Private Client Jobs

About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. Context for the Role You’ll have the chance to shape and execute the company's client success strategy, collaborate with talented teams, and make a tangible impact on the company’s success. With a rapidly expanding market presence, this role offers both challenge and reward, providing the opportunity to lead a high-performing team while directly influencing the company's continued expansion. If you're passionate about scaling a business and being part of a forward-thinking company, this is the perfect time to join and make your mark. You will report directly to the Founder / CEO in this newly created position and will be tasked to scale the client success and operations departments, while getting the chance to impact all areas of the business at this exciting early growth stage. Specifically, you will become an integral part of the management team and work closely with the founders and be responsible for Responsibilities As an essential member of the leadership team, you will be accountable for delivery to all clients. You and your team will be responsible for onboarding new clients, managing the delivery process and reporting performance to clients. This role is a critical part of the company continued growth and success. Team Leadership: Manage, grow and mentor the client success team, fostering a collaborative, top performing and innovative work environment. Set clear goals and expectations and evaluate team performance. Enabling exp

About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. Context for the Role You’ll have the chance to shape and execute the company's client success strategy, collaborate with talented teams, and make a tangible impact on the company’s success. With a rapidly expanding market presence, this role offers both challenge and reward, providing the opportunity to lead a high-performing team while directly influencing the company's continued expansion. If you're passionate about scaling a business and being part of a forward-thinking company, this is the perfect time to join and make your mark. You will report directly to the Founder / CEO in this newly created position and will be tasked to scale the client success and operations departments, while getting the chance to impact all areas of the business at this exciting early growth stage. Specifically, you will become an integral part of the management team and work closely with the founders and be responsible for Responsibilities As an essential member of the leadership team, you will be accountable for delivery to all clients. You and your team will be responsible for onboarding new clients, managing the delivery process and reporting performance to clients. This role is a critical part of the company continued growth and success. Team Leadership: Manage, grow and mentor the client success team, fostering a collaborative, top performing and innovative work environment. Set clear goals and expectations and evaluate team performance. Enabling exp

Ice Miller seeks a Mid-Level associate to join our M&A and private equity practice group in Indianapolis. Ideal candidates will have three (3) to five (5) years of experience. About the Role: Successful candidates will work with middle-market private equity funds, independent sponsors, and family offices in leveraged buyouts and with family-owned businesses and entrepreneurs in connection with sell-side M&A transactions. Candidates must have excellent written and oral communication skills, a team-oriented mentality, and be motivated self-starters with strong law school credentials and references. In this position, you will serve as a key team member and gain hands-on experience as the responsible attorney on M&A transactions, guiding clients through complex deals from start to finish. You'll collaborate closely with colleagues across practice groups and offices, benefiting from the deep bench and broad resources of an AM Law 200 firm while still enjoying the collegial, tight-knit culture of a small office. We’re committed to your growth, offering structured training and increasing responsibility to match your development. With a clear path for advancement and active encouragement to participate in business development, you’ll have the opportunity to shape both your practice and your future. Requirements : J.D. from an accredited law school with strong academic credentials At least three (3) years of experience practicing law in a law firm and/or in-house environment Active law license in Indiana Strong written and oral communication skills Excellent analytical skills and business judgement Demonstrated ability to work effectively both independently and as part of a team Must have permanent authorization to work in the United States What We Offer: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs One-on-one career coaching and professional develo

Joining Capco means becoming part of an innovative and dynamic consultancy firm, committed to fostering an inclusive environment where you are encouraged to #BeYourselfAtWork. We embrace individuality as a key factor in promoting diversity and inclusion, values that sit at the core of our success. We aim to attract a wide variety of talented professionals with different skills and experiences. If you require any adjustments to support your application process, please feel free to inform us at any stage. ABOUT CAPCO Capco is a global technology and business consultancy that is passionate about supporting clients in the financial services sector to grow and succeed in today's ever-changing world. We are: Experts in banking, capital markets, payments and asset and wealth management. Trusted advisors in core banking, securities and wealth management transformation, regulatory change, risk management and technology modernization. A company dedicated to continuous development and excited to welcome top talent to help us drive innovation and deliver lasting results. A business built on agility, collaboration, and entrepreneurial spirit. THE ROLE We are looking for experienced Cutover Managers to join a major core banking transformation for a Swiss private bank . As part of the central Cutover team, you will help plan and orchestrate the transition from the bank’s legacy environment to its new core banking platform. This is a highly cross-functional role spanning business, technology, data migration, infrastructure, applications, testing, operations, and vendors. You will help turn a complex transformation into a controlled, executable and auditable cutover plan . Successful Cutover Managers combine a strong understanding of the overall transformation with the ability to work through detailed activities and dependencies. You will bring structure to ambiguity, connect information across workstreams, identify gaps early, and drive clear ownership and decisions. YOUR CAP

