Top Tech Jobs & Startup Jobs in Los Angeles, CA

Serve as primary wealth planning expert for high‑net‑worth clients (> $10M investable), lead discovery and develop multi‑generational wealth strategies, design and deliver comprehensive wealth plans, coordinate implementation with Private Bank team and specialists, supervise and coach analysts/strategists, and produce thought leadership and training.

Supports Treasury Management Officers and Commercial Bankers in growing, retaining, and expanding commercial banking client portfolios. Serves as a day-to-day client contact, participates in meetings, analyzes portfolios, identifies treasury management opportunities, prepares proposals and pricing analyses, supports sales pipelines, and coordinates onboarding and implementation. Recommends payment, receivables, fraud prevention, liquidity, commercial card, and digital treasury solutions while ensuring compliance and responsive client service.

Acquire, grow, and retain Preferred Program and mass affluent banking customers. Build trusted client relationships, assess financial needs, recommend banking and investment solutions, generate referrals, and meet sales goals. Support financial center teams, maintain product expertise, participate in customer outreach and community events, and manage risk while delivering a positive customer experience.

Manages commercial middle-market loan closings from approval through funding and boarding. Coordinates clients, relationship managers, portfolio managers, loan closing specialists, outside attorneys, and funding teams. Reviews loan documentation, waivers, approvals, and regulatory requirements; issues clear-to-close decisions; manages closing calendars; addresses exceptions; ensures accurate funding and boarding; and conducts post-boarding reviews. Provides direction to multiple parties without direct supervisory responsibility.

Supports Relationship Managers with commercial banking sales, client servicing, financial and credit risk analysis, prospect research, pricing models, proposals, KYC due diligence, and business development. The role includes direct client contact, consultative selling, opportunity development, and participation in client meetings. Structured training develops expertise in commercial banking solutions, finance, credit analysis, relationship management, and sales.

Supports corporate and entertainment clients through complex financial modeling, credit and financial statement analysis, capital markets transactions, integrated financing solutions, and client presentations. The role coordinates with product partners, assesses securities and capital markets services, supports deal origination and execution, manages multiple priorities, and develops relationships with senior bankers and clients. It requires strong corporate finance, underwriting, valuation, communication, risk management, and transaction execution skills.

Lead and develop a team of licensed retail bankers to meet securities sales and fee-income goals. Coach, train, and conduct client meetings (solo and joint), manage sales planning, maintain product knowledge, handle client issues, run seminars, and build internal/external relationships while ensuring risk and compliance.

The Director of ABL Portfolio Management manages a complex portfolio of Asset Based Lending clients, focusing on credit risk, customer relationships, and strategic portfolio management.

Processes and underwrites residential mortgage loans across conventional, government, portfolio, and complex programs. Reviews documentation, calculates income, analyzes assets and liabilities, validates automated underwriting decisions, clears conditions, maintains accurate loan data, and manages pipelines through closing. Communicates with borrowers, originators, underwriters, and internal teams; resolves escalations, mentors new hires, supports workload balancing, and ensures compliance with lending guidelines and regulations.