Job #: 7265
Title: Business Transition Specialist
Job Location: New York City, New York - United States
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
Top Tier Wealth Management Firm seeks an advisor with extensive experience working with owners on the transition of their businesses.
Relocation assistance available. JOB DESCRIPTION
- Advise and consult with owners of growing and successful small - mid-size companies regarding options for transitioning their businesses to family, employees, outright sale, etc.
- Extensive client contact with an emphasis on deepening client relationships through an advisory versus transactional approach
- Work closely with private client advisors in addition to other internal and external professionals regarding M&A, ESOPs, valuation and other transition options. Travel required to service clients in the Northeast region
The ideal candidate will have 10+ years` experience with expertise in business transition planning with mid-size companies. Qualified candidates considered from corporate finance, M&A groups, investment banking, law or accounting firms, or wealth planning at a financial services firm.
How to Apply: