Wealth Management Jobs
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Junior Financial Controller
The organization is a distinguished family office managing an investment portfolio centered on the U.S. markets, aiming to achieve excellent returns. Additionally, they have real estate holdings and interests in various companies. Their core values include professionalism, effective communication, and decisiveness. Role: The Junior Financial Contr...
Senior Financial Controller
The organization is a distinguished family office managing an investment portfolio centered on the U.S. markets, aiming to achieve excellent returns. Additionally, they have real estate holdings and interests in various companies. Their core values include professionalism, effective communication, and decisiveness. Role: The Senior Financial Contro...
Fund Product Specialist International PB
Our client is a global financial services firm with strong growth in recent years. They cater to private client needs with a world-class range of investment solutions and products across all asset classes. To support their expansion plan, they are now inviting an experienced product specialist to join their team. Job Duties: Generate investment id...
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Tax Advisor
An exclusive wealth management firm in Boston is looking to grow their Tax Advisory team by bringing on new Tax Advisors to sit in a client-facing seat.Responsibilities: - Prepare tax returns for high net worth individuals (complex income tax returns, trusts, fiduciary, gifts)- Act as the client point of contact to present financial and tax plannin...
M&A Business Development Associate
Title: M&A Business Development Associate Company Summary: We are working with a top tier Growth Equity backed Wealth Management firm that is looking to add a M&A Business Development Associate to their growing team. You will have the opportunity to identify potential acquisition targets, source & screen deals, support the Corporate Development fun...
M&A Business Development Associate
Title: M&A Business Development Associate Company Summary: We are working with a top tier Growth Equity backed Wealth Management firm that is looking to add a M&A Business Development Associate to their growing team. You will have the opportunity to identify potential acquisition targets, source & screen deals, support the Corporate Development fun...