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Ria jobs

Viewing 1 - 10 of 38 jobs

  • Financial Planner Manager

    Boutique Personal Finance Advisory Firm - Fairfax, VA

    Minimum 10 years of experience as financial advisor in an RIA or brokerage environment A working knowledge of all areas of financial planning including investments, insurance, college, retirement and estate planning, taxes, real estate and...

    4 days ago from IvyExec

  • Tax Manager - High Net Worth

    Boutique Accounting Firm - New York City, NY

    kills Strong research skills Ability to supervise, mentor and train staff Ability to assist with business development Proficient with Profx Tax, Caseware, QuickBooks, CCH Intelliconnect, RIA Checkpoint, Go File Room and Microsoft Office ,...

    30+ days ago from IvyExec

  • Director, Tax

    Hartford, CT

    researching skills including use of on-line tools such as RIA or CCH Other comments: Overtime will be required, especially during peak periods Outside candidates are being considered The position requires a team player responsible for the...

    30+ days ago from IvyExec

  • Private Banker-WM Adv Channel

    Global Leader In Investment Management - Jersey City, NJ

    of successful business development in the brokerage and/or RIA channel. Incumbent will work in tandem with Regional Director - Private Banking Advisor Channel to ensure group s overall profitability/production goals are met. Candidate must...

    3 days ago from IvyExec

  • Business Development Managing Director

    San Francisco, CA

    Our client is a premier boutique investment firm that offers a wide range of investment vehicles and has an established and rich history of success. Their investment vehicles range from mutual funds, institutional separate accounts,...

    5 days ago from IvyExec

  • Sr Channel Marketing Manager

    Major Investment Management Firm - El Dorado Hills, CA

    of the role are to: Drive marketing strategies for the RIA, Bank Trust, and DCIO channels that build our brand as an investment manager. Partner with Product and Channel Marketing teams in Principal Funds Marketing to drive the right...

    6 days ago from IvyExec

  • Vice President, Sales - Institutional Wealth Services

    Leading Mutual Fund and Financial Services Group - Conshohocken, PA

    or Relationship Management function Direct experience in RIA, Custody or Brokerage industry required Series 7 and 63 ... level with RIAs and Advisors Deep domain expertise in the RIA business and Fidelitys competitors, including high level...

    18 days ago from IvyExec

  • International Tax Manager

    Project Management Firm For Energy Industry - Houston, TX

    Proficient use of tax research databases such as CCH or RIA (IBFD) and Double tax treaty interpretation Strong reconciliation, organizational and documentation skills Complex reasoning and analytical thinking to effectively handle...

    30+ days ago from IvyExec

  • Tax Director

    Major Provider of Accounting, Tax, and Business Consulting - Los Angeles, CA

    n Microsoft Office applications required - Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems desired - Experience with research tools required - RIA Checkpoint and CCH desired , , Accounting...

    5 days ago from IvyExec

  • Tax Director

    Leading Provider of Assurance, Tax and Consulting Services - Los Angeles, CA

    n Microsoft Office applications required - Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems desired - Experience with research tools required - RIA Checkpoint and CCH desired , , Accounting...

    5 days ago from IvyExec

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