NewDirector, Private Equity IT M&A –Due Diligence and Value Creation KPMGDirector, Private Equity IT M&A –Due Diligence and Value CreationLos Angeles, CA$195,415–$370,530 / yearManage a high-volume pipeline of rapid IT due diligenceprojects for Private Equity clients, assessing platform and add-onacquisitions; utilize AI-powered tools to accelerate analysis, identify keytechnology risks, value creation levers, carve-out complexities, and requiredinvestments, delivering concise, actionable reports for investment committees. Direct IT integration and carve-out initiativesfrom planning through execution; establish and manage governance frameworks forvalue creation programs, ensuring rigorous oversight of execution, trackingsynergy realization, cost savings, and ROI on technology investments, andreporting progress to PE stakeholders and portfolio leadership.
NewSR. Security Architect ECLAROSR. Security ArchitectOrange, CA$85–$90 / hourPalo Alto Networks Platform Management: Design, Implement and maintain Palo Alto Network firewalls (NGFW), Panorama Central Management and related security services (Wildfire, Threat Prevention, URL Filtering, Anti-Virus, etc.). Qualifications: BS in Cybersecurity or related technical field, 7 years relevant industry experience, or MS in Cybersecurity or related technical field, 5 years relevant industry experience, or PhD in Cybersecurity or related technical field with 4 years industry experience.
Senior Private Banker BMO FinancialSenior Private BankerLos Angeles, CA$122,400–$228,000 / yearApplication Deadline: 07/14/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
Security Guard Private Event PSDSecurity Guard Private EventIrvine, CAWe are seeking a professional Private Event Security Guard to join our team for an upcoming events in Irvine, San Diego, Escondido, Fallbrook, Corona CA. Your primary responsibility will be to ensure the safety and security of guests, staff, and property while maintaining a professional and welcoming presence.
Client Executive - Private Client VenbrookClient Executive - Private ClientWoodland Hills, CaliforniaVenbrook and its brands provide a broad range of comprehensive commercial insurance (property & casualty), corporate employee benefits, specialty health programs, personal risk insurance, and risk management solutions to public entities, public and private businesses, governments, institutional and professional organizations, family offices, and high-net-worth individuals. Venbrook’s team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs.
RedHat Offering Lead - (Private AI, Containers, Automation) Accenture PlcRedHat Offering Lead - (Private AI, Containers, Automation)Culver City, CAWe Are: Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. Our Cloud First group of more than 150,000 cloud professionals delivers a full stack of integrated cloud capabilities across data, edge, integrated infrastructure and applications, deep ecosystem skills, culture of change along with a deep industry expertise to shape, move, build and operate our clients' businesses in the cloud.
Business Development - Private Markets StartEngine Crowdfunding IncBusiness Development - Private MarketsCAMust live and work in the US 4-year Bachelors degree or equivalent Strong written and verbal communication skills Comfort making outbound calls and engaging investors professionally Experience in finance, investing, fintech, or private markets Highly organized, disciplined, and results-driven mindset Coachable, curious, and motivated to grow into a sales or investing role Ability to thrive in a fast-paced, performance-oriented environment Must live and work permanently in the United States. Youll engage accredited investors through outbound and inbound outreach, spark interest in exclusive pre-IPO opportunities, and set high-quality discovery calls for our Private Equity Associates.
Private Client Advisor - Henley & Partners Henley & PartnersPrivate Client Advisor - Henley & PartnersLos Angeles, CaliforniaYour primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
NewManaging Director, Private Bank Relationship Manager HSBC Holdings PlcManaging Director, Private Bank Relationship ManagerBeverly Hills, CABusiness Development & Brand Representation: Lead business development efforts, including high-profile networking and industry events, to expand HSBC's Private Bank client base and market presence. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
Sr Private Bank Relationship Manager Columbia BankSr Private Bank Relationship ManagerIrvine, CaliforniaThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Senior Investment Professional – Private Corporate Strategies PIMCOSenior Investment Professional – Private Corporate StrategiesNewport Beach, New YorkStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. 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.
Private Events Manager Skirball Cultural CenterPrivate Events ManagerLos Angeles, CA$26–$30CRM Mastery: Maintain 100% data integrity within the Momentus/Ungerboeck system, ensuring all contracts, floor plans, and client communications are documented with precision. The Skirball Cultural Center seeks a detail-oriented and service-driven Private Events Manager to manage a high volume of incoming event business.
