Seeking a Senior Associate for our Private Client Services team across 5 locations - Chicago, Boulder, Boca Raton, Los Angeles, and Atlanta. Role includes onboarding high net worth clients, assisting wealth advisors, and maintaining client communicat...
Join a dynamic financial tech firm in Boca Raton. Black Dragon Capital seeks a results-driven Operational Financial Analyst to lead diverse projects. Manage accounting, audits, financial statements, and special initiatives for OBS. Must excel in tax ...
Join our esteemed Wealth Management firm as a Senior Associate in Private Client Services. With $15B+ AUM, accolades from Forbes and Financial Times, and 250+ strong team, we offer $75k-95k salary, remote work option, and solid benefits. Ideal candid...
Join LendingOne, a premier real estate private lender lauded as an Inc. 500 company & a top workplace. Seeking Loan Advisors with consultative sales experience in a dynamic atmosphere. Be part of our fast-growing team in FL or NC. Enjoy benefits and ...
Join an esteemed national RIA seeking a Senior Private Client Services Associate in South Florida. Work closely with High Net Worth clients, managing their multi-million assets. Onboard new clientele, assist Wealth Advisors, and ensure top-notch clie...
Seeking Tax Senior Advisor for hybrid role in Los Angeles, Chicago, Boca Raton, or Dallas. Requirements: CPA/EA license, CCH Axcess/SurePrep exp, 3-5+ yrs in Public Accounting/Wealth Management. Join our team serving HNW individuals, offering competi...
Seeking an adept Executive/Personal Assistant for Black Dragon Capital's CEO. Must manage complex calendars, travel plans, and projects. Requires 5+ years C-level support experience, impeccable organization, and autonomy in decision-making. Tech-savv...
Seeking Automation Engineer for Leading Global Asset Manager with 30+ years' history. Must have 5+ yrs Power Platform, 4+ yrs Power Automate, Python, Javascript, SQL. Experience in Snowflake, Azure, Power BI a plus. Responsibilities include developin...
Seeking a meticulous Non QM Mortgage Underwriter with private lending experience at Perfecto Capital in Boca Raton, FL. Must have strong analytical skills, attention to detail, and work ethic. Join a fast-growing firm for career growth potential, ben...
