Affiliate Growth Consultant Cetera Financial Group IncAffiliate Growth ConsultantEl Segundo, CA$65,000–$95,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Sr ETF Specialist Invesco LtdSr ETF SpecialistLos Angeles, CA$160,000–$175,000 / yearAbout the role: Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients.
Compliance Officer Altruist CorpCompliance OfficerLos Angeles, CA$124,000–$170,000 / yearRegulatory expertise - Strong working knowledge of the Investment Advisers Act and the SEC Marketing Rule, with hands-on experience preparing and filing Form ADV, and the practical judgment to apply regulations in a solutions-oriented way and help stand up policies and controls. Cross-functional collaboration - Fosters and builds strong cross-functional relationships; drives outcomes across Compliance, Legal, Operations, Product, and Engineering and persuades with data and regulatory rationale rather than authority.
Regional Vice President-Retirement Plan Sales-Emerging Markets (San Diego, CA) Standard Insurance CompanyRegional Vice President-Retirement Plan Sales-Emerging Markets (San Diego, CA)Los Angeles, CARemoteWith a customer-first mindset and an intentional focus on building strong teams, weve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. The Associate RVP carries an individual sales goal, manages a defined advisor portfolio, and is responsible for developing new retirement plan opportunities while supporting the broader strategic priorities of the territory.
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.
Compliance Officer AltruistCompliance OfficerLos Angeles, CA$124,000–$170,000 / yearRegulatory expertise- Strong working knowledge of the Investment Advisers Act and the SEC Marketing Rule, with hands-on experience preparing and filing Form ADV, and the practical judgment to apply regulations in a solutions-oriented way and help stand up policies and controls. Cross-functional collaboration- Fosters and builds strong cross-functional relationships; drives outcomes across Compliance, Legal, Operations, Product, and Engineering and persuades with data and regulatory rationale rather than authority.
Senior Trader CAPTRUSTSenior TraderCosta Mesa, California$140,000–$170,000 / yearCAPTRUST is seeking a Senior Trader / Fixed Income Portfolio Manager responsible for managing the firm's fixed income portfolios while supporting equity trading, portfolio implementation, and investment research initiatives. Working alongside Portfolio Managers, Traders, and Wealth Advisors, this individual will balance fixed income portfolio management responsibilities with equity trading and portfolio implementation across client accounts.
Compliance Associate - Hybrid Torrance, Boston, Salt Lake City, Media EP Wealth Advisors LLCCompliance Associate - Hybrid Torrance, Boston, Salt Lake City, MediaTorrance, CA$65,000–$73,000 / yearAssist in day-to-day monitoring of all compliance related policies and procedures; Assist with compliance program reviews and audits; Heavy data entry, filing and maintenance duties involving the firm's Compliance Management Software systems; Familiarity with firm related compliance policies and procedures, and a willingness to learn governing regulations and best practices, which include, amongst others, The Investment Advisers Act of 1940, Securities and Exchange Act of 1934; Effectively communicate regulatory and procedural changes and/or important issues to firm employees and/or management and any affected business units; Assist in implementing and enforcing compliance policies and procedures; Running reports and retrieving documents and files when requested; Implement and monitor projects and tasks as directed by AD; Assist with new compliance initiatives; and other special projects and ad hoc duties as assigned by the AD & CCO. his is a hybrid position requiring a combination of on-site and remote work, based out of one of the following locations: Torrance, CA; Salt Lake City, UT; Boston, MA; or Media, 2+ years' experience in an administrative capacity, in the Registered Investment Adviser space preferred.
