Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and grow a book of business, acquire and retain clients, coordinate with partners, educate clients on digital tools, and uphold regulatory and ethical standards.

Support senior bankers to originate, pitch, and execute transactions for private equity clients. Perform financial analysis, due diligence, deal execution, client presentations, portfolio reviews, KPI tracking, and coordination with product partners and internal support. Mentor analysts and build client relationships to drive business development.

Manage and grow high-net-worth client relationships across banking, lending, and investments. Deliver holistic, goals-based advice, generate leads via networking, collaborate with internal partners, and ensure compliance with risk, regulatory, and NMLS requirements.

Provide comprehensive financial planning and goals-based advice to individuals and families; build a book of business through client acquisition and relationship management; deliver personalized investment solutions and referrals; educate clients on digital channels; collaborate with partners to meet clients’ broader financial needs while maintaining regulatory and ethical standards.

Perform credit analysis, due diligence, and documentation review for commercial real estate and multifamily loans ($1M–$25M+). Evaluate property valuations, cash flows, and financial statements; apply policies and regulations; provide recommendations and insights; collaborate with stakeholders and monitor industry trends.

Provide client service, operational and administrative support to Private Client Advisors: process account openings, money movements and trades; support relationship reviews, reporting, KYC/risk procedures, compliance documentation, issue resolution, and lead generation to deepen client relationships.

Lead relationship development and sales for mid-corporate clients with a national insurance focus. Drive new business, deepen client relationships, deliver integrated treasury and payments solutions, act as national insurance subsector champion, partner with internal product and marketing teams, manage proposals and RFPs, and ensure compliance and KYC alignment.

Lead relationship development and business growth for the Insurance Services discipline. Support new-client origination and deepen existing relationships, manage a comprehensive credit book, maintain Salesforce dashboards, analyze data and reports, coordinate internal stakeholders and strategic partners (IB, DCM, Payments), and travel to key markets for training and business development.

Evaluate and manage credit risk for multifamily commercial real estate loans ($1M–$25M+). Perform property valuation and cash-flow analysis, apply policies and regulatory requirements, analyze data to inform credit decisions, resolve system issues, and collaborate with sales, closing, legal and other stakeholders.

Lead a team delivering commercial credit solutions: evaluate and structure transactions, manage portfolio quality, negotiate documentation, provide independent credit judgment, collaborate with stakeholders, mentor staff, and drive execution and process improvements.