Strategic Controller for RIA & Family Office Growth
Right Executive Search, LLC
A financial services firm in New York is seeking an experienced Controller to manage accounting operations and ensure SEC compliance. This role requires a strong analytical mindset and ownership of detailed accounting tasks while supporting strategic initiatives. Ideal candidates will have over 7 years of experience, ideally within wealth management or family office settings and possess both a degree in Accounting or Finance and CPA certification. #J-18808-Ljbffr
$165k - $190k
...working alongside our sales and strategic account teams to best align... ...client needs. We are seeking a RIA Client Marketing Director, responsible... ..., audience needs and growth opportunities.Serve as a senior... ...arrangement, 4 days per week in office.Location: Boston, MA or...Work at officeLocal area$200k
...asset management firm is seeking a Fund Controller to join its lean, sophisticated finance... ..., and a clear path for continued growth within a boutique investment environment... ...Work Model: Hybrid — 2 days per week in office Compensation: Up to approximately $2...Work at officeFull time2 days per week- ...Position: Controller Forester plans to hire a Controller to support the firm’s Finance... ...strong track record making traditional and strategic investments with seasoned, successful... ...finance team members in the Stamford, CT office. Compensation Compensation commensurate...Work at officeFull time
$200k - $250k
...and shared purpose. About The Role The Controller is a key leadership role responsible for... ...and system changes in line with business growth and regulatory compliance Make... ...management systems and tools: Microsoft Office, GSuite, and ERP systems (NetSuite strongly...Work at officeFull timeNight shiftWeekend work- ...seeking a Vice President, Business Development to drive new business growth across North America. You will build and nurture a robust... ...consultative sales within the marketing/advertising space. Three in-office days per week; remote work not available. #J-18808-Ljbffr 550...Work at officeRemote work3 days per week
$100k - $140k
...and treatment plan to delivery of care. In-office specialty services include periodontics,... ...HSA (health savings account), (single or family coverage) ~ Exclusive discounts... ...x-rays and diagnostic tests Monitor growth and development of the teeth and jaws...Work at officeFull timePart timeLocal area3 days per week$84.61k - $141.02k
...fiduciary assessments; offering strategic recommendations for... ...’s Degree preferredMicrosoft Office experience and skills are a must... ...our teams and clientsWe are a family owned insurance broker (70+ years... ..., career development, and growth opportunitiesJob Security (we...Work at officeInterim role- ...approximately 3 days per week in office Experience: 8+ Years... ...-high-net-worth individuals, families and Family Offices whose tax... ...Partners on both the technical and strategic needs of sophisticated... ...client relationships and broader growth initiatives. What We're...Work at officeFull timePrivate practice3 days per week
$119k - $150k
...We are underwriters of risk, growth, progress and opportunity. We... ...City, Stamford or Philadelphia offices. In addition to having strong... ...Senior Management with key strategic informationAnalytics and system... ...status, civil union status, family or parental status, veteran...$119k - $150k
...We are underwriters of risk, growth, progress and opportunity. We... ...City, Stamford or Philadelphia offices. In addition to having strong... ...impact analyses for strategic initiatives, including rater... ...status, civil union status, family or parental status, veteran status...$78.75k - $115.5k
...Financial Analyst, Category Controlling plays an important role... ...that support profitable growth and the achievement of strategic and financial objectives.... ...Stamford, CT, or Novi, MI offices.Due to the nature of... ...wellbeing of you and your family and offers a range of benefits...Work at officeTemporary workImmediate startRemote workFlexible hours3 days per week$66.3k
...achieving the largest dollar growth of any program in the top 30.... ...and achieve revenue goals by strategically identifying and engaging community... ...time spent away from the office, in the community, to fulfill... ...12 annual holidays and Paid Family Leave, as well as an annual Cultural...Work at officeFull timeTemporary workFlexible hoursNight shiftWeekend workAfternoon shift- ...retain a large population of agents, coaching them to achieve growth and performance targets. This role requires in-office presence at our Darien, New Canaan, and Ridgefield locations and involves setting strategic direction, guiding policy updates, and ensuring...Work at officeLocal area
$110.7k - $218.3k
...and machine learning affect operational controls, data quality, and process resilience.Develop... ...enables clients to achieve profitable growth and competitive advantage by optimizing “... ...management, fund administration, or back-office operations.Experience in one or more of the...Work at officeNight shift$115k - $130k
