Associate Management Advisor Job at Brook-St Hiredonline (Liverpool)

Wealth Management Associate

This role has perks that are unmatched by its competitors. Plus, this position d...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

Job Responsibility

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Fulltime

Associate Account Manager

The Valuations Department is responsible for working with clients and specialist...

Location

United States , New York

Salary:

55000.00 - 70000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

BA and 3-5 plus years of client and/or auction related experience
Ability to work independently in a fast-paced, deadline-driven environment
Ability to travel as needed
Excellent organizational and time management skills
Excellent client service skills and strong ability to problem-solve
Excellent written, verbal and interpersonal communication skills
Strong attention to detail and follow-through skills
Strong team player, flexible, motivated, discreet, dependable, resourceful and able to multi-task gracefully

Job Responsibility

Act as valuation project manager for large, complex, long-term valuations frequently requiring organization of specialists and regional staff
Manage the entire valuation process including but not limited to: communicating and managing client expectations
preparing valuation proposals and agreements
carrying out pre-valuation walk-throughs or document review
calculating and communicating to the client associated fees, organizing, scheduling and accompanying specialist team on client visits
following up with specialists regarding values, comparables and/or comparable basis paragraphs
setting, communicating and monitoring deadlines to clients and specialists
managing the movement of documents through the production and proofing process and producing and reviewing final documents to ensure product meets Sotheby’s high appraisal standards and sending these to the client
Possess detailed knowledge of the types of valuations and requirements as well as IRS requirements
Ability to establish and maintain strong working relationships with Sotheby's colleagues across many departments, as well as external clients including bankers, lawyers, advisors, family offices and collection managers

What we offer

discretionary bonus
competitive benefits package

Fulltime

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
Certified Financial Planner (CFP) designation is a must
Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes

Job Responsibility

Be the go-to contact for client communications, building lasting relationships
Assess client portfolios and deliver strategic, personalized recommendations
Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies

What we offer

comprehensive healthcare benefits
generous paid time off
strong commitment to professional growth

Fulltime

Associate Manager, Tax

The Associate Manager, Tax will report directly to KAYAK’s Director, Global Tax,...

Location

United States , New York

Salary:

105000.00 - 125000.00 USD / Year

KAYAK

Expiration Date

Until further notice

Requirements

CPA qualification or equivalent with a minimum 4-6 years of post qualified experience working in a public listed company. US tax experience is essential
JD, LLB, LLM or equivalent preferred
Big 4 practice trained with industry (in-house) experience
Prior experience managing US tax compliance and provision processes
Technical tax expertise, knowledge of US and international tax concepts (e.g. BEAT)
Experience with tax accounting and shared principles (e.g., ASC 740, ASC 740-10 (FIN 48), SOX 404)
Strong analytical and problem-solving skills with a high level of attention to detail
Experience coaching and developing at least one direct report
Exceptional written and communication skills, including the ability to synthesize technical information (including complex tax regulations) to broad audiences
Excellent organizational and planning skills, including task prioritization and effective time management

Job Responsibility

Assist with the preparation and review of filings, and oversee the payments for all US Federal & State income tax returns
Monitor the evolving and complex landscape of US tax regulations, assess their implications for KAYAK, and ensure ongoing compliance
Manage US tax audits and inquiries from tax authorities (IRS and state/local), as applicable
Maintain compliance with all taxes, including actively seeking alignment and consistency with Booking Holdings Tax Team and sister brands
Prepare and provide accurate and timely US data for monthly, quarterly, and annual group tax reporting requirements, including the global tax provisions (in accordance with ASC 740) and ensure corporate deliverables and inquiries are accurately and timely addressed
Perform an analysis and prepare documentation for uncertain tax positions in accordance with ASC 740
Manage compliance efforts for SOX 404 for all tax function controls and documentation requirements
Be responsible for KAYAK’s tax reporting, managing the tax aspects of the monthly financial close process, journal entries and disclosures and analysis of tax balance sheet accounts to ensure compliance and the integrity of our financial reporting in accordance with US GAAP
Support the wider KAYAK tax team, with the management of the Transfer Pricing (“TP”) strategy and compliance, including assisting with TP calculations, provision of data to support the preparation of TP documentation and monitoring of the company’s global TP policy within NORAM
Foster strong cross-functional relationships with Finance, HR, Legal, and FP&A teams, as well as the Booking Holdings Tax team, to ensure alignment, accuracy, and adequacy on key regional tax matters and to support compliance and reporting requirements