AVP, Client Service NFP CorpAVP, Client ServiceLos Angeles, CA$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
AVP, Client Service Aon PlcAVP, Client ServiceLos Angeles, CA$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
NewInstall Base Account Manager ComplySciInstall Base Account ManagerLos Angeles, CA$145,000–$165,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. In this role, youll serve as a trusted advisor to an existing portfolio of clients - registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions - helping to align them with our technology and consulting solutions.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President - Private Wealth PlannerLos Angeles, CASeries7 and 66 required upon hire or must successfully obtain within 90 days from start date • Strong presentation skills in one-on-one and group meetings • Strong working knowledge of Microsoft Office suite • Excellent attention to detail with strong written and oral communication skills • Strong team player with a predisposition to service • Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
Associate, Internal Sales The TCW Group, Inc.Associate, Internal SalesLos Angeles, CA$80,000–$90,000 / yearThe Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments.
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerLos Angeles, CA$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR Kayne Anderson RudnickEquity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KARLos Angeles, California$140,000–$175,000 / yearKAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. The ideal candidate brings a passion for investing, strong financial analysis skills, buy‑side experience, intellectual curiosity, and a mental framework aligned with our quality-first philosophy.
Senior Vice President, Compliance Consulting Kroll, LLCSenior Vice President, Compliance ConsultingLos Angeles, CA$90,000–$175,000 / yearExperience with or strong familiarity with bank charter formation processes, including de novo charter applications (OCC, state banking departments), FDIC deposit insurance applications, and the regulatory expectations for business plans, capital adequacy, and compliance infrastructure required of newly chartered institutions. Serve as Outsourced CCO for RIA, broker-dealer, and/or registered investment company (RIC) clients- overseeing compliance programs, codes of ethics, conflicts of interest, and regulatory filings (Forms ADV, PF, BD; U4/U5) under the Advisers Act, Investment '40 Act, and FINRA rules.
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR Virtus Investment PartnersEquity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KARLos Angeles, CaliforniaKAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. The ideal candidate brings a passion for investing, strong financial analysis skills, buy‑side experience, intellectual curiosity, and a mental framework aligned with our quality-first philosophy.
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR Virtus Investment Partners IncEquity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KARLos Angeles, CA$140,000–$175,000 / yearPreferably 3+ years of buy‑side equity research experience, ideally covering small- or mid-capitalization companies Strong accounting and financial analysis skills Ability to synthesize large amounts of qualitative and quantitative information into key investment insights Skills in writing research reports and verbally articulating important investment considerations MBA and/or CFA designation (or progress toward CFA). Competitive Pay Medical, Dental, and Vision Insurance 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 Gym onsite Paid Parking Fully stocked kitchen- lunch provided.
NewStaff Accountant Aristotle Capital ManagementStaff AccountantLos Angeles, CAFull timeAristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. The role will also support accounts payable processes, including invoice processing, vendor payments, and employee corporate card and reimbursement activities, ensuring all transactions are recorded accurately and in compliance with company policies.
NewStaff Accountant Aristotle Capital Management, LLCStaff AccountantLos Angeles, CA$65,000–$80,000 / yearAristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. The role will also support accounts payable processes, including invoice processing, vendor payments, and employee corporate card and reimbursement activities, ensuring all transactions are recorded accurately and in compliance with company policies.
Senior Analyst, Alternatives Investor Servicing Wilshire Advisors, LLCSenior Analyst, Alternatives Investor ServicingSanta Monica, CA$75,000–$82,000 / yearThe Client Solutions team supports underlying investors in Wilshire's alternatives products across hedge funds and private markets, including both private funds and semi-liquid interval funds. This role involves coordinating with internal stakeholders, managing client activities, and managing quantitative and qualitative elements of client reporting that requires the ability to parse large data sets and apply deep analytical skills.
Vice President, Client Solutions (Alternatives & Wealth) Wilshire Advisors, LLCVice President, Client Solutions (Alternatives & Wealth)Santa Monica, CA$110,000–$175,000 / yearWilshire's Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships. Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies.
Analyst/Sr. Analyst, Alternatives - Client Solutions & Research Wilshire Advisors, LLCAnalyst/Sr. Analyst, Alternatives - Client Solutions & ResearchSanta Monica, CA$65,000–$82,000 / yearWilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. The role will be approximately 60% focused on client solutions and approximately 40% focused on alternatives research; however, this time allocation is dynamic and will change from quarter to quarter.
