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Provide M&A consulting services by managing integration projects, leading client communication, and overseeing functional integration teams while fostering client relationships.

The Administrative Assistant will manage systems related to client onboarding, client billing, scheduling meetings, and general office support for a wealth management team.

Coordinate and execute production of new-business proposals: select and customize content and graphics, format and proof documents, train administrative staff on best practices, assist strategists with research and writing, maintain proposal database and analytics, publish weekly reports, coordinate research projects, and manage internal meeting logistics.

Serve as the strategic IT partner to Wealth Management leadership, driving technology strategy, product portfolio oversight, and agile delivery. Lead product management and delivery teams, align roadmaps with business goals, oversee IT investment planning, and promote innovation while ensuring stakeholder engagement and operational delivery.

Full-cycle senior recruiter responsible for sourcing and hiring accounting, finance, and business advisory professionals. Collaborates with partners and managers to create sourcing plans, conduct behavioral and technical interviews, present offers, and ensure successful onboarding. Builds relationships with business teams and candidates while demonstrating sourcing, pipelining, and networking expertise.

Assist in preparing schedules and reports, maintaining client lists in CRM, researching industry trends, and preparing marketing materials.

The role involves managing tax clients, reviewing tax returns, identifying tax solutions, and supervising a team. It requires relationship building with clients and participation in business expansion efforts.

The Search Optimization Strategist leads search visibility efforts across SEO, AEO, and GEO, collaborating with teams to enhance content discoverability and optimize search strategies.

Originate sale-leaseback transactions by sourcing opportunities with corporates, private equity, intermediaries, and capital sources; build and manage a disciplined pipeline; develop referral networks; assess transaction viability; coordinate underwriting, legal, and execution teams; maintain investor relationships; track market trends; and meet origination and closing goals.

The Tax Manager will oversee tax return reviews, client engagements, and team development while fostering client relationships and contributing to business growth.