Wealth Management Jobs
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Financial Advisor
Job Title: Senior Financial AdvisorLocation: Nashville, TNFirm Type: Independent RIA | Family OfficeBook Requirement: Minimum $25M AUM portable bookAbout the FirmWe are a boutique, independent Registered Investment Advisor (RIA) and multi-generational family office that's opening a new location in Nashville, TN. Our mission is to deliver deeply pe...
Client Services Manager
About the Firm:They are a Registered Investment Advisor (RIA) firm dedicated to delivering personalized wealth management solutions to high-net-worth individuals and families. Their commitment to fiduciary excellence and client-centric service sets them apart in the industry.Position SummaryThey are seeking an experienced and dynamic Client Service...
Senior Client Associate
Key ResponsibilitiesRespond to inbound client calls and emails, resolving inquiries or directing them to the appropriate team member.Support client onboarding by coordinating paperwork, rollover calls, portal setup, welcome communications, and proactive follow-ups.Process account service requests and ensure proper documentation for money movements,...
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Finance Lead
Finance Lead - U.S. Region Location: New York, NY Job Type: On-Site Salary: $225,000-375,000/year Client/Job Summary: A prestigious multi-strat hedge fund manager with over $10B in AUM across a diverse portfolio is seeki...
Fund Accountant
Fund Accountant Location: New York, NY Job Type: On-Site Salary: $150,000-225,000/year + Bonus Client/Job Summary: Our client is an asset manager seeking a Fund Accountant to help with the launch of a new equity multi-strat fund. Responsibilities would span all fund accounting ac...
Corporate Development Analyst/Associate
Our client, a nationally recognized independent wealth management firm with offices across major U.S. markets, is seeking a Corporate Development Analyst/Associate to join their dynamic team. This is a unique opportunity to work directly with senior leadership-including the CEO-on strategic growth initiatives for a fast-growing, acquisitive registe...