Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manages complex wealth management and fiduciary client relationships, leads holistic financial advice conversations, identifies business opportunities, and provides guidance on trust, tax, estate planning, investments, and regulatory matters. Builds relationships with clients and professional advisors, manages fiduciary risk, mentors relationship advisors, leads projects, and represents Northern Trust externally. Requires extensive fiduciary expertise and 12–15 years of relevant experience.

Advises complex high-net-worth clients and families on comprehensive investment strategies and portfolio programs. Manages sensitive trust and agency accounts, develops customized investment solutions, coordinates with internal and external advisors, and aligns portfolio activity with client objectives and trust requirements. Maintains expertise across investment strategies and alternative assets, represents Northern Trust at client and advisor forums, and contributes to investment committees and strategic relationship development.

Coordinates administration and servicing for complex fiduciary, investment management, estate, guardianship, and custody accounts. Resolves client issues, manages servicing requests and account changes, maintains documentation and system records, supports compliance and reviews, and assists with client presentations and business development. Acts as a subject matter expert and mentor while facilitating decisions and process improvements.

Ten-week wealth management internship involving market research, investment review preparation, analytical project work, and sales and marketing campaign support. Interns participate in professional development, networking, mentorship, and cross-functional projects while gaining exposure to wealth advisory and private investment office career paths.

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.

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.