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Business Transition Specialist
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: New York, NY
JOB DESCRIPTION

Job #: 7265
Title: Business Transition Specialist
Job Location: New York City, New York - United States
Employment Type:
Salary: $160,000.00 - $180,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Business Transition Specialist - New York City, NY - National Wealth Management Firm

Newly created role with top tier wealth management firm: Seeking an advisor with extensive experience in working with wealthy business owners on the valuation/transition of their business.

Relocation assistance available.

JOB DESCRIPTION

  • Work with HNW/UHNW business owners(10mm-100mm+) to provide subject matter expertise in business transition planning. Help business owners understand the value of their business, assess their capital structure and evaluate options to transition the business to family members or employees
  • Meet with existing clients and prospects to deepen and develop Firm relationships
  • Work closely with commercial banks in addition to the Wealth Planning, Valuation, M&A and ESOP teams. Extensive client contact. Some travel required
QUALIFICATIONS

The ideal candidate will have 10+ years experience with expertise in business transition planning. Qualified candidates considered from law or accounting firms, corporate finance or M&A group, investment banking, or wealth planning at a financial services firm.




How to Apply:


 
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