Talent.com
No longer accepting applications
Advisory Opportunity Engagement Set-Up Associate

Advisory Opportunity Engagement Set-Up Associate

KPMGDallas, Texas, United States
30+ days ago
Job type
  • Full-time
Job description

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.

KPMG is currently seeking an Associate, Opportunity Engagement Set-Up to join our Advisory organization.

Responsibilities :

  • Maintain and support assigned opportunities throughout their life cycle, including engagement set-up, obtain necessary reports, create quotes / pricing workbooks, inform coordinators of required codes, keep pursuit teams informed, learn service offerings; identify and resolve issues, acting as a subject matter resource; facilitate assessment and evolution processes
  • Build relationships with pursuit teams and work to understand their service lines
  • Preserve all assigned opportunities, directly contribute to pipeline health which includes weekly review of potentially stale opportunities, outreach to appropriate partners and managing directors to obtain updates and update opportunities in Engage / Launchpad
  • Serve as a subject matter resource for the firm's opportunity, pricing, risk management systems, and deal review boards including ServiceNow, Salesforce, Pricing tool and Client / Engagement Acceptance Set-Up (CLEAS)
  • Participate in developing best practices for the Opportunity Engagement Set-Up (OES) team in conjunction with Senior Associate OES, the Manager OES and / or Director of Operations; participate actively in weekly and monthly team calls
  • Sign-up to support and actively participate in any number of special projects
  • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications :

  • Minimum three years of recent combined experience in areas such as administrative, legal, finance, business development, project management and client service experience; experience within a professional services firm or similar environment is preferred
  • Bachelor's degree from an accredited college / university in business; equivalent experience is required
  • Proficient in Microsoft Office Suite applications including Word, Excel, and Outlook; familiarity with software applications and systems of the firm, including Salesforce, Pricing tool, Sentinel and CLEAS preferred; experience using internet research tools and database management
  • Strong time management skills and the aptitude to effectively manage stakeholder expectations; highly skilled in critical thinking and analytical problem solving with a proven ability to tackle complex challenges and offer effective solutions
  • Exceptional communication, interpersonal, and organizational skills allowing for proactive task and project management, as well as stakeholder engagement; demonstrate the ability to exercise independent judgment in making day-to-day decisions in formulating solutions to problems
  • Travel may be required, and general workdays sometimes exceed a 9 : 00am-5 : 00 pm local time workday, possibly resulting in some weekend coverage
  • Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
  • KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local / state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.

    Follow this link to obtain salary ranges by city outside of CA :

  • ?id=4833_9_25
  • KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

    KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

    Los Angeles County applicants : Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

    Create a job alert for this search

    Engagement Associate • Dallas, Texas, United States

    Related jobs
    • Promoted
    Sales Development Program Sales Associate

    Sales Development Program Sales Associate

    United RentalsIrving, TX, United States
    Full-time
    If you'd like the chance to make your mark with the world's largest equipment rental provider,.As a Sales Associate, you will have an exciting opportunity to grow your sales career with the leader ...Show moreLast updated: 1 day ago
    • Promoted
    Membership Sales Associate

    Membership Sales Associate

    ScenthoundAllen, TX, United States
    Full-time
    This role is ideal for someone who is.We believe in career development, and top performers in this role will have the opportunity to advance into management as we continue to expand.Build strong re...Show moreLast updated: 7 days ago
    • Promoted
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath GroupDallas, TX, US
    Permanent
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform.What Sets This Opportunity Apart.Transparent, direct BD payouts governed by LPL’s schedule.Receive an o...Show moreLast updated: 30+ days ago
    • Promoted
    Seasonal Associate - Opportunities available in Sales / Support or Store Fulfillment

    Seasonal Associate - Opportunities available in Sales / Support or Store Fulfillment

    BelkWaxahachie, TX, US
    Full-time +1
    As a Seasonal team member, you'll play an important role in delivering excellent customer service, driving sales, and supporting store operations to ensure a positive shopping experience for every ...Show moreLast updated: 11 days ago
    • Promoted
    Associate Wealth Advisor | Plano Texas

