Careers

COMPANY OVERVIEW
The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.


ROLE OVERVIEW
The position of Client Service Associate for The Coury Firm’s Private Wealth division is an integral part of the team. The Client Associate will be responsible for directly supporting and collaborating with the Firm’s Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Strategists, Wealth Planners, other Client Service Associates, and Senior Management. The ideal candidate will manage tasks to ensure that our reporting, databases, and ongoing processes are accurately maintained. Key responsibilities include preparing client paperwork, performing data governance, and inputting and monitoring client information across various internal systems.

This individual will need to provide executive level administrative support while offering concierge level service and attention. Strong Microsoft Excel skills will be critical to the success of this position.


RESPONSIBILITIES

A Client Service Associate at the Firm must be able to perform the following responsibilities:

• Support and manage client documentation using our client relations management system (AdvisorEngine) and document management system.
• Manage all client cashiering and servicing paperwork from creation to submission at custodial banks, insurance carriers, fund administrators, or other third parties.
• Driving client onboarding processes and supporting maintenance of relationships by acquiring and utilizing important client relation specific details to support wealth advisory team, this might eventually include client facing communication.
• Assist firm compliance with data governance checks and work with wealth advisory team to be proactive in verifying data integrity on an ongoing basis.
• Ensure timeliness, accuracy, and completeness in client reporting & presentations and follow up on all client materials with the wealth advisory team to be proactive in verifying data integrity on an ongoing basis.
• Assist with ensuring practices are in alignment with the Firm’s policies and procedures to support operational excellence.
• Supports day-to-day team activities and needs in times of absence or seasonal increases, while leading with a client-first mindset.

• Bachelor's Degree, with two or more years related experience
• Series 65 or 66 preferred
• Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
• Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities
• Maintain discretion in handling confidential information
• Ability to collaborate effectively and work well within a team structure
• Ethically driven with an unwavering client commitment

• Proficient in Microsoft Office Suite – Excel, PowerPoint, OneNote, Outlook
• Ability to adapt easily and learn new technologies/systems
• Experience with Portfolio Management Software such as Tamarac
• Exceptional writing, interpersonal and client service skills
• Detail oriented with organizational skills and ability to prioritize tasks

POSITION SUMMARY:

The position of Wealth Planner for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.

This position will require working collaboratively with a group of Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Strategists, Wealth Servicing Specialists, and Senior Management to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.


QUALIFICATIONS:

The Wealth Planner of the Firm must possess the following qualifications:

• Five (5) or more years related experience, with a demonstrated depth and breadth of technical knowledge and expertise

• CFP preferred; Series 65 or 66 required

• Experience working with private, high net-worth clients and/or institutional clients

• Exceptional communication (verbal and written) and presentation skills

• Highly developed problem-solving ability and a willingness to drive workflow

• Ability to collaborate effectively and work well within a team structure

• Entrepreneurial instincts and proactive attitude

• Ethically driven with an unwavering client commitment

• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote

• Proficiency in Portfolio Management Software and CRM systems

POSITION SUMMARY:

The position of Financial Analyst for the Corporate & Business Advisory division will be focused on providing financial analysis to support the Firm’s clientele. This individual will play an integral role on our team, providing quantitative and analytical support for all sell-side and buy-side acquisition assignments, refinancing, recapitalization and restructuring assignments and be responsible for interacting and collaborating with the client and their respective advisors in the process.

This role will be assigned to a variety of projects and given a broad range of responsibilities such as developing and managing comprehensive financial models and analysis, creating client presentations, preparing for/attending client meetings, and performing in-depth company and industry research.


ESSENTIAL DUTIES & RESPONSIBILITIES:

The key responsibilities and description of duties described below are not intended to be all inclusive:

• Assist in developing and maintaining financial models and projections. Such analysis may include but is not limited to: Comparable Company Analysis (Public Comps), Precedent Transaction Analysis (M&A Comps), Discounted Cash Flow Analysis (DCF), Merger & Acquisition Models, and different strategic alternatives and capital structure options;

• Communicate financial information and strategic issues in a clear, concise and relevant manner to assist and guide executives and business owners in a variety of corporate finance transactions;

• Perform due-diligence on behalf of a client for any transaction or assignment involved in a client engagement. Support the efforts in reviewing or putting together a comprehensive data room and presentation materials;

• Conduct comprehensive and in-depth company and industry research;

• Demonstrate extraordinary attention to detail on client deliverables;

• Develop and deliver customized presentations/plans to help client accomplish their goals;

• Manage different types of projects at once and work effectively and efficiently as an individual and part of a team;

• Two (2) to five (5) years of experience in a finance or business background, particularly in investment banking, private equity, or consulting;

• Ability to work in a fast-paced, team-based environment with minimal supervision;

• Strong oral and written communication skills;

• Impeccable research, quantitative and analytical skills, especially in explaining market / company events;

• Ability to adapt quickly to a variety of industries and businesses;

