Partner, Assurance Services – Financial Services, Broker-Dealer

Aprio

Partner role at Aprio leading client engagements, expanding market presence, and mentoring talent. Driving revenue growth and operational effectiveness in Assurance Services.

Posted 7/21/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive leadership experience in professional services, with a strong focus on client service, strategic growth, and team development. Possesses deep expertise in Assurance and a solid understanding of the Financial Services and Broker-Dealer industries.

Highest-signal resume keywords

12+ Years Leadership ExperienceTechnical Expertise in AssuranceRevenue Growth and Client ExpansionMentoring and Team DevelopmentFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strategic ThinkingCollaborative LeadershipHigh Ethical Standards

Industry Keywords

Professional ServicesClient SatisfactionMarket RelationshipsService ExpansionDiversity and InclusionHigh Trust Environment

About the role

Key responsibilities & impact

Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
Drive exceptional client experiences aligned with Aprio’s service standards.
Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
Build and maintain strong referral networks, strategic partnerships, and market relationships.
Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
Represent Aprio internally and externally as a leader committed to firm culture and values.
Recruit, mentor, and develop top talent within the practice area.
Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
Provide performance oversight, career coaching, and succession planning support.
Foster a diverse, inclusive, high trust environment that enables teams to excel.

Requirements

What you’ll need

12+ years of experience and demonstrated track record of leadership within a professional services firm.
Strong technical expertise in the relevant discipline (Assurance).
Proven success driving revenue growth, client expansion, and practice development.
Reputation for exceptional client service, strategic thinking, and collaborative leadership.
Demonstrated ability to mentor, inspire, and build high performing teams.
High ethical standards.
Deep Financial Services and Broker-Dealer industry experience (Preferred).
Experience operating in high growth, multilocation, or national firm environments (Preferred).
Prior partner or executive leadership experience (Preferred).

Benefits

Comp & perks

EQUAL OPPORTUNITY EMPLOYER
Encouraging diversity in the workplace.