BUSINESS OPPORTUNITIES

The Member Exchange

February 28, 2022

There are 15 advisor, 1 m&a and 12+ job opportunities this week
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Apparel Industry Consultant
Looking for an Apparel guru who can assist my client consider next steps for their small apparel business.
Attorney for Manufacturing Compliance Issues
I need an affordable lawyer to review international audit requirements/Social compliance policy and good manufacturing practices policy (Which will depend on the applicable laws for the factories) and (2) business ethics and integrity policy and supplier and factory compliance policy for raw materials for a personal care products client of ours
CDTFA Asset Seizure
Seeking lawyer who has dealt with seizures and sales of property for unpaid sales tax (cannabis). Matter is at sheriff's sale stage.
Divorce Attorney -- Kansas City
A client is looking for a referral to a divorce attorney in Kansas City. Please let me know if you know of someone you'd recommend.
Houston Real Estate Lawyer and Owner Construction Representative Needed
A manufacturing client needs assistance with a real estate purchase in Houston of a facility to be built by the seller. Both legal and construction management assistance needed in Houston. Please contact Michael Radin Esq. at 617-218-2035 or mradin@tbjhr-law.com
Medical Malpractice Attorney (Plaintiffs) - Florida
If you know of a medical malpractice attorney - plaintiffs, in the Palm Beach area, please contact me.
Mexico Attorney - Represent US Beneficiaries of Mexico Probate
My clients are heirs to a probate estate in Mexico. Need an attorney who can practice probate in Mexico for a brief call and to potentially represent clients' interests. Decedent had substantial real estate and business interests in Mexico, I believe in the state of Baja. Please let me know.
Non-US client needs US bank account
I have a client in Ukraine who is looking to set up a US bank account with online banking. He has no residence in the US so hoping there are some options available.
Office Furniture Designer
Company in San Ramon requires updates to workspaces in their offices. This includes, but not limited to new table tops (sit stand desks). Cabinet, LED screens with AV system.
Personal Injury Attorney Kansas City, MO
Looking to refer a friend to a Personal Injury Attorney in Kansas City, MO. Auto Accident case, ER treatment night of accident and diligent post accident follow up treatment.
Private Fiduciary
Tampa, FL area. Private Fiduciary for a trust. About $500,000 in trust. Please email me at sherry.dewane@ubs.com
Probate/Estate Lawyer in Indiana
A client needs a probate/estate lawyer in Indiana to help settle the estate of a late doctor who may or may not have left a will. Thank you.
Raleigh, NC Real Estate Attorney
Client is thinking of buying a partial or full interest in his sister's home in Raleigh, NC. Would like to discuss with a local RE transactional attorney. Any leads are welcome. Names only please, no warm intros. Thanks in advance.
Real Estate Litigation Attorney Needed (Premises Liability Matter)
Potential client is being threatened with "slip and fall" lawsuit by pedestrian who slipped on a PG&E grate outside his premises. Grate is not owned or controlled by property owner. Needs experienced litigator who understands premises liability issues and defenses.
Retirement Home Consultant
I have clients - hetero couple, live in San Francisco now, he is 70, she is 64, married - who want to explore assisted living/CCRC communities in anticipation of moving to one in the next 10 years, maybe in the Bay Area, maybe not. They want to know what's out there, how they should think about this decision, what kind of places they should consider. Is there someone that does this kind of consulting? Open to finding someone nationally.
