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Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business—thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience.
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Solid knowledge of Private Wealth Advisory/Private Banking, or Asset Management, or Private Equity businesses and supporting activities. Relevant certification or industry accreditation (e.g., CPA, CFA, CIA, NASD Series) is a plus.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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Knowledge of back-office operations of a financial advisory firm. Client Service Associate Wealth Management. 2+ years of experience in the financial advisory services industry.
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You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Demonstrated experience developing products in the Asset Management, Wealth Management or Advisory industry. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.
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Make an ImpactYeo & Yeo is a leading Michigan-based accounting and advisory firm offering a full range of business consulting, assurance, tax, technology and wealth management solutions.
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Kaufman Rossin is seeking an experienced, Manager-level accounting professional to join our family law-specific Forensic, Advisory & Valuation Services team. Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
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This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
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In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required. The Sr. Account Manager will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
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D.A. Davidson is seeking a detailed oriented Senior Advisory Program Manager to administer, manage and enhance the D.A. Davidson’s Wealth Management advisory program. Expert understanding of advisory programs and platforms generally available to a Wealth Management business.
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We are a fast-growing investment and wealth advisory firm with locations in Arlington, VA, and NYC, NY. Since 1987, clients have trusted Alexandria to chart their financial paths. Be a resource for staff and wealth advisors on all aspects of income taxation and tax return preparation.
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Virtual Reality Job Interviews
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