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Sorter Jobs in Huntington Beach, CA

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Onboarding Program Lead, Enterprise Altruist Corp

Los Angeles, CA

Fluency across the operational mechanics: bulk account opening, ACAT and non-ACAT transfers, NIGO resolution, billing setup, multi-DBA and sub-firm hierarchy, and reporting and integration dependencies - enough to spot risk early and escalate well. Own end-to-end onboarding for the most complex Enterprise engagements, staying the primary point of contact from Sales handoff through operational readiness, training completion, and a documented handoff to the team supporting the firm long term.

30+ days ago

Project Manager Professional Capital Services, LLC

$85,000–$110,000 / year

This role is responsible for leading the project team members throughout the lifecycle of a project, including developing, implementing, and executing planning efforts while ensuring the appropriate PM artifacts such as Charter, Plan, Update, ROI Summary, Communication & Closing/Retro documents are leveraged within established best practices. Ensures that project team tasks are appropriately allocated to the team members best equipped to complete them and ensure appropriately reallocation of tasks across the team to ensure projects are delivered on time.

30+ days ago

Internal Sales Manager Altruist Corp

Los Angeles, CA

$200,000–$250,000 / year

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. You will lead a team of sales representatives towards achieving revenue goals by overseeing day-to-day sales operations, managing pipeline activity, and providing coaching to ensure your team is successful.

5 days ago

Senior Sales Executive, Enterprise Altruist Corp

Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders, identifying who is truly driving the deal, who still needs to buy in, and where hidden resistance may exist. This role requires a seller who can deeply understand prospect priorities, articulate our platform''s value, and build compelling business cases that drive action through a kind, confident, and consultative approach.

30+ days ago

SVP, Firm Development Integrity Marketing Group, LLC

Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. In addition to building a portfolio of new firms, the Sales Vice President of Firm Development will ensure that Lion Street's resources are appropriately tailored, and revenue growth plans are established for each firm within his or her portfolio.

30+ days ago

Principal Security Engineer Altruist Corp

Los Angeles, CA

$203,000–$285,000 / year

Experience - 6+ years in security operations, including 2+ years leading or managing a SOC or detection & response team: Hands-on incident response and investigations in a cloud-first environment. Altruist is in the midst of an exciting phase and we're excited to hire a Security Operations Manager to lead detection, response, and security monitoring for a self-clearing broker-dealer.

30+ days ago

J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase Bank, N.A.

Los Angeles, CA

Full time

You will address clients' wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients' wealth and planning needs. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management.

13 days ago

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbH

Los Angeles, CA

$75,000–$120,000 / year

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Scope: Within our Portfolio Valuation Complex Securities practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.

30+ days ago

Tax Manager - Trust and Estate Baker Tilly Virchow KrauseLLP

Woodland Hills, CA

$103,500–$154,500 / year

Baker 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. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

21 days ago

Director, Global Digital Marketing 6177-Mentor Worldwide Legal Entity

Irvine, California

$150,000–$258,750 / year

Brand Marketing, Brand Marketing, Brand Positioning Strategy, Business Alignment, Business Storytelling, Business Valuations, Consulting, Cross-Functional Collaboration, Customer Intelligence, Data Analysis, Data-Driven Decision Making, Developing Others, Digital Strategy, Execution Focus, Financial Analysis, Go-to-Market Strategies, Inclusive Leadership, Industry Analysis, Leadership, Market Research, Negotiation, Problem Solving, Product Development Lifecycle, Product Portfolio Management, Product Strategies {+ 3 more} The anticipated base pay range for this position is: As a strategic marketing leader, the role leads a team of 5 that partners closely with commercial, marketing, medical affairs, legal/compliance, IT, procurement, agencies, and regional teams to develop scalable digital capabilities and campaigns that accelerate business growth while ensuring compliance within a highly regulated healthcare environment.

