Associate, Financial Services Practice
Odgers USA
The Associate is a critical contributor to the recruitment process, responsible for identifying, recruiting, and vetting top talent. The Associate supports the Partner throughout the entire search lifecycle, including strategy development, candidate sourcing, screening, and client reporting. This role provides an opportunity to build relationships with senior executives, collaborate with leadership, and contribute to impactful recruitment projects while gaining deep industry knowledge and expertise. Responsibilities Search Execution: Create and execute multi-channel strategies to source candidates that meet client profiles and build talent pools for current and future engagements. Draft Confidential Candidate Reports (CCRs) and candidate reference reports. Participate in client kick-off meetings with Partner(s) and contribute to the development of search strategies and target lists. Conduct industry research to gain a comprehensive understanding of the client’s organization, sector, and role requirements. Initiate first-round candidate outreach, network with referral sources, and effectively communicate opportunities to potential candidates. Candidate Assessment and Reporting: Present qualified candidates to Partner(s) and assist in conducting in-depth interviews to further assess qualifications and fit for the role. Develop content for weekly client progress reports, including market intelligence, candidate assessments, and screening notes. Build strong relationships with candidates, guiding them through the recruitment process and facilitating client-candidate interactions. Data Management and Market Intelligence: Maintain the accuracy, quality, and integrity of all search-related information in Salesforce and other internal systems. Provide Partners with relevant market intelligence and insights on industry trends and challenges to support business development activities. Professional Development: Demonstrate growing expertise in the assigned industry or practice area. Continuously expand knowledge of the recruitment process and marketplace dynamics to enhance search outcomes. Ethics and Professionalism: Uphold high standards of confidentiality, professionalism, and ethical integrity in all interactions. Deliver high-quality work within tight deadlines while managing multiple projects in a fast-paced environment. Qualifications 2+ years of experience in recruiting, sourcing, or related fields. Ability to adapt and excel in a dynamic, fast-paced environment. A positive, team-oriented attitude with a balance of confidence and humility. Required Skills Strong sourcing and outreach skills with 2+ years of recruiting or related industry experience (executive search experience preferred). Excellent verbal and written communication skills, with the ability to engage effectively with clients, candidates, and internal teams. Demonstrated ability to manage multiple projects simultaneously with exceptional attention to detail. General business acumen and understanding of key business functions (e.g., finance, IT, HR). Proficiency with Salesforce or other CRM tools is a plus. Intellectual curiosity and a proactive mindset with a strong sense of integrity. #J-18808-Ljbffr Odgers USA
$60k - $70k
...Position Summary The Associate, Practice Development will partner with the business development team to schedule prospective client meetings... ...prospective clients’ needs and matching them to the applicable DMA services and solutions. This role will work with the tax consulting,...SuggestedWork at officeLocal areaVisa sponsorshipWork visaRelocation package2 days per week$175k - $225k
## CIB Associate – Investment Grade SalesBewerbenlocations: Madison Ave Corptime type:... ...a global leader and innovator in the financial services industry and is evolving from a high-impact... ...Office Suite, with familiarity and practical understanding of AI-driven tools and...SuggestedHourly payContract workWork at officeShift work$112.5k
...a global leader and innovator in the financial services industry and is evolving from a high-impact... ..., TX or Boston, MA*** The Sr. Associate, Application Development serves as a... ...on continuous improvement and best practices. What You Bring: To perform...SuggestedHourly payFull timeContract workWork experience placementShift work$105k - $115k
Position Overview CRA’s Forensic Services practice supports companies’ commitment to integrity... ...support physical, mental, emotional and financial well‑being, and in‑house immigration... ...Employment Opportunity Charles River Associates is an equal opportunity employer (EOE)...SuggestedWork at officeRemote workWork from home3 days per week- Consulting Associate/eDiscovery (Forensic Services practice) CRA’s Forensic Services practice supports companies’ commitment to integrity by assisting them... ...to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign...Suggested
$140k - $190k
...NJ, United States About Charles River Associates Charles River Associates is a leading global... ...consulting firm that provides economic, financial, and business management expertise to... ...Position Overview CRA’s Life Sciences practice helps pharmaceutical, biotechnology, diagnostics...Work at officeWork from home3 days per week$140k - $190k
Director at KLR Executive Search Group | Legal | Financial Services | Accounting & Banking | C-Suite Executives | Professional... ...individuals. The firm is seeking a Corporate Associate to join its expanding business practice group, with a focus on M&A and general corporate...Full timeWork at officeRemote work- Job Overview A law firm seeks a senior-level associate to join its corporate practice in Boston, focusing on fund formation for private equity and venture... ...and ability to work independently. Excellent client service and collaboration skills. Education Juris Doctor (JD) from...Work at office
$130k - $213.75k
Senior Associate (Antitrust & Competition Economics Practice) Boston, MA, United States; Chicago, IL, United States; Oakland, CA, United States; Washington,... ...leading global consulting firm that provides economic, financial, and business management expertise to major law...Work experience placementWork at officeLocal areaWorldwide3 days per week$69.8k - $132k
...leading provider of professional services to the middle market globally,... ...like RSM. Description The Senior Associate role in the Investigations team within Financial Investigations & Dispute Services... ...activities to grow our practice (including CLE presentations, webinars...Work experience placementInternshipWork at officeLocal area$60k - $70k
DuCharme, McMillen & Associates Inc in Boston is seeking an Associate for Practice Development to enhance client relationships and support business growth. This role requires a Bachelor's degree and strong communication and organizational skills, with a salary range of...Work at office- ...Associate Vice President, Operational Due Diligence About the Company Prominent... ...management firm Industry Financial Services Type Privately Held About... ...knowledge of industry standards and best practices in the asset management industry,...Work at office
$80.63k
...a global leader and innovator in the financial services industry and is evolving from a high-impact... .... The Difference You Make The Sr. Associate, Fraud Transformation & Platform... ...case management tools, and industry best practices and benchmarking of control environments...Hourly payFull timeContract workWork experience placementShift work$156.7k - $290.9k
...end accountability for accounting, reporting, and financial governance across the U.S. Financial Shared Services Center. The role supports Life, Annuities, and... ...advancement and compensation, and we administer all of our practices and programs without discrimination on the basis...Temporary workLocal areaFlexible hours- Associate Principal/Programmatic AdTech Engineer (Forensic Services practice) CRA’s Forensic Services practice supports companies’ commitment to integrity by assisting... ...programming to support physical, mental, emotional and financial well-being, and in-house immigration support...