What we offer

Work from (almost) anywhere for up to 20 days per year
Company-paid therapy sessions through SpringHealth
Company-paid subscription to HeadSpace
Company-wide week off a year - the whole team fully recharges (and returns without a pile-up of work!)
No meeting Fridays
Paid parental leave
Generous paid vacation + time off for your birthday
Paid volunteer time
Development Dollars
Leadership development

Fulltime

Junior Partner Associate

Junior Partner Associate role at Fever, the world's leading tech platform for cu...

Location

Mexico , Querétaro

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

1-2 years of experience in project management or consulting
Fluent in English and Spanish
Proven ability to manage stakeholders and build positive working relationships with excellent communication skills
Analytical and solutions-oriented with strong organizational skills and the ability to manage multiple workstreams effectively
A proactive, curious mindset, eager to explore new ideas and exceed expectations
Collaborative team player, ready to take ownership and support others as needed
Strategic thinker with the ability to leverage data to drive decision-making and address partnership challenges

Job Responsibility

Build and maintain strong relationships with partners by understanding their needs and objectives, acting as a trusted advisor, and delivering solutions that align with Fever's expertise and goals
Oversee the lifecycle of partner events and projects, coordinating with cross-functional teams (Sales, Marketing, Operations, Legal, and Finance) to ensure timely and seamless execution, while tracking actions and progress
Monitor partner performance by defining KPIs, analyzing data, and implementing strategies to support continuous growth
Regularly prepare reports highlighting achievements and opportunities for improvement
Collaborate with internal teams to proactively address challenges, develop tailored solutions, and ensure high partner satisfaction
Gather and analyze partner feedback to inform product, marketing, and operational enhancements recommendations
Gain a deep understanding of Fever's teams and processes to effectively advocate for partners' needs and contribute to team-wide initiatives

What we offer

Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance
40% discount on all Fever events and experiences
Work in the heart of the city, with possible travel across our markets
Responsibility from day one and professional and personal growth
Great work environment with a fun, international team of talented people to work with
Health insurance
Fondo de Ahorro
Gympass membership
20 days annual leave

Fulltime

Partner Associate

Partner Associate role at Fever, the world’s leading tech platform for culture a...

Location

Mexico , Querétaro

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

1-2 years of experience in project management or consulting
Fluent in English and Spanish
additional language fluency is a plus
Proven ability to manage stakeholders and build positive working relationships with excellent communication skills
Analytical and solutions-oriented with strong organizational skills and the ability to manage multiple workstreams effectively
A proactive, curious mindset, eager to explore new ideas and exceed expectations
Collaborative team player, ready to take ownership and support others as needed
Strategic thinker with the ability to leverage data to drive decision-making and address partnership challenges

Job Responsibility

Build and maintain strong relationships with Querétaro Fútbol Club, Gallos Blancos de Querétaro, a Mexican professional football club based in the city of Querétaro
Understanding their needs and objectives, acting as a trusted advisor, and delivering solutions that align with Fever’s expertise and goals
Oversee the lifecycle of partner events and projects, coordinating with cross-functional teams (Sales, Marketing, Operations, Legal, and Finance) to ensure timely and seamless execution, while tracking actions and progress
Monitor partner performance by defining KPIs, analyzing data, and implementing strategies to support continuous growth
Regularly prepare reports highlighting achievements and opportunities for improvement
Collaborate with internal teams to proactively address challenges, develop tailored solutions, and ensure high partner satisfaction
Gather and analyze partner feedback to inform product, marketing, and operational enhancements recommendations
Gain a deep understanding of Fever's teams and processes to effectively advocate for partners' needs and contribute to team-wide initiatives

What we offer

Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance
40% discount on all Fever events and experiences
Work in the heart of the city, with possible travel across our markets
Responsibility from day one and professional and personal growth
Great work environment with a fun, international team of talented people to work with
Health insurance
Fondo de Ahorro
Gympass membership
20 days annual leave

Fulltime

Partner Associate

We are the leading global live-entertainment discovery tech platform with a clea...

