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.
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 ...
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 ...
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