Overview:
Our client is seeking a Workflow Analyst to join their team, focused on building and improving automated processes that support inventory movement, data transfers, and other operational workflows. This role requires technical proficiency in SQL, Python, and Excel, with an emphasis on developing scripts, procedures, and tools that improve efficiency,…
A well known client of ours in Spartanburg, SC is looking to hire a Talent Acquisition Specialist to support their hiring team. This role will partner closely with recruiters and hiring managers to help candidates through the hiring process. The ideal candidate will have strong organization skills and present the company…
A growing organization in Columbia, SC is seeking an experienced Corporate Recruiter to lead full-cycle recruiting across the business. This individual will play a critical role in attracting, engaging, and hiring top talent – from entry-level to executive positions – and will approach recruiting as a core, continuous business function,…
We are seeking a Director of Technical Enterprise Systems to lead enterprise technology strategy, IT operations, and infrastructure for a growing investment advisory firm. This leadership role partners closely with executive leadership to ensure systems are secure scalable and aligned with business goals.
What You’ll Do
Lead the firm’s technology strategy, roadmap, and governance
Oversee IT operations, infrastructure, and internal support functions
Drive system optimization, integrations, and enterprise platforms
Partner cross-functionally to enhance efficiency and scalability
Lead cybersecurity, risk management, and business continuity planning
Manage technology vendors, platforms, and strategic partnerships
Build and develop a high-performing IT team
What We’re Looking For
7+ years in technology leadership or enterprise systems management
Strong background in IT operations, infrastructure, and cybersecurity
Experience leading enterprise applications, integrations, and vendors
Proven ability to drive strategic initiatives and operational improvements
Excellent leadership, communication, and problem-solving skills
Ability to balance strategy with hands-on execution
Must be able to work on-site close to Nashville, TN
Preferred Experience
Financial services, wealth management, or RIA environment
Familiarity with tools such as Salesforce/Practifi, Black Diamond Microsoft 365, & Wealthscape
Experience supporting multi-location or hybrid environments
Relevant certifications (e.g., PMP, cybersecurity credentials)
If you’re a strategic technology leader who thrives in a fast-paced environment and enjoys building scalable systems and teams, we’d love to…
A financial service company in Toccoa, GA is seeking an experienced and analytical candidate for a Financial and Regulatory Analyst. The ideal candidate will have experience with SEC filings and knowledge of tax filing compliance.
Responsibilities:
Assist in preparation of annual and quarter-end SEC filings
Prepare state regulatory filings for SEC Director review
Compile…
A well known client of ours in Spartanburg, SC is looking to hire a Talent Acquisition Specialist to support their hiring team. This role will partner closely with recruiters and hiring managers to help candidates through the hiring process. The ideal candidate will have strong organization skills and present the company…
Tax Accountant (CPA)
Summary
Our client, a growing financial services company in Columbia, SC is looking to add a Tax Accountant (CPA) to their team. This role will be responsible for managing complex and varied reporting requirements and licensing requirements for applicable states. It focuses on federal and state tax, licensing compliance…
OPERATING OFFICER, THE INNOVATE FUND
POSITION SUMMARY
The Innovate Fund (TIF), a Community Development Entity (CDE), was established in 2004 with a mission to transform communities by creating quality jobs and improving health and wellness outcomes for low income residents. Serving GA, NC, SC, TN, VA, and WV, TIF focuses its investment…
We are seeking a professional Paraplanner/Client Service Specialist to join a growing Wealth Management firm in Myrtle Beach, SC. This is a full time, permanent/direct hire position. The ideal candidate will have a CFP.
Job Description:
Serve as the first point of contact for routine client inquiries
Assist with onboarding new clients, including gathering documents, opening accounts, and explaining processes
Assist advisors with compiling and organizing data for financial plans
Enter client information into planning software
Prepare plan summaries, asset allocation reports, and scenario models
Help follow up with clients to collect missing documents or clarify financial details
Prepare and process custodian paperwork (ACAT transfers, new accounts, beneficiary updates, RMD requests, etc.)
Track pending forms, follow up with custodians, and ensure clean workflows
Maintain accurate client records in the firm’s CRM
Manage compliance documentation as required
Prepare meeting agendas, reports, illustrations, and review packets
Attend client meetings
Ensure advisors have updated client information prior to meetings
Qualifications:
CFP (Strongly Preferred)
Experience in financial services, wealth management, or client service roles
Strong organizational and administrative skills
Ability to manage multiple tasks, deadlines, and client requests with accuracy
Excellent written and verbal communication skills.
Experience with custodial platforms
Prior paraplanning, client service associate, or planning assistant experience
Hours:
Monday to Friday (8am to 5pm)
100% onsite
Compensation:
$55,000 – $75,000
Benefits:
Health insurance stipend available, 401k and PTO
…
We are seeking an experienced bookkeeper to join a growing team in Greenville, SC. This is a full time, onsite, and permanent opportunity. The ideal candidate will have previous experience in bookkeeping, knowledge of QuickBooks Online, and hold their CPA.
Responsibilities:
Review financial statements for clients and deliver strategic insights to elevate performance
Handle tax…
