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Identify and execute client reporting strategies to create Client Reports on a quarterly and ad hoc basis Proactively assist with our Portfolio Management technology platform migration Work within the SS&C Global Wealth Platforms (Vision FI, Recon and Sylvan) Be the technical lead for the report development team Collaborate with key business partners to set and execute client reporting priorities Set and maintain the development and execution of reporting standards.
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Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management. Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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You have a minimum of 6 years of experience in a large professional services or public accounting firm driving strategic management with emphasis in financial statement preparation and audits. 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.
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10+ years within a professional services discipline, with 7+ years of direct experience in Financial Due Diligence and a foundation in audit, financial reporting, or CFO responsibilities (Big 4, National or large Regional CPA firm experience preferred.
$385,700 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We provide more supply and equipment options than any other full-service distributor, an offering enhanced by a comprehensive suite of services, including office design, equipment repair, practice coaching, financing and project management, wealth management and dental-specific technology solutions.
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B. Riley Financial 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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Requirements: 5+ years in Public Accounting or Wealth Management servicing HNWI and businesses, Bachelors in Accounting or related field, CPA is preferred, Masters in Taxation or Accountancy a plus.
$130,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. Assist the team’s primary Loan Officer in all aspects of the loan origination process, including analysis and underwriting, debt structuring, pricing strategy, creating presentations to senior management for pricing and loan authorization, due diligence review, transaction negotiation and closing.
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Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
$148,700 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Great career path towards obtaining your Series 65 license to become a full Financial Advisor , helping clients with all their wealth management needs! We essentially respond to individuals, families, and business owners asking for help with their life insurance needs (final expense & mortgage protection) as well as for supplemental health, Medicare, and Wealth Management needs.
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This role, sitting in the business, will pair with a technical lead, sitting in Carlyle's Global Technology & Solutions (GTS) team, to lead an Agile team of external and internal resources responsible for delivering and supporting Deal Team, Fund Management, and various corporate reporting needs.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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Provide day to day management of the CRM database including intake, creation, and execution of dashboards, views, data imports, simple customizations & workflows, data clean-up, and provisioning of licenses and roles.
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Current Tax Manager at a CPA or Wealth Management firm. Proficient in reviewing HNWIs, Trusts, Estates, and/or Gift returns. For over 60+ years, we have been a leading mid-sized CPA firm with around 90 employees, serving a diverse range of clients across Real Estate, Non-Profit, Healthcare, Professional Services, Construction, Government Contracting, Financial Services/Institutions, and more.
$165,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 25 days ago
wealth management jobs in Arlington, TX, Us
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