EisnerAmper

Role Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. We are seeking a highly motivated Staff II to join our Outsourced Growth & Marketing team. This role is ideal for a hands-on, data-driven digital marketer who enjoys working across channels, solving problems, improving performance, and translating digital activity into clear client insights. - Manage digital campaigns across paid media, SEO, analytics, reporting, website/CMS updates, email marketing, and marketing technology. - Collaborate with account managers and project managers, supporting client-facing reporting conversations. - True digital generalist with strong paid media experience, solid SEO foundation, and excellent reporting skills. - Passionate about technology and comfortable learning new tools quickly. Qualifications - Bachelor's degree in marketing, communications, business, or related field preferred; equivalent experience considered. - 5+ years of experience in digital marketing management; agency experience preferred. Requirements - Hands-on experience managing digital campaigns across multiple channels, including paid media, SEO support, analytics/reporting, and website/CMS work. - Experience with paid media strategy, campaign setup, optimization, budget pacing, and performance reporting. - Strong understanding of SEO fundamentals, website/CMS updates, dashboarding, reporting, and digital performance measurement. - Experience turning data into clear insights, recommendations, and client-ready reporting materials. - Strong writing and communication skills, attention to detail, consistent follow-up, professional attitude, teamwork-driven mindset, and strong work ethic. - Ability to work at a faster-than-average pace, learn quickly, manage details thoroughly, and adapt to change quickly. - Experience presenting reporting, campaign performance, and recommendations to clients or internal stakeholders. - Familiarity with Google Ads, Microsoft Advertising, GA4, HubSpot, Meta, LinkedIn Marketing Labs, SEMrush, or similar certifications is a plus. - Experience with tools such as Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, YouTube, GA4, Google Tag Manager, Google Search Console, Looker Studio/Data Studio, SEMrush, WordPress, Wix, Squarespace, HubSpot CMS, Microsoft 365, ChatGPT, Claude, and Copilot. - Basic HTML/CSS familiarity, marketing automation, CRM, and email marketing experience are a plus. - Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position now or in the future. Benefits - Be part of one of the largest and fastest growing accounting and advisory firms in the industry. - Flexibility to manage your days in support of our commitment to work/life balance. - Join a culture that has received multiple top “Places to Work” awards. - Embrace differences that unite us as a team and strengthen our foundation. - Show up authentically to find inspiration to do our best work. Company Description EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective to help clients meet pressing issues and position them for success. - Clients represent enterprises of every form, including financial institutions, startups, global public firms, governmental entities, and high-net-worth individuals. - Engaged by attorneys, financial professionals, bankers, investors, and key stakeholders serving these clients.

• Prepare and/or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations • Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting • Coordinate and direct the financial planning, budgeting, procurements, or investment activities for all or part of an organization • Prepare financial information • Monitor ratio and key performance indicators (KPI) • Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions • Advise management on short-term and long-term financial objectives, policies, and actions • Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations

