Account Manager
VantageSalary not specified
- Full Time
- Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Real Estate, Consulting, Entertainment, HealthcareIndustries
Requirements
Candidates should possess a Bachelor's degree in Business Administration, Accounting, or a related field, and have at least 7 years of experience in a supervisory role within a business management setting. Strong leadership and communication skills are essential, along with a solid understanding of financial principles and client relationship management.
Responsibilities
The Account Supervisor will supervise and manage day-to-day activities for the business management team in Los Angeles, assisting clients with formulating goals, developing strategies, and long-range planning. They will also work with other advisors, including bankers, lawyers, and investment advisors, to help clients achieve their financial objectives and protect assets while preserving value.
Skills
Client Management
Strategic Planning
Collaboration
Long-Range Planning
Asset Protection
HCVT
Provides financial advisory, tax, and audit services
About HCVT
HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate various stages of their business lifecycle. HCVT stands out from competitors by combining Big Four and Middle Market Investment Banking experience to provide practical guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.
Key Metrics
Los Angeles, CaliforniaHeadquarters
1991Year Founded
VENTURE_UNKNOWNCompany Stage
Consulting, Financial Services, Real Estate, EntertainmentIndustries
501-1,000Employees