Director of Investment Banking & Advisory Sales
$250k - $300kDatasite
Grata is seeking a Director of Sales in San Francisco to lead a team focused on investment banking and advisory. You will manage sales strategy while cultivating executive relationships and accountability within your team. The ideal candidate has 6+ years of sales experience, including 2 years in leadership. Successful management of sales teams and a background in financial services is essential. The position offers a competitive compensation range of $250,000 to $300,000, with the potential for overachievement bonuses. #J-18808-Ljbffr Datasite
$250k - $300k
Grata, located in New York City, is seeking a Director of Sales for their investment banking and advisory segment. In this role, you will lead a team of AEs and BDRs, manage revenue targets, and develop strategies to expand business across various markets. Ideal candidates...Suggested$250k - $300k
Director of Sales — Investment Banking & Advisory Grata is looking for a proven sales leader to own our investment banking and advisory segment. You will lead a team of AEs and BDRs across both a strategic motion covering large, complex institutions and a mid‑market motion...SuggestedWork at office- Alumni Ventures is looking for a Director of Sales for Investment Banking & Advisory to lead a team focusing on large institutions and mid-market banks. You'll report to the VP of Americas Sales, contributing to the overall sales strategy. The ideal candidate has sales...Suggested
- PAULSON INVESTMENT COMPANY, LLC in San Francisco is seeking a Private Equity Investment Sales Associate to join their team. The role requires a minimum of two years of client... ...high net worth individuals and sell investment banking products. This is a commission-based...Suggested
- BDO seeks a Manager in Risk Advisory Services responsible for internal auditing and internal control solutions. This role involves managing teams through audits, improving client internal controls, and fostering client relationships. The ideal candidate will have significant...Suggested
- ...Brokerage Founded in 1971, Marcus & Millichap is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. With a national platform spanning 80+ offices across the U.S. and Canada, the firm completed over 8...For contractorsLocal area
$90k - $130k
...Responsibilities Work closely with the Director/Managing Director managing daily Fund Operations... ...+ years of relevant Private Equity Fund/Investment Company Accounting & Reporting... ...with governing documents such as LPAs, Advisory Agreements, Side Letters, Separate Fee agreements...Work at officeRemote work2 days per week$115k - $135k
The Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance, information...Work at office- ...recognized leader in providing superior financial consulting advisory services requested by the most prominent Venture Capital firms... ...special purpose vehicles, etc.) Review and summarize complex investment transactions, including portfolio company exits with cash and/...Full timePart timeWork at officeLocal areaRemote work
- At Paulson Investment Company, LLC, we are constantly seeking experienced... .... Private Equity Investment Sales Associate Paulson Investment... ...LLC is a boutique investment banking, wealth management, execution... ..., and retail brokerage and advisory firm focused on the micro to...
- ...relationships with private equity firms and deliver strategic financial advice. This role requires 5-8 years of experience in financial advisory and the ability to conduct complex financial analyses. The ideal candidate will utilize their corporate finance knowledge to...
- ...Bank Sales Manager Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people... ...of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or...Work experience placement
$170k - $190k
The Director of Investor Relations will serve as the primary strategic voice of GoodLeap’s... ...functional collaboration across Capital Markets Sales, Analytics, Underwriting, Servicing, and... ...) degree. 8-10 years of experience in banking, management consulting, or specialty...Work at office$143k - $224k
About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager to support the Government lending team in Specialized... ...policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to...Full timeWork experience placement- ...10712306 Job Category Client Sales Business Unit Asset & Wealth... ...with a singular focus: to offer investment solutions designed to achieve... ...Investment Advisors, Bank & Trusts, and Family Offices.... ...preferably in an institutional or advisory setting. Strong communication...Full timeWork from home
$128k - $173k
...consumers. Responsibilities JOB PURPOSE The Senior Manager, Investment and Risk Management plays a pivotal role in strengthening the... ...consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects...Full timeTemporary workWork experience placement$110.64k - $136.46k
...The Compliance Manager, Broker-Dealer & Investment Adviser is an essential member of the Gusto... ...Team, reporting to the Compliance Lead (Director). This role is the operational engine of... ...Rule, Reg S‑P and Reg S‑ID), GLBA, and Bank Secrecy Act Running supervisory control...Full timeWork at officeLocal area2 days per week3 days per week$250k - $360k
...Chicago, Houston, or San Francisco. The application deadline for this role is Tuesday 7 July at 5pm ET. The Global Head of Crisis Advisory and Risk Consulting is a US-based senior leadership role responsible for setting and executing the global strategy for a market-...Full timeWork at officeLocal areaImmediate startRemote workFlexible hours$164k - $250k
...proudly provide unique financial plans and investment management services to over 80,000... ...California. This role is a key member of the advisory team and will help clients achieve their... ...service quality, client retention and sales growth. The expected pay range for this...Full timeTemporary workFlexible hours- ...Focus Search LLC is recruiting for a Fund Accounting Manager with a fast-growing investment management firm in the Bay Area (San Francisco or Walnut Creek). This role will provide administrative support for various Venture Capital funds while working closely with team...
- ...prioritizing their customers' specific needs. We buy great businesses, invest in their continued growth, and hold them permanently —... ...experience in mergers and acquisitions, private equity, investment banking, corporate development or strategic finance. Strategic...
$100k - $196k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to... ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to...Work experience placementWork at office- Partner Investor / Sales Director (management buy-in, joint ventures) Job Openings Partner Investor / Sales Director (management buy-in, joint ventures) About the job Partner Investor / Sales Director (management buy-in, joint ventures) DPO-One goes out into the world...WorldwideFlexible hours
$155k - $190k
...professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary: Miller Kaplan’s Risk Advisory team is looking for a Senior Manager to join our Cybersecurity practice. The Senior Manager is responsible for leading multiple...Work at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursDay shift$100 per hour
Senior Finance Consultant: Corporate Strategy & Research (Remote Advisory) Prolific is not just another player in the AI space - we are... ...variety of experiences, knowledge, and skills. We are seeking Director, VP, and C-Level Finance Professionals to join our expert B2B and...Remote jobSelf employmentWork from homeFlexible hours$95k - $150k
From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength...Local areaFlexible hours$151k - $302.5k
...talented individual to join our Public Fund Sales team at Mercer, a Marsh business. This... ...multiple locations. Public Fund Sales Director We will count on you to: Develop and... ...depth knowledge of public segment markets, investment strategies, and financial markets,...Minimum wageFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. About the team... ...a bias for action that allows you to unblock yourself and our Sales partners. This role is based in San Francisco. High‑Volume Execution...Local area
- ...defence within the Commercial organisation and partners directly with Sales, Partnerships, Account Management, Revenue Strategy & Operations... ...fintech environments (e.g., payments, issuing, FX, or modern banking). Familiarity with global regulatory and scheme frameworks...
$90k - $130k
Gen II Fund Services is seeking a Fund Accounting Supervisor in San Francisco, California. This role involves overseeing accounting operations for private equity funds and managing client interactions. The ideal candidate will have a bachelor’s degree in accounting or finance...
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