Title: Sr. Manager - Grants Management (Gov''''t Sector Services Practice) Location: Fort Lauderdale, FL United States Remote - USA time type Full time job requisition id Req-8658 Job Description: Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Sr. Manager - Grants Management in our Government Services Practice. This role is ideal for someone who brings significant expertise in federal grant management and a proven track record of managing teams and multiple complex projects at a federal agency, state agency or a consulting firm. The role will involve leading client engagements, driving business development through opportunity identification, market and client strategy development, proposal creating, and internal and external relationship development. Candidates with experience in State and local governments, tribal governments, healthcare, nonprofit entities, and grant writing are strongly preferred. The position will provide leadership and mentorship to consulting team members and deliver business objectives and initiatives of the Firm. Note: this could be either a fully remote or hybrid role, if you are located near one of our local offices. What it Means to Work for EisnerAmper: - You will be part of one of the largest and fastest-growing accounting and advisory firms in the industry - You will have the flexibility to manage your days in support of our commitment to work/life balance - You will join a culture that has received multiple top "Places to Work" awards - We believe great work is accomplished when cultures, ideas, and experiences come together to create new solutions - Embracing our differences unites us and strengthens our foundation - Showing up authentically is how we find inspiration to do our best work What Work You Will Be Responsible For: - Lead grants management projects, including planning, execution, and delivery - Supervise and mentor project teams to support quality outcomes and professional growth - Drive revenue through new and incremental growth of current and prospective clients. - Manage the team through all phases of a program including strategic planning, work planning, mobilization, execution, and completion, consistent with established program delivery processes to meet the scope, schedule, budget, and other contract requirements. - Manage client situations; identifies and interprets federal regulations (Uniform Guidance (2 CFR 200)) and use knowledge and experience to determine method of project implementation. - Actively engage in business development activities such as participating at conferences, responding to request for proposals, including the identification and review of funding opportunities, identifying potential teaming partners, and development of proposals. - Support clients in grant application processes, including research and grant writing activities. - Lead and participate in proposal writing teams including technical writing and coordinating submissions. - Develop and maintain relationships with clients across state and local governments, tribal governments, healthcare, and nonprofit sectors - Lead internal and external knowledge management through training, insight articles, publications, and webinar participation in the grants management space. - Perform supervisory responsibilities of a team including serving as a performance career coach to staff, provide prompt feedback to Directors and Partners regarding staff performance, and complete annual staff evaluations. - May be required to occasionally work extended hours, or travel/to work from different firm offices and/or client locations. Basic Qualifications: - Bachelor's degree in Business, Public Administration, Finance, or a related field (preferred) - 10+ years of successful federal grant management experience - At least 5+ years of experience directly leading/managing federal grants projects in a consulting or advisory practice - 5+ years supervisory experience and proficiency in project management principles - Business and proposal development experience Preferred or Desired Qualifications: - Master's Degree - Certified Grants Management Specialist (CGMS), Grant Professional Certification (GPC), Project Management Professional (PMP) certifications are preferred. - Knowledge of and experience with Uniform Guidance policies and processes - Ability to work in a dynamic, fast-paced, innovative, and continuously changing environment. - Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint - Excellent interpersonal, written, and verbal communication skills in business and technical environments and within a diverse group of individuals. - Ability to perform effectively, efficiently and with quality under tight deadlines and manage multiple priorities. - Possess a high degree of professionalism including the ability to maintain high levels of confidentiality. - Experience managing multiple projects with varying size and scope - Experience with pre-award, post-award, and closeout processes for federal grants - Grant writing experience with federal, state, local, tribal, or territorial agencies - Strong policy background, including 2 CFR 200 compliance requirements - Experience working with tribal governments, healthcare organizations, and nonprofit entities - Ability to identify funding opportunities and understand grant application guidelines - Ability to contribute to thought leadership through webinars, conferences, or publications - Strong organizational skills and the ability to manage competing priorities under tight deadlines - Familiarity with using and building tools in AI systems such as Claude, Copilot, ChatGPT EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. For Minnesota, Colorado and Illinois, the expected salary range for this position is between $115,000 and $165,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements. Keeping up with ever-changing regulatory requirements, Governmental Accounting Standards Board ("GASB") pronouncements and federal grant administrative requirements can be overwhelming. Our team can help you navigate these requirements while displaying transparency with the people you serve. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 500 partners and 5,000 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. #LI-IN1 #LI-Hybrid #LI-Remote Preferred Location: Fort Lauderdale

Title: Bookkeeper Location: Boston United States time type Full time job requisition id Req-8630 Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is looking for an experienced Bookkeeper to join our Dental Advisors team. You will provide outsourced accounting services for dental practice owners. The Bookkeeper continues the development of their technical knowledge and ability to handle multiple assignments in preparing for advancement in the Firm and the community. You will be responsible for the daily progress of each engagement and have an increasing number of clients assigned over time. Performance is judged based on the quality of work, application of accounting knowledge, ability to meet deadlines, client service and budgets. What it Means to Work for EisnerAmper: - You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry - You will have the flexibility to manage your days in support of our commitment to work/life balance - You will join a culture that has received multiple top “Places to Work” awards - We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions - We understand that embracing our differences is what unites us as a team and strengthens our foundation - Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: - The Bookkeeper manages month-end accounting services for assigned clients. This includes, but is not limited to, posting of journal entries, research and corrects account discrepancies, and other related functions. The scope of service will vary depending upon the engagement. - Prepare monthly bank reconciliations. - Assist in the monthly closing of the books and the preparation of internal financial statements. - Work with different clients at the same time / Ability to manage multiple projects simultaneously. - Demonstrates the ability to recognize non-routine accounting, investment and tax issues and, after research, suggest solutions. - Maintain client files / supporting documentation. - Assist others with projects. Basic Qualifications: - 2+ years of accounting and/or bookkeeping including general ledger maintenance and financial reports. - Familiarity with accounting systems including QuickBooks Online. - Good knowledge of U.S. GAAP and financial reporting. Preferred/Desired Qualifications: - Associate’s degree or another discipline with college-level coursework in accounting is preferred. - Certified QuickBooks Online advisors preferred. - Ability to work with and develop team members in-person and remotely. - Team player with strong communication and analytical skills. - Strong time management and organizational skills. - Reliable high-speed internet connection capable of remote work and video conferencing. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Outsourced Services Team: The EisnerAmper Outsourcing group brings our team’s specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don’t take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we’re given the tools to both provide best-in-class service and constantly grow as professionals. Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers. Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. #LI-JC1 #LI-Hybrid Preferred Location: Boston

