NewCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of AmericaCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los AngelesLos Angeles, CaliforniaThis GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory. This job is responsible for managing clients and related credit products, partnering closely with relationship management, sales/trading, treasury management, operations and risk teams to support the client relationship.
Wealth Management Associate Raymond James Financial IncWealth Management AssociateBrea, CA$80,000–$110,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryLos Angeles, CACoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Senior Wealth Advisor, Los Angeles, CA Wilmington TrustSenior Wealth Advisor, Los Angeles, CALos Angeles, CaliforniaBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Asset & Wealth Management - Tax Senior Associate PwCAsset & Wealth Management - Tax Senior AssociateLos Angeles, CA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - Los AngelesLos Angeles, CAHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Wealth Advisor Cerity Partners LLCWealth AdvisorLos Angeles, CA$125,000–$150,000 / yearThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Citi Wealth At Work - Law Firm Group - Associate Banker - Avp/Vp - West Coast Citigroup Inc.Citi Wealth At Work - Law Firm Group - Associate Banker - Avp/Vp - West CoastLos Angeles, CA$88,400–$182,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular 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.
Wealth Director (Business Development Officer) Franklin ResourcesWealth Director (Business Development Officer)Los Angeles, CA$180,000–$225,000 / yearKey Responsibilities: Pursue prospective new business situations with high-net-worth individuals and families; Lead segment new business strategies for the Los Angeles market; Maintain active contact with known referral source relationships and prospective clients; Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinate presentations of the firm's capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants); Contribute to the development and enhancement of prospect presentations and on-going marketing material; Participate in the development of new ideas, planning and execution of HNW business development issues with senior management; Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients; Manage new clients from prospecting stage to onboarding.
Team Lead, Wealth Management IEQ CapitalTeam Lead, Wealth ManagementLos Angeles, CA$135,000–$175,000 / yearInteracting with Associates and Senior Associates to support all aspects of client servicing needs: Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews. The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities.
Strategic Account Executive, Insurance & Wealth, West Empathy Project LtdStrategic Account Executive, Insurance & Wealth, WestCAThe Insurance & Wealth Solutions Team at Empathy drives enterprise sales, by partnering with life insurance carriers, wealth managers, retirement organizations, financial advisory groups, and other financial institutions to deliver Empathy's innovative support solutions. We are seeking Strategic Account Executives located in key growth territories across the central and western US - including Chicago, Dallas, Houston, and the broader Midwest/South - to help balance our growing West Coast presence.
Wealth Advisor, Director BMO (Bank of Montreal)Wealth Advisor, DirectorPasadena, CA$122,400–$228,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Private Wealth Management - Managing Director U.S. BancorpPrivate Wealth Management - Managing DirectorIrvine, CA$181,730–$213,800 / yearLead to overall strategy for Advisory teams focused on the Private Wealth approach to customer acquisition and retention, by integrating Wealth and Bank wide initiatives and programs into the local teams, and ensuring execution with clients. Leads the business development efforts for the Advisory teams, collaborating with key Business Units within the Bank to create relationships where we are central to our clients by driving broader relationships and a deeper share of their wallet.
Wealth Advisor Cerity PartnersWealth AdvisorLos Angeles, CaliforniaThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Wealth At Work - Investment Counselor Sr. Lead - SVP Citigroup Inc.Wealth At Work - Investment Counselor Sr. Lead - SVPLos Angeles, CA$200,720–$301,080 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
Private Wealth Analyst City National BankPrivate Wealth AnalystLos Angeles, CaliforniaRemote$87,027–$138,965 / yearFull timeSupports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
NewWealth Salesforce Product Owner US BankWealth Salesforce Product OwnerLos Angeles, CA$149,515–$175,900 / yearPreferred skills: product PnL, product strategy, vision and planning, product discovery, product development, channel alignment and management, adoption, customer experience research, insight and execution, agile ways of working, go to market and sales channels, performance measurement and optimization, marketing and analytics, customer centricity. Expertise on the critical interdependencies among product model system elements that help and hinder performance; ability to plan and design solutions that synchronize resources to achieve business results using business metrics, key performance indicators, design systems, service blueprints, and reusability.
Asset & Wealth Management, Real Estate Investing - Credit Originations, Vice President / Senior Vice President The Goldman Sachs Group IncAsset & Wealth Management, Real Estate Investing - Credit Originations, Vice President / Senior Vice PresidentLos Angeles, CA$150,000–$300,000 / yearKey Responsibilities: Lead and drive the origination of real estate credit investments across diverse asset classes (including industrial, multifamily, office, retail, and hospitality) and various financing structures (e.g., bridge, construction, senior-secured, subordinate debt) with a preferred track record in the Western United States. The Real Estate Investing platform within Goldman Sachs Asset Management is overseen by a global investment committee that directs the firm's strategy in real estate and approves investments in the US, Europe and APAC.
Sr Wealth Strategist, Inst Northern TrustSr Wealth Strategist, InstLos Angeles, CA$158,010–$276,460 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Wealth At Work, Managing Director, Investment Counselor Team Lead, West Region Citigroup Inc.Wealth At Work, Managing Director, Investment Counselor Team Lead, West RegionLos Angeles, CAFor those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team). They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.