Location

Argentina , Buenos Aires

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

1-2 years of experience in project management or consulting
Fluent in English and Spanish
additional language fluency is a plus
Proven ability to manage stakeholders and build positive working relationships with excellent communication skills
Analytical and solutions-oriented with strong organizational skills and the ability to manage multiple workstreams effectively
A proactive, curious mindset, eager to explore new ideas and exceed expectations
Collaborative team player, ready to take ownership and support others as needed
Strategic thinker with the ability to leverage data to drive decision-making and address partnership challenges

Job Responsibility

Build and maintain strong relationships with partners by understanding their needs and objectives, acting as a trusted advisor, and delivering solutions that align with Fever’s expertise and goals
Oversee the lifecycle of partner events and projects, coordinating with cross-functional teams (Sales, Marketing, Operations, Legal, and Finance) to ensure timely and seamless execution, while tracking actions and progress
Monitor partner performance by defining KPIs, analyzing data, and implementing strategies to support continuous growth. Regularly prepare reports highlighting achievements and opportunities for improvement
Collaborate with internal teams to proactively address challenges, develop tailored solutions, and ensure high partner satisfaction
Gather and analyze partner feedback to inform product, marketing, and operational enhancements recommendations
Gain a deep understanding of Fever's teams and processes to effectively advocate for partners' needs and contribute to team-wide initiatives

What we offer

Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance
Opportunity to have a real impact in a high-growth global category leader
40% discount on all Fever events and experiences
Health insurance
Home-office friendly
Responsibility from day one and professional and personal growth
Great work environment with a young, international team of talented people to work with

Fulltime

Partner Associate

Fever is the leading global live-entertainment discovery tech platform with a cl...

Location

Brazil , Sao Paulo

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

1-2 years of experience in project management or consulting
Fluent in English and Portuguese
additional language fluency is a plus
Proven ability to manage stakeholders and build positive working relationships with excellent communication skills
Analytical and solutions-oriented with strong organizational skills and the ability to manage multiple workstreams effectively
A proactive, curious mindset, eager to explore new ideas and exceed expectations
Collaborative team player, ready to take ownership and support others as needed
Strategic thinker with the ability to leverage data to drive decision-making and address partnership challenges

Job Responsibility

Build and maintain strong relationships with partners by understanding their needs and objectives, acting as a trusted advisor, and delivering solutions that align with Fever’s expertise and goals
Oversee the lifecycle of partner events and projects, coordinating with cross-functional teams (Sales, Marketing, Operations, Legal, and Finance) to ensure timely and seamless execution, while tracking actions and progress
Monitor partner performance by defining KPIs, analyzing data, and implementing strategies to support continuous growth. Regularly prepare reports highlighting achievements and opportunities for improvement
Collaborate with internal teams to proactively address challenges, develop tailored solutions, and ensure high partner satisfaction
Gather and analyze partner feedback to inform product, marketing, and operational enhancements recommendations
Gain a deep understanding of Fever's teams and processes to effectively advocate for partners' needs and contribute to team-wide initiatives

What we offer

Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance
Opportunity to have a real impact in a high-growth global category leader
40% discount on all Fever events and experiences
Health and life insurance
Meal and transport tickets
Gympass membership
English lessons
Home-office friendly
Responsibility from day one and professional and personal growth
Great work environment with a young, international team of talented people to work with

Fulltime

Associate Management Advisor

Brook-St Hiredonline

Location:
United Kingdom , Liverpool

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 22, 2026

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January 22, 2026