Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate teams of banking, trust, and investment professionals, provide expert wealth management counsel, handle complex relationship issues, and ensure compliance with NMLS registration and related background/credit requirements.

Manage retention and growth of medium to large high-net-worth client relationships. Build and lead a team of banking, trust, and investment professionals to deliver comprehensive wealth solutions. Provide expert counsel on complex wealth management issues, drive business development, and coordinate cross-functional service for clients. Must maintain required regulatory registrations and clear background/credit checks.

Partner with Relationship Managers to underwrite and manage commercial credit portfolios, grow revenue by closing and expanding client relationships, manage credit risk, respond to credit inquiries, support sales calls, and identify customer needs.

Serve as the investment planning and product lead on a Wealth Management Team. Advise affluent clients on goals-based planning, construct tailored portfolios using AMG or open-architecture solutions, coordinate trust administration and insurance, present investment strategies, conduct research and due diligence, and drive relationship management and new business development.

Provide primary client support for Treasury Management customers and assist Treasury Management Sales Consultants with revenue-generating activities. Analyze customer needs and pricing, prepare RFP/proposal content, collect and monitor deal data, identify revenue opportunities, and provide product and operations feedback. May accompany sales on client calls.

Senior relationship manager responsible for prospecting, expanding and advising a portfolio of gaming clients across credit, capital markets and corporate products, ensuring credit quality and capital commitments while collaborating with internal partners and evaluating financing alternatives.

Lead pricing strategy and portfolio management for liquidity solutions: design pricing, drive channel alignment, implement pricing technology, measure performance, and influence cross-functional stakeholders to optimize revenue and customer outcomes.

Manage and grow a nationwide portfolio of corporate, commercial, and municipal clients through virtual relationship building, solution-based selling, end-to-end deal management, pricing and negotiations, account monitoring, and collaboration with product partners. Drive revenue, client retention, and compliance while supporting day-to-day client service and executing relationship plans.

Manage individual and trust account assets and investment relationships to meet client objectives and firm growth targets. Solicit, develop, manage, and retain Private Wealth Management clients while presenting investment strategies, making independent decisions, and focusing on account retention and net portfolio growth.

Manage a portfolio of corporate banking credit relationships for education and non-profit clients. Underwrite credit exposure, grow and retain business, manage credit risk, support sales efforts, and respond to client credit questions.