Top Tech Jobs & Startup Jobs in Los Angeles, CA

Process and research commission inquiries for advisors, analyze commission cases, resolve issues within service levels, identify root causes and efficiencies, support commission statement training, answer customer calls, and work on complex projects with attention to detail.

The Wealth Management Specialist connects subset advisors to sales support teams and aids in achieving growth plans and client satisfaction.

The Senior Financial Analyst manages revenue forecasting and modeling, partnering with various departments to improve processes and reporting accuracy. Responsibilities include building driver-based models and identifying revenue performance trends.

Process and research commission inquiries for advisors using Salesforce, analyze commission cases, resolve issues within service levels, identify root causes and recommend efficiencies, support training, handle customer calls, and contribute to complex projects with attention to accuracy and service.

The Desktop Services Associate provides operational support by managing workstations, troubleshooting technical issues, and ensuring user satisfaction for both office and remote staff.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.

The Affiliate Growth Consultant drives the wealth management services for CPA firms, implements growth strategies, coaches CPAs, and tracks progress in CRM.

The Senior TPA Sales Consultant will develop sales strategies, provide retirement plan design consulting, maintain advisor relationships, and ensure revenue targets are met while managing a sales pipeline and promoting fiduciary services.

Lead outreach and recruiting for financial institution advisors: develop territory plans, source and qualify candidates, present value propositions, track activity in Salesforce/Excel, coordinate with partners and onboarding, and report recruiting performance to executives.

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.