Manages Private Wealth Management client service and sales support functions in Los Angeles. Responsibilities include recruiting and developing teams, partnering with wealth advisors and leadership, implementing procedures, resolving service issues, managing operational and client risk, approving transactions and exceptions, and overseeing resources and headcount.

Supports Financial Advisors serving high-net-worth clients by conducting portfolio analysis, preparing client meetings, creating and maintaining accounts, assisting with wealth planning, and providing relationship-focused service. The role includes extensive training in investments, trusts and estates, financial management, sales, and client communication, with opportunities for advancement into wealth strategies, investment strategies, leadership, or advisory positions.

Supports multiple financial advisors by preparing client meeting materials, managing calendars, handling client inquiries, coordinating events, maintaining databases, overseeing expenses, arranging travel, supporting reception, ordering supplies, and managing general office tasks. The role requires strong organization, communication, client service, prioritization, and attention to detail in a fast-paced wealth management environment.