Collecting information
Organizing data
What You’ll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG’s advi
This includes assessing change strategy and readiness, engaging stakeholders, developing and executing communication and training strategies, creating and delivering training outline and content, identifying quick wins, crafting success and inspirational stories, promoting process and tool adoption,
This includes assessing change strategy and readiness, engaging stakeholders, developing and executing communication and training strategies, creating and delivering training outline and content, identifying quick wins, crafting success and inspirational stories, promoting process and tool adoption,
What You’ll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG’s advi
The Associate works closely with the Investment Operations team, Investment team, and Wealth Management advisors to support operational workflows and maintain the integrity of investment data across firm systems. Reporting to the Investment Operations Manager, this role helps to ensure the accuracy
The Team Lead is responsible for directing a cohesive, integrated sales team, establishing and communicating expectations, and building close relationships with segment leadership across Healthcare, Financial Institutions, Technology, Media & Telecom, Food & Beverage and Private Equity Sponsors to i
This role also involves managing cost and inventory accounting, leading budgeting and forecasting, and driving the development of scalable financial planning models. The successful candidate will be responsible for overseeing all financial operations, including financial reporting, compliance, and t
Experience in roll-up strategies, founder-led acquisitions, or PE-backed consolidation platforms is essential, as is a strong background in strategic sourcing, valuation, financial modeling, diligence, and integration planning. The ideal candidate for the Head of M&A position at the company will hav
This includes assessing change strategy and readiness, engaging stakeholders, developing and executing communication and training strategies, creating and delivering training outline and content, identifying quick wins, crafting success and inspirational stories, promoting process and tool adoption,
Ideal candidates will have a degree in finance or accounting, proficiency in financial tools, and strong analytical skills. A leading energy company in Houston is looking for a Financial Analyst to support the Retail business. This role involves developing financial models, preparing performance rep
Responsibilities include supporting FVA portfolio valuation teams, leading business and financial due diligence sessions with clients, directing the efforts of Financial Analysts and reviewing their work product, performing financial statement analysis and other quantitative and qualitative assessme
Financial and operational oversight, including driving financial modeling, valuation, and ensuring adherence to budget and strategic objectives, is a key aspect of the role. Vice President, Corporate Development and Mergers and Acquisitions. The ideal candidate will have a proven track record of lea
What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further you
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Our advisor-led businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations and their employees. Wealth Management
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Our Consumer & Community Banking div
This hybrid role involves running month-end processes, preparing management and statutory accounts, analyzing performance, supporting budgeting and cashflow, and working with external partners. An international finance company is seeking a Financial Accountant based in Houston. This position offers