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Chief Operating Officer of a PE-backed white-collar professional services company: A senior operations executive and trusted advisor with a proven track record within rapidly growing, private equity-backed, buy-and-build environments.
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Successful candidates will have deep private equity platform, buy-and-build (roll-up) strategy experience within white-collar professional services environments. Extensive experience in private equity platforms and buy-and-build strategies within white-collar professional services.
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Chief Operating Officer – Private Equity Backed Professional Services Platform. Demonstrates deep expertise and experience leading operations within a white-collar professional services environment such as: Dental Support Organizations (DSO), Medical Support Organizations (MSO), RIA/Investment Management, Insurance, Audit/Tax, Human Capital Advisory, Consulting platforms rapidly growing through acquisition.
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You will also have the opportunity to explore many of the following: investment banking, strategy consulting, private equity, venture capital, investment management, board governance, corporate development, and entrepreneurship.
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About Us: Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital), portfolio companies, and growing businesses across various industries.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. 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, such as hedge funds, private equity, and other investment-related individuals.
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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Requirements Investment Banking, Capital Raising, Angel Investing, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Private Equity, Private Equity Funding, Private Equity Firms, Management Consulting, Venture Capital, Transaction Advisory, Transaction Advisory Services, Mergers & Acquisitions, Due Diligence, Private Placements, Growth Capital, Seed Capital.
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2+ years of experience, ideally within investment banking, management / strategy consulting, or advisory / related valuation or transaction services. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.
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Stock Plan Services (SPS) administers equity compensation programs on behalf of public and private sector companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards.
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In the alternative, the employer will accept a Master's of Business Administration (MBA) and 4 years of experience performing transaction advisory services at a private equity firm, investment bank, consulting firm, or corporate development group.
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Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios.
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Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process. Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Assurance, Tax, Business Enterprise Consulting, Valuation, SEC, ERP Implementation, Transaction Advisory, Risk Assurance and Advisory Services, IT Assurance, IPO Readiness, Advisory, HR Consulting, Corporate Tax, International Tax, Private Client Services, and Technology Solutions.
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private equity consulting client services jobs Company: Aptask
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