Top Tech Jobs & Startup Jobs in Los Angeles, CA

7 Days AgoSaved
Hybrid
90503, Torrance, CA, USA
25-30 Hourly
Mid level
25-30 Hourly
Mid level
Fintech
Process vendor invoices, ensure proper coding and approvals, and handle payment processing (ACH, wire, credit card, checks). Monitor AP inboxes, respond to vendor inquiries, maintain vendor records and documentation, assist with reconciliations, and improve efficiency using ERP and AP automation tools.
Top Skills: Bill.ComErp SystemsExcel
7 Days AgoSaved
In-Office
90064, Los Angeles, CA, USA
60K-120K Annually
Junior
60K-120K Annually
Junior
Fintech
Provide comprehensive service to assigned clients, qualify inbound leads, support advisor team preparation and workflow, document interactions in CRM, coordinate with portfolio management/operations/financial planning, ensure compliance, and help achieve business development and client retention goals.
Top Skills: Crm SoftwareExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
7 Days AgoSaved
Hybrid
90503, Torrance, CA, USA
79K-110K Annually
Mid level
79K-110K Annually
Mid level
Fintech
Support senior portfolio managers by administering client investments, monitoring allocations and cash, executing rebalances and trades, producing reports, maintaining portfolio data, working with compliance, and collaborating with advisors on proposals.
Top Skills: BloombergExcelFidelityMorningstarSchwabTamarac
7 Days AgoSaved
Hybrid
90503, Torrance, CA, USA
110K-145K Annually
Senior level
110K-145K Annually
Senior level
Fintech
Analyze high-net-worth client portfolios and tax situations to design and present multi-year estate, income, gift, and charitable planning strategies. Partner with advisors, Advanced Wealth Strategists, Family Office Services, and external professionals to coordinate implementation, support client meetings, and lead service offerings to drive business development and client retention.
Top Skills: Ai-Enabled Planning TechnologiesEmoneyMS OfficeMonday.ComSalesforce CRMVanillaWealth.Com
7 Days AgoSaved
In-Office
90503, Torrance, CA, USA
60K-170K Annually
Junior
60K-170K Annually
Junior
Fintech
Provide comprehensive service to assigned high-net-worth clients, support lead qualification and internal marketing, coordinate with portfolio management and operations for meeting preparation, document interactions in CRM, ensure compliance with regulatory and company policies, and help drive client retention and business development.
Top Skills: Contact Management SystemCrm SoftwareExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
7 Days AgoSaved
In-Office
90503, Torrance, CA, USA
160K-183K Annually
Expert/Leader
160K-183K Annually
Expert/Leader
Fintech
Provide advanced estate, income, gift, and charitable planning for ultra high-net-worth clients. Analyze portfolios and tax circumstances, design multi-year wealth transfer strategies, present recommendations alongside advisors, coordinate with CPAs and attorneys, and support implementation and business development. Serve as subject matter expert and collaborate cross-functionally to deliver integrated, client-facing solutions.
Top Skills: EmoneyMS OfficeMonday.ComSalesforce CRMVanillaWealth.Com
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