461279 Jobs Found for Oxford Advisory Group
Description Alvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability...
The Operations Associate for Insigneo’ s RIA has the responsibility of providing operations, onboarding, reporting and client assistance to Insigneo’ s Financial Advisors. JOB RESPONSIBILITIES/MAIN FUNCTIONS Reviews account opening documentation making sure it complies with regulatory guidelines. Maintains, responds, and updates custodian require...
Sr. Consultant - Microsoft & Software Advisory Service Group
NewPosted 18 Oct 2024SHI International Corp.Job Summary The Senior Consultant is a world-class software licensing expert, helping clients transform the most complex business challenges into optimal licensing strategies. The Senior Consultant is a team mentor and thought leader who can position and deliver the full range of practice consulting services to our largest clients. In addition to l...
Client Advisory Manager Department: Client Accounting Services (CAS) Employment Type: Full Time Location: Cleveland, OH Description Overview of Firm: Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer’s Top Workplaces, a six-time winner of Ohio Magazine’s Best Places to Work, and awarded...
Manager – Accounting Advisory Managers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Tak...
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces ...
Responsibilities: Understand fundamentals of financial, tax, retirement and estate planning. Offer consultation on client's strategic asset allocation, portfolio structure design, report overview and performance monitoring. Provide comprehensive guidance to clients regarding investment and portfolio needs. Proactively work with Client Service Assoc...
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and ...
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and ...
Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:Investments Estate planning Tax planning...