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Career Manager - CNA McLean, Virginia, USA | Work Model: On-site at Appian Headquarters Guide Commercial North America Consultants through transformative career journeys while building operational excellence that directly fuels Customer Success and business growth. ABOUT THE TEAM The People Team partners with Appian's Professional Services organization to develop world-class consulting talent delivering AI-Powered Process Automation solutions to our clients. This team owns the full consultant lifecycle—from onboarding through career progression—ensuring our consultants have the coaching, development, and support needed to drive client transformation. Your work directly impacts retention, performance, and the capability of teams solving complex mission-critical challenges. THE OPPORTUNITY As Appian scales its footprint, the demand for exceptional consulting talent has never been higher. This role exists to ensure our consultants don't just deliver projects—they build careers, develop deep expertise, and become trusted advisors to clients. You'll shape how we grow, retain, and elevate talent in a high-stakes environment where performance and people development are inseparable from business success. WHAT YOU'LL DO Oversee and continuously improve systems and processes that support talent development, evaluation, feedback, and retention. Partner with top consultants to develop consulting career development frameworks. Contribute and enhance performance management processes, including feedback cycles, performance reviews, and promotion calibrations, in collabo

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team. This position will be based in India and work closely with the Global Healthcare Insights team . What You’ll Do: Content Creation and Research Coverage : Monitor a coverage universe of public and private companies within the Medtech, Lifesciences tools and Healthcare Services sector. Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets. Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics and other investment narratives Create and moderate teleconferences on the pipeline featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content. Summarize key discussion points Process Management: Ensure Guidepoint compliance policies and protocols are adhered to Exhibit ‘ownership’ for the call by vetting experts’ relevance to Insights Teleconferences and ensuring their profiles’ accuracy. Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients What You Have: PhD or Masters degree in

Ice Miller seeks a Mid-Level associate to join our M&A and private equity practice group in Columbus. Ideal candidates will have three (3) to five (5) years of experience. About the Role: Successful candidates will work with middle-market private equity funds, independent sponsors, and family offices in leveraged buyouts and with family-owned businesses and entrepreneurs in connection with sell-side M&A transactions. Candidates must have excellent written and oral communication skills, a team-oriented mentality, and be motivated self-starters with strong law school credentials and references. In this position, you will serve as a key team member and gain hands-on experience as the responsible attorney on M&A transactions, guiding clients through complex deals from start to finish. You'll collaborate closely with colleagues across practice groups and offices, benefiting from the deep bench and broad resources of an AM Law 200 firm while still enjoying the collegial, tight-knit culture of a small office. We’re committed to your growth, offering structured training and increasing responsibility to match your development. With a clear path for advancement and active encouragement to participate in business development, you’ll have the opportunity to shape both your practice and your future. Requirements : J.D. from an accredited law school with strong academic credentials At least three (3) years of experience practicing law in a law firm and/or in-house environment Active law license in Ohio Strong written and oral communication skills Excellent analytical skills and business judgement Demonstrated ability to work effectively both independently and as part of a team Must have permanent authorization to work in the United States What We Offer: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs One-on-one career coaching and professional devel

