Careers
Constitution Capital Partners has the following opportunities available:
-
Accounting Manager
Greater Boston
Constitution is seeking candidates for an Accounting Manager to oversee the financial reporting process related to various adviser entities of both private and public funds. The candidate must have a strong working knowledge of GAAP.
Responsibilities
- Responsible for managing the day-to-day financial operations of CCP’s Adviser entities (management companies)
- Provide timely, accurate accounting and reporting while managing multiple entities and accounts.
- Train, manage, and lead other team members regarding technical accounting requirements of each legal entity, as well as processes
- Lead weekly team meetings and work with the Controller to assist in other projects as necessary
- Review team member’s work to ensure completeness and accuracy
- Prepare analysis for various internal and external requests
- Assist and drive any ad-hoc projects and initiatives of the Firm
- Lead new accounting adoptions with respect to both technical assessment and written policies and memos
- Manage treasury processes around wires, cash planning, and forecasting
- Lead annual audit process with external auditors and manage all audit deliverables
- Assist the Controller on internal budget and cash analysis process
- Act as a liaison with other department leads
- Work independently while managing the priorities of the team
- Communicate effectively – both verbal and written
Qualifications
- BA in Accounting, Finance, or related field, CPA Required
- 5-7+ years of professional accounting, including minimum of 4+ years in public accounting (Big 4 preferred)
- Prior experience managing a team
- Strong knowledge of accounting principles
- High level of attention to detail with the understanding of the big picture
- Proven experience and ability to organize self as well as prioritizing other team member’s work
- Consistent strong work ethic and collaborative approach
- Ability to understand, compile, and analyze data
- Exude confidence and professionalism at all times
- Ability to multi-task work in fast pace, high intensity environment
-
External Wholesaler
West, Central, Mid Atlantic and South East
Are you the “un-gettable” salesperson, best at your firm, and bleed the corporate colors? Are you the first call of your clients, known and respected across your territory, and a trusted advisor to your firm’s leadership team? If this sounds like you, we need to talk.
Position Summary
Constitution Capital Partners is seeking an established sales professional with strong relationships and relationship development skill in the RIA, Wealth Advisor and Family Office segments to join our team
- You will support and grow Constitution’s meaningful industry connections with financial professionals, advisors, and their clients.
- You possess a deep understanding of private market products, trends, solutions, and competitive landscape.
- You will perform as part of a sales team and will be responsible for the sales, development and day-to-day management of their geographic region.
Essential Job Functions:
- Sales Generation: Drive sales of the Constitution Capital Access Fund, a registered private equity fund, in your region with a secondary focus on the private funds, Ironsides VII and Ironsides Opportunities Fund II, taking ownership of performance and goals.
- Relationship Management: Solidify Constitution Capital’s existing relationships, bring new names and a robust professional network to the firm, and collaborate with Enterprise around regional events.
- Strategic Collaboration: Work closely with teammates and leadership to devise and execute a comprehensive sales strategy, including business plan creation, territory management, new product ideas, and technology optimization.
Preferred Qualifications:
- Leadership: The ability to influence, motivate and guide internal and external stakeholders to a desired outcome. Operate with the highest degree of integrity.
- Motivated: Goal-oriented mindset and eager to see the scoreboard every morning. A passionate, self-starter with an always-on energy.
- Execution Excellence: Strong work ethic, detail oriented, prepared, high effort and coachable.
- Communication Skills: Excellent oral, written, presentation and interpersonal skills.
- Financial Acumen: Informed and conversant across capital markets, competitors, preferably with a deep knowledge of private markets and private equity.
Required Qualifications:
- Non negotiables: Attitude, Effort and Integrity
- Education: Bachelor’s Degree
- FINRA Registrations: Current Series 7, 63, 65, and/or 66 registrations.
