Aprio

Partner, Assurance Services | Financial Services (Broker-Dealer)

Aprio$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12+ years of leadership experience in a professional services firm
  • Strong technical expertise in Assurance
  • Proven revenue growth and client expansion record
  • Reputation for exceptional client service and strategic thinking
  • Ability to mentor and inspire high-performing teams
  • High ethical standards

Responsibilities

  • Serve as a trusted advisor providing strategic and operational guidance to clients
  • Provide oversight on complex engagements ensuring quality and client satisfaction
  • Stay informed on industry trends that affect client operations
  • Deliver exceptional client experiences aligned with Aprio's standards
  • Create and execute growth plans to expand market presence
  • Build and maintain strong referral networks and partnerships
  • Identify opportunities for service expansion and cross-firm collaborations
  • Champion Aprio's culture and values in all representations

Benefits

  • Opportunities for career advancement and leadership development
  • Access to a diverse and inclusive work environment
  • Support for professional training and certifications
  • Opportunity to contribute to strategic direction of the firm
  • Mentoring and coaching programs for personal and professional growth
Full Job Description
Position Overview

The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration.

Responsibilities

Client Leadership & Service Delivery

  • 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.


Business Development & Growth

  • 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.


Talent Development & Team Leadership

  • 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.


Qualifications

Required
  • 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.
Preferred
  • Deep Financial Services and Broker-Dealer industry experience.
  • Experience operating in high growth, multilocation, or national firm environments.
  • Prior partner or executive leadership experience.


About Aprio

Aprio is an accounting firm that provides a wide range of services to clients in various industries. The firm has a global presence with offices in the United States, Europe, and Asia. Aprio is committed to providing high-quality services to its clients and has been recognized for its expertise in areas such as tax planning, audit and assurance, and business consulting. The firm is also committed to diversity and inclusion and has been recognized for its efforts in this area. Aprio is dedicated to giving back to the community and has been recognized for its contributions to various charitable organizations.
Learn more about Aprio
Size
500 employees
Industry

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