Top Tech Jobs & Startup Jobs in Los Angeles, CA

As a Wealth Advisor, you will create comprehensive wealth plans, manage high net worth client relationships, and support team efforts to meet client needs.

Wealth Advisors create tailored financial strategies for high net worth clients, managing relationships, overseeing plans, and mentoring staff.

The Implementation Specialist facilitates onboarding new clients into the Pathway DC solution and assists with existing clients' transitions, managing timelines and communication throughout the process.

The Director manages Pathway DC and Cash Balance solutions, enhancing client engagement, supervising implementation, and improving operational efficiency.

The Senior Associate will design, develop, and deliver innovative learning solutions, consult with SMEs, mentor L&D staff, and evaluate program effectiveness.

The Client Relationship Manager is responsible for leading relationships with ultra-high-net-worth clients, ensuring effective communication and coordination across teams, and managing client onboarding and service delivery.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.

The Senior Wealth Analyst supports the advisory team by analyzing investment portfolios, creating financial reports, and providing client service. Responsibilities include data gathering, scenario building, and assisting in estate planning and presentations.

The Analyst manages client portfolios, assists independent advisors, reviews for cash management, prepares proposals, and improves operational efficiency.

Develop enterprise data platforms and data pipelines, integrate systems, manage CI/CD and IaC strategies, and coach junior engineers.