...supporting professional growth, channeling expertise... ...and operating expense control Cultivating and... ...residents Monitoring and strategically evaluating current market... ...working knowledge of multi-family financial processes... ...including Microsoft Office Suite and various industry...Work at officeLocal areaMonday to FridayWeekend work- ...Controller We are seeking a highly skilled and detail-oriented Controller to join a leading... ...structuring, performance analysis, and strategic initiatives. Lead audit and tax processes... ...stakeholders in a fast‑paced environment. A growth-oriented mindset with the ambition to...Full timeImmediate start
$150k - $225k
...opportunistic, value-oriented, and risk-controlled approach to investing across... ...management teams to drive growth and deepen client engagement.... ...Proficiency in Microsoft Office Suite (PowerPoint, Excel,... ...military service, marital status, familial status, genetic information,...Work at officeFor contractorsLocal areaFlexible hours$121.5k - $143k
...Associate Consultant, Strategic Transformation About Chartis The challenges facing US... ...reshape healthcare for the better. Our family of brands-Chartis, Jarrard, Greeley, and... ...ways. Believe in better. Chartis has offices in Boston, Chicago, New York, Washington...Work at officeFull timeRemote work- Atlantic Group in Stamford, CT seeks a senior fund accounting leader to oversee accounting, reporting, and operations for the firm’s private equity funds and co-investments. You will own quarterly and annual reporting, coordinate audits, manage capital activity, and partner...
$150k
...The Business Development Officer will drive firm growth by sourcing high-net-worth... ...high-net-worth individuals, families, financial intermediaries,... ...centers of influence, and strategic partners. Build and... ...modeling, and disciplined risk controls to actively navigate evolving...Work at officeLocal area$273.5k - $307.7k
...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...stage of your career, we invest in your growth with continuing education and leadership... ...completed within the last year, an accredited Family Medicine or Internal Medicine/Pediatrics...Work at officeFull timeTemporary workRemote work$95k - $120k
...hiring an RFP Associate (Asset Management) in Stamford, CT. This hybrid role (3 days per week in-office) offers $95k–$120k/year + bonus, excellent benefits, and strong growth potential within a collaborative investment management environment. You will manage RFP and DDQ...Work at officeFull time3 days per week$100k - $150k
...and advisory firm with offices across the U.S. and internationally... ...and we invest in their growth and success through... ...to join our growing Family Office practice. This... ...tech stack.Provide strategic financial guidance and... ...product and ensure quality control across engagements....Work at officeFull timeLocal area3 days per week$100k - $120k
...the Role We’re hiring relationship-driven Strategic Account Managers to launch and grow our... ...market, with periodic visits to our Stamford, CT office The chance to join a growing startup on the edge of accelerated growth. We have fun while building a high-tech,...Work at officeFull timeLive inRemote work$190.9k - $254.6k
...will work out of one of our offices in Atlanta, Darien, Denver, London... ...whether service levels, controls, and processes are operating... ...Washington DC office. YOUR GROWTH You are someone who thrives... ...well-being for you and your family. YOUR QUALIFICATIONS AND SKILLS...Work at officeHourly payApprenticeship$85k - $110k
...transformation, we're building Strategic Workforce Planning as a core... ...from a Citizens corporate office, 1 day remote Work Location... ...victim of domestic violence, family status/parenthood, medical condition... ...and maximize your career growth Background Check Any offer of...Work at officeLocal areaRemote workMonday to FridayFlexible hours- ...administration services to hedge funds, private equity funds and large family offices. Our offering includes fund accounting and investor services,... ...with capabilities in data and analytics, project management, strategic execution, relationship management and operational servicing...Work at office
- ...flexibility for US based remote with monthly travel to the corporate office in Connecticut. This region is rich in culture, arts, dining,... ...with expertise in DB and DC plansDetail oriented with a strategic mindset, eager to contribute to operationsHighly motivated with...Work at officeRemote work
- ...Job Description Job Description We are looking for a Controller to lead the accounting function for a growing project-based business... ...leadership to provide financial guidance that supports business growth. • Contribute to process improvements, including the implementation...Contract work
- ...Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each... ...development and process design. Leads and/or contributes to strategic initiatives as an integral member of the Pricing and Research...Work at officeLocal areaRemote workWorldwideFlexible hours
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