Senior Private Wealth Advisor for UHNW Portfolios
Global Advisers
Global Advisers, LLC in Bala Cynwyd, PA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients needing coordinated investment, planning, liquidity, risk-management, and legacy strategies. The advisor will coordinate with clients' attorneys, accountants, and internal specialists to implement comprehensive plans while maintaining rigorous documentation and compliance. Five+ years of experience required. #J-18808-Ljbffr Global Advisers
- Global Advisers in Jenkintown, PA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment...SeniorPrivate
$95k - $115k
...an advisory group within the larger CBIZ Private Equity Advisory practice. Our team... ...valuable services as a genuine trusted advisor.You will have the opportunity for substantial... ...support our clients, private equity backed portfolio companies, by implementing strategic FP&...SeniorPrivatePermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift$300k
NC2 Senior Portfolio Sales Specialist - Public SectorHungry, Humble, Honest, with HeartOpportunity... ...Solutions Sales Specialist and trusted advisor for end customers, field, and Channel... ...preferred.Prior experience selling Private or Public cloud solutions is a plus.Experience...SeniorPrivateContract workRelocation package- Global Advisers, LLC in King of Prussia, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients requiring coordinated investment and planning across portfolios, liquidity, and estate objectives. You will partner with clients’ attorneys...Private
$85.1k - $161.7k
...capacity ~ Advanced written and verbal communication skills ~ Strong technical knowledge in US GAAP and/or IFRS for both public & private companies Preferred Qualifications: Experience in working on project teams related to one or more of the following areas:...SeniorPrivateFull timeWork experience placementInternshipLocal area$69.8k - $132k
...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC)... ...functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on...SeniorPrivateFull timeWork experience placementInternshipLocal areaFlexible hours$310k
...Application Deadline: 2034-01-17Salary: $310,000We are seeking a senior associate (counsel will also be considered) with 4+ years of... ...-backed financing to funds or other investment vehicles in the private debt space Experience as a key member of deal teams, including...SeniorPrivateWork at office- Global Advisers in Chadds Ford, PA seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will combine technical judgment...Private
$260k
PRIVATE EQUITY DEBT FINANCE MID-SENIOR LEVEL ASSOCIATE ATTORNEYDEBT FINANCE PRACTICELocations: Boston, MA\Philadelphia, PA | Washington, DC | Los Angeles, CA\San Francisco, CA\ Silicon Valley, CA | Santa Monica, CA\New York, NYHYBRIDOur client, a premier AmLaw 50 firm,...SeniorPrivate- ...Senior Portfolio AccountantAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact... ...assurance serving Financial Services clients (hedge funds, private equity, or other alternative asset managers strongly...SeniorPrivateLocal area
$128k - $252.5k
...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance... ...that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will...SeniorPrivateLocal area- ...Global Advisers is seeking a Private Wealth Advisor in Bala Cynwyd, PA to lead relationships with high-net-worth and ultra-high-net-worth clients... ...Develop investment and planning strategies across taxable portfolios, retirement assets, concentrated positions, liquidity,...Private
$121.44k - $154.84k
...: 2026-11-03As a Financial Due Diligence Senior Associate, you’ll focus on middle-market... ...carve-outs and similar services to clients, private equity investors, and asset-based lenders... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...sustaining more than 35% annual growth for the past decade. Our portfolio of pet care offerings includes pet-related employee benefits,... ...future of veterinary care.About the RoleSynergy Pet Group is a private-equity-backed pet health platform operating a portfolio of businesses...SeniorPrivateShift work
- ...Bacik Group is actively searching for a Senior Electrical Engineer - Medium - High Voltage... ...Affairs. Bacik Group also works with Private Sector Entities including AECOM, ECC,... ...Vertex Aerospace. We have an extensive portfolio of work fulfilling prime positions on...SeniorPrivateFull timeContract workFor contractorsLocal areaRemote workMonday to FridayShift work