AVP, Alternatives Manager Research (Secondaries) Wilshire Advisors, LLCAVP, Alternatives Manager Research (Secondaries)Santa Monica, CA$110,000–$150,000 / yearDevelop and maintain deep relationships with private fund managers across the region, as well as create access to top-tier managers; proactively schedule and lead manager meetings and diligence calls (often high volume) to gather information and insights. Wilshire is seeking to recruit an investment professional to help lead research and due diligence efforts across all Alternatives segments with an emphasis on private markets (private equity, private credit, real assets) in North America.
Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR VirtusEquity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KARLos Angeles, CA$140,000–$175,000 / yearKAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. The ideal candidate brings a passion for investing, strong financial analysis skills, buy‑side experience, intellectual curiosity, and a mental framework aligned with our quality-first philosophy.
NewStaff Accountant Aristotle Capital Management LLCStaff AccountantLos Angeles, CA$65,000–$80,000 / yearAristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. The role will also support accounts payable processes, including invoice processing, vendor payments, and employee corporate card and reimbursement activities, ensuring all transactions are recorded accurately and in compliance with company policies.
Portfolio Manager Associate City National BankPortfolio Manager AssociateBeverly Hills, CARemote$92,114–$156,880 / yearRespond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Onboarding Program Lead, Corporate RIA Altruist CorpOnboarding Program Lead, Corporate RIALos Angeles, CAWe''re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist''s newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you''ll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.
Relationship Manager Altruist CorpRelationship ManagerLos Angeles, CA$96,000–$141,000 / yearDemonstrated expertise across the RIA industry, including: Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals), Sales and business development dynamics, Operations and practice management, Compliance, competition, and fee structures. You'll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm.
Sales Development Representative Altruist CorpSales Development RepresentativeLos Angeles, CA$62,000–$90,000 / yearContribute to the sales teams goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance. Drive high-volume, multi-channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales-qualified opportunities.
Relationship Manager AltruistRelationship ManagerLos Angeles, CA$96,000–$141,000 / yearDemonstrated expertise across the RIA industry, including: Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals), Sales and business development dynamics, Operations and practice management, Compliance, competition, and fee structures. You'll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm.
Onboarding Program Lead, Corporate RIA AltruistOnboarding Program Lead, Corporate RIALos Angeles, CAWe're looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist's newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you'll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.
Sales Development Representative AltruistSales Development RepresentativeLos Angeles, CAContribute to the sales team's goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance. Drive high‑volume, multi‑channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales‑qualified opportunities.
Analyst, Legal & Compliance (Code of Ethics) Wilshire Advisors, LLCAnalyst, Legal & Compliance (Code of Ethics)Santa Monica, CA$31–$40 / hourWilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Responsibilities: Serve as the primary point of contact for all employee compliance matters, ensuring strict adherence to regulatory requirements and Wilshire's Code of Ethics and Compliance Manual.
Analyst/Sr. Analyst, Trade Operations Wilshire Advisors, LLCAnalyst/Sr. Analyst, Trade OperationsSanta Monica, CA$26–$32 / hourInterest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
NewAnalyst, Legal & Compliance (Code of Ethics) Wilshire AdvisorsAnalyst, Legal & Compliance (Code of Ethics)Santa Monica, CA$31–$40 / hourWilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint and compliance monitoring platforms (e.g., ACA ComplianceAlpha, Dasseti) is a plus.
