Dynamic team of over 100 full-time people and 40+ Senior Advisors / Operating Partners. The senior ... of investors, business owners and other deal flow referral sources through a combination of in ...
You will also advise on equity and debt offerings, IPOs, private placements and other securities ... A portable book of business is highly desirable but not required. About the firm: This is an ...
They will lead as a subject matter expert to advise on business requirements, system capabilities, and system configuration. This position will directly interact with other members of the HR team ...
As a Client Value Analyst, you will be a commercial advisor thus influencing strategic decision ... Experience as a business partner providing data driven analysis and insights within in a ...
Advise, and partner and collaborate with, cross-functional teams, including Marketing, Business Development, Educational and Certification Programs, Information Technology, Finance/Accounting, Member ...
... business objectives, across solutioning, build and operate stages of customer Cybersecurity ... advisor for any existing and new services. · Ensure availability as and when required by the ...
Key Responsibilities: • Identifiy high-potential business verticials to develop and execute ... advisor to prospects, helping them understand how our solutions align with their compliance ...
Oversee compliance review of marketing materials and business communications, including due ... Thorough understanding of the investment adviser industry and U.S. securities laws, including the ...
Advising on applicable national, state and local data privacy laws and regulations, including the ... Providing input and guidance as requested on related business functions, including but not limited ...
Advise clients and internal teams on research approach recommendations, strategy, decision-making ... New Business Support * Support business development and revenue growth for research by ...
... business pursuits, crafting compelling narratives, and delivering innovative design solutions. * Client Partnerships: Build and maintain strong client relationships, acting as a trusted advisor and ...
... business activities and the potential compliance risks to the bank. The individual will also ... Advise on risk remediation by creating corrective action plans * Provide the necessary support and ...
... B software, not just within supply chain. We've raised from the world's best seed fund, other ... Lorenz Pallhuber - Previously spent 7 years at McKinsey advising Fortune 500 clients on supply ...
... Investment Advisers Act of 1940, the Securities Act of 1933 and the Exchange Act of 1934) • ... business terms and grasp concepts quickly.
Partner with the Business Intelligence team to design and test Power BI Dashboards. * Continual ... With titles ranging from Operating Partner to Industry Advisor, to River Guide, the common thread ...
Will be responsible for the design, development, integration, and maintenance of Modern Advisor and ... API Gateway with business leadership to identify problems, and opportunities for technology ...
In office full time. Responsibilities: • Represent clients in court • Prepare and draft legal documents on behalf of clients • Advise clients on business and legal transactions • Negotiate ...
Advise clients on employment law matters, including drafting employment agreements, handbooks, and ... Business Development Resources: Access marketing support and tools to help grow your practice and ...
... Advise clients on the best practice/approach to configure and implement Curam. • Excellent ... Research and document the business rules for certain system functions.
Advise on the development of innovative talent programs, such as internships, residencies, and ... Business Development: Identify and pursue new business opportunities within the healthcare sector
... in key business process. • Create, manage, and update project charters, schedules, risk ... advisor championing projects to deliver predictable and repeatable results. • Balance the art and ...
You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help ... and advise you of next steps quickly. Preferred skills/experience: * 1 year cash handling ...
... business strategy. As an IT consulting company that prides itself on versatility, we are tasked ... Serve as a strategic IT advisor, proposing innovative solutions to optimize client environments
Experience analyzing and advising on U.S. conflicts rules, preferably the New York Rules of Professional Conduct and related guidance, a plus. * Knowledge of InTapp conflict checking and business ...