• Ability to challenge financial and strategic assumptions of business line executives, finance personnel and other diligence team members;

• Proven proficiency in Microsoft Office products, especially Microsoft Excel and Microsoft Power Point;

• Ability to organize and track overlapping tasks and assignments, with frequent priority changes;

• Strong financial modeling and forecasting skills;

• Excellent work ethic, desire for continual improvement, and strong intellectual curiosity;

POSITION SUMMARY:

The position of Senior Associate for the Corporate & Business Advisory division will be focused on providing financial and business advice to the Firm’s clientele. This individual will play an integral role on our team, providing quantitative and analytical support for all sell-side and buy-side acquisition assignments, refinancing, recapitalization and restructuring assignments and be responsible for interacting and collaborating with the client and their respective advisors in the process.

This role will be assigned to a variety of projects and given a broad range of responsibilities such as developing and managing comprehensive financial models and analysis, creating client presentations, preparing for/attending client meetings, and performing in-depth company and industry research.


ESSENTIAL DUTIES & RESPONSIBILITIES:

The key responsibilities and description of duties described below are not intended to be all inclusive:

• Perform comprehensive financial analysis for clients and prospective clients. Such analysis may include but is not limited to: Comparable Company Analysis (Public Comps), Precedent Transaction Analysis (M&A Comps), Discounted Cash Flow Analysis (DCF), Leverage Buyout / “Ability to Pay” Analysis (LBO), Merger & Acquisition Models, and different strategic alternatives and capital structure options;

• Communicate financial information and strategic issues in a clear, concise and relevant manner to assist and guide executives and business owners in a variety of corporate finance transactions;

• Perform due-diligence on behalf of a client for any transaction or assignment involved in a client engagement. Lead the efforts in reviewing or putting together a comprehensive data room and presentation materials;

• Ability to serve as a main point of contact throughout a transaction life cycle on behalf of the client;

• Demonstrate extraordinary attention to detail on client deliverables;

• Develop and deliver customized presentations/plans to help client accomplish their goals;

• Manage different types of projects at once and work effectively and efficiently as an individual and part of a team;

• Identify new business opportunities for the Firm;

• Five (5) or more years of experience in a finance or business background, particularly on the quantitative investment banking side;

• MBA or equivalent education preferred;

• Ability to work in a fast-paced, team-based environment with minimal supervision;

• Working knowledge of deal structuring and closing principals;

• Strong communication and networking skills;

• Impeccable research, quantitative and analytical skills, especially in explaining market/company events;

• Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA;

• Ability to organize and track overlapping tasks and assignments, with frequent priority changes;

• Strong financial modeling and forecasting skills;

POSITION SUMMARY:

The position of Senior Wealth Advisor for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development of new Private Wealth client relationships on behalf of the Firm. Duties include managing the delivery of wealth management and multi-family office services to our clients and serving as their principal point contact. This will involve maintaining regular communication with the client and working in consultation with the client’s other advisors.

In addition, this position will either oversee or work collaboratively with a group of Private Wealth client support personnel, including but not limited to Wealth Planners, Wealth Strategists, and Wealth Servicing Specialists to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services. Please note, that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Senior Wealth Advisor will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.

 
QUALIFICATIONS:

The Senior Wealth Advisor of the Firm must possess the following qualifications:

• Ten (10) or more years related experience, with a demonstrated depth and breadth of technical knowledge and expertise

• CFP required; or Series 65 and Master's degree or equivalent in a relevant field preferred (Business Administration, Finance, Economics, Law, Taxation)

• Experience working with private, high net-worth clients and/or institutional clients

• Exceptional communication (verbal and written) and presentation skills

• Highly developed problem-solving ability and a willingness to drive workflow

• Ability to collaborate effectively and work well within a team structure

• Entrepreneurial instincts and proactive attitude

• Ethically driven with an unwavering client commitment

• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote

• Proficiency in Portfolio Management Software and CRM systems

POSITION SUMMARY:

The position of Senior Wealth Strategist will be responsible for serving as a subject matter expert for the Firm within key areas of technical significance for the Private Wealth division (e.g., tax, estate planning, trust/entity structuring, investments, insurance, etc). Duties include leading and advancing the Firm’s knowledge base, content, and client solution set within their respective area of expertise.

In addition, this position will either oversee or work collaboratively with a group of Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Planners, and Wealth Servicing Specialists to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

Please note, that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Senior Wealth Strategist will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.

 
QUALIFICATIONS:

The Senior Wealth Strategist of the Firm must possess the following qualifications:

• Eight (8) or more years related experience, with a demonstrated depth of technical knowledge and expertise

• CPA or JD preferred

• Experience working with private, high net-worth clients and/or institutional clients

• Exceptional communication (verbal and written) and presentation skills

• Highly developed problem-solving ability and a willingness to drive workflow

• Ability to collaborate effectively and work well within a team structure

• Entrepreneurial instincts and proactive attitude

• Ethically driven with an unwavering client commitment

• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote