Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage private wealth management account-opening requests for deposit, trust, and investment accounts from initiation through funding. Coordinate with advisors, customers, relationship managers, sales, and operations teams; monitor service-level agreements, resolve documentation issues, track process stages, and ensure products and services are implemented accurately and efficiently.

Manages and grows a portfolio of small business clients through prospecting, relationship development, financial discovery, and consultative selling. Recommends lending, deposit, cash management, and other banking solutions; structures credit offerings; monitors portfolio performance and credit quality; and partners with underwriting and internal specialists. The role also develops community relationships, supports regulatory compliance, and requires NMLS registration.

Drives growth, retention, and expansion of payment, merchant services, commercial card, and treasury management solutions for insurance clients. Develops sales strategies, consults on payment modernization and cash management, presents solutions, manages the sales process through implementation, builds opportunity pipelines, and leads executive client discussions. Partners with relationship managers, product teams, and other stakeholders to deepen relationships and generate revenue across insurance organizations.

Advises affluent clients on investment planning, portfolio construction, wealth management, trust, and insurance strategies. Develops tailored financial plans based on client goals, provides investment and market guidance, researches products and managers, and supports relationship management and new business development. Requires financial sales experience, securities and insurance licenses, strong financial planning knowledge, analytical ability, and effective communication skills.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, perform research and due diligence, present investment plans, manage relationships, and drive new business while coordinating trust, portfolio management, and private banking services.

Provides legal, regulatory, product, and risk guidance for digital assets, blockchain, money movement, and next-generation payments. Advises on the GENIUS Act and emerging regulations, evaluates impacts on strategy and product design, supports digital asset commercialization, mitigates regulatory and operational risks, reviews commercial agreements, and counsels business, risk, compliance, technology, and leadership teams.

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.

Drive growth of U.S. Bank's foreign exchange business by prospecting, building pipeline, and developing partner referrals across consumer, wealth, small business, and business banking. Support senior FX sales in client meetings, execute FX transactions, coordinate onboarding and operations, provide market insights, and deliver partner education to increase FX adoption. Collaborate with internal teams to ensure compliant execution and maintain CRM and pipeline records.

Manages and grows relationships with medium to large high-net-worth clients. Builds teams of banking, trust, and investment professionals to deliver comprehensive wealth management solutions, provides expert financial counsel, identifies client needs, drives business development, and independently resolves complex relationship and wealth management issues. Requires NMLS registration, background and credit checks, a bachelor’s degree or equivalent experience, and at least 10 years of high- or ultra-high-net-worth wealth management experience.

Manages a portfolio of large financial institution partners, driving credit card growth, program adoption, and contract renewals. Serves as the primary relationship owner, leads executive-level discussions, identifies growth opportunities, and coordinates internal sales, service, credit, underwriting, and marketing teams. Oversees partner engagement, travel planning, budget management, and complex business development initiatives.