Private Wealth Supervisory Leader (Risk & Compliance)
Bank of America ATM
Bank of America’s Merrill Private Wealth Management is seeking a Private Wealth Supervision Manager in Los Angeles. The role supervises Private Wealth Advisors, ensures compliance with laws and policies, and partners with leadership to mitigate risk while supporting ultra-high-net-worth clients. You will lead risk controls, coach advisors, and influence client-centric wealth strategies within the MPWM organization, reporting to the BSSE and Regional MD to drive responsible growth and service #J-18808-Ljbffr Bank of America
- Bank of America Merrill Wealth Management is seeking a senior manager to lead service delivery and strategy for wealth... ...ensure high-quality client service while maintaining risk controls and regulatory compliance. The role emphasizes team leadership, client relationship...Suggested
- ...discovering needs and delivering tailored banking, lending, and wealth solutions. You will grow the business through proactive... ...and strong partnerships, while maintaining rigorous risk controls and regulatory compliance. The role requires deep discovery, in-person client...Suggested
- Morgan Stanley in Los Angeles is seeking a Group Director to elevate service for Financial Advisors and Private Wealth Advisors. This senior role defines team roles, shapes the client service model, and leads daily operations to deliver an exceptional client experience...Private
- Bernstein Private Wealth Management, a premier unit of AllianceBernstein, seeks an Associate for the ADP to collaborate with advisors, provide portfolio analysis, and support client meeting preparation. You will build relationships with clients and prospects while delivering...Private
- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...Private
$100k
...hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.” As a Private Wealth Advisor on... ...marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise, and investment management...PrivateFull timeTemporary workLocal areaFlexible hours$76k - $88k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein...PrivateFlexible hours- J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing their wealth, leveraging investments, credit and comprehensive banking solutions. You will work with a local team and an institutional platform...PrivateLocal area
- PremierAgile Consulting Private Limited in Los Angeles invites driven Bachelor's candidates to join our Private Wealth internship. You will support financial advisors with portfolio analysis, account setup and client meeting prep, and contribute to ad-hoc projects in a...PrivateInternshipSummer internship
$143k - $224k
...our employees. Within Wealth & Investment Management... ...partnering directly with Private Bankers, Regional... ...and collateral to assess risk and identify opportunities... ...recommendations to senior credit leaders and decisionmakers with... ...up to 20% Specific compliance policies may apply...PrivateFull timeWork experience placementWork at office- ...West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a... ...the highest ethical standards • Candidate must be in compliance with both company policies and regulatory obligations imposed...PrivateLocal area
$213k - $266k
...optimization. Develop and maintain relationships with municipal and private-sector water clients; identify emerging client needs, strategic... ...trends; collaborate with client service managers and regional leaders, lead pursuit strategies, and secure new work that advances...PrivateWork at officeWork from home2 days per week- Morgan Stanley is seeking a Business Development Manager in Wealth Management National Sales. The role focuses on driving revenue and asset growth by aligning firm solutions with advisor needs and delivering targeted business plans. You will lead coaching, training, and...
- Mariner Wealth Advisors in Los Angeles seeks an experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients, coordinating with advisors, CPAs, attorneys, and staff to ensure seamless execution and exceptional service. The role...
- ..., delivering targeted advice and an exceptional client experience. You will collaborate with partners across JPMorgan Chase to connect clients with the full range of capabilities, while adhering to risk and regulatory requirements. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorgan Wealth Management seeks a Private Client Investment Associate Program Manager to lead the recruitment, training, and development of Private... ...Investment Associates across the firm. You will report to senior leaders and shape a high-performance, client-focused team in a...
- ...Jobot seeks a Sr. Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships...
- ...team will be versatile leaders who: Enjoy the... ...through innovation and risk-taking Have a passion... ...title of this position is Supervisory Government Information... ...employees. Ensure HUD compliance with the Privacy Act (... ...in either the public, private sector or volunteer service...PrivateFull timeTemporary workPart timeWork experience placementWork at office
$80k - $100k
...We are partnering with a premier private wealth management firm to hire a Private Wealth Associate for its Century City team. This is an exceptional opportunity for an experienced, licensed financial services professional who genuinely loves client service, takes tremendous...Private- Thornburg Investment Management seeks a Private Wealth Consultant to execute a targeted sales strategy within the multi-state western region. You will promote Thornburg mutual funds, SMA products, private strategies, ETFs, and more to RIAs and banks, driving growth across...Private
$185k - $300k
...Wealth & Investment Management (WIM) is one of the United States... ...Banking and Credit Solutions, Private Wealth Portfolio Management,... ...Present to deals to Independent Risk Management, along with... ...Investment Advisory business. Compliance with state law registration and...PrivateOngoing contractFull timeWork experience placementImmediate start- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service...Private
- J.P. Morgan in the U.S. Private Bank seeks a Head of Investments and Advice to lead the Investor team within the market... .... You will coordinate with the Regional Investment Team Leader, Market Manager, and Wealth Advisors to drive priorities and sales initiatives. Strong...Private
$350k
...client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and... ...candidates in the Los Angeles market. Our client is seeking a Senior Wealth Advisor who leads with investments. Manage, develop and...Private- Morgan Stanley in Los Angeles seeks a Group Director to lead the client service model for Financial Advisors and Private Wealth Advisors, shaping team roles and daily operations. This senior role drives strategy, ensures exceptional client experiences, and aligns staff...Private
- ...and clients. Our Wealth Management team represents... .... Merrill Private Wealth Division... ...to ensure full compliance with applicable laws... ...client-centric leaders within the organization... ...in managing risk and ensuring it is... ...for ensuring robust supervisory practices are maintained...PrivateWork experience placementPrivate practiceWork at officeWork from homeShift workDay shift
- Global Advisers, LLC seeks a Private Wealth Advisor in Los Angeles, CA to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, and estate strategies. The role demands disciplined client service, sound judgment...Private
- ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth... ...and managing portfolios that integrate public and private markets. The ideal candidate will have a minimum of 10 years of...Private
- ...professionals and clients. Participants may apply to multiple opportunities within a recruiting year and gain exposure to Asset & Wealth Management, including Private Wealth, Wealth Solutions, and global client services, while building a #J-18808-Ljbffr Marcus by Goldman SachsPrivateFull time
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...Private
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