Purpose:
Strategically and proactively sources passive and active candidates to build and maintain quality talent pipelines for current and future workforce needs. Understands the Ideal Candidate Profiles to effectively leverage appropriate sources and channels. Builds and maintains relationships with potential candidates, schools, and associations. Reviews resumes and contacts candidates to ascertain cultural and experience fit, interest, and refers to hiring managers as appropriate. Manages and participates in all aspects of the selection process while playing a key role in the selection process. This role communicates our Firm’s mission, values, and beliefs and tells our story.
Job Responsibilities:
Collaborate with hiring managers to review, revise, and write accurate role descriptions, ideal candidate profiles, and requisitions.Develop recruiting strategies that generate a pipeline of qualified candidates from a variety of means and sources. Write compelling ads, presentations, and other forms of communication that appropriately represent the company, employee value prop, and our career opportunities. Effectively articulate information to candidates about our company, including mission & values, service, benefits, and career development.Prescreen candidates to evaluate values, culture fit, and profile assessments results that align with role requirements.Coordinate with hiring managers to schedule interviews and guide candidates through the interview process.Attend career fairs and coordinate any internal company career nights.Effectively communicate job offers to candidates verbally and in writing.Conduct comprehensive background screens, including reference checks.Handle notification of candidates not selected for open positions.Maintain a pipeline of candidates to ensure staffing needs can be met in a timely manner.Continuously evaluate recruiting strategies to make improvements and adjustments to achieve an efficient and effective process.Keep well-documented files of all candidates.Ability to recruit candidates nationally through remote means.Ability to work on several recruitment projects simultaneously.Perform other HR related tasks or projects as needed.Knowledge, Skills, and Abilities:
Excellent verbal, written, and presentation communication skillsAdaptable, accurate, and creative problem-solving skillsProficient in Microsoft Office suiteAbility to coordinate on multiple projects simultaneouslyEducation:
Bachelor's degree in human resources/business management preferredExperience:
3-5 years of full-cycle recruiting experience- Wealth Management/Financial Services experience preferred but not required. Read LessPurpose:
Strategically and proactively sources passive and active candidates to build and maintain quality talent pipelines for current and future workforce needs. Understands the Ideal Candidate Profiles to effectively leverage appropriate sources and channels. Builds and maintains relationships with potential candidates, schools, and associations. Reviews resumes and contacts candidates to ascertain cultural and experience fit, interest, and refers to hiring managers as appropriate. Manages and participates in all aspects of the selection process while playing a key role in the selection process. This role communicates our Firm’s mission, values, and beliefs and tells our story.
Job Responsibilities:
Collaborate with hiring managers to review, revise, and write accurate role descriptions, ideal candidate profiles, and requisitions.Develop recruiting strategies that generate a pipeline of qualified candidates from a variety of means and sources. Write compelling ads, presentations, and other forms of communication that appropriately represent the company, employee value prop, and our career opportunities. Effectively articulate information to candidates about our company, including mission & values, service, benefits, and career development.Prescreen candidates to evaluate values, culture fit, and profile assessments results that align with role requirements.Coordinate with hiring managers to schedule interviews and guide candidates through the interview process.Attend career fairs and coordinate any internal company career nights.Effectively communicate job offers to candidates verbally and in writing.Conduct comprehensive background screens, including reference checks.Handle notification of candidates not selected for open positions.Maintain a pipeline of candidates to ensure staffing needs can be met in a timely manner.Continuously evaluate recruiting strategies to make improvements and adjustments to achieve an efficient and effective process.Keep well-documented files of all candidates.Ability to recruit candidates nationally through remote means.Ability to work on several recruitment projects simultaneously.Perform other HR related tasks or projects as needed.Knowledge, Skills, and Abilities:
Excellent verbal, written, and presentation communication skillsAdaptable, accurate, and creative problem-solving skillsProficient in Microsoft Office suiteAbility to coordinate on multiple projects simultaneouslyEducation:
Bachelor's degree in human resources/business management preferredExperience:
3-5 years of full-cycle recruiting experience- Wealth Management/Financial Services experience preferred but not required. Read LessPurpose:
The Chief Financial Officer (CFO) is responsible for the firm’s overall financial strategy, stewardship, and performance. As a member of the executive leadership team, the CFO partners with the CEO, Board, and capital partners to support growth, ensure financial integrity, and optimize enterprise value.
This role oversees accounting, FP&A, and reporting functions, with significant responsibility for M&A valuation and diligence, Quality of Earnings analysis, external audit management, shareholder dividend planning and valuation, budgeting and forecasting, pro forma financial modeling, and financial reporting to capital partners.