Account Manager
The agency is seeking an experienced Account Manager to execute and oversee marketing and PR campaigns for multiple clients in the law, real estate and finance spaces. An Account Manager must be able to thrive in a fast-paced environment, have stellar interpersonal, communication and writing skills, be extremely organized with an unparalleled attention to detail, and a creative thinker. We are looking for a can-do attitude that is seeking a long-term home at a firm. * Bachelor's Degree in Marketing, Communications or Public Relations
Accounting Administrator
Seeking a recent college graduate for entry-level accounting position. Full job description and application at https://careers.pureingenium.com/Home/JobOpeningDetails?jobOpeningId=131
Agency Sales & Marketing Manager Needed
We're looking for a proactive, people-oriented Sales & Marketing Manager. You will lead the agency's marketing & biz dev initiatives, centered around building trust with prospects by offering education & expertise. * Field inbound leads via phone, email, web form & referral * Prospect to find additional businesses that fit our ideal client profile * Attend networking events & meetings to build a referral network * Lead the creation of marketing & sales materials like videos, pitch decks & one-sheets * Oversee KWSM's marketing efforts, including social media, digital ads, email & blog
Agency Sales & Marketing Manager Needed
Boston office opening soon! We're looking for a proactive, people-oriented Sales & Marketing Manager. You will lead the agency's marketing & biz dev initiatives, centered around building trust with prospects by offering education & expertise. * Field inbound leads via phone, email, web form & referral * Prospect to find additional businesses that fit our ideal client profile * Attend networking events & meetings to build a referral network * Lead the creation of marketing & sales materials like videos & one-sheets * Oversee KWSM's marketing efforts
Agency Sales & Marketing Manager Needed
We're looking for a proactive, people-oriented Sales & Marketing Manager. You will lead the agency's marketing & biz dev initiatives, centered around building trust with prospects by offering education & expertise. * Field inbound leads via phone, email, web form & referral * Prospect to find additional businesses that fit our ideal client profile * Attend networking events & meetings to build a referral network * Lead the creation of marketing & sales materials like videos, pitch decks & one-sheets * Oversee KWSM's marketing efforts, including social media, digital ads, email & blog
Agency Sales & Marketing Manager Needed
We're looking for a proactive, people-oriented Sales & Marketing Manager. You will lead the agency's marketing & biz dev initiatives, centered around building trust with prospects by offering education & expertise. * Field inbound leads via phone, email, web form & referral * Prospect to find additional businesses that fit our ideal client profile * Attend networking events & meetings to build a referral network * Lead the creation of marketing & sales materials like videos, pitch decks & one-sheets * Oversee KWSM's marketing efforts, including social media, digital ads, email & blog
Assistant Account Manager
The agency is seeking an experienced Assistant Account Manager to assist and help carry-out marketing and PR campaigns for multiple clients in the law, real estate and finance spaces. An Assistant Account Manager must be able to thrive in a fast-paced environment, have stellar interpersonal, communication and writing skills, be extremely organized with an unparalleled attention to detail, and a creative thinker. We are looking for a can-do attitude that is seeking a long-term home at a firm. * Bachelor's Degree in Marketing, Communications or related field * Minimum of 2 years' PR
Associate Attorney
McNicholas & McNicholas, LLP is a Los Angeles-based plaintiff trial law firm practicing throughout the State seeking a full-time Associate Attorney with experience in supporting lawyers in personal injury, products liability, employment, and other consumer-oriented cases. Qualifications * Juris Doctorate degree and active member in good standing with the California State Bar * 3-5 years' experience in personal injury, employment law, products liability and other consumer-oriented matters
Associate Attorney - Business Immigration (REMOTE)
McCown & Evans LLP, based in San Francisco, is seeking a full-time mid-level Associate Attorney with at least 2 years of solid employment-based immigration experience. We have an interesting client base and a great team! Come work for us from anywhere in the U.S.! Must be licensed to practice law in one of the 50 states.
Business Attorney or Paralegal - Contract Position
Equinox is looking for 1-2 contract attorneys or paralegals with experience in the areas of business formations, contracts, employment, and/or corporate governance to assist with overflow work in the next 6-10 weeks. Remote is okay; WA licensing a plus but not required.
