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RSM US LLP
Private Equity Independence Manager
Career Insights for Client Relationship Manager
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Based on New Jersey data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$86,950 / year median in New Jersey
-4% projected decline
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The Independence Manager assists with managing risk to the Firm regarding independence requirements of regulatory bodies including the Securities Exchange Commission, Public Accounting Oversight Board and American Institute of Certified Public Accountants. As a member of the National Office of Ethics & Independence, this position serves as a strategic advisor to client service teams on auditor independence matters, providing consultation on the application of independence rules, standards and policies to complex client relationships, private equity structures, capital markets transactions, engagement-specific matters, and the maintenance of accurate affiliate and entity data. Relocation is not required. Essential Duties Serve as primary independence contact/advisor for private equity and other client engagement teams. Advise client service teams, client relationship leaders and business developers on independence matters regarding current engagements, prospective opportunities, and evolving client relationships. Assess immediate and anticipated independence implications arising from complex private equity and other high-risk organizational structures, including ownership relationships, affiliates, portfolio companies, service arrangements, and other components of the Firm's relationship with the client organization. Advise teams on the independence implications of client relationship and business decisions, including prospective services, vendor and resale arrangements, the application or election of SEC independence requirements across an organizational structure, and other decisions that may affect the Firm's current or future ability to provide services. Consult with and advise engagement teams serving clients that are pursuing or considering capital markets transactions, including initial public offerings and other public-company transactions. Assist teams in understanding and navigating applicable independence requirements and processes as well as assisting in the identification and evaluation of independence considerations throughout transaction planning and execution. Assist with the required independence search processes for client relationships including evaluating the independence search results, coordinate with appropriate stakeholders to resolve identified matters, and provide engagement teams with clear documentation supporting independence conclusions. Assist in complex affiliate analyses and maintenance of affiliate trees in the firm's entity management system. Includes gathering data and information about affiliates from structure charts and public resources and establishing relationships with external clients to facilitate the receipt of such information. Supervise 4 - 7 individuals in US and India. May serve as a performance advisor. Evaluate existing processes and recommend innovative solutions to improve effectiveness, scalability, and user experience.