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Top Tech Jobs & Startup Jobs in Los Angeles, CA
Financial Services
The Regional Vice President builds client relationships and drives sales in wealth management, managing the sales pipeline and ensuring a tailored client experience.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
Financial Services
Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.
Financial Services
Lead client relationships and manage preparation, review, and delivery of income tax returns, estimates, projections, and tax research for high-net-worth individuals, trusts, and businesses. Mentor tax staff, respond to notices, and communicate tax law changes to clients and advisors.
Top Skills:
Cch AxcessCch PracticeCch WorkflowSafesend
Financial Services
Provide day-to-day operational support for the Insurance Solutions team: manage and track service requests in case management systems, support Wealth Management teams, document and refine SOPs, assist leadership with workflow and reporting, coordinate with other departments/vendors, and maintain excellent client and partner communications to ensure timely resolution and process adherence.
Top Skills:
Case Management SystemsMs Office Suite
Financial Services
The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.
Top Skills:
SureprepUltratax
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Financial Services
Lead development and execution of enterprise privacy strategy, policies, and governance. Ensure compliance with global privacy laws, manage privacy risk assessments, DPIAs, vendor reviews, incident response, and data subject rights. Implement AI-specific data controls and partner cross-functionally to embed privacy-by-design across technology, people, and marketing. Serve as strategic advisor to executive leadership and General Counsel.
Top Skills:
Ai Tools And ModelsCcpa/CpraGdprGlbaIso 27701Nist Privacy FrameworkPipedaSec Regulation S‑P
Financial Services
Lead Relationship Expansion program delivery across assigned markets: activate markets, coach advisors 1:1 and in groups, partner with Managing Partners, track pipeline, and contribute to program design and continuous improvement.
Top Skills:
AspenEmoneySalesforce
Financial Services
Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.
Reposted 18 Days AgoSaved
Financial Services
Support compliance monitoring, testing, and branch audits for acquired firms during integration. Conduct risk assessments, audits, and branch exams; identify trends, document workpapers, track remediation action plans, assist policy development, and report to Compliance leadership while staying current on regulatory developments.
Top Skills:
ExcelOutlookPowerPointWord
Reposted 18 Days AgoSaved
Financial Services
Design, implement, and administer the firm's enhanced-risk monitoring and supervision framework for clients, employees, advisors, and business practices. Develop risk-scoring and high-risk criteria, oversee enhanced due diligence, manage heightened supervision plans, perform risk assessments, produce dashboards and reports, and support regulatory readiness and audit documentation.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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