Senior Investment Consultant
1 week ago
ECG Resources is seeking a seasoned professional to lead and develop our Florida operations within a well-established Multi-Family Office managing over $6 billion in assets.
This role presents an entrepreneurial opportunity to enhance our existing Florida practice while leveraging a robust client portfolio.
- Engage with our current Florida clientele and Centers of Influence.
- Partner with senior leadership to foster new connections with Ultra High Net Worth clients, specifically those with assets ranging from $25 million to $1 billion.
- Act as the primary relationship manager for these clients, ensuring their needs are met with the utmost professionalism.
- The Advisor will receive comprehensive support from the firm in both business development and client servicing.
- A minimum of 5 years of business development experience is required, along with a proven history of success in attracting new business from UHNW clients across various sectors (investments, insurance, luxury assets, etc.).
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Investment Risk Management Professional
5 days ago
West Palm Beach, Florida, United States SS&C Technologies Full timeJob DescriptionSenior Associate - Senior Risk Analyst 11Locations: Remote, HybridJob Summary:We are seeking a highly skilled Senior Associate to join our team as a Senior Risk Analyst. The successful candidate will be responsible for monitoring risk profiles and performance attribution of hedge funds spanning multiple hedge fund strategies, including equity...
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Senior Financial Consultant
2 weeks ago
West Palm Beach, Florida, United States Atrium Staffing Services Ltd. Full timeAtrium Staffing Services Ltd. is a prominent player in the consumer goods and retail sector, recognized for its diverse range of premium products and unwavering dedication to client satisfaction. We are currently seeking a Senior Financial Consultant to enhance our financial team. Compensation: $90,000 plus a 10% performance bonus Role Overview: We are in...
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Investment Advisory Associate
2 weeks ago
West Palm Beach, Florida, United States Simplex Full timeThis role is a hybrid position requiring three days in-office and two days working remotely. Our client, a reputable and expanding investment and wealth management firm, caters to ultra-high-net-worth families, family offices, and institutional investors. With a workforce of approximately 140 employees and multiple offices nationwide, they manage assets...
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Senior Credit Analyst
2 weeks ago
West Palm Beach, Florida, United States Great Elm Capital Management, Inc. Full timeSenior Credit Analyst Position Overview:Great Elm Capital Management, Inc. is on the lookout for a seasoned Credit Analyst to bolster its senior investment team, reporting directly to the Head of Research. The ideal candidate will be responsible for conducting thorough analyses across various sectors and the companies operating within them, ultimately making...
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Investment Professional, Private Equity
2 weeks ago
West Palm Beach, Florida, United States Cambridge Capital LLC. Full timeExciting Opportunity at Cambridge Capital LLC for a Senior Investment Associate Dear Candidate, Cambridge Capital LLC, a prominent growth capital and buyout firm specializing in the supply chain industry, is looking to enhance its team. We are in search of a seasoned investment professional who will take charge of investment sourcing, comprehensive analysis,...
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Senior Tax Consultant
2 weeks ago
West Palm Beach, Florida, United States Glades Talent Full timeAre you looking for a supportive and dynamic workplace? Do you excel in a vibrant atmosphere? If yes, Glades Talent is the perfect place for you! We are on the lookout for a Full-Time Senior Tax Consultant to enhance our expanding team.Our firm is committed to delivering exceptional service to our clients, as we pride ourselves on being an inclusive,...
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Senior International Tax Consultant
2 weeks ago
West Palm Beach, Florida, United States Jobot Full timeRecognized for Excellence in Workplace Culture This opportunity is presented by Jobot. Salary Range: $90,000 - $120,000 annually About Us: We are a highly regarded firm in the public accounting sector, celebrated for our outstanding workplace culture and work-life balance. With over 60 years of experience, we have been dedicated to meeting the...
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Senior International Tax Consultant
1 week ago
West Palm Beach, Florida, United States Jobot Full timeAbout UsRecognized as a leader in the accounting sector, we pride ourselves on fostering a vibrant workplace culture. Our firm combines the extensive resources of a national organization with the supportive environment typical of local firms.Our LegacyWith over 60 years of experience, we have been dedicated to meeting the accounting, tax, and business...
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Senior Retail Consultant
1 day ago
West Palm Beach, Florida, United States Parallel Full timePosition OverviewWelcome to Parallel At Parallel, we are dedicated to cultivating a diverse and inclusive environment where every individual's unique attributes are acknowledged and valued. We strive to provide equal opportunities to all candidates, irrespective of race, color, religion, national origin, age, sex, marital status, disability, veteran status,...