• Manages the client engagement team through all phases of a project • Prepares court documents necessary for the fulfillment of court appointed role • Maintains data integrity of notice lists • Exhibits excellent client service skills • Supports business development activities • Builds and maintains a growth pipeline • Serves as one of the firm’s primary contacts with the client • May be required to work extended hours, or travel to/work from different firm offices

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations • Build impactful relationships with clients and maintain relationships with firm leadership • Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs • Take responsibility for accurate time and billing for self and team • Responsible for training, supervising and ongoing development of associates and seniors • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services • Hold self and direct reports responsible for achieving developmental goals

Role Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. EisnerAmper is seeking a dynamic and experienced Business Development Executive to drive growth initiatives within the Private Equity (PE) sector. This individual will be responsible for cultivating strategic relationships with PE firms and their portfolio companies, identifying opportunities to deliver EisnerAmper’s full suite of accounting, tax, and consulting services. The ideal candidate will bring a consultative approach to client engagement, aligning firm capabilities with client needs to solve complex business challenges. This role is highly visible and relationship-driven, requiring a proactive presence “walking the halls” at PE firms and portfolio companies. Strategic Impact: This position is a key partner to the PE Industry Leader, helping execute EisnerAmper’s Top Down and Bottoms Up growth strategy and national go-to-market plan. The BD Executive will focus on opening doors, staying sticky with relationships, and driving account planning in collaboration with our PE delivery partners. What it Means to Work for EisnerAmper: - You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. - You will have the flexibility to manage your days in support of our commitment to work/life balance. - You will join a culture that has received multiple top “Places to Work” awards. - We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions. - We understand that embracing our differences is what unites us as a team and strengthens our foundation. - Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work. Key Responsibilities - Relationship Development: - Build and deepen relationships with key stakeholders at PE firms and their portfolio companies. - Target 15–20 priority PE relationships that do not currently engage EisnerAmper. - Cultivate connections with service providers and industry influencers to expand our network. - Consultative Selling: - Understand client challenges and link EisnerAmper’s service offerings to deliver tailored solutions across audit, tax, advisory, and consulting. - Introduce deal teams and advisory teams to prospects and portfolio executives. - Sales Strategy & Execution: - Partner with the PE Industry Leader and Head of Growth to support revenue planning, pipeline development, and sales target achievement. - Execute a Top Down and Bottoms Up growth strategy, driving penetration at the executive level and across portfolio company staff. - Assist in developing a national perspective and geographic coverage plan for PE relationships. - Account Planning & Channel Strategy: - Work with PE delivery partners to implement account planning for Channel 2 priority accounts. - Ensure relationships remain engaged beyond the first meeting, creating a culture of sustained client interaction rather than transactional referrals. - Market Intelligence: - Stay informed on PE market trends, portfolio activity, and industry developments to identify new opportunities. - Internal Collaboration: - Engage existing BD team members to align with overall PE go-to-market strategy. - Coordinate with service line leaders and sector teams to deliver integrated solutions. Success Metrics - Break into 15-20 new priority PE accounts within the first year. - Drive introductions and facilitate multi-service opportunities. - Support national growth objectives through strategic planning and tactical execution. Qualifications - 10+ years of demonstrated Private Equity business development experience - preferably in a professional services firm. - Bachelor's degree from an accredited college/university in Business or a related field. Preferred Qualifications - Familiarity with the Private Equity ecosystem, including fund structures, portfolio company dynamics, and value creation strategies. - Strong interpersonal and communication skills. - Proven ability to build trust and credibility with senior executives. - Strategic thinker with a hands-on approach. - Comfortable navigating complex organizations and driving multi-stakeholder engagement. Company Description EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.

