Client Lead Manager
Halborn- Full Time
- Mid-level (3 to 4 years), Junior (1 to 2 years)
Candidates should possess a Bachelor's degree in Business Administration, Management, or a related field, along with a minimum of 8 years of experience in a business management role, preferably within the financial services industry. Strong leadership, communication, and problem-solving skills are essential, as is the ability to manage multiple projects simultaneously.
The Business Management Manager will oversee daily operations within the Los Angeles business management team, providing supervision and management of day-to-day activities while collaborating with clients to formulate goals, develop strategies, and create long-range plans. They will work closely with other advisors, including bankers, lawyers, and investment advisors, to ensure comprehensive client service and help clients achieve their financial objectives. Additionally, the manager will contribute to team training and development, and participate in in-person trainings, meetings, and team-building activities as part of the hybrid work model.
Provides financial advisory, tax, and audit services
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.