VP – Business Development (NY Capital Region)

Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities.  This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.

Responsibilities: 

• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.​
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations​
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting​​
• Understand and effectively communicate investment philosophy, process and solutions.​
• Provide recommendations for active market engagement and product positioning.

Qualifications & Experience:​

• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree.  Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel

Location: NY Capital Region

Salary: $125K range + Bonus up to 100%

 

Contact a Recruiter at Careers On The Move 

Financial Analyst – Valuation (San Francisco, CA)

Our client is a top rated independent valuation practice.

This candidate should have concentrated knowledge of corporate finance, financial markets and accounting.

The Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele.

This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

1-3 years  experience, preferably at a valuation or accounting firm, Entry level will be considered.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills.

 

Location:  San Francisco, CA

Base salary: Up to $100K  based upon experience + Quarterly Bonus and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

Valuation Associate/Senior Associate – Portfolio Securities (San Francisco, CA)

Our client is fast growing valuation firm based in Manhattan, with additional offices located nationwide. Clients include hedge funds, private companies, high-net-worth individual, public firms and other large financial institutions.
Seeking a Valuation Associate/Senior Associate, Portfolio Securities candidate to assist the business valuation group with client management, which involves gathering data, performing financial valuation services and due diligence, writing final valuation reports, as well as support business development inititatives.
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. This experience must include working with private equity, structured products and/or derivatives.
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Strong quantitative skills.
• Working experience with Bloomberg and Excel modeling required. FactSet experience a plus.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: San Francisco, CA
Salary: Highly Competitive Base Plus Bonus

Contact a Recruiter at Careers On The Move 

Director of Business Development – Private Equity (Boston, MA)

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory  that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

 

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
  • Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
  • Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
  • Selling financial opinions with respect to valuation, fairness and solvency;
  • Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA preferred.
  •  8+ years of successful Private Equity / Business Development experience selling to businesses and institutions.
  • Must have contacts in Private Equity.
  • Experience in Valuation field required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: Boston, MA

Salary: $120K-$175K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Partner, CPA – Forensic, Litigation, and Valuation (Philadelphia, PA)

Responsibilities:

  • Perform partner level compliance review
  • Leading departmental training for associate level professionals and fostering a learning environment of continuous improvement.
  • Expanding services to existing clients,
  • Supervising engagements and special projects undertaken by the firm.
  • Overseeing all aspects of the client engagement
  • Supervising, training and evaluating advanced level staff
  • Coaching, mentoring and assisting staff so they can develop and assist in the growth of their career.
  • Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.
  • Initiating business development activities and developing an internal and external circle of influence; participating in networking events, marketing events, and training.

 

Requirements:

  • Bachelor’s degree in Finance, Accounting, or similar. MBA Preferred
  • 10+ years relevant experience, ideally with an accounting firm
  • 5+ years of supervisory experience, mentoring and counseling associates
  • Broad background and knowledge in litigation/expert services.

Location:  Philadelphia, PA

Base salary: Highly Competitive + Quarterly Bonus and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Richelle Konian rocks the runway at the UAlbany Fashion Show.

 

Careers On The Move CEO, Richelle Konian takes the Runway at the UAlbany Fashion Show on November 14, 2019 at Eleventy in NYC. The Event raised $10K for student scholarships.

 

 

 

Tune into our once fearless girl who is now a woman entrepreneur and CEO of Careers On The Move, Richelle Konian, for our new podcast.

 

Tune into our once fearless girl who is now a woman entrepreneur and CEO of Careers On The Move, Richelle Konian, for our new podcast. Richelle knew by the age of eight that she would one day work on Wall Street even though she didn’t know a soul that did. Ms. Konian was no stranger to bold moves, as she professionally acted in her youth in New York City in the TV/film industry. Five years after graduating from the University at Albany’s School of Business, she left a solid career on Wall Street for the unknown world of entrepreneurship. As a noted Career Expert, Ms. Konian has provided her expertise on major television networks and leading publications, such as CBS Evening News, CNBC’s Squawk Box, the Wall Street Journal, Reuters, and as a Commencement Speaker. Today’s podcast features “Lessons Learned from Careers On The Move CEO Richelle Konian” by Own Your Career.

Check it out here: https://www.blogtalkradio.com/ownyourcareer/2018/08/14/lessons-learned-from-careers-on-the-move-ceo-richelle-konian

 

Tune in to Careers On The Move’s newly launched podcast featuring our current openings, career tips, and more.

 

 

 

 

#jobs #career #entreprenuer #womeninbusiness #motherhood #networking #inspiration #fearlessgirl

Human Resources Generalist – Professional Services (NYC)

This role is responsible for overseeing all staffing and employee operations. Responsibilities include college recruiting, onboarding, performance management, employee relations, engagement, and assistance with payroll.

Responsibilities:
  • Work closely with management to solve key problems and provide innovative solutions around people and culture (which includes our nine core values)
  • Collaborate with the extended HC team to implement or improve programs and processes in benefits administration, compliance, learning and development, appreciation and recognition and employee relations
  • Manage onboarding processes for entry-level and experienced new hires
  • Partner with several universities and host as well as attend on-campus events such as Meet the Firms, accounting awards dinners, interviews, information sessions, mock interview and resume workshops.
  • Educate and partner with employees on performance management, career development and training goals
  • Manage the performance evaluation process, buddy and mentor programs as well as the employee recognition programs
  • Ability to develop good relationships with third party recruiter. Handle various employee relations matters as needed
  • Manage all administration associated with employment related matter
  • Provide assistance in event planning for busy season, birthday celebrations, holidays and our State of the Firm event
Requirements:
  • Bachelor’s degree– Human Resource Management or similar preferred
  • 3-6 years’ progressive HR experience with key experience in developing people required
  • HR Certification (PHR or SPHR) preferred
  • Experience supporting professional services firm required (CPA or law firm preferred).
  • Ability to influence peers and senior leaders across the company to drive the right outcomes
  • Attentive to details and able to also reflect strategically
  • Work cross functionally with a diverse group of HR professionals in multiple geographies and roles
  • Intellectually curious to understand New York employment related laws and regulations
  • Solid working knowledge of ADAAA, FMLA, PDL, PFL, SDI, Workers’ Compensation, Paid Sick Leave and EEOC compliance. Must become familiar with Paid Parental Leave law.
  • Mid-level technology skills, with proficiency in Excel, Word, Outlook & PowerPoint required
  • Working knowledge of human resource information systems required
  • Must have strong written and verbal communication skills and be able to listen effectively
  • Work well under pressure and with a team; able to meet deadlines with accuracy
  • Excellent analytical, organizational and problem solving abilities are a must
  • Team player with desire to be an active participant within the organization

 

 

 

Location: NYC

Salary: $80K-90K + discretionary bonus & great benefit package.

Contact a Recruiter at Careers On The Move 

 

 

 

Richelle Konian, CEO of Careers On The Move, is to attend University at Albany Alumni Association Board Meeting and Big Purple Growl game festivities on February 4th.

Richelle is a member of the Executive Committee of the University at Albany Alumni Association, and serves on the University at Albany Dean’s Advisory Council to the School of Business.