- Unknown (New York, NY)
- Senior Vice President, Financial Advisory About the Company Top-tier wealth management firm Industry Financial Services Type Privately Held About the Role ... The Company is in search of a Senior Vice President for Financial Advisory . The...and financial planning. An entrepreneurial mindset and a strong client- service orientation are essential, as is experience within an… more
- Unknown (Fontana, CA)
- Senior Vice President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type ... office resources, collaborating with internal teams to ensure seamless client service , and driving organic growth through deepening relationships and generating… more
- Unknown (Houston, TX)
- …financial planning, asset allocation, estate and tax planning, risk management, and philanthropic advisory services . The Senior Wealth Advisor will work ... Senior Wealth Advisor About the Company Flourishing registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is… more
- Unknown (Long Island City, NY)
- Senior Vice President, Wealth Management Advisory About the Company Premier financial services firm specializing in investment management & private wealth ... services Industry Financial Services Type Privately Held...excellent communication, and relationship management skills, and a white-glove service mindset. The ideal candidate will be a collaborative,… more
- Unknown (Raleigh, NC)
- …as a trusted advisor throughout the transaction lifecycle, collaborate with internal senior leadership to enhance service offerings, and contribute to business ... Vice President, Investment Baking - ESOP Advisory About the Company Premier investment bank specializing...the Role The Vice President, Investment Baking - ESOP Advisory will be responsible for managing complex ESOP transactions… more
- Unknown (Raleigh, NC)
- …as a trusted advisor throughout the transaction lifecycle, collaborate with internal senior leadership to enhance service offerings, and contribute to business ... Vice President, Investment Banking - ESOP Advisory About the Company Leading investment bank with...the Role The Vice President, Investment Banking - ESOP Advisory will be responsible for managing complex ESOP transactions… more
- Unknown (Raleigh, NC)
- …as a trusted advisor throughout the transaction lifecycle, collaborate with internal senior leadership to enhance service offerings, and contribute to business ... Vice President, Investment Banking - ESOP Advisory About the Company Ambitious investment bank Industry...the Role The Vice President, Investment Banking - ESOP Advisory will be responsible for managing complex ESOP transactions… more
- Unknown (Frisco, TX)
- Executive Director, Market Research & Advisory About the Company Internationally recognized provider of premium sports experiences Industry Sports Type Privately ... Held, VC-backed Founded 2008 Employees 1001-5000 Categories Consulting & Professional Services Sporting Goods Accounting Services Hospitality Marketing Sports… more
- Unknown (San Jose, CA)
- …a key member of the Tax Services leadership team, providing expert advisory services in executive compensation to high-level executives, boards, and ... Managing Director, Executive Compensation and Tax Advisory About the Company Leading public accounting firm...senior management. This role requires a deep understanding of… more
- USAA (Colorado Springs, CO)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...and long-term staffing positions. Acts in a consultative and advisory capacity to executive management on strategic and tactical… more
- Unknown (San Francisco, CA)
- …diligence for various infrastructure assets, managing multi-disciplinary teams, and providing client advisory services . The role demands a professional with a ... sector, and a proven track record in technical due diligence and transaction advisory . Applicants for this senior position should have a Bachelor's degree… more
- Unknown (New York, NY)
- …Auditing Property Appraisal CPA Services Billing Management Professional Services Specialties accounting and transaction advisory compliance and risk ... Senior Vice President of Business Development About the...Privately Held Founded 2003 Employees 51-200 Categories Accounting Tax Services Financial Accounting Consulting & Professional Services … more
- Unknown (Boston, MA)
- …Type Privately Held, Private Equity-backed Founded 2016 Employees 51-200 Specialties transaction advisory services transaction execution services office of ... Senior Vice President, Valuations & Complex Financial Instruments...team's experience and providing a full suite of valuation services to clients. The successful candidate will be responsible… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is seeking ... a Senior Wealth Advisor to join their dynamic team. The...taking a collaborative approach to business development and client service , and will have the opportunity to make a… more
- Unknown (Denver, CO)
- Senior Wealth Advisor About the Company Prominent national investment management firm Industry Investment Management Type Privately Held About the Role The Company ... is seeking a Senior Wealth Advisor to take on a leadership role...offers the opportunity for exponential growth within the wealth advisory and strategic advisory networks and involves… more
- Unknown (Santa Monica, CA)
- Senior Vice President, Debt Placement About the Company Prominent real estate investment banking company Industry Real Estate Type Privately Held Founded 1967 ... Employees 501-1000 Categories Real Estate Services Specialties debt placement joint ventures & structured transactions...ventures & structured transactions loan sales m&a and corporate advisory property sales and structured credit & net lease… more
- Unknown (Detroit, MI)
- …will be responsible for overseeing a comprehensive range of wealth management, investment advisory , and lifestyle management services for a select number of ... Senior Wealth Advisor About the Company Prestigious single-family office Industry Financial Services Type Privately Held About the Role The Company is in search… more
- Unknown (Fargo, ND)
- Senior Vice President, Chief Fiduciary Officer & Fiduciary Legal Counsel About the Company Reputable full- service bank Industry Banking Type Privately Held ... compliance framework for fiduciary administration, including trust and estate services , qualified plans, IRAs, and investment management relationships. The… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to become a key member of...wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory , and risk management. This role is pivotal in… more
- Unknown (Cleveland, OH)
- Senior Wealth Advisor About the Company Prominent independent wealth management firm Industry Financial Services Type Privately Held About the Role The Company ... is in search of a Senior Wealth Advisor to join its team. The successful...wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory , and risk management. This role also involves a… more
