Top Tech Jobs & Startup Jobs in Los Angeles, CA

Develops and manages relationships with high-net-worth clients, identifies financial needs, recommends suitable investment products, builds a book of business, prospects for clients, services accounts, documents interactions in Salesforce, and completes required training and compliance activities. The role includes mentorship, comprehensive wealth planning, business development, client presentations, referrals to specialists, and performance-based goals.

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens relationships, conducts client meetings, identifies needs, recommends solutions, manages outreach and pipelines, handles referrals and client requests, and balances sales performance with operational risk and client care. Partners with financial center leaders to provide specialized guidance and coaching to associates.

Manages and grows treasury revenue across large corporate clients by developing customized liquidity, payments, trade finance, FX, and commercial card solutions. Partners with corporate bankers and product teams to expand relationships, drive profitability, develop pricing and proposals, and deliver client presentations. Requires strong treasury expertise, business development, relationship management, financial acumen, negotiation, communication, strategic thinking, risk management, and executive presence.

Manage and grow treasury revenue for a portfolio of large corporate clients by developing customized cash management, payments, trade, FX and card solutions. Drive client acquisition and expansion, lead pricing and negotiations, support client planning and portfolio development, foster digital adoption, and partner with bankers and product specialists to deliver profitable, client-focused treasury strategies.

Originates consumer and residential mortgage loans by advising clients, developing external referral networks, managing loan pipelines, analyzing credit and financial documentation, and ensuring compliant lending practices. The role requires self-sourced business development through real estate professionals, builders, and community contacts, along with strong client service, organization, communication, and knowledge of conventional, jumbo, government, FHA, and HUD lending products.

Serves as the primary interface for complex treasury clients, leading integrated cash management and payment solution implementations. Coordinates stakeholders, manages project plans, resolves escalations, identifies cross-sell opportunities, develops data-driven client insights, and ensures successful delivery and post-implementation handoff. The role requires treasury sales experience, financial and product expertise, strong communication, project leadership, risk awareness, and the ability to manage multiple client activities.

Develop and manage a high-net-worth client book by prospecting, assessing financial needs, building relationships, recommending suitable investment products, and servicing accounts. The role involves client profiling, portfolio and wealth planning, referrals, business development, compliance documentation, KYC procedures, Salesforce use, mandated training, and collaboration with Merrill specialists and advisor teams.

Supports Financial Advisor teams by managing and developing client relationships, assisting with client meetings, coordinating investment and service activities, supporting business development or wealth planning, and addressing escalated client issues. The role requires financial industry registrations, including Series 7 and 63/65 or 66, SAFE Act registration, and an approved professional designation. It is an in-office, full-time position with potential mortgage loan origination responsibilities.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include handling service requests, preparing accurate materials, supporting policy compliance and risk management, educating clients on banking offerings, identifying relationship-building opportunities, and maintaining day-to-day team coverage. The role requires strong communication, organization, discretion, adaptability, and client focus.

Manages and analyzes client portfolios, evaluates market conditions and investment recommendations, maintains proprietary models, prepares performance reports, and supports Financial Advisors with investment solutions, client service, pricing analysis, and risk-aligned portfolio strategies. The role requires securities licensing, SAFE Act registration, regulatory compliance, strong communication, and knowledge of wealth management products.