Consulting Engagement Manager - Private Equity Actionist ConsultingConsulting Engagement Manager - Private EquityLos Angeles, CaliforniaAt least 2-4 years work experience at a leading consultancy (e.g., McKinsey, Bain, or BCG) with at least 6-12 months managing teams on investor-facing engagements such as PE due diligences/portfolio work. Client work includes conducting due diligences, supporting portfolio companies on their most pressing issues, and advising on acquisitions, capital raises, and platform exits.
Consulting Associate - Private Equity Actionist ConsultingConsulting Associate - Private EquityLos Angeles, CaliforniaPrivate Equity Associates work as part of a team but are also expected to contribute as stand-alone leaders while preparing and delivering compelling presentations and analyses for investment and business decisions (e.g., research, models, case studies). Private Equity Associates act as a client advisor to private equity/credit funds and their portfolio companies, and are responsible for managing and owning major workstreams on client engagements.
Residential Security Officer SnapResidential Security OfficerSanta Monica, CaliforniaIn a professional, discreet and respectful manner you will greet and receive guests; monitor CCTV and security technologies in a 24/7 Command Post; implement access control procedures; conduct foot patrols, receive and inspect deliveries, and execute other complementary procedures to maintain 24-hour security for residential properties. The Company operates Snapchat , a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc. , a wholly-owned subsidiary dedicated to making computing more human, in addition to Bitmoji , Saturn, and other digital services.
NewSenior Associate, Fund Accounting - Private Markets (West Coast) SscSenior Associate, Fund Accounting - Private Markets (West Coast)Los Angeles, CAYou Will Get To Do:*** Deliver accurate and timely work product within deliverable timelines* Prepare work paper files for accuracy and completeness, including capital activity, income and expense accruals and investment activity* Update distribution waterfall (carried interest) models* Prepare management fee calculations and supporting schedules* Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc.* Perform reconciliations, process journal entries and cash balances* Support year-end audit process, in collaboration with the team, client and auditors* Actively interact with clients and counter-parties including legal counsels, auditors and tax advisors to meet key deadlines* Analytical review of daily and monthly results**What You Will Bring:*** Bachelor's degree in Accounting, Mathematics, or related field; CPA and/or MBA is a plus* 2+ years' experience in Accounting; a focus on alternative investments, Private Equity/Real Assets experience or Hedge Funds, is a plus* Knowledge required of US Generally Accepted Accounting Principles (GAAP) and other comprehensive accounting concepts; knowledge on investment partnerships is a plus* Experience preparing and reviewing general ledgers, work papers and financial statements* Deadline-oriented with strong attention to detail with the ability to complete assigned tasks independently* Ability to work independently and as part of a team successfully* Excellent verbal and written communication skills with the ability to interact with all levels of the organization* Proficiency in Microsoft Office suite, with advanced Excel skills required* Audit experience is a plusThank you for your interest in SS&C! Senior Associate, Fund Accounting - Private Markets (West Coast) page is loaded## Senior Associate, Fund Accounting - Private Markets (West Coast)locations: Los Angeles, CA: San Francisco, CA: Denver, CO: Sacramento, CA: Bellevue, WAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R37829As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.
Private Wealth Management Analyst U.S. BancorpPrivate Wealth Management AnalystIrvine, CA$86,530–$101,800 / yearWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewSenior Associate, Fund Accounting - Private Markets (CA, WA, GA, & IN) SS&CSenior Associate, Fund Accounting - Private Markets (CA, WA, GA, & IN)Los Angeles, CaliforniaYou’ll collaborate closely with internal teams, clients, and external partners while gaining hands-on exposure to sophisticated investment transactions, distribution waterfalls, and large-scale operational processes within a fast-paced, deadline-driven environment. In this position, you’ll play a key role in delivering accurate fund accounting for private equity and real asset clients, including managing capital activity, financial reporting, and investor allocations.
NewPrivate Client Advisor Columbia BankPrivate Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
NewPrivate Client Services GIC Associate The Capital Group Companies, Inc.Private Client Services GIC AssociateLos Angeles, CA$80,098–$128,157 / yearAs a Global Investment Control (GIC) - Private Client Services (PCS) Associate, you will be responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions, asset allocation implementation, and tax loss harvesting activities. You will also support solution design efforts, provide input on process and technology enhancements, leverage automation tools and data insights, and help maintain knowledge management content that supports team onboarding and operational excellence.
Transaction Advisory Services (TAS) - Private Equity Principal Green Hasson & Janks LLPTransaction Advisory Services (TAS) - Private Equity PrincipalLos Angeles, CA$239,000–$350,000 / yearLeveraging GHJ's established Quality of Earnings platform, strong middle-market reputation, and multidisciplinary service offerings, the successful candidate will expand sponsor relationships, originate buy-side diligence engagements, and strengthen GHJ's presence within the Private Equity community. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN).
