Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide comprehensive financial planning and relationship-based advice to individuals and families. Build a book of business, acquire and retain clients, deliver personalized investment solutions, coordinate Chase partner referrals, and educate clients on digital tools. Maintain regulatory licenses and act with integrity while supporting team goals and deepening client relationships.

Provide consultative, solutions-oriented lending guidance for ultra-high-net-worth clients and Financial Advisors. Structure and execute custom lending across CRE, unsecured, restricted stock, concentrated equity and specialty financings. Coordinate with underwriting, legal, operations, and servicing to manage credit strategies, execution, escalations, and advisor education while maintaining risk discipline and service standards.

Lead end-to-end delivery of regional real estate programs across the Pacific West, owning portfolio strategy execution, governance, budgets, KPIs and stakeholder alignment. Manage project intake, prioritization, on-time/on-budget delivery, vacancy and capacity optimization, reporting, and escalations while supporting routine site travel and after-hours urgent needs.

Manage a portfolio of ~80-100 business clients (>$5M revenue), deepen relationships, drive deposit acquisition and cash management, identify and manage credit opportunities up to ~$15M, collaborate with branch and product specialists to onboard treasury solutions, provide tailored financial advice, pursue referrals to grow primary bank share, and ensure risk and regulatory compliance.

Manage a portfolio of small business clients ($1–5M revenue), deliver tailored business banking and cash management solutions, identify credit opportunities up to $500K, cultivate new relationships, conduct in-person client visits, collaborate with specialists, and follow risk and regulatory protocols.

Manage a portfolio of 100-130 small business clients, deliver tailored business banking and cash management solutions, identify lending opportunities up to ~$500k, build client relationships through in-person outreach, collaborate with internal partners, and follow risk management and regulatory protocols.

Own end-to-end onboarding for high-net-worth clients: manage lead intake, conduct consultation calls, build client travel profiles in CRM, coordinate advisor handoffs, improve pipeline efficiency, and maintain accurate reporting to deliver a premium, personalized client experience.

Manage a portfolio of 100-130 small business clients, provide tailored business deposit, cash management and credit solutions up to ~$500K, acquire and retain clients, perform in-person relationship calls, collaborate with internal specialists, and follow risk management and regulatory protocols to protect the firm while delivering excellent client service.

Provide holistic financial planning to affluent and high-net-worth clients using J.P. Morgan Wealth Plan software. Collaborate with integrated teams to create and present customized plans covering asset allocation, retirement, trusts & estates, tax, insurance, philanthropy, college savings, and cash flow. Educate teams, cultivate referral relationships with advisors, develop business opportunities, and travel among regional offices as needed.

Lead and support Concur Expense and Invoice implementations for clients, including requirements gathering, process assessment, solution design, configuration, testing, deployment, training, demonstrations, and post-launch support. Advise clients on expense and invoice best practices, identify process improvements, coordinate implementation teams, develop communications and training materials, support RFP responses, and travel onsite as needed.