Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources and closes prospects, and mentors team members. This role emphasizes client support and adherence to compliance standards within the wealth management industry.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The Advisor Team Communications Lead manages advisor communications, develops strategies, creates content, and coordinates between departments to enhance advisor effectiveness and engagement.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.

The Sr. Development Manager oversees development resources, ensures alignment with technology strategies, drives innovative solutions on platforms, and leads and mentors developers.