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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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1-3 years of relevant work experience in financial services, investment management, investment research, investment banking, management consulting, entrepreneurship, or law and/or a degree from a top-tier master’s program.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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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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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.
$150ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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.
$200ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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.
$150InternExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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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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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2+ years of experience, ideally within investment banking, management / strategy consulting, or advisory / related valuation or transaction services. BXCI is also a leading provider of investment management services for insurers, helping those companies better deliver for policyholders through our world-class capabilities in investment grade private credit.
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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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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Aquarius offers a wide range of core services which are considered both the brains (strategy, consulting, ideation and creative) and the backbones (activation, implementation, execution and measurement) in the areas of sponsorship and experiential marketing.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. 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.
$150ExpandApply NowActive JobUpdated Yesterday
private management consulting client services jobs Company: Aptask
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