in our clients' lives through comprehensive financial planning and strategic investment management. With over 40 years of experience, we pride ourselves on our commitment to personalized service, professional excellence, and a workplace culture that fosters growth and development. Our rapid expansion has led us to over 200 employees across 19 offices on the East Coast, managing more than $15 billion in assets for over 6,000 clients.Role Responsibilities:Lead and coordinate the Planning Associates' work to ensure timely and efficient delivery of financial planning services to advisors.Oversee the quality and accuracy of the financial plans, enforcing established best practices and protocols.Mentor and coach Planning Associates, providing constructive feedback and support.Manage daily personnel needs, including performance concerns and workload balancing.Communicate departmental goals and support team execution.Conduct regular one-on-one meetings to facilitate professional growth and align goals.Monitor progress towards SMART goals and adjust strategies as necessary.Conduct annual performance evaluations and contribute to team members’ development assessments.Collaborate with HR for career development initiatives for the team.

Join ServiceNow as an Advisory Solution Consultant, where you will leverage your expertise to drive innovative solutions for our clients. In this role, you will collaborate with cross-functional teams to enhance the customer experience and deliver impactful results. You will be responsible for understanding client needs and providing tailored solutions that align with their business objectives. Your insights will be crucial in guiding clients through their digital transformation journey.

Regional Vice President of Enterprise Sales - East Location: East Coast About Unframe At Unframe, we empower the world’s largest enterprises to bring LLM-powered applications to fruition in mere days, not months. With robust backing from Bessemer, Craft, and TLV Partners and a substantial $50M in Series A funding, we are revolutionizing AI deployment in production environments through an LLM-agnostic, Blueprint-driven platform that seamlessly integrates with any data source, requires no fine-tuning, and operates on a value-based pricing model. We blend the agility of a product-focused company with the adaptability of a consultancy, enabling our clients to transition from concept to deployed AI systems faster than any competitor in the market. About the Role We are seeking a Regional Vice President (RVP) of Enterprise Sales - East to spearhead Unframe’s go-to-market strategy across the Eastern U.S. This role involves driving new enterprise wins and expanding existing accounts. You will lead a high-performing team of Strategic Account Executives while collaborating closely with the VP of Sales and executive leadership to scale revenue, develop playbooks, and shape the regional growth strategy for Unframe. While prior experience in financial services is advantageous, the primary focus of this role is on consultative and complex enterprise sales expertise. Your Responsibilities Lead, Hire, and Coach a Regional Team: Recruit, manage, and mentor a team of Strategic AEs, fostering excellence in discovery, multi-threaded engagement, and enterprise deal management. Drive New Business Growth: Own the regional quota and go-to-market strategy, ensuring consistent success in large, multi-stakeholder enterprise sales cycles. Champion Consultative Selling: Guide teams in aligning technical capabilities with business value, effectively translating AI/ML outcomes for C-suite and transformation leaders. Orchestrate Multi-Threaded Sales Motions: Assist AEs in navigating various buying committees across IT, Risk, Compliance, Operations, and Innovation groups. Partner Cross-Functionally: Collaborate with Product Solutions, Partnerships, and Marketing to guarantee smooth transitions, successful deployments, and growth opportunities. Shape Strategy and Process: Define and refine the sales strategy and processes to enhance effectiveness.

Veeva Systems is hiring a Senior Director of Global Migration Services based in Boston, Massachusetts. This leadership role guides migration initiatives worldwide, setting direction and ensuring projects meet both business objectives and client standards. Role overview The Senior Director will shape the strategy, planning, and delivery of migration projects on a global scale. The position calls for close collaboration with teams from different departments to strengthen service offerings and improve operational results. What you will do Lead and manage global migration projects from strategy through execution Align migration work with company goals and client requirements Work with cross-functional teams to refine and expand migration services Promote operational excellence throughout all stages of migration Requirements Extensive experience managing large-scale migration projects Proven ability to develop and execute strategic plans Strong collaboration skills with cross-functional teams Track record of driving improvements in service delivery

About the RoleWe are seeking a dynamic and experienced Director of Service Delivery Management to lead our service delivery operations at Nexthink in Boston. In this role, you will be responsible for overseeing the seamless execution of service delivery to our clients, ensuring high-quality performance and customer satisfaction.Key ResponsibilitiesLead and manage service delivery teams, fostering a culture of excellence and collaboration.Develop and implement strategies to enhance service delivery efficiency and effectiveness.Collaborate with cross-functional teams to ensure alignment on service objectives and deliverables.Monitor service delivery metrics, identifying areas for improvement and implementing corrective actions.Build and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded.

At CrossCountry Consulting, we are committed to redefining the advisory landscape. Our firm is built on a foundation of Core Values, fostering a positive environment for both our clients and our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are the keys to our success. Our advisory services encompass accounting and risk management, technology-driven transformations, and strategic transactions, enabling us to partner with clients to address current challenges while providing value for the future.Our dedication to our workforce has garnered us multiple accolades, including recognition as one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by checking out employee reviews here.By joining our dynamic Accounting Advisory practice, you will become a trusted advisor to a diverse clientele, including multinational public companies and innovative pre-IPO firms. Your expertise and unique insights will enable you to create customized solutions that not only tackle present-day issues but also pave the way for future achievements. With the backing of seasoned leaders and a supportive coaching environment, you will thrive within a collaborative community that encourages contributions beyond traditional client delivery.

About Aeris PartnersAeris Partners is a premier boutique investment bank renowned for delivering strategic M&A advisory services tailored for top-tier software, Software-as-a-Service (SaaS), data & analytics, private equity, and venture capital firms across various high-growth sectors. Our team combines deep technology expertise with an unwavering dedication to achieving outstanding M&A results for every client, all while cultivating a dynamic, inclusive, and collaborative firm culture. With a proven leadership team that has successfully managed over $40 billion in M&A assignments, we handle transactions with enterprise values between $200 million to $2 billion. Aeris Partners is a registered broker-dealer and a proud member of FINRA and SIPC.We are looking for exceptional pre- and post-MBA Vice Presidents who possess outstanding leadership, communication, teamwork, client engagement, and analytical abilities, alongside a strong commitment to excellence. In this role, Vice Presidents will collaborate closely with Managing Directors throughout the entire M&A advisory transaction lifecycle, including transaction development, execution, negotiation, and strategic planning. Key responsibilities encompass preparing market and operational analyses, crafting information memoranda, developing marketing presentations, and conducting financial and valuation analyses. Vice Presidents will also support Directors and Managing Directors during all stages of M&A execution, overseeing and mentoring Analysts, contributing to the firm's best practices and culture, and fostering industry relationships.

Join BillionToOne as a Regional Manager for Oncology, focusing on the Northeast region. In this strategic role, you will lead initiatives to enhance our oncology solutions, drive business growth, and foster relationships with healthcare professionals and institutions. Your leadership will be crucial in expanding our market presence and ensuring the delivery of high-quality services to our clients.

Join ServiceNow as an Advisory Solution Consultant in the vibrant city of Boston, where you will play a pivotal role in transforming business processes through innovative solutions. In this full-time position, you will collaborate with clients to assess their needs, provide expert guidance on our platform, and help them achieve their goals with tailored solutions.

Join ServiceNow as an Advisory Solution Consultant specializing in AI Foundry. In this dynamic role, you will leverage artificial intelligence to deliver innovative solutions to our clients, helping them transform their business processes and enhance operational efficiency. Your expertise will drive client engagement, from initial consultation through implementation and beyond, ensuring our clients maximize the value of our AI-driven platform.