    Associate Wealth Advisor | Plano Texas

    RK PartnersPlano, TX, US
    Full-time
    Associate Wealth Advisor-RIA Firm.Serve as lead advisor on client relationships.Explain to clients all financial planning topics which include but are not limited to retirement, tax, estate, insura...Show moreLast updated: 11 days ago
    • Promoted
    Sales Development Associate

    Sales Development Associate

    GartnerIrving, TX, United States
    Full-time
    We deliver actionable, objective insight that drives smarter decisions and stronger performance on an organization's mission-critical priorities. Our unrivaled combination of expert-led, practitione...Show moreLast updated: 30+ days ago
    • Promoted
    Manager, Associate Engagement & Development (Global Conferences)

    Manager, Associate Engagement & Development (Global Conferences)

    GartnerIrving, TX, United States
    Full-time
    The Manager, Conferences Associate Engagement & Development will lead various programs designed to enhance the employee, or associate, experience and support professional growth.Primarily, this rol...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Eligibility Advisor I - Temporary

    Eligibility Advisor I - Temporary

    Texas Health and Human Services CommissionGrand Prairie, TX, United States
    Full-time +2
    Join the Texas Health and Human Services Commission (HHSC) and be part of a team committed to creating a positive impact in the lives of fellow Texans. At HHSC, your contributions matter, and we sup...Show moreLast updated: 3 hours ago
    • Promoted
    Temporary FC Operations Associate

    Temporary FC Operations Associate

    GCG CompaniesCoppell, TX, US
    Full-time
    Temporary FC Operations Associate.Requisition Number : CONTI007363.Temporary FC Operations Associate.We are seeking a temporary FC Operations Associate to join our rapidly growing team.The temporary...Show moreLast updated: 30+ days ago
    • Promoted
    Deloitte - Strategy Summer Associate

    Deloitte - Strategy Summer Associate

    DeloitteDallas, TX, US
    Full-time
    Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.Benefits A...Show moreLast updated: 7 days ago
    • Promoted
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmperDallas, TX, United States
    Full-time
    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 seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Advisor

    Wealth Management Advisor

    Fisher InvestmentsCrandall, TX, United States
    Full-time
    Join our renowned firm as a Wealth Management Advisor, where you will inherit a roster of high-net-worth clients and stop prospecting. Since 1995, Fisher Investments has been dedicated to enhancing ...Show moreLast updated: 4 days ago
    • Promoted
    Membership Retention Agent

    Membership Retention Agent

    AAACoppell, TX, US
    Full-time
    This position makes outbound phone calls to lapsed members in California, Hawaii, New Mexico and Texas in order to renew those memberships. Using a predictive dialing tool, call lapsed members in Ca...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Development Associate (December 2025 Graduates)

    Sales Development Associate (December 2025 Graduates)

    GartnerIrving, TX, United States
    Full-time
    About the Sales Development Program.Are you driven by results and achieving goals? Have a passion for problem solving? You've come to the right place. We're seeking sales associates to join our Glob...Show moreLast updated: 30+ days ago
    • Promoted
    Business Development Associate - Smith Anglin Financial

    Business Development Associate - Smith Anglin Financial

    HighTowerDallas, TX, United States
    Permanent
    Smith Anglin Financial is an airline-focused wealth management practice based in Dallas, Texas.With $2B+ under management as of September 2025, we focus our efforts on serving pilots who fly for th...Show moreLast updated: 7 days ago
    • Promoted
    Acquisition Associate

    Acquisition Associate

    Millman Recruiting Services, LLCDallas, TX, United States
    Full-time
    Real Estate Acquisitions Associate.In office role in Dallas, full time.The Associate will take a leading role in sourcing, underwriting, and executing retail acquisition opportunities across the co...Show moreLast updated: 4 days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Mission Wealth Management LPDallas, TX, US
    Full-time
    As a Barron’s Top 100 RIA firm and voted.Fortune, Pacific Coast Business Times, Inc.Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded. CFP or CFA designation to j...Show moreLast updated: 3 days ago
    • Promoted
    Wealth Advisor, Managing Director

    Wealth Advisor, Managing Director

    BakerAvenueSouthlake, TX, US
    Full-time
    Since 2004,BakerAvenue has guided clients through personal and professional transitions.Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, fa...Show moreLast updated: 30+ days ago