Wealth Relationship Manager Safe Act - Norwalk AND Whittier Citigroup Inc.Wealth Relationship Manager Safe Act - Norwalk AND WhittierLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Senior Manager, Marketing Operations Altruist CorpSenior Manager, Marketing OperationsLos Angeles, CA$124,000–$170,000 / yearOversee the setup, configuration, and management of marketing automation platforms such as Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau, and similar tools to streamline marketing workflows and campaigns. Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (Salesforce, HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus).
NewParaplanner AmeripriseParaplannerIrvine, California$85,000–$100,000 / yearThis role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Wealth Relationship Manager SAFE Act, Mandarin/English Speaking Preferred Citigroup IncWealth Relationship Manager SAFE Act, Mandarin/English Speaking PreferredTemple City, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Customer Success Automation Engineer Altruist CorpCustomer Success Automation EngineerLos Angeles, CAHands-on experience building with LLMs (OpenAI, Anthropic, Gemini, open-source), agent frameworks (LangChain, LlamaIndex, CrewAI, or similar), and a strong intuition for prompt engineering, RAG architectures, and the practical limits of AI in production - including how to evaluate tools and models on cost, latency, accuracy, and maintainability tradeoffs. Design, build, and iterate on AI agents and applications - both internal tools that automate workflows for the Customer Success team and customer-facing experiences that optimize key moments in the journey (onboarding, self-service support, proactive engagement).
Sr. Solutions Engineer, Enterprise Altruist CorpSr. Solutions Engineer, EnterpriseLos Angeles, CADrive sales execution by partnering with the Client Development team throughout the sales cycle from early discovery through close developing a consultative, solution approach, answering technical questions, delivering customized demos and presentations, and bringing in SMEs as needed into the process. Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce.
Parent Educator/Instructor/Facilitator: College and Career Advisors CbParent Educator/Instructor/Facilitator: College and Career AdvisorsLos Angeles, California$40–$62.50 / hourInspired by the groundbreaking work of Joyce Epstein, a renowned expert in family engagement, PEBSAF's comprehensive virtual parent workshops provide a wealth of resources and guidance on a wide range of topics, from effective communication strategies to homework support and navigating the school curriculum. Recognizing the profound impact of parental involvement in a child's educational journey, PEBSAF has made it its mission to bridge the gap between home and school, empowering parents with the knowledge and skills they need to actively support their children's learning.
Clinical Advisor - Oncology & Rare Disease Products (BCOP) CVS Health CorpClinical Advisor - Oncology & Rare Disease Products (BCOP)CARemote$135,575–$228,800 / yearDevelop cost management and population health programs such as formulary and coverage strategies, prior authorization programs, care management programs, patient and provider engagement programs, value-based arrangements, and more to promote the delivery of high-quality, safe, and effective programs which optimize health outcomes, improves the provider and member experience, and reduces costs for clients and members. This position will be responsible for driving growth in Specialty by 1) building innovative products that secure our position as the market leader in payor focused Specialty solutions and 2) creating disruptive and holistic solutions to address oncology, rare disease, and other high-cost therapies to ensure best in class management of cost and quality of care.
NewEnterprise Sales Director - Financial Services and Insurance Ushur IncEnterprise Sales Director - Financial Services and InsuranceCA$140,000–$150,000 / yearYou will run long, complex sales cycles where outcomes depend on your ability to diagnose real business problems, align stakeholders, and defend value under scrutiny. Designed for rapid code-less deployment with flexible, advanced capabilities for IT and business teams, enterprises can transform customer and employee journeys at scale in the fastest time to value.
PWM Senior Private Wealth Advisor U.S. BancorpPWM Senior Private Wealth AdvisorWoodland Hills, CA$169,380–$207,020 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
NewComplex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&OBrea, CA$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Fixed Income - Financial Institutions Group Sales Fifth Third BancorpFixed Income - Financial Institutions Group SalesLos Angeles, CASKILLS FOR SUCCESS: Successful candidates will demonstrate a high degree of proficiency (typically from 10 years of practical experience or advanced academic exposure) across the following areas: Executive Relationship Management - Ability to cultivate and sustain high-value client partnerships at the executive level. ABOUT THE ROLE: The Fixed Income FIG Sales Director is responsible for driving revenue growth through strategic client relationships, leading complex fixed income transactions, and overseeing regional sales initiatives.
Principal Consultant - Financial Services Cloud TELUS Digital IncPrincipal Consultant - Financial Services CloudCAThe ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations. As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs.
Chief Financial Officer Green Dot Public SchoolsChief Financial OfficerLos Angeles, CARemote$200,000–$240,000 / yearAn additional 15 days (minimum) of paid time off each year for our Winter and Spring breaks* (which include the Christmas and New Year's holidays), as well as an additional 10 annual paid holidays (MLK Day, President's Day, Cesar Chavez Day, Memorial Day, Juneteenth, July 4th, Labor Day and Veteran's Day, Thanksgiving Day and Day after Thanksgiving). Green Dot also offers generous paid time off for an overall work-life balance, while giving employees the opportunity to impact a growing, mission-driven organization that is committed to the success of all students: > 15 days of paid time off during years 1-3 of service (20 days during years 4-6 and 25 days beyond 6 years of service).
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management IncSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.
Senior Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncSenior Registered Client Service Associate (Newport Beach, CA)Newport Beach, CA$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
NewClient Specialist BairdClient SpecialistBell, PennsylvaniaResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)California, CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
NewRelationship Manager Sr I _RBC City National BankRelationship Manager Sr I _RBCLos Angeles, CARemote$87,027–$138,965 / yearKey measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is a national role, requiring consistent virtual collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNBs service and offerings.