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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.
$100,000 - $250,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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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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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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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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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.
$200ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$100,000 - $250,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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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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The ideal candidate will have completed an investment banking analyst training program and have experience in private equity and/or equity research with a demonstrated ability to conduct comprehensive fundamental research on both public and private investment opportunities.
$135,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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. Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest.
Starting at $250ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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At least 10 years industry experience or related professional role including business development or other management roles, equity research, management consulting, private equity, market research or investment banking.
$250ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum of 5+ years’ experience in private equity, real estate and/or hedge funds middle office, back office, and/or performance in an investment operations role with demonstrated ability to gain client trust.
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private equity management consulting client jobs Company: Aptask
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