Growth Controller — Private-Equity Backed Wealth Firm
Mission Wealth Management Lp
Mission Wealth is hiring a growth-oriented Controller to lead accounting operations, financial reporting, and internal controls for a growing national wealth management firm. You will oversee monthly closes, cash management, and interactions with external auditors and partners, shaping a scalable financial infrastructure. The ideal candidate holds a CPA, has 6+ years of relevant experience in wealth management or financial services, and will partner with senior leadership to drive process #J-18808-Ljbffr Mission Wealth Management Lp
$220k
...application process. Controller Finance Full Time... ...Barron’s Top 100 RIA firm and voted Best Places... ...News, Mission Wealth is hiring a growth-minded Controller to... ...commitment to giving back to the community and... ...expected of a growing private equity-backed firm. This is...Employment EquityPrivateFull timeWork at officeShift work- ...Vice President, Growth Enablement & Operations About the... ...Expanding investment management firm Industry Investment Management Type Privately Held, Private Equity-backed Founded 1985... ...Specialties holistic wealth management financial planning...Employment EquityPrivateWork at office
- ...Principal Owner Development & Growth About the Company... ...Financial Services Type Privately Held, Private Equity-backed Founded 1860... ...centric consumer centric wealth management financial protection... ...to Principal Owners, Firms, and Financial...Employment EquityPrivateHome office
- ...dreamed of. We handle the back-office burden, automate... ...and grow your own firm, powered by Savvy's platform... ...team to accelerate growth Dedicated operations... ...leading compensation with equity Flexibility to keep... ...in the country. Wealth management is a $545 billion...Employment EquityPrivateWork at officeRemote work
$140k - $160k
...products industry to identify an experienced Controller. This is a hands-on leadership... ...an organization experiencing continued growth and operational expansion. The ideal candidate... ...This Opportunity Attractive Growing, private equity-backed organization with continued expansion...Employment EquityPrivateRemote workMonday to Friday$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an... ...and fast-growing investment firm that provides proprietary alternative... ...classes including Private Equity, Venture Capital, Real... ...to the overall success and growth of the firm. About this...Employment EquityPrivateFull timeLocal areaRemote work- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company... ...of significant growth. This role is pivotal... ...understanding of the private equity and venture capital...Employment EquityPrivate
$200k - $300k
...About Wealth At Work: Enterprise Citi... ...work with Venture-backed companies and... ...motivated Private Banker to join... ...significant revenue growth, expanding Assets... ..., private equity, startup, and corporate... ...for the firm's reputation and... ...and reporting control issues with transparency...Employment EquityPrivateFull time$160k - $200k
ElevenHundred+ is seeking a Senior Controller to lead accounting operations... ...processes and systems as the firm grows. You'll work closely... ...2015 as a spin‑out from the Private Equity and M&A Group of Kirkland &... ...in a private equity-backed business, multi‑entity environment...Employment EquityPrivateWork at officeLocal areaShift work3 days per week$122k - $183k
...fund infrastructure needs of Private Equity and Debt Funds. At Petra, we... ...attention to detail first. As Controller, you will lead Petra’s... ...workflows, and contribute to firm strategy as a member of Petra... ...pricing input, and practice growth. Responsibilities Own the end...Employment EquityPrivateImmediate startFlexible hours$68k - $120k
...Wealth Management AssociateWealth Management Associates... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...or financial plans from firm-approved systems for existing... ...but not limited to equities, bonds, options, mutual... ...inclusion, and giving back - aren't just beliefs,...Employment EquityPrivateTemporary workWork experience placementLocal area- ...clean policies, strong controls, and systems that make... ...tax engines, payroll, equity administration, and reporting... ...stage of finance team growth. What We Need — Must‑... ...operations in a private company environment. Marketplace... ..., or top regional firm, paired with in‑house operating...Employment EquityPrivateFull timeWork at office
- ...is a global investment firm delivering on strategy... ...investors worldwide. The privately held firm, founded in 1... ...of fixed income, equities, and multi-asset solutions... ...Job Function The Private Wealth Consultant (PWC) has the... ...Trusts to drive sale growth. Additionally, members...Employment EquityPrivateWorldwideFlexible hours
$150k - $170k
...Partners WM Partners is a middle-market private equity firm specializing in buyout investments in... ...medium-size businesses with attractive growth prospects and generate sustainable, long... ...email, SMS, loyalty, subscription, and win-back programs. Support brand marketing,...Employment EquityPrivateRemote jobFreelance$155.6k - $306.8k
