An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.
This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing team and advance your career in the wealth management sector.
Responsibilities:
Qualifications:
SDL Search Partners is a woman-owned search firm that puts values and relationship first. Our team has over 30 years of combined accounting & finance recruiting experience, a deep network, and a "quality-over-quantity" approach. At SDL, we are partners for the long-term, so what you can expect is a relationship that prioritizes transparency, integrity, and ultimately, finding you the right person to join your team or the right next step in your career.
Areas of focus:
• Accounting, Finance, Audit, Tax & Analytics
Examples of positions we support:
• Every position in the org chart from Staff Accountant / Senior Accountant up to Controller / CFO
• Financial Analyst, Finance Manager / FP&A Manager to VP of Finance
• Treasury, Internal Controls, Audit, Tax, M&A
• Public Accounting, Transaction Services, Advisory
• Technical Accounting, SEC Accounting, Financial Reporting
• Operational Accounting including Accounts Payable, Accounts Receivable, Payroll
• Sales Operations, Deal Desk, Pricing Manager, Data Analyst
• Investment Accounting, Fund Accounting, Operations Analyst, Client Service Specialist
A few of the industries we specialize in:
Technology, SaaS; Pharmaceuticals, Biotech, Life Sciences, Healthcare; Financial Services, Private Equity, Asset Management; Real Estate; Manufacturing; Energy, CleanTech; Higher Education, and more
If you are a company looking to hire, or a candidate looking to explore the job market, we are excited to partner with you.
