Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Premier Relationship Manager delivers exceptional client service by engaging, onboarding, and deepening relationships with high-net worth clients, while promoting Morgan Stanley's financial services.

The Chief of Staff manages operations and supports Private Wealth Advisors by coordinating team activities, enhancing client relations, and overseeing business initiatives.

Senior client-service leader supporting Financial Advisors/Private Wealth Advisors by designing and managing the team's client service model, overseeing daily operations, supervising support staff, coordinating business matters, preparing client reports, participating in client meetings, and executing business plans and firm initiatives to optimize efficiency and client experience.

Support Financial Advisors and Private Wealth Advisors by delivering high-quality client service, preparing for meetings, executing transactions, assisting with financial planning and reports, and supporting digital and in-person marketing and business development activities. Act as a senior service-team member, mentor others, and participate in firm initiatives and special projects.

Oversee risk, supervisory, and compliance functions for branch(es). Monitor regulatory adherence (SEC/FINRA), coach staff, respond to audits and escalations, liaise with Legal/Compliance, manage client suitability and people risk, and support FA onboarding and investigations.

Senior operational leader supporting Private Wealth Advisors by managing team support staff, driving strategic initiatives, overseeing client service and communications, coordinating business development and marketing, optimizing processes, and partnering on hiring, training, and implementation of firm services to scale the advisory team.

Lead and coach premier relationship managers and their teams to meet performance metrics (retention, net new assets, referrals). Drive client satisfaction, growth, and share-of-wallet while ensuring compliance and strong controls. Partner with cross-functional teams, set performance standards, forecast results, recruit and retain talent, and improve end-to-end client experience.

The Team COO coordinates business operations for a Wealth Advisor Team, oversees client services, enhances team capacity, and drives business initiatives.

Support wealth management teams through marketing and sales assistance, market research, and business exposure. Develop analytical, financial, and interpersonal skills while working on team assignments and learning about products, services, and client needs.

Provide marketing and sales support, perform market research, and assist branches while developing business, financial, and analytical skills. Gain exposure to wealth management products, services, and client needs through daily assignments and team collaboration.