Role Description EisnerAmper is seeking an AI Advisory Director to lead client relationships and drive growth for our AI Advisory practice. The ideal candidate will bring deep expertise in both AI capability building and adoption as well as AI governance and risk. This role requires a leader who can navigate executive conversations on AI strategy and risk while also guiding clients through practical implementation and organizational change. - Own client relationships independently, serving as a trusted advisor to C-suite executives on AI strategy, governance, and implementation. - Represent EisnerAmper on AI Advisory in executive rooms, confidently navigating conversations that span AI risk and policy through capability building and adoption. - Build and maintain relationships with boards, executive teams, and key stakeholders across client organizations. - Drive revenue growth through new client acquisition and expansion of existing relationships. - Identify opportunities within EisnerAmper's existing client base and collaborate with partners across service lines to deliver AI Advisory services. - Develop proposals, lead pitch presentations, and close engagements independently. - Lead complex AI advisory engagements spanning governance frameworks, strategy development, implementation planning, and organizational change. - Ensure successful delivery outcomes, managing scope, timelines, and client expectations. - Collaborate with internal teams and external resources to assemble the right expertise for each engagement. - Contribute to the strategic direction of the AI Advisory practice, including service development, market positioning, and thought leadership. - Build and lead delivery teams, providing mentorship and development to managers and senior consultants. - Maintain deep knowledge of AI market trends, regulatory developments, and emerging technologies across industries. - Travel approximately 35% to client sites and EisnerAmper offices. - May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations. Qualifications - 15+ years of experience in AI, technology strategy, risk management, or management consulting. - 5+ years in a client-facing leadership role with direct responsibility for executive relationships and revenue generation with demonstrated expertise in both AI governance/risk and AI capability building/adoption. Requirements - Bachelor's degree and/or advanced degree preferred. - Experience in professional services, consulting, or advisory roles serving enterprise clients. - Track record of building and growing advisory practices or service lines. - Deep knowledge of responsible AI governance frameworks, AI/ML technologies, and enterprise AI adoption patterns. - Experience advising boards and C-suite executives on technology risk and strategy. - Strong executive presence with excellent communication and relationship-building skills. - Ability to translate complex technical concepts into business value for non-technical audiences. - Existing network of executive relationships is a plus. Benefits - Be part of one of the largest and fastest growing accounting and advisory firms in the industry. - Flexibility to manage your days in support of our commitment to work/life balance. - Join a culture that has received multiple top “Places to Work” awards. - Great work is accomplished when cultures, ideas, and experiences come together to create new solutions. - Embracing our differences unites us as a team and strengthens our foundation. - Showing up authentically inspires us to do our best work.

Role Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. EisnerAmper is seeking a Senior SOC Analyst to join our global cybersecurity team and play a critical role in safeguarding the firm’s technology ecosystem and client data. This position offers the opportunity to lead incident response efforts, mentor junior analysts, and continuously improve our SOC capabilities in a fast-paced, professional environment. This is an exciting opportunity to join a firm where cybersecurity is a strategic priority. You’ll work with a forward-thinking team dedicated to protecting our systems, data, and client trust—while continuing to grow your leadership and technical expertise in an enterprise environment. What Work You Will be Responsible For: - Lead threat detection and incident response efforts, including containment, recovery, and root cause analysis for high-severity incidents. - Monitor SIEM, EDR, cloud platforms, and other tools to identify, triage, and investigate potential security threats. - Proactively hunt for threats using threat intelligence and MITRE ATT&CK framework to surface risks and enhance monitoring. - Develop and optimize SOC use cases, detection rules, and response playbooks. - Act as a point of escalation for junior analysts and ensure efficient alert handling and incident escalation. - Mentor SOC team members, review investigation reports, and lead by example in documentation and best practices. - Collaborate with IT, audit, compliance, and business teams to remediate issues and improve defenses. - Support audit, compliance, and regulatory needs with detailed and accurate incident documentation. Qualifications - 5+ years of experience in information security, with at least 2–3 years in a SOC analyst role (Tier 2 or above) with hands-on experience with Google SecOps SIEM, Microsoft Defender for Endpoint (EDR), ReliaQuest GreyMatter, and log analysis from network, endpoint, and cloud sources. - Bachelor's degree in Cybersecurity, Computer Science, or related field (or equivalent work experience). Preferred/Desired Skills - Strong understanding of cloud security (Azure, AWS), using tools like Microsoft Defender for Cloud, and AWS GuardDuty. - Demonstrated ability to lead incident response end-to-end, including forensics and root cause analysis. - Familiarity with scripting/automation (Python, PowerShell, Bash) and SOAR platforms. - Working knowledge of frameworks such as MITRE ATT&CK and NIST CSF. - Excellent written and verbal communication skills, with the ability to convey technical details to various stakeholders. - Certifications relevant to cybersecurity and enterprise IT systems. - Experience with IDS/IPS, DLP, IAM, or vulnerability management tools in large-scale environments. - Knowledge of DevSecOps, container security (e.g., Kubernetes), and SaaS/cloud application protection. - Prior experience in a regulated or professional services environment (e.g., finance, audit, advisory). Company Description EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 500 partners and 5,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. - Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. - We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

• Serve as the fractional CFO for a portfolio of high-growth Consumer Packaged Goods (CPG) and Technology clients. • Provide financial leadership and strategic counsel to founders, CEOs, and their boards. • Guide clients through fundraising (debt and equity), investor pitch decks, and board presentations. • Analyze complex financial information to provide accurate, timely, and strategic recommendations for decision-making. • Ensure financial models and reporting reflect GAAP (e.g., revenue recognition). • Continually monitor metrics and highlight trends and unexpected variances. • Act as the primary point of contact for clients and expand services to existing relationships.