NewAnalyst, Legal & Compliance (Code of Ethics) Wilshire Advisors LLCAnalyst, Legal & Compliance (Code of Ethics)Santa Monica, CA$31–$40 / hourProficiency in Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint and compliance monitoring platforms (e.g., ACA ComplianceAlpha, Dasseti) is a plus. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Product & Technical Co-Founder (Cpto) - AI Compliance Platform FutureSightProduct & Technical Co-Founder (Cpto) - AI Compliance PlatformLos Angeles, CAProduct Build — Ship a marketing review prototype into production with a design partner early adopter, then deliver communications surveillance, trading oversight, audit-ready logs and reporting; release GA v1 covering all core modules except regulatory filings within 9 months, and expand into regulatory filings and enterprise integrations through 18 months. In return for that level of commitment, you receive founder-level equity, founder-level authority with co-decision rights on product, technology, hiring, fundraising, and strategy, a board or board-observer seat as appropriate to the cap table and stage, and a genuine partnership with the CEO on every material decision.
Account Executive (Remote: California) Santa Monica, Beverly Hills, Los Angeles, Woodland Hills and Van Nuys Vitu IncAccount Executive (Remote: California) Santa Monica, Beverly Hills, Los Angeles, Woodland Hills and Van Nuyssanta monica, CARemoteFull timeThe Account Executive position is held by a dynamic, highly motivated, service-oriented individual providing training and “white glove” service focused on making clients’ lives easier with the ultimate result of increased software utilization/revenue generation, client retention, and stellar Vitu reputation. Vitu has opportunities in California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Minnesota, Montana, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Wisconsin.
NewAccount Executive (Remote: California) Santa Monica, Beverly Hills, Los Angeles, Woodland Hills and Van Nuys Motor Vehicle Software CorporationAccount Executive (Remote: California) Santa Monica, Beverly Hills, Los Angeles, Woodland Hills and Van NuysVan Nuys, CARemote$70,000–$75,000 / yearThe Account Executive position is held by a dynamic, highly motivated, service-oriented individual providing training and "white glove" service focused on making clients' lives easier with the ultimate result of increased software utilization/revenue generation, client retention, and stellar Vitu reputation. Vitu has opportunities in California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Minnesota, Montana, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Wisconsin.
Registered Client Service Associate (Newport Beach or Los Angeles) Oppenheimer & Co. Inc.Registered Client Service Associate (Newport Beach or Los Angeles)Los Angeles, CA$55,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate UBS Group AGRegistered Client Service AssociateCalifornia, CAWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. The indicative gross base salary range as a full-time equivalent role: United States - California - Beverly Hills min USD 70000 - max USD 80000 /annum.
Registered Client Associate UBS Group AGRegistered Client AssociatePasadena, CAn n n n n n Sharen n n nn n n n n n nn n n n n n n nn nn n n n n n n Registered Client Associate n n n n n n n n United States - California n n n n n Business management, administration and support n n n n n Global Wealth Management n n n Job Reference # n n 336466BR n n n City n n Pasadena n n n Job Type n n Full Time n n n ...
Technical Account Manager (Remote US) n8n GmbHTechnical Account Manager (Remote US)CARemoteIdentify and address technical product gaps surfaced by enterprise customers, from triaging bugs and feature requests to contributing lightweight fixes, workflow improvements, or pull requests where appropriate, partnering with Product and Engineering to get high-impact improvements adopted. You'll be the technical owner for long-term top tier partnerships, working closely with customers and internal teams to improve platform health, reduce operational risk, and turn real-world customer insights into better product outcomes.
NewSenior 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.
Trust Officer City National BankTrust OfficerLos Angeles, CaliforniaRemote$111,408–$189,738 / yearFull timeGather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
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.
Transformation Strategy Professional - Apollo Insurance Solutions Group Apollo Global Management IncTransformation Strategy Professional - Apollo Insurance Solutions GroupEl Segundo, CAAISG is a rapidly growing investment advisor focused on managing investments for insurance and reinsurance company clients and manages a broad spectrum of predominantly fixed income assets (including public and private corporate debt, MBS, commercial and residential mortgages, ABS, bank loans), as well as alternative investments, equities, and derivatives. We partner cross-functionally to enable the firm to successfully execute key strategic initiatives, to problem solve for complex objectives, and to provide expertise and resourcing for program/project management and process assessment/improvement.
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.