Our firm is a private portfolio management company that implements a proprietary strategy allowing consistent monthly income generation from a stock portfolio.  Rolling 12 month returns average 40% across all managed accounts.  Registered in CA and TX. Pending SEC registration.

We seek an aggressive, self motivated business development professional to take our firm to the next level.

The successful candidate will:

• Have a track record as the key person in numerous $50MM+ capital raisings for RIA firms, hedge funds or other funds management operations.

• Have deep and broad existing relationships with key decision makers in major financial institutions.

• Have the ability to leverage these existing contacts to raise $75MM+ annually in AUM for our firm.

The position does not require physical presence in our offices.  Reports directly to CEO.   HR department will contact previous employers and check references - no time wasters.

The position will focus on a key goal of assessing, revising, developing and implementing accounting policies across the finance organization. In addition, the position also has responsibility for ensuring that they are fully conversant with requirements related to financial regulation. They will assess any impact from these regulatory requirements on current policy and practice and be able to implement the appropriate remedies in a timely and inclusive manner.

This role will encompass the following:

• Provide guidance on ad hoc accounting and reporting issues/transactions.




• Development, design and communication of new or updates to global finance policies including the assessment of risk and associated mitigating strategies.




• Participation in GAAP/IFRS standard setting process and evaluation/implementation of emerging accounting developments.




• Assist with development, approval and implementation for policies that impact the financial statements.




• Carry out the review process with finance executives to gain approval of new or updates to finance policies.




• Assist with process for influencing standard setting, evaluating impact of proposals and implementing final rules.

Requirements:

• Minimum of 6 years experience in Accounting & Reporting: technical knowledge associated with current accounting pronouncements, familiarity with financial statements by segment, understanding of business drivers and implications.




• Prior SEC and bank regulatory reporting desired




• Regulatory reporting with the Federal Reserve and NYSBD desired.




• Decision Support: proficiency in demonstrating understanding of business line and product line drivers




• In-depth knowledge of multiple finance processes in large business operations




• Successful track record in delivering significant change and ability to communicate this effectively to all levels of the organization




• Experience of project managing major process re-engineering activity across a large finance function




• Pragmatic commercial operator with strong technical disciplines.




• Confident leader with outstanding relationship management skills.




• Ability to drive change across a large operation utilizing strong influencing skills and an ability to convey a sense of purpose, alignment with company strategy, and connection to individual’s goals.




• Excellent verbal and written communication skills, confident and engaging presenter to a senior audience.




• Excellent leader and collaborative team player with ability to build relationships and influence decisions and get things done with or without direct authority (matrix management).

Reports to:      Controller

Job Description:

The accounting manager role will be a key position for maintaining financial accounting and control for retail broker dealers.  This position will require a highly organized, analytical thinker with experience in complex environments, who enjoys daily challenges and is persistent as well as resourceful in getting to the right answer.

The Accounting Manager will have the responsibility of managing the daily activity of the Accounting staff  and maintaining accurate books.  A qualified candidate will have in depth knowledge of:

• Bank Reconciliations, Procedures and Controls.


• Standard monthly closing procedures.


• Standard Accounts Payable and Accounts Receivable processes.


• Standard Fixed Asset Accounting processes.

 Responsibilities:

• Supervise daily workflow of 2 accountants.


• Assist with preparation/review of monthly financial statement analysis and related notes to financial statements.


• Preparation/Review of intercompany transactions and intercompany statements of account.


• Document and implement controls and procedures.


• Respond to requests from regulators and external auditors.

Qualifications:

• 5 plus years experience in accounting.


• Bachelor degree in Accounting, Finance, Science or Engineering.


• Certified Public Accountant is a plus.


• Must be able to manage daily workflow of accounting staff in order to meet daily accounting requirements.

 Other Specific Skills & Knowledge:

• Must be a self-starter and have the ability to work without constant supervision.


• Prior experience in highly automated environment a plus.


• Prior experience with Oracle Financials a plus.


• Broker Dealer and/or Futures Commissions Merchant experience a plus.


• Excellent Analytical Skills.


• Ability to evaluate current procedures and design and implement changes in order to streamline operations, while ensuring sufficient checks and balances.


• Prior experience in highly automated environment a plus.


• Knowledge of multi-currency accounting a plus.

Please respond in confidence with resume for consideration.

Looking for individuals that are intellectually curious and hard working.Must be highly organized and a strong analytical thinker. Supervisory experience is required. Prior experience in a highly automated environment is a plus. Prior financial service industry experience is not required.

Our client company is one of the largest publicly traded global asset management firms in the world with approximately $618 billion in assets under management. They provide diversified, global investment management services that include growth and value equities, style blend and fixed income services to institutional, high net worth and retail clients worldwide. Additionally, they provide in-depth research, portfolio strategy, trading, and brokerage-related services.

Job Description:

Global Wealth/Client Advisor for a prominent Money Management firm. Strong sales background with proven sales record required. Responsibility is to create a network with attorneys, CPAs, etc., people who know wealthy individuals and sell to the wealthy individuals the asset management services of the firm. Background can be from any industry such as medical device sales, real estate sales, mortgage, law, etc. Most importantly individuals should possess a strong desire to work in the global wealth/private banking arena...have successful sales experience...without a lot of job changes. Training will be provided.

Primary Responsibilities:

• Originator of sales
• Creating a network with attorneys, CPAs, etc., people who know wealthy individuals.
• Selling asset management services.
• Creating business through obtaining new accounts and managing existing accounts.

