Provide personalized investment guidance and virtual service to help clients achieve financial goals.
Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.
The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.
Own senior client relationships and drive strategic coverage plans for M&A and debt mandates across the clean energy capital stack.
Help drive origination, structuring, and execution of M&A advisory mandates, including sell-side processes, valuation analysis, and deal negotiation.
Support debt origination and advisory across construction, term, and structured debt products, partnering on lender engagement and terms negotiation.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 95+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors and is growing rapidly with a remote-first, high-ownership culture.
Lead and coach a team of Investment Representatives to ensure high-quality, compliant client interactions.
Oversee daily operations including trade reviews, quality assurance, and performance metrics.
Collaborate with cross-functional teams to improve processes and client experiences.
Our partner is a fast-growing financial services company focused on delivering reliable and innovative financial solutions. They foster an inclusive workplace culture with a focus on learning and growth.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy side advisory firm based in Kansas City, serving private equity sponsors and family-owned businesses. The firm partners with industry advisors and has a bench of senior operators, reflecting a diverse team committed to equal opportunity.