Maintain a client caseload, providing one-on-one advisement on business planning, financial projections, marketing, and other business strategies. Support staff with client counseling as needed
... financial institutions. Key Responsibilities : * Advising on both domestic and international M&A transactions, private equity investments, and joint ventures. * Leading transaction structuring ...
Candidates must have worked in a financial service environment and are able to be proactive and ... an advisor for your career advancement. Solomon Page has an extensive network of established ...
... to help financial services firms administer firm compliance and supervision policies at scale ... In this role you will work closely with early clients, subject matter experts and board advisors ...
Our client, an investment advisor in Midtown, is seeking an Investor Relations Associate. Job ... Bachelor's degree required, preferably in Finance, Business Administration, Accounting, or a ...
... financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path ...
... advising for a large caseload of students (high school students, with a specific focus on Juniors and Seniors) discussing financial aid options, college choice, the actual application process, and ...
Provide business teams compliance guidance, i.e., Advisor Teams, Investment Operations, Portfolio ... Minimum Bachelor's Degree in Business, Finance or related field required * Knowledge of the ...
Advise on financing transactions, including debt offerings, securitizations, and other capital markets activities. * General Corporate Support: * Assist in the drafting and negotiation of various ...
... and Finance. In this environment, the Director will act as an extended staff member and close advisor to school leadership, developing strategic workforce plans, advising on organizational ...
... on investment advisor compliance for credit strategies, including BDCs. Position Overview ... JD preferred * 3+ years of compliance experience within financial services; experience with credit ...
It is a registered investment adviser under the Investment Advisers Act of 1940. Primary Responsibilities: * Execute orders across a variety of financial instruments, including bonds, bank loans ...
Provide analysis, recommendations, and strategic insight on a variety of issues as a key advisor ... Solid experience in Financial Services, preferably in Capital Markets and specifically on US ...
Advise Design and Development on recommended product offerings and collection structure, at both a ... Oversee the DTC channel P&L; partner with Finance on budget, planning and forecasting * Strong ...
A prestigious and top-rated global financial institution is presently seeking a Senior Associate to ... and advise on complx deal structures. General leveraged loan credit experience is essential
We are seeking a motivated individual to join our Financial Services Representative team. The ideal ... adviser, and Lime Crypto LLC. Securities are offered through these regulated entities. Lime Trading ...
This new group's scope includes debt advisory (project finance, acquisition finance, refinancing ... advisors * Coordinating with various internal teams (e.g. coverage, PF lending, other internal ...
BGC Partners is a leading global brokerage and financial technology company. BGC specializes in the ... Candidates must have the ability to analyze and forecast commodity market trends, advise clients on ...
The individual will have the opportunity to advise a range of clients including insurers, multinational companies, and financial institutions among many others. Essential Criteria: * 4-5 years' PQE
... advise clients at the highest strategic level on both big-picture and tactical matters, focusing on how technology enables a wide range of business outcomes. What you'll need: * IT Financial ...
... advisor who drives tangible results for our customers. Responsibilities: * Manage a portfolio of ... financial wellness programs, unlimited DTO in the US (that we actually require you to use ...
Advise clients on complex tax and trust structures, ensuring compliance with relevant regulations and optimizing financial outcomes. Client Reporting and Documentation * Review and analyze client ...
Advise, and partner and collaborate with, cross-functional teams, including Marketing, Business Development, Educational and Certification Programs, Information Technology, Finance/Accounting, Member ...
... by employees, our mental and financial health resources, and our personalized learning ... Nurtures and cultivates long-term relationships with major clients, serving as a trusted advisor ...