5 days ago

Vice President, Consumer Brand, Sports - Burson BCW Global

Los Angeles, CA

$75,000–$180,000 / year

The ideal candidate brings established relationships with key media outlets, publishers, journalists, producers, influencers, and industry stakeholders, along with expertise in athlete marketing, sponsorship activation, sports business trends, and culturally relevant storytelling that helps brands authentically engage consumers. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company - powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth.

30+ days ago

Director, Recruiter & Referral Partnerships Altruist Corp

Los Angeles, CA

Established relationships across wealth management, investment, technology, and industry organizations, including FPA, XYPN, and NAPFA, as well as custodian-conversion consultants, RIA M&A and practice-management advisors, broker-dealer transition consultants, and TAMP and outsourced-CIO platforms. You''ll manage our recruiter partners day-to-day, build relationships across the broader RIA ecosystem, ensure every introduction is followed up and tracked, and clearly show what the channel delivers.

5 days ago

Relationship Manager - San Francisco, CA DoubleLine Income Solutions Fund

Los Angeles, CA

The Relationship Manager, External Wholesaler, is responsible for new business development in the San Francisco region for both the Independent Broker Dealer and Wirehouse Channels. Maintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients.

30+ days ago

Pasadena, CA 270MM succession plan pearlrecruiter

Pasadena, California

Pasadena, CA Office of National RIA seeks hungry, ambitious Financial Advisor. **Barron’s 2024 Top RIA List for Independent Advisory Firm &.

30+ days ago

Sheetmetal Worker(plumber/pipefitter) - 90395341 - Los Angeles (Los Angeles, CA, US, 90021) Amtrak

Los Angeles, CA

$30.95–$41.26 / hour

Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.

24 days ago

Senior Application Security Engineer Red Team Altruist Corp

Los Angeles, CA

$170,000–$225,000 / year

At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations.

30+ days ago

Staff Back End Engineer Altruist Corp

Los Angeles, CA

$200,000–$265,000 / year

Full-stack with a backend lean (a plus) - You''re primarily a backend engineer but comfortable working across the stack; a core engineering background is preferred over a purely product-focused one. We have multiple teams hiring for high impact & high visibility projects, with a particular focus on the security, scalability, and reliability of the platform our clients trust with their assets.

30+ days ago

Chef / Line Cook On Board - 90342605 - Los Angeles (Los Angeles, CA, US, 90012) Amtrak

Los Angeles, CA

$30.29–$40.29 / hour

5 days ago

Wealth Strategist Jobot

Los Angeles, CA

$150,000–$175,000 / year
Quick Apply

As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

4 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Studio City, CA (including surrounding area) JPMorgan Chase Bank, N.A.

Studio City, CA

Full time

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

18 days ago

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Sorter Jobs in Huntington Beach, CA

Onboarding Program Lead, Enterprise Altruist Corp

Project Manager Professional Capital Services, LLC

Internal Sales Manager Altruist Corp

Senior Sales Executive, Enterprise Altruist Corp

SVP, Firm Development Integrity Marketing Group, LLC

Principal Security Engineer Altruist Corp

J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase Bank, N.A.

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbH

Tax Manager - Trust and Estate Baker Tilly Virchow KrauseLLP

Director, Global Digital Marketing 6177-Mentor Worldwide Legal Entity

Vice President, Consumer Brand, Sports - Burson BCW Global

Director, Recruiter & Referral Partnerships Altruist Corp

Relationship Manager - San Francisco, CA DoubleLine Income Solutions Fund

Pasadena, CA 270MM succession plan pearlrecruiter

Sheetmetal Worker(plumber/pipefitter) - 90395341 - Los Angeles (Los Angeles, CA, US, 90021) Amtrak

Senior Application Security Engineer Red Team Altruist Corp

Staff Back End Engineer Altruist Corp

Chef / Line Cook On Board - 90342605 - Los Angeles (Los Angeles, CA, US, 90012) Amtrak

Wealth Strategist Jobot

J.P. Morgan Wealth Management - Private Client Advisor - Studio City, CA (including surrounding area) JPMorgan Chase Bank, N.A.

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