- UpvoteDownvoteShare Job
- Suggest Revision
The Investment Manager I – Investment Services Group (“ISG”) manages simple to moderately complex investment portfolios for primarily fiduciary (irrevocable and revocable trust) accounts as well as agency and IRAs. Investment Manager I generally hands smaller accounts, works under the direct supervision of management or more senior staff.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
SUMMARY: The RVP - Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The TRS Case Management Director role supports our client engagement teams. You will be a member of our Turnaround and Restructuring (TRS) practice, specializing in our Case Management services.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Minimum 12 + years of relevant experience is preferred in a professional services or consulting firm environment. We have advised management, investors, and creditors around the world on many of the largest and most high-profile bankruptcies and restructurings over the past 40 years, including Enron, General Motors, and the Commonwealth of Puerto Rico and more recent engagements with Bed Bath & Beyond, Party City, and Pacific Gas and Electric, to name just a few.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our client is a leading Investment Bank specializing in providing strategic financial advisory services regarding mergers, acquisitions, and divestitures to clients across the upstream oil and gas sector.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv.
$145,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Act as the lead professional on engagements-serving as a principal contact with client personnel, managing client deliverables, and overseeing engagement colleagues.
$225,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 7-8+ years of transaction services / due diligence experience. Unlimited PTO and incentives + support to use it.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Investment Banking Operations is seeking an experienced professional with strong communication, critical thinking, people management and analytical skills capable of collaborating with external and internal partners to support syndicated loans business.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Provides management and guidance through effective communication related to carrying out trust administration activities. Knowledge of applicable probate and trust laws and investment regulations.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
As a Senior Consultant, you will be an active team member on cybersecurity consulting engagements; working on client site to deliver large-scale change initiatives for leading clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
When needed and case management services in order to increase referred client/family participation in services. Develop and deliver professional development and community outreach topics on mental health wellness, social emotional development, suicidality, threat assessments, behavior management, depression, anxiety and ADHD.
$66,054 - $82,569 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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
- Suggest Revision
Provide outsourced CFO and Controller services to investment managers, hedge funds, private equity and venture capital clients. Junonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds.
Full-timeExpandApply NowActive JobUpdated Today
client services support professional investment management jobs in Dallas, OH, France
FEATURED BLOG POSTS
What Makes a Good Paid Time Off (PTO) Policy
The world of work has undergone some major transformation in recent years. From remote and flexible work to increased emphasis on employee benefits and wellbeing, companies nowadays have to be very intentional about their HR policies and how they approach talent acquisition.
Internal Recruiting: Benefits and 5 Internal Recruiting Methods to Consider
Internal and external recruiting are nearly the same thing. The biggest difference is where candidates are sourced. There are instances where external recruiting may be the best option. However, when you are presented with the opportunity to recruit internally, you should take full advantage of the different internal recruiting methods. Initially you will find that the hiring process gets a little bit easier. Then you'll notice all the other benefits that internal recruiting offers.
How to Answer the Interview Question: What is Your Communication Style?
As a job searcher, you probably have so many questions about job searching. However, once you've landed an interview, your excitement takes your questions to a whole new level. What will you wear? Will you know how to answer all the questions? Have you practiced giving nice firm handshakes?
What Makes a Company a Great Place to Work
After one too many after-hours emails, you’re on the hunt for a new gig. But what makes a company a great place to work? And how will you know when you find one? Finding a motivating, safe, and productive work environment is important for our mental and physical health. If you’re financially frustrated, creatively stuck, or just plain over it, it’s time to find a healthier workplace where you can flourish.
What Makes a Good Boss? The Top 12 Qualities & Attributes
Think back to the best boss you’ve ever had—does someone come to mind? We hope so! Okay, now think back to the worst boss you’ve ever had. I’m sure you can conjure up a few faces.
How to Recruit and Retain Gen Z Employees
As Boomers and the oldest Gen X are exiting the workforce, younger Millennials and Gen Z are flowing in. While the younger generations seem to be completely different than the older generations, many care about some of the same things- financial security, working conditions, etc. However, due to social and cultural differences in the era that Gen Z has grown up in, they have concerns that were never even workplace topics of discussion 20 years ago.
How Does Temp to Hire Work? Benefits, Concerns, & More
Whether you’re just starting out your career or are looking for the next opportunity, the job market has never been more burgeoning with opportunities. From flexible work options and freelancing gigs to seasonal and temp-to-hire work, people today are spoiled for choice when it comes to finding engaging and fulfilling work.