Senior Financial Planner Beacon Pointe Advisors LLCSenior Financial PlannerNewport Beach, CASpecific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Business Development Specialist Beacon Pointe AdvisorsBusiness Development SpecialistNewport Beach, CABeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. The ideal candidate brings a strong background in retirement plan sales, advisor support, operations, client communication, and understands how retirement plans fit within the broader scope of financial planning.
Senior Financial Planner Beacon Pointe AdvisorsSenior Financial PlannerNewport Beach, CAThis position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning investment and impact solutions as part of our allWEALTH experience enhancing our clients lives through alignment of their wealth and what matters. About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Reporting Associate Beacon Pointe AdvisorsSenior Reporting AssociateNewport Beach, CABeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's growing user base.
Senior Tax Planner Beacon Pointe AdvisorsSenior Tax PlannerNewport Beach, CAJob Description The Senior Tax Planner is responsible for overseeing our firm's tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The Senior Tax Planner is responsible for overseeing our firm's tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions.
Director, Practice Management Strategy and Enablement Edelman Financial Engines LLCDirector, Practice Management Strategy and EnablementCA$133,000–$177,400 / yearThis position also drives transformational leadership in client experience, supporting and enhancing client relationship management strategies across planners, Client Service Associates, and the Engagement Center-leveraging firm-wide capabilities to improve consistency, scale, and impact. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Partner Development Manager Financial Insight Technology, IncPartner Development ManagerCARemote$140,000–$180,000 / yearAbout the Job: The Partner Development Manager, Business Development Channels, is a strategic, high-impact role responsible for securing and expanding relationships with Business Development partners, including large wirehouses, banks, and decentralized Registered Investment Advisor (RIA) firms. Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesPasadena, CA$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Account Manager, ETF Sales (West Region) Pacific Investment Management Co LLCAccount Manager, ETF Sales (West Region)Newport Beach, CA$205,000–$240,000 / yearThe Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Regional Director, Financial Planning Southwestern/South Central United States Edelman Financial Engines LLCRegional Director, Financial Planning Southwestern/South Central United StatesCA$379,000–$447,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
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.
Associate, Client Onboarding Specialist IEQ CapitalAssociate, Client Onboarding SpecialistLos Angeles, CA$70,000–$100,000 / yearThis role is focused on delivering a white-glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams. You will own the onboarding workflow from initial intake through account opening and funding, helping gather client information, facilitate clear communication, track outstanding items, and ensure each onboarding experience is handled with accuracy, responsiveness, and care.
Regional Sales Director- Westcoast Community Bank, N.A.Regional Sales Director- WestcoastCAYou are responsible for providing regular contact and support to financial intermediaries (registered investment advisors, corporate trustees and other financial partners), and centers-of-influence within your defined territory - delivering proactive, ongoing promotion, and sales of BPAS services. Manage multiple facets of the sales process, including coordination of meetings, support material, follow-up tasks, phone calls, proposals and RFP responses, presentations, obtaining implementation documents, etc.
NetSuite Consultant (Financials) Sikich LLPNetSuite Consultant (Financials)CASikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
NewSalesforce Account Executive Sikich LLPSalesforce Account ExecutiveCAYou will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients.
Associate – Credit Strategies, Los Angeles Harrison StreetAssociate – Credit Strategies, Los AngelesLos Angeles, CA$150,000–$170,000 / yearHeadquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally. The Associate will play a key role in the evaluation, underwriting, and execution of new credit opportunities across HSAM’s target sectors, including multifamily, student housing, senior housing, office, industrial, retail and hospitality.
NewVice President of Capital Formation Selby Jennings LtdVice President of Capital FormationIrvine, CAThe firm invests across multiple real estate asset classes and credit strategies and is seeking a Vice President of Capital Formation to help accelerate fundraising efforts and expand strategic investor relationships. This individual will serve as a senior member of the capital formation function, focused on originating new investor relationships, raising capital across multiple investment vehicles, and strengthening the firm's presence within key investor channels.
Clearing & Custody Wealth Management Banker Royal Bank of CanadaClearing & Custody Wealth Management BankerLos Angeles, CA$120,000–$200,000 / yearThis role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
Director, Wealth Management IEQ CapitalDirector, Wealth ManagementLos Angeles, CA$170,000–$225,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .
Associate Director, Wealth Management IEQ CapitalAssociate Director, Wealth ManagementLos Angeles, CA$135,000–$175,000 / yearDuties and responsibilities include, but are not limited to: Support to Partners and Managing Directors by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation. Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews.