Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

The Portfolio Consultant II facilitates investment management services, advising on strategy, overseeing implementations, and enhancing advisor-client experiences. Requires investment knowledge and effective communication to deliver timely support and analysis.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.