Job Summary. As a Key Account Manager (KAM), you will serve as the strategic owner of a portfolio of high-value accounts, responsible for transforming relationships from transactional engagements into long-term, value-driven partnerships. This role focuses on deepening executive alignment, uncovering mutual growth opportunities, and positioning the company as a trusted advisor to key stakeholders. You will drive account strategy, retention, and e...
We are looking for a Manager, Valuations who is a hands-on, experienced business valuation professional responsible for leading, producing, and reviewing valuation engagements for closely held businesses. This role combines deep technical valuation expertise with operational leadership, staff development, and client engagement. The ideal candidate is an accredited senior practitioner who thrives in both production and oversight roles. Responsibil...
We are looking for a Marketing Specialist - Events who will play a vital role in supporting our continued growth through the planning and execution of conferences, industry events, and marketing initiatives. This position will balance creativity and organization to ensure our brand presence is strong and consistent across all touchpoints. Responsibilities. Independently plan and execute marketing and community events, including managing logistics...
We are looking for an Account Advisor- DAL who is responsible for managing operational functions to ensure the needs and requirements for each client are met. Responsibilities. Resolve all internal and external requests within 48 hours, including responding to help desk tickets, client phone calls and submitting IT tickets when internal systems and client facing portal are not functioning as intended. Maintain superior invoice accuracy by reviewi...
We are looking for a Manager, Valuations who is a hands-on, experienced business valuation professional responsible for leading, producing, and reviewing valuation engagements for closely held businesses. This role combines deep technical valuation expertise with operational leadership, staff development, and client engagement. The ideal candidate is an accredited senior practitioner who thrives in both production and oversight roles. Responsibil...
We are looking for a Manager, Valuations who is a hands-on, experienced business valuation professional responsible for leading, producing, and reviewing valuation engagements for closely held businesses. This role combines deep technical valuation expertise with operational leadership, staff development, and client engagement. The ideal candidate is an accredited senior practitioner who thrives in both production and oversight roles. Responsibil...
We are looking for a Manager, Valuations who is a hands-on, experienced business valuation professional responsible for leading, producing, and reviewing valuation engagements for closely held businesses. This role combines deep technical valuation expertise with operational leadership, staff development, and client engagement. The ideal candidate is an accredited senior practitioner who thrives in both production and oversight roles. Responsibil...
We are looking for a Manager, Valuations who is a hands-on, experienced business valuation professional responsible for leading, producing, and reviewing valuation engagements for closely held businesses. This role combines deep technical valuation expertise with operational leadership, staff development, and client engagement. The ideal candidate is an accredited senior practitioner who thrives in both production and oversight roles. Responsibil...
We are looking for a Sr. Client Success Manager - Pension’s (CSM) who's primary focus will be to retain our customers lifetime value of the account. The Sr. Client Success Manager will work with a defined set of existing clients and be responsible for understanding account needs and requirements for each client. This includes understanding the segment business environment, identifying ongoing retention opportunities, managing the whole customer l...
We are looking for a Client Success Manager - Pension Team (CSM) who's primary focus will be to retain our customers lifetime value of the account. The Client Success Manager will work with a defined set of existing clients and be responsible for understanding account needs and requirements for each client. This includes understanding the segment business environment, identifying ongoing retention opportunities, managing the whole customer life c...
We are looking for a. Sr. Operations Specialist. to provide day-to-day administrative support for all aspects of trust administration under the guidance and direction of the President of LITCO. We offer a competitive benefits package, pay, and a positive work environment with a collaborative team focused approach. Responsibilities. Complete daily settlement and account cash flow activities. Enter incoming funds and outgoing distribution requests ...