Job Responsibilities:
Team Leadership & Operational Excellence
Lead, manage and hold accountable a high-performing FP&A and accounting team. Implement systems and processes that scale with growth.Strategic Financial Leadership
Serve as a strategic advisor to the CEO and Board on financial performance, growth initiatives, capital allocation, and risk management. Develop and execute the firm’s long-term financial strategy in alignment with business objectives. Provide data-driven insights and financial analysis to support executive decision-making.M&A, Valuation & Transaction Support
Lead financial analysis and valuation for mergers, acquisitions, tuck-ins, and strategic investments. Develop and review valuation models, including EBITDA and revenue multiples, discounted cash flow, and scenario analyses. Oversee and evaluate Quality of Earnings analyses, identifying normalization items, risk areas, and sustainability of earnings. Partner with legal, tax, and external partners throughout due diligence, transaction execution, closing, and post-acquisition integration. Prepare acquisition and integration pro forma financial statements to assess accretion/dilution, cash flow impact, and returns.Financial Planning, Budgeting & Pro Forma Modeling
Lead the annual budgeting process and ongoing forecasting. Prepare and maintain pro forma financial models for organic growth initiatives, acquisitions, capital investments, and restructuring scenarios. Monitor financial performance against budget and forecast and provide variance analysis.Accounting, External Audit & Internal Controls
Oversee all accounting operations in accordance with GAAP and regulatory requirements. Serve as the primary point of contact for external auditors. Ensure effective internal controls and scalable financial processes.Tax Strategy & Compliance
Manage firm-level and shareholder tax planning and compliance. Oversee tax considerations related to transactions and entity structuring. Partner with external accounting firm to coordinate quarterly and annual tax filings within given corporate structureCapital Structure, Shareholder Equity and Dividends & Treasury
Manage liquidity, cash flow forecasting, credit covenants, and credit agreements. Design and administer shareholder dividends, tax liabilities, and distribution strategies.Reporting to Capital Partners & Stakeholders
Prepare and deliver timely financial reporting to the Board of Directors, capital partners, investors, and lenders. Support investor communications, forecasts, and covenant reporting. Identify and communicate to capital partners capital requirements for M&AEquipment Used:
Standard office equipmentCloud-based storage softwareCRM softwareMicrosoft Office SuiteExpense reporting softwareHours:
Monday through Friday; 8 AM to 5 PMCore Values:
The following values are essential to the success of the organization:
Culture of Excellence
Know Thy Number: Fully engaged in the team goals with a focus on results.
Be 200% Accountable: High communication and collaboration while offering a teammate support.
Embrace Vulnerability: Trust and vulnerability with teammates with a willingness to give and receive constructive guidance.
Disciplined
Implement Best Practices: Champion the process while seeking improvement for everyone involved. Work Hard: Remove distractions and do the hardest thing first.
Commit: Stay true to your word.
Authentic Leadership
Live an Integrated Life: Be the best version of yourself at home, work, and community. Seek the Truth: Have courage to speak it when necessary & say no to misdirection. Be Self Aware: Overcome fears by maximizing your strengths.
Aim for Excellence: Push yourself and others to raise the bar.
Passionate
Connect Your Role: Your unique ability improves the lives of others. Be Inspired: The right seat will intrinsically motivate you.
Tell Your Story: Share your personal experiences to help others.
Selflessness
Put Other’s Needs First: Place concerns of clients and team above self.
Be Empathetic: Use both emotional and cognitive empathy with others.
Practice Humility: Share success with the team.
Knowledge, Skills, and Abilities:
Proven experience with M&A valuation, Quality of Earnings analysis, and financial due diligenceKnowledge of tax strategies, budgeting, pro forma modeling, shareholder dividends, and capital partner reporting Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)Progressive analytical knowledge and interpersonal skillsExcellent verbal, written, and presentation communication skillsHigh degree of accrual accounting and corporate structure knowledgeSelf-driven, independent, adaptable, detail-oriented, and creative problem-solving skillsHighly detailed, accurate, organized, and able to think beyond the current processAbility to build and maintain good rapport with internal and external customers and handle situations withconfidence, tact, and resourcefulnessFlexible, adaptable, with the ability to work under pressure to meet deadlines in a fast-paced environmentProficient in the Microsoft Office suiteEducation:
Bachelor’s degree in Finance, Accounting, Economics, or related field required CPA, CFA, and/or MBA preferredExperience:
10+ years of progressive financial leadership experience