Required Background:

• High success rate in any field of sales (direct sales preferred).
• Prospective candidates should have strong sales experience within any industry.
• Candidates must be aggressive and demonstrate an "empathetic" personality.

• Experience in capital markets and institutional sales a plus.

• Experience as business development attorney, accountant, medical device sales, printing sales, computer sales, etc.
• Originator of sales.
• More experience as sales representative preferred rather than sales directors or sales managers.
• Cold Calling experience a must.
• College BA/BS preferred MBA

Compensation:

• Base salary is $150,000 + percentage of money invested. (Very high income potential!)
• Total compensation is based on a fee (percentage) of the total investment brought into the firm to be managed.

Maintain the highest level of ethical and professional standards and strict client confidentiality.

Possess strong leadership, communication, and project management skills.

Supervise, train and mentor associates while providing ongoing constructive feedback.

Review tax returns prepared by staff for accuracy and efficiency while increasing responsibility in the review process.

Prepare complex partnership and high net worth individual tax returns.

Research and consult on various domestic and foreign tax matters.

Participate in recruiting efforts; professional development; and other job-related duties as necessary.

Non-Essential Duties and Responsibilities:         

Real estate fund accounting experience.

Experience with tax-based research software such as Westlaw, CCH, and BNA.      

Experience with Pro Systems or similar tax compliance software.

Proficient with Microsoft Office (strong emphasis on Excel).

Qualifications/Requirements

Bachelor’s degree in Accounting.  CPA preferred.

Two to four years of progressive tax compliance and consulting experience.

Previous tax return review experience displaying ability to supervise staff and lead projects

Elite Placement Group is a permanent and temporary executive search firm specializing in accounting, finance and administrative personnel.  We are a team of select, highly qualified recruiters offering large firm talent combined with the value and service of a boutique firm.  Our focused approach enables us to find the most qualified financial, accounting and administrative professionals.  We help you identify, attract and hire individuals with the skills and training that meets the needs and requirements of your team.

Our associates work closely together using a team approach to devise the correct strategies to find the right candidates for your company.  The personal attention we give to each and every one of our clients ensures that each client receives optimum results.  This has proven to be a formula for success!

Keywords: SEC, Accountant, Accounting, Finance, Financial Analyst, External Reporting, Analysis, Controller, 10K, 10Q, Balance Sheet Analysis, Monthly Close, General Ledger, Journal Entries, CPA, Certified Public Accountant, GAAP, Financial Reporting, Financial Statements, Modeling, Planning, Budgeting, Forecasting, Variance Analysis, Strategy, Strategic Analysis, Business Analysis, Audit, Account Analysis, Inventory, Systems, Trend Analysis.

Our associates work closely together using a team approach to devise the correct strategies to find the right candidates for your company.  The personal attention we give to each and every one of our clients ensures that each client receives optimum results.  This has proven to be a formula for success!

Requirements:
Lead IS risk based audits.
Examine and verify IS processes and procedures from internal organizations in order to determine the reliability and effectiveness of the existing control systems.
Continuously analyze business risk profiles and provide assurance that appropriate risk mitigation is taken.
Provide management with independent and objective reports, evaluations, appraisals, counsel, and recommendations.
Support the Global IS Audit Director, company divisions and subsidiaries in a consulting role by evaluating and recommending improvements to business practices, processes, and control procedures.


Additional qualifications that will be considered include:
Qualifications:
Bachelors Degree in Computer Science, Management of Information Systems, or related business discipline(s).
CIA or CISA certifications will be considered a plus.
Application implementation experience is desirable with preference for SAP or JD Edwards.
Experience in IS Audit with a Big 4 or an Internal Audit department is preferable.
Demonstrated leadership competencies with the ability to work effectively across all levels and functions within the business.
Strong interpersonal skills with the ability to facilitate diverse groups towards operational efficiencies.
Extensive knowledge & experience in project management with strong analytical, problem solving, and organizational skills.
Effective oral and written communication skills and proven presentation skills.
Proactive and results driven.

One of the top names in private wealth management is seeking Financial Advisors. We oversee $100 billion in private capital for families, individuals, foundations and endowments.

This is a critical position: he or she plays the central role in cultivating new clients and advising existing ones. We therefore seek intelligent, well-educated, and seasoned professionals, with a proven record of building relationships based on advice of the highest quality and deep mutual trust.

Before joining our firm, most candidates excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, successful hires have also come from accounting, law, consulting, and commercial real estate.

Submit your resume as a separate attachment in word format along with a cover letter and verifiable salary history for consideration.
W-2 should show that you have consistently made over $150,000. This is a hands-on sales position. If you have been successful and brought in significant revenues, you are a viable candidate for this position.

Need a successful sales / business development professional with excellent relationship management skills who has consistently been a top earner throughout their career.

Must have a strong history of client facing experience making complex presentations to senior, very sophisticated clients.

Must have built trusted relationships with prospects and transformed them into loyal clients.

Must be well networked and have a warm market that includes Attorneys, CPA’s, Financial Planners, Estate Planners, etc.

Prefer those who have lived in the same locale for the past 10+ years and have a good sized network including memberships in professional organizations, clubs, charities, civic organizations etc that provide additional networking opportunities.

Must have a history of job stability!

MBA or Financial Services/Capital Markets experience is a big plus but not required.

Prior experience raising capital a also major plus!

Excellent benefits!

No travel required.

Client strongly prefers candidates with consistent $200K+ W2s. PLEASE provide last 3 years’ total comp and single highest year’s comp. 

More details of the job and firm will be discussed with those who qualify.