CFO - Nonprofit
Seeking introductions and referrals for prospective candidates for a CFO opportunity with an regional nonprofit organization in southern New England. Please contact Murray Lee, Partner, KLR Executive Search Group, mlee@klrsearchgroup.com, Ph: 978.335.4280
Client Looking for Seasoned Attorney
Seasoned attorney (first chair trial lawyer, argues cases before review boards, supervises other attorneys. 15-20 years of experience) * Someone who is positive and looking for a bright future to help build a small firm into something larger. Someone who is tired of big firm politics, etc. * Someone with a good sense of humor (male or female). Maybe they have their own book of business and perhaps they have an associate or secretary they want to bring over as well. * Someone who works in business or real estate law preferably. * Someone with energy and is not getting ready to retire.
Client Service Associate, Chicago
Kovitz is looking for a full-time Client Service Associate to become a valuable member of our wealth management team. This individual would be responsible for providing advisors day to day client management support. We were voted Crain's Chicago Business Best Places to Work in 2021 and welcome candidates to learn why. A full job description can be found on LinkedIn through our website at https://www.kovitz.com/careers.
Controller - Nonprofit
Seeking introductions and referrals for prospective candidates for a Controller opportunity with an international nonprofit organization in Washington. Please contact Murray Lee, Partner, KLR Executive Search Group, mlee@klrsearchgroup.com, Ph: 978.335.4280
Director of Human Resources for a Values-Driven Private School and Temple
Our client is a private Jewish day school and temple working to instill values such as academic excellence, kindness, and appreciation for Jewish history and culture in their students. They are seeking an approachable but firm Director of Human Resources to create and lead a Human Resources department within the company that will attract and develop exceptional people. This position provides overall guidance to organization systems and practices related to workforce planning and analytics, talent acquisition, talent development, and compensation and benefits.
FP&A Analyst for a Popular Cosmetics Company
Our client is a popular and very fast-growing cosmetics company that uses only clean, non-toxic ingredients. They are headquartered in Los Angeles and experiencing rapid growth. They are seeking an FP&A Analyst to play an important role on the sales team by supporting the FP&A Manager and providing timely reporting to help guide decision making. This role will be tasked with consolidating, forecasting, analyzing, and reporting on data as well as maintaining financial models.
High-Level Senior Executive Assistant
Become the driving force to successfully launch a new entity based in Costa Mesa, CA. Candidates must be experienced in taking charge, planning, executing, have front-line client contact, excellent computer and research skills, have strong initiative and writing skills, follow-through for this new national services company. Some social media and marketing experience is a plus. This position works directly with the CEO. Excellent compensation. email resume to merry@emconsults.org
Human Resources Consultant
JorgensenHR is looking for one outstanding individual that wants to make an impact with our clients. * Must have a minimum 5-7 years of experience as an HR generalist * Bilingual preferred (Spanish) JHR works with owners and management that are passionate about the success of their company and its employees. This is a boundless opportunity to be part of a dynamic team of experienced, HR professionals dedicated to providing clients with excellent HR solutions. We are Results Oriented, Driven by Passion and Guided by Expertise!
Insurance Liability Claims Specialist
The Liability Claims Specialist is responsible for handling general liability and professional liability claims for healthcare clients, providing monthly claim summaries to clients, and handling releases of medical records. The specialist works with multiple insurance carriers, defense attorneys and client representatives to obtain the optimum claim outcome. Job posting: https://www.psafinancial.com/about/life-at-psa/current-openings/liability-claims-specialist-2/
Intake Manager
McNicholas & McNicholas, LLP is a Los Angeles-based plaintiff trial law firm seeking a full-time intake manager with experience in client/case screening and intake. This position is a critical one as it is the first point of contact clients have with the firm. An important prerequisite for this position is the ability to demonstrate compassion and understanding to potential clients. * Possess a strong intake background, preferably in a law firm; able to handle calls with care and thoroughness * Previous experience as a receptionist, especially if you've worked with complex phone systems
Legal Secretary (Part-Time)
Part-time legal secretary needed for boutique personal injury practice. M-F. 4 hours/day. In-office 2 days/week. 3 days remote. Office located in Jack London Square, Oakland. monica@burneikislaw.com
Mid-Level Litigation Associate
At the Legacy Elder Law Center, we focus on elder law matters and the resolution of disputes involving fiduciary duties and guardianships. We are a steadily growing, nationally recognized, and collegial Northern Virginia law firm. We need a litigation associate attorney with three to seven years' experience with extraordinary compassion and communication skills. We offer a great work-life balance. Salary is commensurate with experience, and comes with a generous bonus structure and time off. We have a very family friendly environment. Contact us at smoore@legacyelderlaw.com.
