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Requirements include having an Active CPA license, having 6-8+ Years of Public Accounting Experience/Wealth Management Experience, at least 4 years of Management/Directing Experience, and having shown solid tenure in their past roles.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
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Minimum 7-10 years' of wealth advisory to high-net worth and ultra-high net worth family clients. Must have extensive experience working with family clients of significant wealth and ideally, understand how to optimize an industry-leading platform to serve ultra-affluent family clients.
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Prior Banking and Financial services proven experience, preferably banking, or Wealth/Investment Management. As the Director of IT Enterprise Scheduling and Service Level Management, you will drive the strategy and implementation of our scheduling platforms and directly impact the availability of our products and services to our clients.
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
$107,000 - $204,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, helping companies define and evaluate corporate and business unit strategies and investment portfolios, reflecting market, competitive and other external drivers.
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A minimum of 12 years of accounting and business experience within financial services with at least 5-8 years of managerial experience within a Family Office or wealth management firm. Unity Search has exclusively partnered with a successful and prominent DFW Family Office in its search for a Director of Accounting.
$190,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvote
Sr Director, Investment Services (Wealth & Asset Management) Analyst (Remote - US & Remote - Canada)
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Gartner is looking for a Senior Director Analyst to provide research and advisory to CIOs, Line of Business (LOB) and Senior IT leaders in the Wealth & Asset Management industry globally, and to key roles in Vendors selling to Wealth and Asset Management Organizations and Divisions.
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The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint. Are you a seasoned financial sales professional with experience selling into RIA's, Family Offices and Wealth Managers.
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The VP/Director - working in conjunction with Bernstein's Wealth Strategies Research group analysts and senior investment professionals - will help develop customized solutions for the firm's clients.
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Impact Ventures works to remove the social and economic barriers for Women and BIPOC communities to building generational wealth through inclusive entrepreneurship and integrated capital. The Director of Operations (DO) will report directly to the CEO and is a member of the Executive Leadership Team. The DO is responsible for developing and executing the internal operational strategies necessary to achieve the goals and objectives of Impact Ventures.
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