Client Advisory Team Director

Job DescriptionJob DescriptionDuties and Responsibilities:Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion.Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not...

Job DescriptionJob DescriptionInvestment Advisory AssociateDallas, TXISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

This is East 57th Street Partners... WE KNOW THE RIGHT PEOPLE. MORE IMPORTANTLY, THE RIGHT PEOPLE KNOW US At East 57th Street our business is professional accounting, human resource, technology, executive search, and strategic business advisory services. Our products are high caliber, self-motivated, and self-managed professionals who provide superior...

This is East 57th Street Partners... WE KNOW THE RIGHT PEOPLE. MORE IMPORTANTLY, THE RIGHT PEOPLE KNOW US At East 57th Street our business is professional accounting, human resource, technology, executive search, and strategic business advisory services. Our products are high caliber, self-motivated, and self-managed professionals who provide superior...

As an Associate Director in our Executive Compensation and Board Advisory practice, you will collaborate with some of the industry’s top consultants while you develop deep and cutting-edge technical knowledge and skills. You will manage consulting projects while providing input to senior colleagues and overseeing and quality-reviewing junior staff’s...

Develop & build advisory business on Cetera's platforms through relationship building & advisory business consulting with a pipeline of advisors without advisory business experience through a goto-market strategy of attraction & engagement developed & implemented for the assigned Division.The successful Divisional Sales Development Consultant will drive the...

The Transaction Advisory Services Manager at Calvetti Ferguson will primarily work on Transaction Advisory Services with the opportunity to grow into being a Manager in Valuation, Mergers & Acquisition (Sell-Side Representation), Litigation Support and Bankruptcy & Restructuring Services. The primary role of the Manager is to assist in the strategic...

**Senior Risk Advisory Analyst (Broker/Dealer)** CAROUSEL_PARAGRAPH * Dallas, Texas * Audit, Risk, Compliance & Fraud * 13325 * Hilltop Holdings ** Share Job** ** Job Description** Hilltop Holdings Inc. (NYSE:HTH) is a Texas-based diversified financial holding company specializing in banking, mortgage origination , and financial advisory through its...

Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work...

Our client, a boutique Accounting Advisory firm, is interested in hiring Accounting and Finance Professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability...

Finquest is the premier big data and AI company focused on identifying and connecting Private Equity and Corporate clients to relevant off-market acquisition and investment opportunities. A fast-growing Fintech, Finquest is headquartered in Singapore, with offices also in Luxembourg, London, Hong Kong, New York, Paris, Frankfurt, Bangalore and Toronto. Our...

Job DescriptionJob DescriptionDescriptionThe Director, Client Strategy will deliver exceptional client results by providing sound, innovative, strategic leadership to a portfolio of accounts through a rigorous discipline of account planning, strategy development, and project management.  This role requires comprehensive direct response knowledge including...

Job DescriptionJob DescriptionPosition: Director of TaxJob Type: Full-timeLocation: Dallas, TXSalary: DOE Company Summary: The company is distinguished by its comprehensive tax and financial services adapted to a diverse clientele. The company's reputation is built on a strong commitment to excellence, customer-centric approaches and innovative...

Manager Compliance Advisory Retail The Retail Compliance Advisory Manager will provide guidance and direction to Retail line of business on the organization's Compliance program and serve as a trusted advisor to Retail leadership. This individual will report directly to the Deputy Chief Compliance Officer and act as the primary compliance contact for...

Job DescriptionJob DescriptionHybrid-Remote RoleExceptional Base Comp + Bonus + 100% Employer Pd Benefits$85K to $110K DOEAre you a forward-thinking, proactive accounting leader who struggles with your firm's age-old focus on where we've been vs. where we're going?Are you the type of person who enjoys creatively solving problems and facing...

Senior to Senior Manager- Accounting Advisory / Technical Accounting Job Number: 2424 Job Description Senior Assocaite to Senior Manager – Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients...

Hext Capital Partners is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and...