Job Title : General Radiographer Locat io n: Sussex - Private Hospital Banding: Ban d 6 Start date: ASAP Duration: Ongoing Rate : £ 31-32 per hour Working hours: Monday – Friday 0800-1700/2000 Our client is looking for a skilled and enthusiastic Band 6 General Radiographer to join their imaging department in Sussex. This short-term opportunity is ideal for a radiographer who is confident in delivering high-quality diagnostic imaging services and is committed to patient-centred care. The successful candidate will be working within a supportive team, contributing to the efficient delivery of radiographic services for the client’s patients. What will your responsibilities be : The General Radiographer will be responsible for performing a wide range of routine diagnostic imaging procedures, ensuring high standards of image quality and patient safety. Key duties include operating imaging equipment, maintaining accurate patient records, and working collaboratively with radiologists and other healthcare professionals. The role also involves adhering to departmental protocols and radiation safety regulations while maintaining a compassionate and professional approach to patient care. Qualifications and Experiences: HCPC registered Radiographer Experience working at Band 5 level or equivalent Proficient in general radiographic techniques and equipment Strong communication and interpersonal skills Ability to work effectively both independently and as part of a team Knowledge of current radiographic practices and safety standards Experience in NHS or similar healthcare settings is preferred How to apply? If you feel your expertise is suited to this role, please apply today and our specialist team will be in touch to discuss it with you in more detail. Why work with Pulse? From the moment you register with us, our focus is entirely on you. During our f

Overview: The Insights product delivers teleconferences, surveys, and in-person events to Guidepoint’s institutional and corporate clients. Teleconference transcripts are housed in a searchable portal covering diverse industries and topics, helping clients make informed decisions. All content features Advisors from Guidepoint’s global network and is curated by former investors, sell-side analysts, and industry professionals. As the Project Manager on the Insights team, you will serve as both a hands-on recruiter and a coach for our team of Associates and Research Managers. You will lead by example—actively sourcing, engaging, and securing high-quality advisors while also training and mentoring the team to optimize their performance. This role is ideal for someone who thrives in a fast-paced, high-volume environment, has strong recruiting and communication skills, and enjoys developing junior talent. This is a hybrid position out of our New York office. What You’ll Do: Identify and recruit senior industry experts with private equity exposure for our teleconferences. Conduct outreach via LinkedIn, email, and phone to secure expert participation. Work closely with our moderators to understand subject matter and manage the team to source the best advisors. Track and manage expert pipelines, ensuring consistent engagement and conversion. Train and mentor a team of Associates, helping them develop strong recruiting and communication skills. Monitor individual and team performance, providing feedback and coaching to improve results. Implement best practices in expert recruitment, refining outreach strategies and messaging. Collaborate with senior leadership to refine team processes and optimize recruitment efficiency. Set team goals, track progress, and ensure deadlines are met in a fast-moving environment. What You Have: 2+ years of experience, including at least 1 year as a Project Manager. Comfort with high-volume outreach (e.g., cold calling, cold emailin

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the Enterprise CSM Team , you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue

About Us: YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US, APAC, and India. Our award-winning, people-centric culture—recognized by Inc. as a Best Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery. What It’s Like to Work at YipitData: YipitData isn’t a place for coasting—it’s a launchpad for ambitious, impact-driven professionals. From day one, you’ll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters : You’ll lead high-impact projects with real business outcomes Rapid Growth : We compress years of learning into months Merit Over Titles : Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high—always with purpose and intention If your ambition is matched by your work ethic—and you're hungry for a place where growth, impact, and ownership are the norm—YipitData might be the opportunity you’ve been waiting for. About Our Private Investor Business: YipitData has an opportunity to revolutionize the private investor market by providing something that has neve

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the Enterprise CSM Team , you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue

About Bazaarvoice At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with billions of consumers. Our solutions enable brands to connect with consumers and collect valuable user-generated content, at an unprecedented scale. This content achieves global reach by leveraging our extensive and ever-expanding retail, social & search syndication network. And we make it easy for brands & retailers to gain valuable business insights from real-time consumer feedback with intuitive tools and dashboards. The result is smarter shopping: loyal customers, increased sales, and improved products. The problem we are trying to solve : Brands and retailers struggle to make real connections with consumers. It's a challenge to deliver trustworthy and inspiring content in the moments that matter most during the discovery and purchase cycle. The result? Time and money spent on content that doesn't attract new consumers, convert them, or earn their long-term loyalty. Our brand promise : closing the gap between brands and consumers. Founded in 2005, Bazaarvoice is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia. It’s official: Bazaarvoice is a Great Place to Work in the US , Australia, India, Lithuania, France, Germany and the UK! As a Technical Success Manager, you’ll be joining our Client Services team as Tier 2 support working with our APAC clients troubleshooting and resolving technical inquiries and bug fixes and helping clients utilize our platform in the most optimal way. Ultimately, you’ll be ensuring the technical health of our client portfolio. You’ll also act as a technical relationship manager providing best practices guidance with our clients via case and phone communications working in a timely and efficient manner to ensure compliance with defined SLO’s. As you will be working with our