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West Palm Beach, Florida, United States Point72 Full timeBecome a key player in our Investment Analyst Program at Point72Are you a strategic thinker with a distinctive approach to investment analysis? At Point72, we appreciate innovation, independence, and analytical precision. As an Investment Analyst, your responsibilities will include:Enhancing your expertise in company evaluation and financial modelingApplying...
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West Palm Beach, Florida, United States Point72 Full timeBecome a vital member of our team as an Investment Analyst at Point72Are you an analytical thinker with a distinctive viewpoint that can enhance investment strategies? At Point72, we appreciate innovation, independence, and analytical precision. As an Investment Analyst, your responsibilities will include:Enhancing your expertise in comprehensive company...
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Senior Credit Research Analyst
2 weeks ago
West Palm Beach, Florida, United States Great Elm Capital Management, Inc. Full timeExperienced Credit Analyst Opportunity Position Overview:Great Elm Capital Management, Inc. is on the lookout for a seasoned Credit Analyst to bolster its senior investment team and report directly to the Head of Research. The ideal candidate will be responsible for conducting thorough analyses across various sectors and the firms operating within them,...
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Lead Investment Portfolio Strategist
2 weeks ago
Palm Beach, Florida, United States Cypress Bank & Trust Full timeJob OverviewPOSITION TITLE: Senior Portfolio ManagerDIVISION: Portfolio ManagementREPORTING TO: Chief Investment Officer (CIO)Company OverviewCypress Bank & Trust is a distinguished financial institution that began its journey as a boutique corporate fiduciary in Florida and evolved into a comprehensive bank and trust company. With multiple full-service...
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Senior Credit Analyst
2 weeks ago
West Palm Beach, Florida, United States Great Elm Capital Management, Inc. Full timeSenior Credit Analyst Opportunity Position Overview:Great Elm Capital Management, Inc. is on the lookout for a skilled Senior Credit Analyst to bolster its senior investment team, reporting directly to the Head of Research. The ideal candidate will be responsible for conducting thorough analyses across various sectors and the companies operating within them,...
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Geological Consultant
5 days ago
West Palm Beach, Florida, United States Geosyntec Consultants Full timeAbout Geosyntec ConsultantsWe are a leading international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure.Job SummaryThis is a senior leadership role involving project, client, staff, and business development...
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Senior Financial Compliance Consultant
2 weeks ago
Fort Walton Beach, Florida, United States Cloverland Park Senior Living Full timeJob Family :Finance & Accounting ConsultingTravel Required :Up to 10%Clearance Required :Ability to Obtain SecretRole Overview :The Senior Financial Compliance Consultant will leverage their expertise in accounting, auditing, business management, finance, data management, information systems, and technology to support our client in enhancing financial...
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Senior Fund Accountant
3 days ago
West Palm Beach, Florida, United States Atrium Staffing Full timeAbout Atrium StaffingAtrium Staffing is a leading provider of staffing solutions for the financial industry. We are committed to delivering exceptional service and expertise to our clients and candidates.Job SummaryWe are seeking a highly skilled Senior Fund Accountant to join our team. The successful candidate will be responsible for managing the accounting...
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Senior Tax Consultant
1 week ago
West Palm Beach, Florida, United States Jobot Full timeWork Arrangement: Hybrid model with a blend of onsite and remote work.Compensation and Benefits:15% commission on new businessBusy season entails approximately 50 hours per weekAnnual raises ranging from 5-10%Bonuses distributed biannually, in June and DecemberCompetitive salary range: $90,000 - $130,000 annuallyThree weeks of paid time offComplimentary gym...
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Senior Tax Consultant
2 weeks ago
West Palm Beach, Florida, United States Jobot Full timeWork Arrangement: Hybrid model with 2 days in the office and 3 days remote.Compensation and Benefits:15% commission on new businessAnnual salary range: $90,000 - $130,00050-hour work weeks during peak season5-10% salary increases each yearBiannual bonuses distributed in June and DecemberComprehensive healthcare coverage for individuals3 weeks of paid time...
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Senior Tax Consultant
2 weeks ago
West Palm Beach, Florida, United States Jobot Full timeWork Environment:Hybrid model with flexibility15% commission on new business50-hour work weeks during peak seasonAnnual raises between 5-10%Biannual bonuses ranging from 5-15%Generous PTO policy of 3 weeksAbout Us:We are a comprehensive public accounting and technology consulting firm, dedicated to providing personalized service while leveraging extensive...