Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage and grow affluent and high-net-worth client relationships through financial planning, discovery, referrals, and tailored banking, credit, investment, and wealth solutions. Acquire new clients, expand wallet share, conduct high-touch engagement and events, and coordinate with lending, advisory, and branch partners. Ensure regulatory compliance, including KYC, AML, FINRA, insurance, and SAFE Act requirements. The role also provides client coaching, risk assessment, and informal team leadership.

Leads regional and North American private bank marketing initiatives across thought leadership, content, digital channels, and client events. Develops strategic content and event agendas, manages end-to-end event execution, tracks marketing performance and ROI, conducts competitive research, and partners with senior leaders, bankers, investment teams, legal, and compliance. Supports UHNW client engagement across the Western Region and broader NAM markets while ensuring regulatory adherence.

Provides comprehensive financial and investment advice to affluent and high-net-worth clients. Builds and deepens client relationships, acquires bank and brokerage assets, converts referrals, recommends suitable investment solutions, and coordinates with wealth specialists. Ensures regulatory, KYC, AML, and risk-compliance adherence while managing follow-up and client service. The role also supports team leadership through coaching and training new recruits.

Provides comprehensive financial and investment advice to affluent and high-net-worth clients. Builds new client relationships, grows banking and brokerage assets, deepens existing relationships through financial planning, makes suitable securities recommendations, converts referrals, and identifies opportunities for partner referrals. Ensures KYC, AML, regulatory, and compliance adherence while supporting branch teams and coaching new hires.

Build and deepen relationships with affluent and high-net-worth clients by identifying financial needs, providing holistic banking, credit, investment, and planning solutions, acquiring new clients, and expanding portfolio value. Conduct high-touch client engagement, generate referrals, organize events, coordinate with specialists, and ensure regulatory, KYC, AML, and risk-compliance requirements are met. The role also includes coaching team members and maintaining required FINRA, insurance, and mortgage-related registrations.

Leads alternative investment sales, fundraising, advisor engagement, and client adoption across private equity, private credit, real estate, infrastructure, secondaries, and hedge funds. Develops sales strategies, manages pipelines, advises ultra-high-net-worth clients, delivers advisor education, supports product launches, analyzes business performance, and influences senior stakeholders. Ensures distribution activities meet regulatory, governance, and fiduciary standards while mentoring junior professionals and expanding Citi Wealth’s alternatives platform.

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, provide holistic banking, credit, investment, and financial planning solutions, acquire new clients, generate referrals, and grow portfolio value. The role requires strong regulatory compliance, KYC/AML adherence, client engagement, financial planning, risk management, and collaboration with branch and product specialists.

Manages and grows affluent and high-net-worth client relationships through financial discovery, planning, referrals, and tailored banking, credit, and investment solutions. Acquires new clients, expands wallet share, conducts high-touch engagement and client events, and coordinates with product specialists and branch partners. Ensures regulatory compliance, including KYC/AML, FINRA registration, insurance licensing, and mortgage loan originator registration. Provides coaching and assumes leadership responsibilities within the branch team.

Supports private banking clients through KYC, onboarding, and account-opening processes. Partners with sales, product, and internal compliance teams to fulfill client requests, maintain accurate documentation, identify process gaps, assess risk, and escalate control issues. Provides expert guidance, manages complex requests and deadlines, influences decisions, and supports peer training while ensuring compliance with applicable laws, policies, and regulations.