Top Tech Jobs & Startup Jobs in Los Angeles, CA

Reposted 19 Days AgoSaved
Remote
US
Mid level
Mid level
Fintech
Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordPrivate Wealth Management Technology Platforms
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