Salary
💰 $134,000 - $269,000 per year
About the role
- Establish and maintain an effective sales and marketing process in the Valuation practice area
- Develop and maintain strong relationships with centers of influence and professionals
- Effectively manage overall client relationships to exceed client satisfaction
- Be a thought leader and mentor staff
- Successfully integrate strategy of the firm
Requirements
- Bachelor's Degree in a Finance or Accounting preferred; MBA or other Master’s a plus
- Professional Certifications: ABV/CPA, ASA or CFA
- Experience valuing intangible assets, stock compensation, and investment positions
- Experience with valuations for gift & estate, charitable contributions, transfer pricing
- Experience with public and global clients, private equity, and demonstrated industry expertise
- 8+ years in Management/Leadership/Supervisory experience
- Database experience with Capital IQ, Pitchbook, etc.
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Flexibility in your schedule
- Competitive benefits and compensation package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
valuing intangible assetsstock compensationinvestment positionsvaluations for gift & estatecharitable contributionstransfer pricingmanagementleadershipsupervisory experiencedatabase experience
Soft skills
relationship managementclient satisfactionthought leadershipmentoring
Certifications
ABVCPAASACFA