$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience...SeniorPrivateFull timeWork experience placementInternshipWork at officeLocal area- ...clients have made us a trusted partner for private wealth, endowment & foundation, and investment... ...a team of Relationship Managers, Portfolio Managers and investment specialists in... ...action to resolve (with guidance from senior officers where appropriate) and keep all...PrivateWork at officeDay shift3 days per week
- ...Closes: 2027-07-29Job Summary:Private Client Services at BDO is a... ...insurance planning.A Tax Experienced Senior, Private Client Services (PCS... ...with clients and their advisors to gather information needed... ...with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint...SeniorPrivatePrivate practiceWork at office
- ...Senior Vice President, Product About the Company Well-known digital news platform... ...Industry Online Media Type Privately Held, Private Equity-backed Founded... ...and will be adept at prioritization and portfolio management across multiple stakeholders....SeniorPrivate
- Global Advisers, LLC in Newtown Square, PA is seeking a Private Wealth Advisor to lead relationships with high-net-worth clients, coordinating investment, planning, liquidity, risk-management and legacy strategies. The advisor will combine technical judgment with relationship...Private
- ...Senior Director, Strategy to the Chief People Officer (CPO) About... ...& Health Care Type Privately Held, Private Equity-backed... ...Officer to serve as a strategic advisor and advance high-priority people... ...include managing a portfolio of strategic initiatives, defining...SeniorPrivateWork at office
$70 per hour
...Senior Fund Accountant | Global Private Markets Investment Firm | Fully Remote A leading global private markets investment firm with approximately $70+B in AUM is seeking a Senior Fund Accountant to join its growing finance team. This is a direct-hire opportunity supporting...SeniorPrivateRemote work- ...advisory services, including wealth transfer strategies, charitable... ...with clients' external advisors (financial planners, investment... ...implications of investments, private equity holdings, real estate,... ...the potential impact on client portfolios, updating strategies as necessary...SeniorPrivateWork at officeLocal areaFlexible hours
$110.7k - $218.3k
...Enterprise Operations & Risk - Wealth Management and Trust... ...Investment Management Senior Consultant Our Deloitte... ...managers, hedge funds, private equity, fund... ...administration, financial advisor support, recordkeeping,... ...management (CRM) systems, portfolio and trust investment accounting...SeniorPrivateWork at officeNight shift$175.1k - $291.8k
The Senior Principal, Enterprise Strategy & Strategic Opportunities... .... The role will own a portfolio of consequential opportunities... ...projects and develop Principals and Advisors through clear direction,... ...development, investment banking, private equity, innovation, or...SeniorPrivateFull timeLocal areaWork from homeFlexible hoursShift work- ...professionals serve as trusted advisors to boards, CEOs, corporate... ...capability, including partnership portfolio management, stage-gate... ...and ResponsibilitiesThe JVP Senior Managing Director is an executive... ...consortia, ecosystems, public-private partnerships, or enterprise...SeniorPrivateFull time
$160k - $190k
...group within the larger CBIZ Private Equity Advisory practice. Our... ...services as a genuine trusted advisor.You will have the opportunity... ...firm, etc.About the Role The Senior Principal will be a full-time... ..., private equity backed portfolio companies, by implementing strategic...SeniorPrivatePermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift- ...for as a firm.KPMG is currently seeking a Senior Associate to join our International Tax... ...the tax aspects of multinational private equity and strategic mergers, acquisitions... ...life cycle for both asset managers and portfolio companies operating globallyQualifications...SeniorPrivateTemporary workLocal area
$131k - $218.3k
...Oversight - Investment Management Senior Consultant Our Deloitte Regulatory,... ...operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians... ...management systems (EMS), portfolio management tools, portfolio/investment...SeniorPrivate$126.1k - $253k
...asset management industry with a focus on private equity funds, hedge funds and/or FoF... ...-known funds in the industry. As a Tax Senior Manager, you will be responsible for the... ...generating new revenue on existing client portfolio, cross selling and identifying new clients...SeniorPrivateFull timeWork experience placementInternshipLocal area
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