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20 Days AgoSaved
In-Office
Atlanta, GA, USA
80K-100K
Senior level
80K-100K
Senior level
Consulting • Financial Services
The Senior Associate will support onboarding clients, maintain client information, facilitate asset movements, and improve client services while working closely with other teams.
Top Skills: AddeparBlack DiamondMS OfficeMorningstarSalesforce
20 Days AgoSaved
In-Office
2 Locations
90K-115K
Senior level
90K-115K
Senior level
Consulting • Financial Services
The Sr. Associate, Client Advisor supports client relationship management and wealth management for ultra-high-net-worth clients, conducting financial analyses and collaborating on client strategies.
Top Skills: AddeparBlack DiamondExcel ModelingMorningstarSalesforce
20 Days AgoSaved
In-Office
St Louis, MO, USA
130K-140K
Senior level
130K-140K
Senior level
Consulting • Financial Services
Lead the design, deployment, and optimization of Workday HCM and Finance platforms while collaborating with HR and Finance teams.
Top Skills: Workday FinanceWorkday Hcm
20 Days AgoSaved
In-Office
Needham, MA, USA
125K-140K
Mid level
125K-140K
Mid level
Consulting • Financial Services
Wealth Advisors manage client relationships, providing services in investments, estate planning, taxation, and retirement, with a focus on high net worth clients.
Top Skills: CfaCfp®CpaJdLlmMst
20 Days AgoSaved
In-Office
Atlanta, GA, USA
115K-130K
Mid level
115K-130K
Mid level
Consulting • Financial Services
The Wealth Advisor manages client relationships and develops financial strategies, collaborating with planning and investment teams, ensuring thorough execution of action items.
Top Skills: Fidelity Institutional PlatformsFinancial Planning SoftwareSchwab
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20 Days AgoSaved
In-Office
Bellevue, WA, USA
130K-140K
Senior level
130K-140K
Senior level
Consulting • Financial Services
The Wealth Advisor leads a team to fulfill clients' financial goals through holistic planning, overseeing client relationships, developing financial strategies, and driving business growth.
20 Days AgoSaved
In-Office
Century City, Los Angeles, CA, USA
62K-76K
Junior
62K-76K
Junior
Consulting • Financial Services
The Staff Accountant prepares various tax returns for clients, conducts tax research, and assists with financial reports and projections, requiring strong organizational and communication skills.
Top Skills: AgilinkExcelGo SystemsMS OfficeWord
20 Days AgoSaved
In-Office
New York, NY, USA
250K-275K
Expert/Leader
250K-275K
Expert/Leader
Consulting • Financial Services
The SVP, Finance Transformation leads ERP system implementations, aligning finance operations with technology to scale function effectively. Responsibilities include managing projects, collaborating with stakeholders, and driving process improvement.
Top Skills: Cloud-Based Erp SystemsOracleWorkday
20 Days AgoSaved
In-Office
2 Locations
73K-82K
Mid level
73K-82K
Mid level
Consulting • Financial Services
The Senior Analyst, Label Administration prepares and analyzes royalty statements and schedules for independent music clients, supervising staff and managing deadlines.
Top Skills: CurveExcelRecord MaestroRoyalty Accounting SoftwareRoyaltyshareSr1
20 Days AgoSaved
In-Office
Nashville, TN, USA
73K-82K
Junior
73K-82K
Junior
Consulting • Financial Services
Responsible for preparing royalty statements for independent record labels, analyzing sales data, managing metadata, and supervising staff. Requires knowledge in royalty accounting and contract provisions.
Top Skills: CurveExcelRecord MaestroRoyalty Accounting SoftwareRoyaltyshareSr1
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