- Experience: minimum 5 years selling in-market with 10 years of industry experience
-
Internal Wholesaler
Greater Boston
Position Summary
Constitution Capital Partners is seeking a highly motivated and goal-oriented individual to join our team as an Internal Wholesaler. In this role, you will be responsible for providing consultative support to advisors, helping them effectively navigate our product offerings and grow their business; to support our external sales team by driving sales and building strong relationships with advisors. If you have excellent communication skills, a passion for sales, and a deep understanding of financial products, we want to hear from you!
Responsibilities
- Work closely with external sales team members to develop and execute sales strategies within assigned territories.
- Conduct proactive outreach to advisors to promote our products and drive sales.
- Build and maintain strong relationships with existing and potential clients through regular communication and product education.
- Provide exceptional customer service by promptly responding to inquiries and resolving any issues or concerns raised by advisors.
- Collaborate with internal teams to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.
- Prepare and deliver persuasive sales presentations, webinars, and training sessions to educate advisors on our products and investment strategies.
- Track and analyze sales data to identify trends, strengths, and areas for improvement, and provide regular reports to management.
Qualifications
- Bachelor’s degree in Finance, Business, or related field (preferred)
- Series 7 required
- Series 66 preferred, or must obtain within 60 days of employment (employer sponsored)
- Proven experience in sales, preferably within the financial services industry
- Strong knowledge of financial products
-
Tax Director
Greater Boston
Role
Constitution is looking for a Tax Director to join our team. The Tax Director will be responsible for oversight of all tax-related activities within CCP and ensuring that all matters related to taxes are handled promptly and accurately.
Responsibilities
- Be responsible for all ranges of tax related issues within CCP, including development of new tax strategies and policies.
- Identify and proactively review all tax opportunities to minimize tax risks and leakage.
- Provide firm leaders with tax planning, advice, and guidance with respect to different investment and corporate structures within CCP (e.g., 3c-7 funds, ’40 Act fund, partnership entities, etc.)
- Act as a liaison with external tax preparers to manage the collection and distribution of tax information and provide oversight on appropriate tax treatment of investments and taxable income calculations.
- Lead and support the financial statement audit process with external auditors around tax disclosures and applicable analysis. Scope of tax analysis includes but is not limited to the following: ASC 740 analysis, ROCSOP adjustments, taxable income/provision calculations, and assessment of deferred tax assets/liabilities.
- Review and assess tax compliance for specialized situations including asset diversification and income qualification tests and excise distributions prescribed under Subchapter M.
- Review allocations, withholding calculations, and other supporting information necessary to ensure timely production and filing of both federal and state income tax returns and extensions, along with coordinating any payments that are due. Tax forms include but are not limited to K-1s, 1099s, 1065s, and 1120/1120-RIC.
- Analyze and respond to tax notices to ensure compliance with federal and state regulations.
- Perform high level reviews of tax research, tax workpapers/allocations and tax filings across various tax structures.
- Maintain awareness of the current tax environment as it relates to the latest tax proposals, policies and industry viewpoints.
Qualifications
- 10+ years’ experience in providing tax planning services or preparing and reviewing client work papers and income tax returns (6+ years’ experience with investment management or partnership taxation)
- Tax experience in ’40 Act/Private Equity strongly preferred.
- Previous Big 4 experience or large CPA firm equivalent
- Bachelor’s degree in accounting or finance (Master’s Degree in taxation, MBA, and/or CPA is desirable)
- Knowledge of fund accounting and general ledger accounting
- Strong understanding of technical partnership, ’40 Act, and corporate accounting and tax rules
- Analytical and problem-solving skills, including the ability to analyze tax issues.
- Strong organizational, prioritization and time management skills, attention to detail and the ability to conceptualize and execute multiple tasks efficiently.
- Strong interpersonal/communication skills and ability to collaborate with various teams including accounting, tax, compliance and external auditors.
- Must be able to work effectively in a fast-paced and complex environment.
- Experience managing and leading a team.
Constitution Capital Partners offers a wide range of employee benefits, including health and dental insurance, life and disability insurance, paid time off and a 401(k) plan.
