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Evaluate and execute private equity investment opportunities, conduct financial analysis, manage pipeline, and monitor market trends.

The Quality Review Specialist reviews loan documents to ensure compliance with financial regulations, supports team operations, and ensures an exceptional client experience through accuracy and attention to detail.

The Client Associate at Goetzman Nau Financial Partners is responsible for servicing client inquiries, supporting financial advisors, processing accounts, and maintaining documentation. This role involves using CRM software, effective communication, and strong organizational skills to provide a high level of customer service.

Manages AMS Trading Operations, providing leadership, direction, and support for associates, overseeing daily operations, and implementing policies to enhance productivity.

The VP of Technology Product Management leads AI strategy development for financial services, overseeing product management, stakeholder engagement, and capability evaluation.

The Communications Specialist will plan and coordinate communications programs, develop strategies, and build relationships with stakeholders. Responsibilities include content creation, communication, and analysis of audience behavior.

The Decedent Solutions Associate provides client support services, assisting in resolving issues, conducting data entry, and maintaining records.

As a Strategic Project Coordinator, you will lead medium-complexity projects, engaging stakeholders to deliver strategic outcomes while mentoring project teams and managing resources effectively.

The Client Relationship Manager manages client relationships, collaborates on investment strategies, prepares reports, and engages in marketing efforts.

The Business Manager will advise on the strategy for the Private Client Group's international business, manage risk, and drive strategic initiatives. They will collaborate with teams, handle compliance issues, and support change management processes.