Position Summary. SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics (“O&A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and t...
Position Summary. Gelfand, Rennert & Feldman is seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. This position can be based out of Manhattan, NY on a hybrid basis. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Primary Responsibilities. Process accounts payable...
Position Summary. We are seeking a highly skilled and experienced Cybersecurity Solutions Architect to join our dynamic team. The successful candidate will be responsible for designing and implementing robust security systems that protect our organization's IT infrastructure from potential threats and vulnerabilities. This role requires a deep understanding of cybersecurity principles, risk management, and the latest security technologies. This r...
. Position Summary. Gelfand, Rennert & Feldman is seeking an Analyst, Financial Reporting Group to join our team of dedicated professionals. The Analyst is responsible for reviewing and assembling information to assist in the preparation of various reports in support of servicing clients. Gelfand, Rennert & Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the n...
Position Summary. Focus Financial Partners is seeking a motivated and detail-oriented Accounting Senior Associate to join our team. This is an exciting opportunity for a professional with 2–3 years of experience who is eager to expand their expertise in corporate accounting within a dynamic, collaborative financial services environment. In this role, you’ll work closely with internal finance teams to support many aspects of the Corporate Accounti...
Position Summary. SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling...
Position Summary. SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling...
Position Summary. The Change Management Associate will play an important role in the developing communication and processes that support various change initiatives across the organization. This includes actively participating with other team members and in the analysis of the status quo and required change management and the development and execution of internal communication strategies that enable successful adoption of change initiatives. You’l...
Position Summary. The. Communications Manager will play a key role in developing and executing strategic internal communication campaigns that support transformation and change initiatives across Focus. This position partners closely with the internal communications and change management team to design and deliver integrated communication strategies that drive understanding, engagement, and adoption. The Communications Manager will collaborate wi...
Position Summary. Gelfand, Rennert & Feldman is seeking a Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated professionals. This position is based out of Nashville,TN on a hybrid basis. The Staff Accountant role is responsible for the preparation of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax r...
Summary. SCS Financial is seeking a highly motivated Salesforce Lead to join our growing team. SCS Financial is a multi-family office that provides world-class wealth management, estate planning, and investment services for Ultra-High Net Worth families and institutions. SCS’s Salesforce platform supports client service workflows, client data management, business development, client engagement & marketing, and internal operational workflows. As S...
Position Summary. Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm’s Tax Manager in providing a broad range of tax planning and compliance support to FWP's clients and to the business management division of the company. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day p...
