Private Client Adviser

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

Business Title: Senior Manager, Business Tax Services - Private ClientsRequisition Number:Function: Tax ServicesArea of Interest:State:TXCity: DallasDescription:At KPMG, you will have the opportunity to work with a dynamic team at one of the world's top tax firms, providing high-quality tax services and advice to ultra-high net worth individuals and family...

Job Title: Private Client Advisor IIThis role is responsible for driving new business development and deepening client relationships to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of...

Job SummaryThis role is responsible for driving new business development, deepening client relationships, and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including...

Job Summary:This role is responsible for driving business development and deepening client relationships to achieve strategic goals. The Private Client Advisor leads the client management process, partnering with internal teams to provide a comprehensive client experience, including access to Private Bank and Bank of America capabilities and services....

About This RoleAt Goldman Sachs, we are seeking a highly skilled Private Lending Underwriter to join our team in Dallas, TX. As a key member of our Consumer and Wealth Management division, you will be responsible for assessing, underwriting, and monitoring the credit risk incurred in loan transactions.Your primary focus will be on evaluating the credit...

Unlock Your Potential as a Client Success Specialist IAt Corient Private Wealth LLC, we're dedicated to empowering our clients to achieve their financial goals. As a Client Success Specialist I, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Serve as the primary point of contact for...

Unlock Your Potential in Private CreditAs a highly skilled Staff Attorney in our Private Credit Department, you will play a critical role in driving business growth and delivering exceptional results for our clients. With a strong background in private credit/finance matters, you will be responsible for advising on complex transactions, managing client...

Key ResponsibilitiesThis role is responsible for driving business growth through new client acquisition and deepening existing client relationships. The Private Client Advisor will lead the client management process, building upon an internal and external network to achieve business development goals.Key Skills and QualificationsStrong business development...

About Third BridgeThird Bridge is a market-leading investment research firm that provides integrated solutions for top investors and business leaders. Our superpower is the combination of human insights and unique investor-led content with a global expert network.Job DescriptionAs a Private Market Clients Associate, you will work with private equity clients...

Senior Tax Manager - Private Equity ExpertAre you a seasoned tax professional looking for a challenging role in private equity? Do you have a passion for tax planning and compliance? We have an exciting opportunity for a Senior Tax Manager to join our team at Proven Recruiting. Key Responsibilities:Provide innovative tax planning and consulting services to...

About the RoleRSM Global is seeking a highly skilled Tax Manager to join our Business Tax practice. As a Tax Manager, you will be responsible for providing exceptional tax advisory services to our clients, including business owners and private companies.Key ResponsibilitiesAdvise clients on a full spectrum of business and tax opportunities, including...

About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Client Services team at EisnerAmper. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector,...

Job Title: SVP Private Client Services OperationsWe are seeking a highly experienced and strategic Senior Vice President to lead our Private Client Services Operations team. As a key member of our leadership team, you will be responsible for developing and executing strategic plans to improve the overall client experience, team productivity, and quality.Key...

Job Description 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 seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

About the RoleWe are seeking a Tax Senior Associate to join our Private Client Services (PCS) team at EisnerAmper. As a Tax Senior Associate, you will be responsible for preparing and reviewing tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.Key...

VP/Director - Private EquityThe Role: Affirm Partners is partnering with one of the world’s most prestigious law firms to build an innovative Market Intelligence Team composed of cross-disciplinary professionals from elite institutions across private equity, investment banking, strategy consulting and corporate law backgrounds. Reporting directly to the...

VP/Director - Private EquityThe Role: Affirm Partners is partnering with one of the world’s most prestigious law firms to build an innovative Market Intelligence Team composed of cross-disciplinary professionals from elite institutions across private equity, investment banking, strategy consulting and corporate law backgrounds. Reporting directly to the...

VP/Director - Private EquityThe Role: Affirm Partners is partnering with one of the world’s most prestigious law firms to build an innovative Market Intelligence Team composed of cross-disciplinary professionals from elite institutions across private equity, investment banking, strategy consulting and corporate law backgrounds. Reporting directly to the...

About the RoleEisnerAmper is seeking a highly motivated and detail-oriented Tax Staff I to join our Private Client Services team. As a key member of our team, you will be responsible for preparing financial statements, performing compilations and reviews, and learning the preparation procedures of federal and state income tax returns.Key...