Passionate about helping clients and their families better invest their time and money? Who Are We? We are team of like minded folks on a mission to better invest our partner families time and money. What's the job description? This is rare opportunity and role to be part of the early founding team. Responsibilities will be wide but have a primary focus on typical UHNW private client activities, The ideal candidate is a consummate professional who develops and monetizes relationships and manages high level, sophisticated clients. What Will Your Responsibilities ? Build and maintain long term relationships with clients, prospects and COIs. Able to effectively manage approximately $100M+ in ultra high net worth assets. An entrepreneurial approach of building a business with the support of our operations and investment team functions. Collaborate lBest in Class Service providers to identify opportunities and deliver solutions. Deliver exceptional client service and experience. Meet clients needs and inquiries including financial and investment affairs' trust and broad knowledge of estate and tax planning What Do You Need? Bachelor's degree required in Business, Finance or related field; advanced degree(s) a plus MBA, CFP or CFA is a plus; 5+ years of experience serving clients in ultra-high net worth industry. Series 65 required or within 90 days of employment. Deep knowledge of capital markets and investments across asset classes including hedge funds, private equity, direct real estate, and commodities. Excellent verbal and written communication skills. Apply for this position JOB TITLE Private Wealth Director
...reputation with the clients. Currently, We are looking for Front End Developer.Who Should Apply Recent Computer science/Engineering /Mathematics... ...required by clients for selection even if its Junior or entry level position the additional skills and Project work are the...
Hi,We are looking for a Salesforce- Apex Developer. Please let me know, if interested. Title * Salesforce-Apex/Developer Position Responsibilities Salesforce-Apex/DeveloperJersey City, New Jersey (Hybrid Role)W2 Contract OnlyMust have Apex, Javascript LWC (lightning...
Adjunct Faculty (Criminal Justice) Accepting Applications for Academic Year 2024-2025 Adjunct or part time teaching assignments include in person, online, hybrid, or video conferencing formats not only on all Massasoit's campuses/sites, but also in local high schools...
...Job Description Job Description Job Summary: The Automotive Parts Manager at Auffenberg Dealer Group in Shiloh, Illinois is a full-time, management position in the auto industry. This individual will be responsible for overseeing the sales and procurement of automotive...
A full-service construction company specializing in steel-fabricated commercial buildings is seeking an Architectural Designer to join their team. This position is based in Lancaster, PA. This person will work in collaboration with the Design-Build Team to design buildings...