Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage complex fiduciary and wealth management client relationships, provide holistic, goals-driven advice, coordinate with service teams and advisors, ensure fiduciary compliance, develop business, mentor junior staff, and resolve complex fiduciary issues.

Lead investment strategy and portfolio management for high-net-worth and trust clients. Oversee local investment practice, ensure compliance and risk management, mentor and hire staff, support business development, implement new capabilities and best practices, and represent the market in complex client situations and firm initiatives.

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.

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.

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 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.