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Controller / Head of Finance (Real Estate Investment Platform)OverviewAn expanding real estate investment firm is seeking a senior finance professional to oversee the accounting, reporting, treasury, and operational finance infrastructure across its investment vehicles and corporate entities. This individual will serve as the lead finance executiv...
Controller / Head of Finance (Real Estate Investment Platform)OverviewAn expanding real estate investment firm is seeking a senior finance professional to oversee the accounting, reporting, treasury, and operational finance infrastructure across its investment vehicles and corporate entities. This individual will serve as the lead finance executive...
Key ResponsibilitiesAct as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.Analyze financial data and assist in developing personalized recommendations aligned with clie...
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Finance & Administration ManagerLocation: Westchester County, NYJob Type: OnsiteSalary: $80-130k Client/Job Summary:Our client is a global multi-family office and investment firm that is building out a new branch in White Plains and is looking for a Finance & Administration Manager. They are looking for someone to lead their accounting, finance, an...
Key ResponsibilitiesAct as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.Analyze financial data and assist in developing personalized recommendations aligned with clie...
Director, Family Office Services ResponsibilitiesServe as the lead relationship manager for ultra-high-net-worth families.Develop and oversee customized family office service plans.Provide strategic guidance related to wealth preservation, tax planning, estate planning, cash flow management, and family governance.Coordinate and manage relationships...