Part of Phaidon International
Part of 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...
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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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...
ResponsibilitiesDeliver timely and accurate analytics, reporting, and insights to support sales, distribution, and other key business stakeholders.Leverage data-driven insights and market intelligence to strengthen business partnerships and support strategic initiatives.Fulfill ad hoc research, analysis, and reporting requests by utilizing multiple...
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...
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