Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide client consultations to identify goals and risk tolerance, develop and implement investment strategies, collaborate with traders and advisory team, document client interactions in Salesforce, monitor markets and execute recommendations, set personal sales goals, and deliver high-level client service while participating in training and team initiatives.

Sell investment management, advisory, and asset servicing to institutional clients (foundations, endowments, nonprofits). Source and qualify prospects, respond to RFPs, deliver presentations with internal partners, cross-sell services, maintain market knowledge, ensure compliance with laws/regulations, and manage complex client activities to retain and grow accounts.

Provide client servicing for personal financial planning: handle inquiries and transactions, prepare meeting materials and reports, set up account documentation, coordinate meetings and logistics, submit documents to legal, perform special projects, and collaborate with partner teams.

Lead and manage high-net-worth client relationships, develop tailored wealth management strategies, coordinate specialists across banking, investments, tax, estate and philanthropy, grow relationships and source new clients, prepare targeted presentations, close sales, and leverage digital solutions to enhance service delivery.

Manage fiduciary and agency relationships for foundations and institutional clients, provide fiduciary advice, ensure compliance with laws and internal policies, resolve issues, onboard clients, mentor colleagues, and support fiduciary projects and client-facing initiatives.

Manage investment activities for major high-net-worth trusts and individual portfolios; develop and execute tailored investment strategies; lead and oversee market investment staff and practice oversight; collaborate with client teams, legal, and consultants; drive business development, ensure adherence to national investment guidelines and risk management, and hire, retain, and develop talent.

Support a Senior Financial Advisor in client relationship management, financial analysis, and meeting preparation. Develop investment knowledge, use eMoney and internal partners to create proactive recommendations, assist with account servicing and CRM updates, and gradually build client relationships toward owning a book of business.

Senior client-development sales role focused on cultivating and converting UHNW individuals, families, and institutions. Develop and execute business development strategies, advise on estate, wealth transfer, and tax planning, coordinate internal specialists for onboarding and account management, and serve as a local brand ambassador engaging professional advisors and community/philanthropic networks.