Teil von Phaidon International
Teil von Phaidon International
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Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
We are partnering with a leading international private banking platform to identify an experienced product specialist to join its Funds & Alternatives team. This individual will play a key role in shaping the managed investments offering for private banking clients across the region, with a particular focus on alternative investments, private marke...
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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...
Wealth Management Advisor | Existing HNW Relationships | Planning-Led PlatformBase Salary: $105,000-$110,000 + Bonus + Quarterly IncentivesRole can be based in Massachusetts or New Hampshire, apply to discuss in more detail The OpportunityA leading wealth management platform is seeking an experienced Wealth Management Advisor to join its growing te...
Business Development Associate - Nashville, TN (Real Assets) Our client is a growing alternative investment manager focused on real assets with several hundred million dollars under management. The firm offers investors access to differentiated investment strategies through a combination of open-ended and closed-end fund structures.As the platform...