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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

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
QUALIFICATIONS

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.


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