Private Events Venue Lead Legends GlobalPrivate Events Venue LeadLos Angeles, CaliforniaOur network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component feasibility & consulting, owner’s representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking of world-class live events and venues. In addition to managing the event, the Venue Lead provides day-of direction to the Private Events Support Assistant or any venue hired vendor, assigning tasks as needed to ensure all spaces are prepared, logistics are covered, and the team is operating efficiently.
NewManager, Sage Implementation - Private Accounting Solutions AndersenManager, Sage Implementation - Private Accounting SolutionsLos Angeles, California$125,000–$150,000 / yearThe Role: Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. Bachelor’s and/or relevant advanced degree; Accounting, Finance, Economics or related degree preferred; Advanced credential (i.e. CPA) and/or Masters Degree preferred; Exceptional client service orientation, proactive client communications and deadline management.
NewManager, Sage Implementation - Private Accounting Solutions Andersen Tax LLCManager, Sage Implementation - Private Accounting SolutionsLos Angeles, CA$125,000–$150,000 / yearBachelor's and/or relevant advanced degree; Accounting, Finance, Economics or related degree preferred; Advanced credential (i.e. CPA) and/or Masters Degree preferred; Exceptional client service orientation, proactive client communications and deadline management. Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities.
Audit Partner, Private Equity Sensiba San Filippo LLPAudit Partner, Private EquityCA$300,000–$500,000 / yearThe ideal candidate is a recognized technical expert in private equity fund structures and investment company accounting, with a proven track record of leading complex audits, advising fund managers, and cultivating long-term relationships with General Partners (GPs), CFOs, administrators, and other industry stakeholders. This role will play a critical part in expanding the firms presence in the alternative asset space by helping build a scalable private equity practice while collaborating across audit, tax, and advisory service lines.
Armed Security Guard PSDArmed Security GuardIrvine, CAThe ideal candidate is experienced, highly observant, and operates with integrity and professionalism at all times. You'll monitor premises, enforce access control, respond to emergencies, and project a visible security presence.
NewPrivate Equity/M&A Mid-Level Associate HonorVet TechnologiesPrivate Equity/M&A Mid-Level AssociateLos Angeles, CA$310,000–$390,000 / yearWith strong delivery capabilities and rapid turnaround times, we support contract, contract-to-hire, direct hire, project-based, and consulting staffing needs across legal operations, litigation support, corporate law, compliance, contracts administration, intellectual property, employment law, eDiscovery, and legal administration. Our dedicated recruitment team focuses on delivering highly qualified legal professionals, including attorneys, paralegals, legal assistants, contract administrators, compliance specialists, and litigation support professionals, efficiently while ensuring quality, confidentiality, compliance, and client satisfaction.
SVP, Private Client CRE Lending Officer - RJ Bank Raymond James Financial IncSVP, Private Client CRE Lending Officer - RJ BankLos Angeles, CA$175,000–$225,000 / yearUnder minimal supervision and with a high level of autonomy, the SVP / Senior Private Client Lending CRE Officer will use extensive CRE Lending experience to originate, structure, underwrite, and manage customized CRE Lending solutions for HNW and UHNW clients of Raymond James. As the West Coast's Senior Private Client CRE Lending Officer, you will serve as the primary banking partner to top-tier Financial Advisors and their HNW/UHNW clients, with significant autonomy, national support, and long-term franchise-building potential.
Residential Security Agent Global GuardianResidential Security AgentMalibu, CaliforniaFounded over ten years ago by a Delta Force Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture. This RSA will support the security team's overall client coverage and entail performing protection activities at a designated site in Malibu, CA.
Security Guard - Los Angeles AEGIS Security & InvestigationsSecurity Guard - Los AngelesLos Angeles, WashingtonAEGIS has grown to include a wide spectrum of high end security services including hospitality, retail, special events, executive protection, estate security, and schools. Employees with a valid BSIS Exposed Firearm Permit and a pepper spray permit qualify for armed security work upon availability of shifts and approval.
Corporate M&A Associate | Venture Capital & Private Equity | $250K-$280K Scion Staffing IncCorporate M&A Associate | Venture Capital & Private Equity | $250K-$280KSherman Oaks, CA$250,000–$280,000 / yearThis is a compelling opportunity for a corporate attorney who wants to continue working on sophisticated transactions while building a long-term practice within a highly respected and growing transactional firm. The firm offers a clear and realistic pathway to partnership and recently promoted multiple associates to partner, reflecting its commitment to developing and advancing talented attorneys within the organization.