Notre mission et nos clients : Nous créons la liberté pour que les PME réussissent, en proposant le premier espace de travail financier en Europe — avec la banque au cœur, enrichi d'outils financiers. Nous sommes fiers d'être notés 4,8 sur Trustpilot, sur la base de plus de 55 000 avis. Notre culture place la satisfaction client au cœur de tout ce que nous faisons, comme en témoigne notre Net Promoter Score de 75 (en savoir plus sur notre culture ici). Notre histoire : Fondé en 2017 par Alexandre et Steve, Qonto a grandi pour atteindre plus de 1 600 Qontoers, qui servent plus de 600 000 clients dans 8 pays européens. Rentables depuis 2023, nous n'en sommes qu'au début. Nos convictions : Nous recrutons sur les compétences et le potentiel. Avec plus de 80 nationalités, 45 % de femmes — dont 56 % au sein de notre équipe dirigeante — la diversité n'est pas un programme : c'est qui nous sommes. Nous avons construit un processus de recrutement sans discrimination, parce que les meilleures équipes se construisent sur le mérite. L'IA chez Qonto : L'IA est profondément ancrée dans notre façon de travailler (ici) — chaque Qontoer a un accès illimité aux meilleurs outils d'IA. Nous cherchons des personnes qui expérimentent sans attendre la permission, qui poussent l'IA au-delà de l'évident, et qui savent quand lui faire confiance — et quand la remettre en question. En juillet 2026, Qonto a racheté Acasi pour construire la première offre bancaire et comptable vraiment intégrée pour les entrepreneurs. Notre conviction : les entrepreneurs méritent une comptabilité certifiée, intégrée directement à leurs outils, pilotée par des pros qui ont du temps pour conseiller plutôt que saisir. L'IA automatise ce qui peut l'être, et le métier se déplace vers ce qui a toujours eu le plus de valeur : le conseil et la relation client. En tant que Collaborateur·rice Comptable, tu rejoindras une équipe en hypercroissance au cœur de cette transformation, avec un portefeuille de clients à pilote

About the Role: We are looking for an experienced Risk Management professional to lead and strengthen our Market Risk and Margin Trading Facility (MTF) risk functions. The role will be responsible for developing robust risk frameworks, monitoring trading and client exposures, ensuring regulatory compliance, and safeguarding the organization against market-related risks while enabling sustainable business growth. Key Responsibilities: Market Risk Management - - Develop, implement, and continuously enhance market risk management frameworks across Equity, Derivatives, and Margin Trading Funding (MTF) businesses. - Monitor and assess market risk exposures arising from cash equities, futures, options, and leveraged products. - Establish and review risk limits, exposure thresholds, concentration limits, and margin policies. - Track key risk indicators (KRIs) and ensure timely escalation of potential risk events. MTF & Exposure Risk Management: - Manage client-level and portfolio-level risks associated with Margin Trading Funding (MTF). - Define collateral eligibility, haircut frameworks, and funding exposure limits. - Monitor leveraged positions and ensure adequate margin coverage across client portfolios. - Evaluate concentration risks and implement preventive controls to minimize losses. Risk Analytics & Monitoring: - Conduct stress testing, scenario analysis, and sensitivity assessments under varying market conditions. - Develop risk models and analytical tools to evaluate portfolio resilience during periods of volatility. - Analyze trading patterns, market trends, and exposure data to identify emerging risks. - Drive automation and real-time risk monitoring capabilities across trading systems. Regulatory Compliance & Governance: - Ensure compliance with SEBI, NSE, BSE, Clearing Corporation, and other applicable regulatory requirements. - Oversee risk-related regulatory reporting, including exposure monitoring, margin compliance, and CTCL reporting. - Coordinate w