Asset Management - Commercial Real Estate Debt Underwriter - Associate JPMorgan Chase & CoAsset Management - Commercial Real Estate Debt Underwriter - AssociateLos Angeles, CAAbout JPMorgan Chase JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the worlds most prominent corporate, institutional, and government clients under the J.P. Morgan Asset Management - Real Estate Americas is one of the worlds largest real estate investment advisors with over $70 billion of real estate assets under management in North America.
Senior Digital Marketing Specialist Kayne Anderson RudnickSenior Digital Marketing SpecialistLos Angeles, California$100,000–$130,000 / yearThe ideal candidate brings deep expertise in digital marketing, strong analytical skills, and experience marketing professional services or financial products to high-net-worth individuals, institutional clients, and intermediaries. This individual will be responsible for leading the execution and optimization of digital marketing strategies designed to enhance brand awareness, facilitate client acquisition, and drive asset growth for an esteemed investment management and wealth advisory firm.
Associate or Senior Associate, Asset Management Sagard Real EstateAssociate or Senior Associate, Asset ManagementNewport Beach, New YorkSome exposure in transactions (acquisitions, dispositions and leasing), deal structuring, underwriting, financing, compliance oversight with complex ownership and financing structures, hold/sell analysis, valuation, financial reporting, managing investment performance, major capital improvements, new construction/development/redevelopment, financing, operations management and accounting. Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including portfolio management, acquisitions, debt origination, asset management, development and property management for our investors.
Senior Manager- Client Accounting Services Family Office Baker Tilly Virchow KrauseLLPSenior Manager- Client Accounting Services Family OfficeLos Angeles, CA$135,000–$195,350 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Digital Marketing Specialist Virtus Investment PartnersSenior Digital Marketing SpecialistLos Angeles, California$100,000–$130,000 / yearThe ideal candidate brings deep expertise in digital marketing, strong analytical skills, and experience marketing professional services or financial products to high-net-worth individuals, institutional clients, and intermediaries. This individual will be responsible for leading the execution and optimization of digital marketing strategies designed to enhance brand awareness, facilitate client acquisition, and drive asset growth for an esteemed investment management and wealth advisory firm.
Retirement Plan Consultant - Remote (CST or PST) OneDigital Health and Benefits, Inc.Retirement Plan Consultant - Remote (CST or PST)CARemote$65,000–$90,000 / yearWhere a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets. Provide retirement plan consulting to clients - including plan design, benchmarking, investment menu analysis, and fiduciary guidance - performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
Senior Digital Marketing Specialist Virtus Investment Partners IncSenior Digital Marketing SpecialistLos Angeles, CA$100,000–$130,000 / yearCompetitive Pay • Medical, Dental, and Vision Insurance (starting day 1) • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days. The ideal candidate brings deep expertise in digital marketing, strong analytical skills, and experience marketing professional services or financial products to high-net-worth individuals, institutional clients, and intermediaries.
Senior Manager- Client Accounting Services Family Office Baker Tilly Virchow Krause, LLPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CA$135,000–$195,350 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Digital Marketing Specialist VirtusSenior Digital Marketing SpecialistLos Angeles, CA$100,000–$130,000 / yearThe ideal candidate brings deep expertise in digital marketing, strong analytical skills, and experience marketing professional services or financial products to high-net-worth individuals, institutional clients, and intermediaries. This individual will be responsible for leading the execution and optimization of digital marketing strategies designed to enhance brand awareness, facilitate client acquisition, and drive asset growth for an esteemed investment management and wealth advisory firm.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNewport Beach, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Associate Vice President, Finance and Business Operations Peregrine TeamAssociate Vice President, Finance and Business OperationsLos Angeles, CAThe ideal candidate is both a strong financial leader and an operator who can oversee accounting, reporting, budgeting, and compliance while also improving systems, processes, and cross-functional alignment across the organization. Peregrine Team is seeking a strategic and hands-on Associate Vice President of Finance and Business Operations to lead finance, accounting, and operational functions for a non-profit organization.
Senior Underwriter (AVP) – FI Complex Risk – Management Liability Axis Capital HoldingsSenior Underwriter (AVP) – FI Complex Risk – Management LiabilityLos Angeles, CA$170,000–$215,000 / yearIn addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio. They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts.
Senior Underwriter (Avp) - FI Complex Risk - Management Liability Axis Capital Holdings LTDSenior Underwriter (Avp) - FI Complex Risk - Management LiabilityLos Angeles, CA$170,000–$215,000 / yearIn addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio. They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts.
Client Excellence Coordinator Jacobson Lawrence & CoClient Excellence CoordinatorLa Verne, CaliforniaThis includes organizing information and responding to and anticipating client service requests so we can better service our clients and continue to ensure we output the high-quality work that we are known for. Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates.
Senior Underwriter (AVP) - FI Complex Risk - Management Liability AXIS Capital Holdings LtdSenior Underwriter (AVP) - FI Complex Risk - Management LiabilityLos Angeles, CA$170,000–$215,000 / yearIn addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio. They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial Corp.Complex 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.
Executive Loan Officer (California) Rocket Companies IncExecutive Loan Officer (California)CABuild and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams.
Treasury Sales Officer I - Global Payment Solutions - Business Banking Bank of AmericaTreasury Sales Officer I - Global Payment Solutions - Business BankingEl Segundo, CaliforniaThe TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
Treasury Sales Officer II - Global Payment Solutions - Middle Market Technology Bank of America CorpTreasury Sales Officer II - Global Payment Solutions - Middle Market TechnologyLos Angeles, CA$133,200–$235,000 / yearDesired Skills:8 years of Treasury Sales Officer ExperienceB.S. or B.A. in finance, accounting, management, or another undergraduate degreeInternational banking experienceIntrinsic motivation for process improvementProven track record of prioritizing competing priorities and leading small groups while delegating tasksCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challengesAs an established Treasury Sales Officer (TSO) aligned to Global Commercial Banking's Transformative Technology Group, you'll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented Middle Market Technology companies with annual revenues up to $2 billion.
Senior Manager, Audit, (Multiple Positions), Los Angeles, CA. KPMG International CooperativeSenior Manager, Audit, (Multiple Positions), Los Angeles, CA.Los Angeles, CA$133,100–$229,900 / yearJOB REQUIREMENTS: Must have a Masters degree or foreign equivalent in Accounting, Finance, Business Administration, Management, or a related field, and 3 years of related work experience; OR a Bachelors degree or foreign equivalent in Accounting, Finance, Business Administration, Management, or a related field, and 7 years of related work experience, out of which 5 years must be post-bachelors, progressive related work experience. 2026 KPMG LLP, a Delawarelimited liability partnership and a member firm of the KPMG global organizationof independent member firms affiliated with KPMG International Limited, aprivate English company limited by guarantee.