Job Description
Key ResponsibilitiesFinancial Planning & Analysis
Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles.
Develop customized rec...
Job DescriptionHello. While this posting is under IPM Advisory, we are searching for a proactive Financial Manager / Organizational Management for our Financial Wealth Advisory and in addition will be...
Job DescriptionThe Opportunity
Our client is building a rapidly growing national legal platform within a broader professional services organization serving an extensive existing client base of entrepr...
Job DescriptionAbout Corient
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global...
Job DescriptionA newly established single family office in Charleston is looking for a CFO to serve as the principal's financial partner across personal wealth, tax, and philanthropy.
The principal is...
Quantitative Analyst
Open
Job DescriptionPrivate Markets Quant Analyst will design and maintain customized investment strategies across the firm’s global alternatives platform, including real estate, infrastructure, renewabl...
Job DescriptionEstablished financial services firm is seeking an experienced Senior Tax Manager to join its growing tax and wealth management team.
This role will partner closely with financial advis...
Product Manager
Open
Job DescriptionDirector of Product Management
Location: Hybrid (New York Metro Preferred)
Overview
Our client, a leading provider of financial technology solutions, is seeking an experienced Director ...
Job DescriptionAbout the job
About the Company
Seattle Corporate Search is recruiting a Financial Advisor for a confidential, rapidly growing, fee-only Registered Investment Advisor (RIA) in Bellevue...
Job DescriptionWhy Capitas
Capitas Financial has achieved double-digit growth for more than five consecutive years, and we are expanding our field force to meet growing demand.
Capitas combines the o...
Job Description职位描述：
Job Summary
We are a bilingual CPA firm (中英文双语会计师事务所) that provides U.S. and international tax services, with a focus on high-net-worth individuals...
Job DescriptionWho we are:
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an...
Job DescriptionPortfolio Manager/Financial AnalystPosition Summary
Telos Capital Management, Inc. is a leading, SEC registered investment advisor located in San Diego, CA, managing approximately $1.7 ...
Accountant
Open
Job DescriptionWe’re looking for an Accountant to own the financial side of our own business. You’ll keep our books clean, run the monthly close, track advisory fee revenue, and make sure the numb...
Senior Trust Officer
Open
Job DescriptionCompany Description
CISA Trust Company (South Dakota) LLC (“CISA SD”) is a trust company that holds a public non-deposit trust charter from the Division of Banking of South Dakota. ...
Camunda lead
Open
Job DescriptionRole Summary We are seeking a seasoned Camunda Lead / Architect with deep expertise in designing and implementing large-scale workflow and BPM solutions in financial services environmen...