Development & Marketing Department, industry teams, recruiting department, and to strategic committees of the firm, in alignment... I.Q., RIA Checkpoint, PACER, Factset, Pitchbook, HeinOnline, required Experience using automated library systems...
software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint) Experience... location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting...
Development & Marketing Department, industry teams, recruiting department, and to strategic committees of the firm, in alignment... I.Q., RIA Checkpoint, PACER, Factset, Pitchbook, HeinOnline, required Experience using automated library systems...
to the executive team, ensuring regulatory integrity across both RIA and Structured Credit Transactions. The ideal candidate... Preferred Qualifications 15+ years of experience in RIA/private markets compliance with a preference for institutional asset...
to join our technology team supporting RIA Custody and Security-Based Lending (SBL) platforms. You will be responsible for architecting...: Understanding of RIA workflows, collateral eligibility, and the regulatory landscape of asset-based lending. Education: Degree...
of experience in a client-facing financial advisory role at a broker dealer or RIA, with strong financial planning literacy. Holds.... This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination...
with an RIA, MFO, or boutique wealth management firm. Demonstrates a client-service mindset with proven experience supporting..., including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation...
. Blending business development, relationship management, and recruiting, this role is responsible for proactively sourcing... Conversion Drive candidate engagement through the recruiting funnel in partnership with key EFE stakeholders Ensure a high...
Executive, you will be managing consultative sales cycles with our largest RIA's and Multi-Family Offices... and drive the strategy for this sector and lead the sales cycle with a cross-functional team. Craft RIA and Family office...
of transitioning RIA firms onto the Goldman Sachs Custody Solutions (“GSCS”) platform. Their primary responsibilities include project... with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer...