NexWealth is a boutique, RIA/multi-family office and is currently seeking a Manager of Investment Due Diligence with a CFA designation (or Level III Candidate) that meets the criteria below. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.
Responsibilities include, but not limited to, the following:
Requirements
About the Firm
NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia, Pennsylvania and Palm Beach Gardens, Florida.
_______
NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.
...cargo from incoming trucks by removing from truck by hand or using manual equipment such as hand truck or pallet jack, or by using forklift. Verify and note the count and condition of cargo received, knowing when to refuse or accept with notation. Record receipts to...
...If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a IAM Okta to join our team in Hyderabad, Telangana (IN-TG), India (IN). Required Skills and Experience Candidate must have 7-9 years of...
...Do you enjoy working with people? Do you like getting paid for the effort you put forth?... ...candidate to call you back How to conduct a phone interview with a candidate to get a... ...Remote Day You can earn a work from home day weekly Pick whatever day you like!...
...Diploma or equivalent required. Experience: Sitter experience preferred but not necessary. Essential Functions: 1. Alert the RN of patient behavior which could lead to injury 2. Communicate patient's needs to patient care team. 3. Demonstrate behavior...
Anesthesiologist Opportunity | Join Onvida Health in Southwest Arizona! Onvida Health is seeking an Anesthesiologist to join a collaborative, physician-driven anesthesia practice. This opportunity offers a well-balanced case mix, primarily focused on bread-and-butter...