Top Tech Jobs & Startup Jobs in Los Angeles, CA

Coach and train wealth management advisors on client engagement, prospecting, relationship management, and sales effectiveness. Serve as a subject matter expert for GDWM and GPS, facilitate workshops, monitor performance, develop training resources, and promote growth-oriented behaviors. Partner with leadership and stakeholders to improve advisor adoption, client retention, conversion rates, and AUM growth.

Manages investment activities for personal trusts and individual portfolios, supports investment advisory teams, and helps develop portfolio recommendations aligned with client objectives. Coordinates with advisors, clients, attorneys, consultants, and service teams; researches investment strategies; mentors investment associates; follows investment guidelines and risk-management practices; and contributes to initiatives, training, and capability rollouts.

Manages wealth management client accounts, coordinates transactions and administrative tasks, responds to client and partner requests, and develops knowledge of financial planning, investments, banking, and fiduciary practices. Builds client relationships, identifies service and business development opportunities, prepares presentations, collaborates with advisors and internal partners, and provides guidance to newer team members.

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.

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.