Residential Security Agent Crisis24Residential Security AgentMalibu, CAFull timeKey skills encompass strong security minded professional,customer service, strongverbalcommunication, writing, critical thinking, analytical abilities, and a grasp of basic risk management principles. Ideal past job experiences that prepare candidates for this role may include executive protection, alarm/camera operators, residential security, emergency response, or a combination of these.
Chief Security Officer MemeLabs, Inc.Chief Security OfficerLos Angeles, CA$150,000–$250,000Oversee the executive protection program for the Founder and other key principals, including security of their homes and residences, daily commute and travel routes, and security during national and international travel, with a focus on low‑profile but high‑reliability coverage. - Oversee asset protection and lifecycle management for a large inventory of high‑value production equipment used across MemeHouse’s creator spaces, including cameras, lighting, audio, broadcast, and streaming technology.
Private Banker City National BankPrivate BankerIrvine, CaliforniaRemote$127,626–$237,014 / yearFull timePartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Team Lead Private Banker City National BankTeam Lead Private BankerIrvine, CaliforniaRemote$141,830–$263,408 / yearFull timePartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Senior Private Banker Bank of MontrealSenior Private BankerLos Angeles, CA$122,400–$228,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
Security Specialist Gavin de Becker & AssociatesSecurity SpecialistMarina del Rey, CAOur most successful Protectors come from a variety of backgrounds and have succeeded because they communicate effectively, are physically fit, willing to learn, tell the truth, and enjoy working in a team environment. Founded in 1978 by 3-time Presidential appointee, Gavin de Becker, our firm's Protectors, Analysts, and Investigators are committed to our mission of protecting human life through the assessment, prediction, and management of violence.
Director Product Marketing, Zscaler Private Access Zscaler IncDirector Product Marketing, Zscaler Private AccessCA$192,500–$275,000 / yearThe range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training. Zscaler is committed to providing reasonable support (called accommodations or adjustments) in our recruiting processes for candidates who are differently abled, have long term conditions, mental health conditions or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support.
Security Specialist - Fitness Professionals and Athletes Encouraged to Apply Gavin de Becker & AssociatesSecurity Specialist - Fitness Professionals and Athletes Encouraged to ApplyLos Angeles, CAFounded in 1978 by 3-time Presidential appointee, Gavin de Becker, our firm's Protectors, Analysts, and Investigators are committed to our mission of protecting human life through the assessment, prediction, and management of violence. . Los Angeles-based Protectors could earn up to $100,000 in first year earnings when accounting for prior relevant experience, GDBA Training Academy performance, and promotion opportunities. .
Private Equity Associate Career Launch AIPrivate Equity AssociateLos Angeles, CA$140,000–$185,000This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.
NewInvestment Associate – Private Capital Career Launch AIInvestment Associate – Private CapitalLos Angeles, CA$140,000–$185,000This Investment Associate – Private Capital opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.
Armed Estate Security – On-Call Rover Elite Asset ProtectionArmed Estate Security – On-Call RoverLos Angeles, CaliforniaIncident Response: Act as the first line of defense in the event of alarms or unusual activity with sound tactical judgment. At Elite Asset Protection, we are driven by a singular mission: to provide top-notch security services that give our clients the peace of mind they deserve.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesPasadena, CA$120,000–$200,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Armed Security Officer Santa Ana, CA DIRECT GUARD SERVICES INCArmed Security Officer Santa Ana, CASanta Ana, CAAs a Security Officer, you will perform common security duties in the protection of persons and property and the enforcement of all applicable policies, rules, and regulations of the client. A rapidly growing Southern California private security organization, has an immediate job opportunity for an exemplary Security Officer.
Complex Claims Consultant - Private & NFP D&O CNA Financial CorpComplex Claims Consultant - Private & NFP D&OCA$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex Financial Lines 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.
Private Events Venue Lead Legends Hospitality, LLCPrivate Events Venue LeadBurbank, CAOur network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking of world-class live events and venues. In addition to managing the event, the Venue Lead provides day-of direction to the Private Events Support Assistant or any venue hired vendor, assigning tasks as needed to ensure all spaces are prepared, logistics are covered, and the team is operating efficiently.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesLos Angeles, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Private Client Services Manager Banc of CaliforniaPrivate Client Services ManagerSanta Ana, CaliforniaPerforms daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other routine and complex servicing functions. The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity.
U.S. Private Bank - Investment Specialist - Vice President JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - Vice PresidentLos Angeles, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewPrivate Equity Senior Associate Career Launch AIPrivate Equity Senior AssociateLos Angeles, CA$270,000–$400,000A leading middle-market or upper-middle-market private equity firm is seeking a Senior Associate or VP to drive deal execution, diligence, and portfolio management. Private Equity Senior Associate / Vice President – Career Launch AI Network .