Mortgage Banker
Loan Officer - Reverse Mortgage Focus (willing to train on RM) Do you have a proven track record of creating lending solutions for your clients? If so, we?d love to talk with you about joining our team! We are a tight-knit group of lending professionals seeking an experienced and detail-oriented mortgage loan officer. We are looking to develop an experienced loan officer who wants a great opportunity to build our reverse mortgage division and work with quality leads. Salary, Comm, full benefits
Operations Associate
Kovitz is looking for a full-time entry level Operations Associate in a hybrid work from home/office environment. This role will provide support to the operations team, providing day-to-day, administrative, and technical support to Kovitz Advisors. Kovitz is an independent registered investment advisory firm with over $7 billion in AUM. We were voted Crain's Chicago Business Best Places to Work in 2021 and welcome candidates to learn why. A full job description can be found on LinkedIn through our website at https://www.kovitz.com/careers.
Paralegal (Trust & Estates) - San Diego
Blanchard, Krasner & French is seeking applicants for a Trust & Estates Paralegal at its La Jolla office. This position will work with experienced paralegals and attorneys in the Trust and Estate practice; and provide administrative support to the Trust and Estate practice leader. Excellent opportunity for a smart, energetic, and skilled paralegal to join our team of accomplished professionals. www.bkflaw.com eschlesier@bkflaw.com
Paralegals - Business Immigration (Remote)
McCown & Evans LLP, based in San Francisco, is seeking full-time Paralegals with at least 2 years of solid employment-based immigration experience. We have an interesting client base and a great team! Come work for us from anywhere in the U.S.!
Prop 65 Defense -- The Food Lawyers®
California attorney sought to handle Prop 65 defense cases remotely part time. Experience handling Prop 65 cases desirable. Hours are flexible. Send resume to Evelyn.Fong@TheFoodLawyers.com
Senior Accountant
Kovitz is looking for a full-time Senior accountant to support the firm's day-to-day financial accounting and reporting needs. This individual will be responsible for assisting in the monthly financial close and reporting process and work to identify process improvements and increase efficiencies. Kovitz is an independent registered investment advisory firm with over $7 billion in AUM. We were voted Crain's Chicago Business Best Places to Work in 2021 and welcome candidates to learn why. A full job description can be found on LinkedIn through our website at https://www.kovitz.com/careers.
Tax & Accounting Associate - Family Office Services
Kovitz is looking for a full-time Tax & Accounting Associate to join it's family office team located in Northbrook, IL. The family office was launched in 2020 and growing quickly. We were voted Crain's Chicago Business Best Places to Work in 2021 and welcome candidates to learn why. A full job description can be found on LinkedIn through our website at https://www.kovitz.com/careers.
Trading Analyst
Kovitz is looking for a full-time Trading Analyst to work alongside the firm's trading team to evaluate investment opportunities, execute and process trades, perform back-office tasks, and assist in developing portfolio strategy under the leadership of the Kovitz Investment Team. We were voted Crain's Chicago Business Best Places to Work in 2021 and welcome candidates to learn why. A full job description can be found on LinkedIn through our website at https://www.kovitz.com/careers
Seeking Registered Investment Advisor Firm
I have a client looking to purchase a RIA firm to round out thier portfolio on the space. Location can be anywhere, however would prefer east of the Mississippi.

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