Advisory Senior Manager – UHNW Private Client Services

Remote United States
1 month(s) ago Remote
ERP CPA NetSuite Excel AI
BS BA Degree
English
Job Overview
Company BPM
Job Type Full-time
Job Level lead
Pay 110K - 140K
Currency USD
Pay Cycleyearly
Posted 2026-09-16
Last Seen 1 month(s) ago

Job Description

BPM Overview BPM – where caring and community is in our company DNA we are always striving to be our best selves and we’re compelled to ask the questions that lead to innovation. As a Advisory Manager you will provide comprehensive financial and business advisory services to private owner-run companies including family-owned businesses and start-ups. We do this by providing outsourced accounting services cash flow modeling financial reporting. We also represent companies in securing loans and financing develop succession plans and exit strategies and support company growth through tax planning risk management system and processes optimization and merger and acquisition integration. In addition as part of the Advisory Service Line our Business Enterprise Services Team (BEST) works with clients on … Sign In to View

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