Top Tech Jobs & Startup Jobs in Los Angeles, CA

Lead and build a modern tax practice for high-net-worth clients, overseeing compliance, holistic planning, and tax tech management.

The Transition Manager will lead the onboarding process for new advisors, ensuring successful transitions, improving processes, and managing stakeholder relationships effectively.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.

The role involves building sales systems, designing processes, training teams, analyzing performance, and collaborating with cross-functional groups to streamline revenue operations and support sales enablement.

Design and develop high-quality applications, lead feature implementation, collaborate with cross-functional teams, and ensure scalable software solutions.

The Sales Development Representative will identify potential customers, drive meetings with advisors, and assist in the sales process while improving lead generation.

As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.