Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Director oversees investment manager research, conducts due diligence, develops team expertise, prepares investment reports, and participates in special projects, leading and mentoring junior staff.

Lead communication strategies between corporate departments and advisor teams, develop content, enhance communication channels, and support advisor engagement.

The Senior Regional Marketing Specialist will develop and manage marketing strategies, foster relationships with advisor teams, and pilot innovative tools to support growth objectives.

The Supervision Analyst monitors new business activities, ensures compliance with policies and regulatory guidelines, and maintains client-advisor relationships.

The New Client Acquisition Specialist identifies potential clients, screens prospects, sets appointments for advisors, and utilizes Salesforce for lead management.

Responsible for acquiring new clients with investable assets through direct marketing. Support advisory teams and drive revenue by closing clients and managing client relationships effectively.

The Tax Director leads a team of tax professionals, providing tax advisory, planning, and preparation services while focusing on team management and client satisfaction.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Vice President of Tax will develop a comprehensive tax strategy, lead a tax team, drive operational excellence, and ensure compliance and efficiency in tax operations.

The Insurance Specialist will perform insurance needs assessments, create tailored solutions, manage policies, ensure compliance, and educate clients on products.