...in Investment and Wealth Management, you will... ...teams to shape growth strategies, improve... ...improve scalability, controls, and efficiency.... ...alternatives and private markets initiatives... ...including private equity, private credit,... ...front-, middle-, and back-office...Employment EquityPrivateLocal areaVisa sponsorship$104.6k - $191.6k
...the only professional services firm with a separate business unit... ...Banking and Capital Markets, Wealth and Asset Management,... ...EDGE (Exceptional Delivery and Growth Engine) practice provides specialized... ...professionals on hedge fund, private equity, and mutual fund taxation,...Employment EquityPrivateSummer holidayLocal areaFlexible hours- ...LLP in Los Angeles seeks a 2025 associate for its Private Equity group. The role focuses on private M&A and growth equity transactions, with an emphasis on understanding... ...offering exposure to high-profile deals within a top-tier firm. #J-18808-Ljbffr Goodwin Procter LLPEmployment EquityPrivate
- ...Development About the Company Scaled, established wealth management firm with national footprint and strong organic growth. Industry Financial Services Type Privately Held, Private Equity-backed About the Role The Company is seeking a Head of Corporate...Employment EquityPrivate
- ...qualified class of 2025 associate to join our Private Equity group. Candidates should have some experience or an interest in private M&A and growth equity transactions, with a basic... ...Outstanding academic credentials, comparable law firm experience, and excellent written and...Employment EquityPrivate
$35.12k - $90k
...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...new platformsParticipating in firm initiatives (e.g., training or... ...including but not limited to equities, bonds, options, mutual funds... ...and inclusion, and giving back - aren’t just beliefs, they guide...Employment EquityPrivateTemporary workWork at officeLocal areaWork visa- EGIS Careers is seeking a Private Equity Analyst/Associate to join the investment team in Washington... ..., and support transactions to drive growth and performance improvement. The role... ...2 years in investment banking at a top firm, an Ivy League undergraduate degree, and...Employment EquityPrivateFull time
- ...Controller Now Hiring: Controller Job Type: Full-Time Work Arrangement: Hybrid — in-office Tuesday through Thursday at our Commerce... ..., growers, and makers who keep our communities running. Backed by a private equity partner, Work World is a profitable and growing business...Employment EquityPrivateFull timeWork at officeLocal areaImmediate startRemote workMonday to Friday3 days per week
$98.35k - $115.7k
...Associates who support Wealth clients and Wealth Advisors across Private Wealth Management. This... ...productivity, quality, and risk controls.Identify, assess, and... ...requirements and firm policies.Champion process... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityPrivateFull timeLocal area$195.42k - $370.53k
...creating new pathways for growth. In this ever-changing... ...one priority. With a wealth of learning and career... ...you're looking for a firm with a strong team... ...currently seeking a Director, Private Equity IT M&A -Due Diligence... ...) within a PE-backed company or a high-growthtech...Employment EquityPrivateH1bLocal area$88.4k - $182k
...designed to generate revenue growth and to acquire new... ...employees at target firms Cultivate relationships... ...suite of banking and wealth management solutions to... ...managing and reporting control issues with transparency... ...--- Job Family Group: Private Client Coverage -------...PrivateFull time- ...J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing their wealth, leveraging investments, credit and comprehensive banking solutions. You will work with a local team and an institutional platform...PrivateLocal area
- ...Vice President of Growth Marketing About the Company Popular regional provider of premium landscaping services Industry Environmental Services Type Privately Held, Private Equity-backed Founded 1984 Employees 1001-5000 Categories Architecture...Employment EquityPrivateLocal area
$140k - $170k
...salary + bonus Our client is a privately held organization with a... ...are looking for an experienced Controller to join our client’s team. This... ...the company’s strategic growth initiatives. Manage financing... ...Manage stock portfolios, private equity, and other financial assets....Employment EquityPrivate- ...Vice President, Growth Marketing About the Company Innovative provider of leave management software Industry Internet Type Privately Held, Private Equity-backed Founded 2013 Employees 51-200 Categories Information Technology & Services...Employment EquityPrivate
$150k - $160k
Carolwood is seeking a Controller who is looking to become part of a private equity firm and help define the mandate for our internal accounting and associated business operations for the Los Angeles based team. In this role, you will gain world‑class experience partnering...Employment EquityPrivateFull timeRemote workVisa sponsorship
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