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Manager Of Advisory Services Jobs (NOW HIRING)

We encourage our team to balance work with personal life. 95% of our employees feel they can take ... What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our ...

In this role, the Manager, Risk Advisory Services is charged with managing a team of professionals through all stages of an internal audit or consulting engagement to include planning, field work ...

Overview Of The Cas Manager Role * Serve as the primary point of contact for a portfolio of ... Support the continued growth of the Client Advisory Services practice. * Identify opportunities to ...

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Advisory Services Consultant We are currently seeking an Advisory Services Consultant, who will ... Apply knowledge of stakeholders, change management principles, training design, and communication ...

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Manager Of Advisory Services information

What is the difference between Manager Of Advisory Services vs Financial Advisor?

AspectManager Of Advisory ServicesFinancial Advisor
CredentialsCertifications like CFP, CFA, or CPA often preferredCFP, CFA, or similar certifications common
Work EnvironmentTypically works within financial firms, consulting companies, or banksWorks in banks, independent firms, or as solo practitioners
Employer & IndustryFinancial services, consulting, or advisory firmsFinancial planning, investment management, or wealth management firms
Search & Comparison IntentUnderstanding roles in advisory management and client serviceSeeking personal financial planning or investment advice

The Manager Of Advisory Services primarily oversees advisory teams, develops strategies, and manages client relationships within financial or consulting firms. In contrast, a Financial Advisor directly provides financial planning and investment advice to individual clients. While both roles require similar certifications and work in related environments, their focus differs: managerial oversight versus client-facing financial planning.

What are manager of advisory services?

A Manager of Advisory Services oversees consulting teams that provide strategic advice and solutions to clients. They coordinate project delivery, manage client relationships, and ensure the quality of advisory services, often requiring strong leadership, communication skills, and industry knowledge.

What does a manager of advisory services do?

A manager of advisory services oversees consulting teams that provide strategic guidance and solutions to clients. They analyze client needs, develop tailored recommendations, and ensure the delivery of high-quality advisory projects, often utilizing industry knowledge, project management skills, and client communication. The role typically requires strong leadership, problem-solving abilities, and relevant certifications or experience in the field.

What are the most commonly searched types of Of Advisory Services jobs?

The most popular types of Of Advisory Services jobs are:

What states have the most Manager Of Advisory Services jobs?

States with the most job openings for Manager Of Advisory Services jobs include:

What are popular job titles related to Manager Of Advisory Services jobs?

For Manager Of Advisory Services jobs, the most frequently searched job titles are:

Manager - Financial Advisory Services

Oklahoma City, OK โ€ข On-site

$140K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago


Job description

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

  • Comprehensive healthcare: 100% paid premiums for you and your family

  • Whole human growth: $150 monthly stipend for holistic development

  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

  • Financial support: Up to 3% 401(k) matching and financial advisory services

  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you'll be doing as an Advisory Manager Consultant:
Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.

To be a good fit for our Manager - Financial Advisory role you will have:

  • 5+ years of experience in Big 4/public accounting and/or industry

  • CPA required

  • Strong knowledge of U.S. GAAP

  • Strong computer skills, particularly in Excel

  • Keen attention to detail

  • Strong communication skills, both oral and written

  • A high sense of urgency, strong initiative and the ability to multi-task

Added bonus if you have...

  • Inter-company experience

  • Oil and gas experience

  • REIT experience

  • Technology revenue recognition experience

  • Healthcare experience

  • SEC filing exposure/experience

What's in it for you:

  • We pay 100% of insurance premiums on medical, dental, and vision for you AND your family

  • Typical compensation range of $140,000- $160,000

  • We match 50% to 6% on our 401K

  • Fully paid parental leave for all new parents

  • Monthly stipend for whole human wellness

  • Highly competitive salaries

  • All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style

  • Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

In closing...

If this role sounds exciting, apply and let's start the conversation!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.