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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 10 yrs required
Wealth Management - Advice Lab - Private Business Advisory - ED or MD The candidate will generate new business, with a focus on UHNW prospects and clients, providing strategic advice and analysis on issues affecting private business owners. Will provide thought leadership and expertise to clients and internal partners. Discuss transition options and the current market environment. Evaluate and/or recommend management succession plans. Evaluate and offer guidance on deal terms and structure. Advise on pre- and post-transaction planning strategies and integrate within family wealth transfer plans. Recommend current and future portfolio construction with consideration of a business as a concentrated position. Review and propose corporate and/or family governance structures. Review corporate documents including operating and buy-sell agreements and suggest additional best practices. Assist in identifying value and/or synergistic opportunities to help business owners obtain the greatest return from their business. Should have a Bachelor's degree. An advanced degree strongly preferred, ideally MBA, CFA or J.D. degree. Must have 10+ years of work experience in legal, investment banking, valuation or asset management. Should convey knowledge and credibility in front of integrated team members and clients/prospects. Must have ability to travel, approximately 50% of work week. Should also have willingness to travel internationally as needed.
Ref. #: 170071053
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