Chief Wealth Solutions Architect
Incline Wealth
Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position. Mercer Global Advisors, the Denver-headquartered registered investment advisor with $96 billion in assets under management, has hired Melissa Nims, a former Morgan Stanley executive, as its chief solutions officer. She takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position. Nims joins from Morgan Stanley, where she spent the last two decades, most recently as managing director and chief operating officer of investment solutions. In her new role, she’ll lead Mercer’s wealth solutions platform, which includes tax, estate, trust, insurance and business management. She’ll oversee a team of more than 250 professionals; one of her focuses will be to grow that team to 300 by the end of the year. Nims said her team will be adding to the suite of offerings over time, but her immediate focus will be on scaling the wealth solutions organization. That includes plans to grow the team and bring in more experts and partners. “It’ll also be thinking through technology and innovation,” she said. “How do we give them tools to do their jobs even better and to create transparency across not just the wealth solutions organization, but also our advisors and clients, so they can see where we are in the experience?” #J-18808-Ljbffr Incline Wealth
- ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division. Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Executive Officer (CEO) for...Suggested
$115k - $180k
CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. This individual will lead insurance strategy and execution...SuggestedTemporary workWork at officeLocal areaFlexible hours$300k
Masterworks, LLC. is seeking a Managing Director to launch and manage a private wealth team in Beverly Hills or Silicon Valley. This role includes capital raising, client engagement, and overseeing an art gallery. Candidates should have extensive experience in financial...Suggested$300k
Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery which the private wealth team operates out of, with art by artists like Banksy, Basquiat...SuggestedAfternoon shift- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services... ...to deliver comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy, and provide...Suggested
- PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international expansion. The ideal candidate will have experience in cross-border wealth advisory and asset allocation, focusing on UHNW...Remote jobFull time
$150k - $200k
...for an accommodation or an alternative application process. VP Wealth Management Full-Time Executives El Segundo, CA, US 30+ days... ...understanding of investment products, advisory platforms, insurance solutions, and regulatory requirements. Deep knowledge of financial...Full timeContract workWork experience placementWork at officeFlexible hours$150k - $200k
Kinecta Federal Credit Union is looking for a Vice President of Wealth Management to oversee operations and drive business growth. In this role, you will lead strategic initiatives and manage a talented team of financial advisors. The ideal candidate has a strong background...Full time$164k - $250k
...to enhance client relationships and facilitate financial planning processes. The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role requires exceptional analytical and communication skills to...$150k - $250k
Morgan Stanley is seeking an Insured Solutions Director in Los Angeles to drive sales across insurance products including Annuities and Life Insurance. This role includes identifying market opportunities, managing sales activity, and partnering with Financial Advisors....$68k - $120k
...Job Description Investment Consultant – Team Chief Operating Officer (COO) Position Summary The Team COO is a senior level position that... ...serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role...Temporary workWork experience placementLocal area$68k - $120k
The Chief of Staff provides exceptional service to our clients and supports Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. This senior service level position is responsible for managing all business operations and overseeing the essential...Temporary workWork experience placement$110k - $175k
...Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies... ...spanning both public and private markets, with a primary focus on wealth and retirement channels. Responsibilities include coordinating...Full timeWork at officeWorldwide- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles... ...broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies Bachelor's degree and Certified...Work at office
$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team... ...needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong background in wealth...$150k - $190k
...We're looking for a GenAI Solution Architect who can design the architecture of AI-powered systems and get hands‑on building them. This isn't a slide‑deck role or a pure advisory role. You'll be orchestrating and building agentic AI systems in real enterprise delivery...Full timeFor contractors$188.95k - $234.18k
...DUTIES/RESPONSIBILITIES The following list includes the essential job duties/responsibilities of this classification: Architects, designs, and develops solutions that incorporate business goals with new or existing technology for an IT Branch and ensures solutions align with...Local area$90k - $125k
...Job Details Job Location: Beverly Hills, CA 90212 Salary Range: $90,000.00 - $125,000.00 FabFitFun is seeking an AI Solutions Architect who thrives at the intersection of technology and operations to join our team. This isn't a traditional engineering role. We're looking...Hourly payFull timeSeasonal workWork at office$124k - $280k
...efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and... ...ability to working with Microsoft Dynamics 365 Technical Architects, clients, engineering teams including developers, testers and...Full timeH1b$125.9k - $231.1k
...teams and take your career wherever you want it to go. Join EY and help to build a better working world. Microsoft 365 AI Solution Architect (Manager) EY advises clients to understand, architect, select and implement bleeding edge solutions required to efficiently...Summer holidayFlexible hours- ...Servicenow Solution Architect Sonsoft, Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology...Full time
$99k - $232k
...efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and... ...(s) Preferred: Oracle Cloud Infrastructure Certified Architect Professional, AWS Certified Solution Architect Associate or Professional...Full timeWork experience placementH1b- ...reside in the greater Los Angeles area. This is NOT a remote position * Align with customers, partners, and internal teams, creating solutions to drive business value. Roles and Responsibilities: Provide technical expertise in customer engagements specifically around Cisco...
$112k - $168k
...to deliver high-impact implementations and strategic technical solutions for complex customers. They lead scoped, post-sales... ...changing environment. Experience acting as a technical advisor or architect for complex implementations, especially in martech, CDP, or B2...$143.25k - $179.04k
...in our secret sauce to success. At Old Dominion we are looking for individuals to join the OD Family that will provide innovative solutions and exceed expectations to keep OD the premier transportation solutions provider. This role is a member of the ODFL Application...Full timeTemporary workWork experience placementLocal areaImmediate startShift workDay shift- ...Success looks like in this role Provides Solutions Architecture consultation and advice Unisys-wide. Works with clients, Product Owners, Sales & Sales Excellence teams and other stakeholders to align the architectural direction of solution intent. Serves as lead on large...
$150k - $200k
...Senior Solutions Architect Los Angeles, CA K2 is building the largest and highest-power satellites ever flown, unlocking performance levels previously out of reach across every orbit. Backed by $450M from leading investors including Altimeter Capital, Redpoint Ventures...Permanent employmentShift work$143k - $180k
...Data and AI Customer Solutions Architect Date: Jun 11, 2026 Location: Irvine, CA, US - Los Angeles, CA, US - La Jolla, CA, US - San Francisco, CA, US Company: Softchoice Why you'll love Softchoice: We are a software-focused IT solutions and services provider...Full timeLocal areaRemote workFlexible hours$158.81k
...entertainment experiences to more people than anyone else on earth. To learn more: . Sony Corporation of America seeks a Senior Solution Architect in Culver City, CA to build data activation solution using global data unification platform. Requires a Master's degree in...Temporary workSummer workLocal areaImmediate startRemote workWork from homeWorldwideFlexible hours- ...Job Description - add details here Seeking a senior solutions architect with strong solution engineering background to lead architecture, prototyping, and delivery across four high-impact initiatives: Immigration & Minors Case Management, Global Ethics & Compliance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Wealth Solutions Architect. Be the first to apply!
- change management executive Los Angeles, CA
- technical executive Los Angeles, CA
- managing director financial services Los Angeles, CA
- executive team lead asset protection Los Angeles, CA
- associate chief medical officer Los Angeles, CA
- chief revenue officer Los Angeles, CA
- chief dental officer Los Angeles, CA
- chief people officer Los Angeles, CA
- executive director Los Angeles, CA
- executive director of development Los Angeles, CA

