Manager, Business Process Management Northern TrustManager, Business Process ManagementNewport Beach, CA$131,905–$224,135 / yearFocus of role is on execution of strategic direction of business function activities, with specific accountability for supporting lending relationship managers, driving loan processing efficiency, and enhancing client experience across lending services. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Vice President - Portfolio Manager Whittier TrustVice President - Portfolio ManagerLos Angeles, California$150,000–$200,000 / yearWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines.
Manager, Fashion Expertise, Los Angeles ChanelManager, Fashion Expertise, Los AngelesBeverly Hills, CACareer and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine Chanel People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. Based primarily in the Saks Fifth Avenue Beverly Hills boutique, this role will also support Rodeo Beverly Hills, Neiman Marcus Beverly Hills, Nordstrom Topanga, and Montecito boutiques, the Manager, Fashion Expertise will act as the liaison between the Fashion Expertise Office and Fashion Retail teams in their market.
NewClient Advisor with Athletic Background Salinas Financial GroupClient Advisor with Athletic BackgroundManhattan Beach, CA$76,000–$193,000 / yearFull timePrior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Premier Client Services Associate East West BankPremier Client Services AssociatePasadena, California$20–$27 / hourFull timeDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
Project Manager, Client Services (Customer Service, Order‑To‑Cash, Contract Lifecycle, Med. Device) DanaherProject Manager, Client Services (Customer Service, Order‑To‑Cash, Contract Lifecycle, Med. Device)Brea, CA$105,000–$125,000 / yearApplying PMO best practices, Lean/DBS methodology, and strong change leadership, this role translates strategic priorities into executable project plans and sustained adoption, supporting initiatives across the full contract lifecycle-from customer proposals and contract booking to ordering channels, compliance, billing, revenue protection, and lifecycle management. The Project Manager, North America Client Services leads high‑impact, cross‑functional initiatives to improve operational performance, scalability, compliance, and customer experience across the Client Services value chain.
Tax Director - Private Client Services AndersenTax Director - Private Client ServicesCosta Mesa, California$220,000–$300,000 / yearThe Requirements: At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
VP, Client Services IQBackOfficeVP, Client ServicesEl Segundo, CaliforniaWork with IQ leadership across departments to create and drive overall Client Strategy: Sales Supports the sales team in efforts to increase sales through expanding the customer base with participating in process assessments, due diligence discussions/meetings, client presentations etc. Oversee global financial performance of client programs; drive profitability improvements by working with operations, production support and IT teams or with client to increase efficiency or automate key processes.
Client Delivery Team Manager BMO (Bank of Montreal)Client Delivery Team ManagerNewport Beach, CA$88,800–$165,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
Managing Director, Risk Advisory Services bdo consultingManaging Director, Risk Advisory ServicesCosta Mesa, CA$220,000–$250,000 / yearThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
Client Account Manager - Experiences Pacific Journey ConsultingClient Account Manager - ExperiencesLos Angeles, CaliforniaRemoteThis fully remote position involves supporting clients with planning and booking travel experiences, while working closely with a professional team and reporting to a team lead. We are seeking motivated and detail-oriented individuals to join our team as Client Account Managers – Experiences .
Project Manager - Localization and Client Operations Pixelogic Media Partners, LLCProject Manager - Localization and Client OperationsBurbank, CA$75,000–$85,000Participate in Corrective Action Report (CAR) process for client rejections and other issues to ensure proper processes/procedures are always in place to prevent issues from happening and especially recurring. Manage, monitor, and update all timelines, setting realistic expectations for day to day deliveries and communicating clearly with clients and internal operations.
Financial Services Audit Senior WithumSmith+Brown PCFinancial Services Audit SeniorLos Angeles, California$80,000–$115,000 / yearStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. .
Partnership Tax Managing Director, Advanced Computational Services bdo consultingPartnership Tax Managing Director, Advanced Computational ServicesLos Angeles, CA$157,500–$420,000 / yearThe Tax Managing Director, Partnerships is responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Managing Director, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
NewSenior Registered Client Associate Wells Fargo BankSenior Registered Client AssociateLos Angeles, CaliforniaExecute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Strategic Digital Transformation & PMIS Services Leader Luster NationalStrategic Digital Transformation & PMIS Services LeaderLong Beach, CA$180,000–$220,000 / hourWe're seeking Strategic Digital Transformation & PMIS Services Leaders to expand our owner-side digital transformation and PMIS advisory practice serving mega capital infrastructure construction programs across aviation, ports, rail/transit, transportation, utilities, energy, water, or public works sectors. 10+ years of experience in digital transformation, PMIS advisory, or program controls strategy on mega capital infrastructure construction programs across aviation, ports, rail/transit, transportation, utilities, energy, water, or public works.
Senior Design Manager – A/E Services Element ConsultingSenior Design Manager – A/E ServicesLos Angeles, CA, CAFull timeManages multiple projects, including engineering repair and critical repair, through interaction with Architects, consultants, and District personnel to ensure timely completion of these projects. Required Experience: 14 years full time paid professional experience managing the facilities design, or the planning and coordination of capital projects that included the overall design, contract administration, cost estimating, and scheduling activities.
Financial Services Representative (Remote) TransGlobal Holdings Co.Financial Services Representative (Remote)Anaheim, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Transaction Advisory Services Senior Associate WeaverTransaction Advisory Services Senior AssociatePasadena, CA$85,000–$115,000 / yearA Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex and often voluminous information, and preparing concise reports. This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change of control events such as refinancing, acquisitions, mergers, etc. in service to our private equity and strategic clients.
Therapeutic Behavioral Services Coach Seneca Family of AgenciesTherapeutic Behavioral Services CoachSanta Ana, CaliforniaThe TBS Coach works individually to provide therapeutic intervention while also collaborating with other treatment providers to ensure continuity of care and a collaborative effort to support the youth and family in meeting their goals. TBS Coach supports youth who are returning to their families from institutional care and prevents the need for institutional care and those who are at risk of psychiatric hospitalization.