J.P. Morgan Wealth Management - Private Client Investment Associate-Vietnamese Speaking Preferred- Westminster, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate-Vietnamese Speaking Preferred- Westminster, CAWestminster, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Los Angeles, CAYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Tax Senior Manager - Corporations - Foreign Direct Investment RSM US LLPTax Senior Manager - Corporations - Foreign Direct InvestmentLos Angeles, CA$126,100–$253,000 / yearAs a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback - approximately 10- 20% of your time. A career within RSM's Corporate Tax services will provide you with the opportunity to help our public and private multinational corporate tax clients meet their accounting for income tax reporting requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business.
Executive Director, Enterprise Investment Lead Omdus Omd UsaExecutive Director, Enterprise Investment LeadLos Angeles, CaliforniaServe as the key point of contact for the client/s, internal Hearts and Science teams, creative agencies, OMG center and external media/data partners to drive integration, delivery and best in class performance media activation. As the Executive Director, Enterprise Investment Lead, you will play a critical role in leading strategies across planning and activation that deliver on client business objectives but also push them into new territories.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsEncino, CACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Administrative Assistant - Global Corporate and Investment Banking - LA Bank of America CorpAdministrative Assistant - Global Corporate and Investment Banking - LALos Angeles, CA$25–$52.34 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - 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.
Financial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaWe are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning . We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals.
Senior Associate, Corporate Development & M&A (Platform & Strategic Investments) CreatemusicgroupSenior Associate, Corporate Development & M&A (Platform & Strategic Investments)Los Angeles, CaliforniaAssociate, Corporate Development & M&A (Platform & Strategic Investments) is an individual contributor responsible for identifying, evaluating, developing and executing acquisition, investment, label & publishing, and other strategic opportunities across the global music and entertainment ecosystem. The ideal candidate brings the analytical rigor of a private equity, investment banking, corporate development, or similar transaction background, along with the commercial instincts and relationship-building skills to identify and develop opportunities in the market.
Senior Investment Advisor, Business Development - California True Link Financial, Inc.Senior Investment Advisor, Business Development - CaliforniaCAWe are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions - people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. This person will leverage True Link's strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients.
Client Manager, AVP Investment Trading Software - Charles River Development State StreetClient Manager, AVP Investment Trading Software - Charles River DevelopmentIrvine, California$90,000–$157,500 / yearAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Tax Managing Director, Alternative Investments BDO USA PCTax Managing Director, Alternative InvestmentsLos Angeles, CA$190,000–$335,000 / yearJob Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Experienced Manager, Alternative Investments BDO USA PCTax Experienced Manager, Alternative InvestmentsLos Angeles, CA$136,000–$165,000 / yearJob Summary: As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Los Angeles - Investment Funds Associate Kirkland & Ellis LLPLos Angeles - Investment Funds AssociateLos Angeles, CA$235,000–$390,000 / yearThe Los Angeles office of Kirkland & Ellis is currently seeking associates with two to six years of experience to join its Investment Funds practice group. Compensation is based upon the roles and responsibilities of the position, the experience and education of the applicant and/or employee and is aligned with internal pay equity within Kirkland & Ellis LLP itself.
Los Angeles - Investment Funds, Registered Funds/BDC Associate Kirkland & Ellis LLPLos Angeles - Investment Funds, Registered Funds/BDC AssociateLos Angeles, CA$260,000–$365,000 / yearIdeal candidates will have worked in a recognized investment funds practice, and will have significant experience with forming, structuring and advising on a variety of retail fund products, including a mix of traditional funds, such as mutual funds, ETFs and listed closed-end funds, as well as "alternative" funds, including interval/tender offer funds, business development companies (BDCs), real estate investment trusts (REITs), "holding company" and similar structures. The New York, Boston, Washington, D.C. and/or Los Angeles offices are seeking attorneys with three to five years of experience to work in the Registered Funds practice of the Investment Funds Group.
Los Angeles - Investment Funds - Venture Capital and Growth Equity Associate Kirkland & Ellis LLPLos Angeles - Investment Funds - Venture Capital and Growth Equity AssociateLos Angeles, CA$260,000–$390,000 / yearThis attorney will work closely with market-leading venture capital and growth equity sponsors on a broad range of matters, including fund formation and fundraising, sponsor governance and ownership arrangements, management company and general partner structuring, succession planning, compensation and economics arrangements, strategic transactions involving asset managers, and other operational and regulatory matters affecting investment management platforms. As the largest, most active investment funds practice of any law firm in the world, we are uniquely positioned to provide sophisticated market intelligence and cutting-edge solutions to investment funds and their general partner sponsors in today's market.
NewManager, Trust & Investment Services SchoolsFirst Federal Credit UnionManager, Trust & Investment ServicesSanta Ana, California$153,259–$252,877 / yearSchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement.
NewManager, Trust & Investment Services Schools FinancialManager, Trust & Investment ServicesSanta Ana, CA$153,259–$252,877 / yearProvides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement. At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway.
Senior Investment Adviser Associate-Client Service VirtusSenior Investment Adviser Associate-Client ServiceLos Angeles, CA$72,000–$95,000 / yearProvide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States.
Investment Funds Attorney (Professional Track) Global Placement FirmInvestment Funds Attorney (Professional Track)Los Angeles, CaliforniaGlobal Placement Firm is partnering with a prestigious AmLaw 100 law firm to identify a highly skilled Investment Funds Attorney ready to take their legal career to the next level. Join a world-class legal team that delivers sophisticated investment fund advice, navigating complex regulatory frameworks with precision and strategic insight.