$97k - $150k
...integrated range of investment banking and financial advisory services uniquely tailored to help owners,... ...’ SSIB is an active, rapidly growing practice that provides investment banking and... ...is seeking an experienced Analyst or Associate to join its Chicago, Boston or Dallas...Full timeH1bWork at officeRemote workWork from homeFlexible hours- ...Windward is seeking an Associate Wealth Advisor to join a growing RIA... ...active participation in the financial planning process. Responsibilities... ...and develop internal best practices Develops a mastery of the... ...relationship management platform Service as the day-to-day contact for...
- ...Associate Wealth Advisor Position Summary Our firm is seeking an Associate... ...active participation in the financial planning process. The... ...to share knowledge and best practices Independently lead client communications... ...needs, ensuring exceptional service delivery Conduct client...Work at officeRemote work3 days per week
$60k - $125k
...Partners Wealth is seeking an Associate Wealth Advisor to join our... ...active participation in the financial planning process. Responsibilities... ...and develop internal best practices Develops a mastery of Focus Partners... ...the highest level of client service Complete client billing...Local area$77.86k - $109k
Assistant/Associate Professor of Practice, FNP Clinical DecisionMaking Position is a twelve‑month, full‑time contract role located in Boston, Massachusetts... ..., mentor and provide timely assistance. Participate in service activities: contribute to curriculum development, attend...Full timeContract workWork at officeRemote workFlexible hours$140k - $215k
About Charles River Associates Since 1965, Charles River Associates has been a premier consulting... ...to leading minds who use economic, financial, and business analysis to solve complex... ...days determined in coordination with your practice or team. Our Commitment to Equal...Work at officeWork from home3 days per week$83.05k - $102.59k
Job Title Associate Foreign Exchange Sales Trader Location Boston... ...exposure to FX markets, client servicing, and front office risk... ...and emerging technologies to financial markets and client service.... ...regulations, industry standards and practices. Advanced speaking and...- Colorado PA in Boston, MA is looking for an Associate Veterinarian who values high-quality medicine without burnout. The position focuses... ...in a collaborative team environment. Responsibilities include practicing small animal medicine and building trust with clients. This...Flexible hours
- ...Financial Services Sales Representative The Moody Street Group, LLC, a general agency appointed with OneAmerica Financial, works with a... ...Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-...Work at officeWorldwide
- ...Transformation – ERP Modernization: Senior Associate – Private Equity Performance... ...Private Equity Performance Improvement Services (PEPI) practice works with private equity‑held portfolio... ...Management Accounting Advisory and Financial Reporting Solutions Working Capital Optimization...Interim role
$112.5k - $160k
...Associate Boston; Chicago; Dallas; New York Company Overview We are... ...sponsors and CFOs meet. Through financial consulting rooted in data,... ...Accordion's Strategic Finance Practice helps Finance teams build capabilities... ...at Accordion. A financial services company recently emerged from...Work at officeLocal areaRemote work2 days per week$95k - $105k
...Partners Wealth is seeking an Associate Wealth Advisor to join our... ...active participation in the financial planning process. Responsibilities... ...and develop internal best practices Develops a mastery of Focus... ...relationship management platform Service as the day-to-day contact for...Work at officeRemote work2 days per week- ...Wealth Management Associate Gray Private Wealth About Our Firm: Gray Private... ...eager to develop a career in financial services to join our team. A candidate with experience... ...client-centric team in a rapidly growing practice. The candidate will support the firm's...Work at officeImmediate start
$70k - $125k
...Senior Associate, Loan Servicing Our Loan Operations team services all structures of bank debt including SMAs, CLOs, Hedge and Private debt... ...technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement,...Ongoing contract- SENIOR ASSOCIATE WEALTH ADVISOR Position Summary This firm is seeking... ...participating in the financial planning process. Responsibilities... ...opportunities and develop internal best practices Ability to model and resolve... ...5+ years of financial service experience CFP or equivalent...Work at officeRemote work2 days per week
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