Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

Summer internship providing operational, administrative, and marketing support to Internal Sales. Responsibilities include updating Salesforce, coordinating partner events, tracking referrals/campaigns, shipping, and supporting reporting and process documentation.

The Director of Finance for Mergers & Acquisitions will lead financial analysis, valuation, due diligence, and integration for acquisitions, ensuring alignment with the firm's objectives.

The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.

The Supervision Analyst will lead daily compliance reviews for new business, communicate policies, monitor internal controls, and train teams on supervision protocols.

The Internal Sales Specialist provides operational support to Client Advisors in managing prospective Strategy clients through onboarding and implementation, ensuring a high-quality client experience.