’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions... for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor...
(CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills Knowledge of financial planning... Financial Advisor(s) teams on a daily basis. As key members of the service team, the Financial Planning Analyst position...
Manager with our New York office! This is a great opportunity to be a valued advisor delivering tax and business advisory... business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges...
strong partnerships and engaging in training and capacity strengthening with governments, NGOs, and the private sector; and advocating... to unaccompanied children facing removal proceedings, and to serve as an expert advisor on complex and novel legal issues for internal...
ABOUT OUR CLIENT: This is a direct hire position with our client in the Retirement industry. Our client is a leading...-we help organizations in the public, private, and nonprofit sectors take care of their most important resource: their people...
Job Category: Client Management Job Description: Location: New York NY (Hybrid - 3 days/week in office... Director, Account Executive. A role you will love The Managing Director is to be a trusted advisor to our issuer clients...
, and maintains client relationships within assigned territory's firms. Increases financial advisors' awareness and drives adoption... team to Develop, direct, and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds...
-time, Permanent Our client is an AI-powered gifting platform reimagining how people give and receive, all through... a sustainable, emotionally resonant lens. Our client's consumer site is the proving ground — but our broader vision includes...
, and maintains client relationships within assigned territory’s firms. Increases financial advisors’ awareness and drives adoption... team to Develop, direct, and execute a sales plan to increase/gain opportunities to introduce Lincoln’s private funds...
for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team... members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage...
A client of Innova Solutions is looking for an Enterprise Sr Project Manager Title: Enterprise Sr Project Manager... banking, wealth management, brokerage, or securities Experience in the broker-dealer and investment advisor space Management...
Job Functions: Client coverage manager, where success includes earning the role of trusted advisor and executing well...We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful...
Institutional Platform: Leverage deep research, trading, sales, and capital markets infrastructure to deliver end-to-end client... a practice that will define your career What You'll Do: Lead the origination and execution of M&A and private placement...
: Bachelor’s degree required, Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private... prospects and establish contact with them/convert prospects into clients. Anticipate events in a client’s life...
across venture capital, private equity, global market development, and tech-enabled startups — with a proven ability to manage... Collaborate with marketing and delivery teams to translate capabilities into client value propositions and winning strategies...
and maintenance of investor relationships leveraging his or her own contacts and working in collaboration with Ares Global Client... and branding strategies Collaborate with team to develop fundraising and due diligence materials such as private placement...
deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance... as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital...
engagement metrics and client/advisor feedback to optimize content performance and relevance. Support event-driven investment... come to life through compelling storytelling and client-ready content. You will work closely with the Head of Investment Marketing...
. Alt Credit fills gaps in the capital markets between credit, private equity and real estate, investing across a spectrum... designed to be client-focused and solutions-based with three main formats: pure play, customized and flagship funds. Primary...
research publications Developing and cultivating client, prospective client, buyer, investor, and professional advisor... and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new...