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  1. Regional Vice President - Business Development - RIA

    Regional Vice President – Business Development - RIA My client is a privately held investment management firm who manages portfolios for HNW private clients and of the world’s preeminent institutions. The firm is currently the largest Independent RIA in the country with $60BB+ in AUM. Job Description: The primary responsibilities of this sales position are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for ...

  2. Property Accountant - 3 month Contract

    3 Month Contract to assist my Client - Accountant Client's business deals with private mortgage accounts with customers, investors, management and attorneys; monitoring assigned accounts and following up accordingly; reviewing all ongoing work out plans with customers, evaluating their needs and issues, and advising them appropriately; analyzing credit reports, loan histories, financial records and property values, and making recommendations to managers; complying with federal, state and local ...