Senior Wealth Planner & Client Growth Lead
Cerity Partners Management LLC
Cerity Partners is seeking a Wealth Advisor in the United States (California, El Segundo) to serve as a key relationship manager, building lasting client partnerships and delivering personalized wealth planning. You will mentor colleagues, lead meetings, and coordinate with tax, legal, and investment teams to produce comprehensive plans. The role emphasizes on-growing assets under management while achieving exceptional client outcomes and satisfaction, with a compensation range of #J-18808-Ljbffr Cerity Partners Management LLC
- Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment...Senior
- twentysix is seeking an senior leader in media planning and strategy to own a portfolio of strategic client relationships, ensuring retention, revenue growth, and profitability across multiple accounts. You will lead and mentor a team of Directors, set performance standards...Senior
- ...Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management strategies aligned with clients’ goals. The role involves developing individualized financial plans, presenting recommendations, and supporting client...Senior
- A leading technology firm in California is seeking a Senior Client Success Manager responsible for driving eCommerce sales growth and client retention. This mid-senior level role requires strong analytical skills, proven problem-solving capabilities, and the ability to...Senior
$160k - $200k
...in personal injury, and will work in a dynamic environment focused on professional growth. This role involves mentoring junior attorneys and building a cohesive team dedicated to client satisfaction. A competitive compensation package includes a base salary of $160,000...SeniorWork at office- Cerit y Partners is seeking a Wealth Planner in El Segundo, CA who will support a Wealth Advisor by developing tailored financial plans and recommendations aligned with client goals. You will participate in client meetings, manage onboarding, and ensure accurate forms and...
- twentysix is seeking a senior paid media strategist to analyze performance data and guide cross... ...and presenting strategic insights to senior client stakeholders. You will manage budgets, identify growth opportunities, and lead testing initiatives across Display, Video, CTV...Senior
- Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, seeks a Senior Wealth Planning Associate to support high-net-worth clients and financial advisors. This role emphasizes comprehensive financial planning, client service excellence, and managing complex...SeniorWork at office
$100k
...Senior Wealth Planning Associate Gerber Kawasaki is one of the fastest-growing and most influential... ...of experience supporting high-net-worth clients and financial advisors. The successful... ...from within and investing in employee growth. Be part of a nationally recognized,...SeniorWork at office- HireneXus is seeking a seasoned Client Service Manager in Manhattan Beach, CA to lead a high-performing client service team within a boutique wealth management context. You will oversee day-to-day client service operations and mentor staff while supporting sophisticated...Senior
- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready analyses. The role partners with Family Office Services, Advisors, and Wealth Management Services for ultra...SeniorRemote jobWork at office
- A veteran-supporting firm offers a DoD SkillBridge Internship for a Senior Growth Strategist in El Segundo, California. This program seeks active-duty service members aiming to transition to civilian roles while gaining valuable experience in business development. Interns...SeniorInternship
$115k - $185k
Picogrid, Inc. is seeking a Growth Strategist to drive the company's growth within the U.S. Department of War and national security ecosystem... ...opportunities and build significant partnerships, while also leading high-quality proposals and communications. The position offers...$115k - $185k
Alumni Ventures is seeking a Growth Strategist to drive growth across the U.S. Department of War and national security ecosystem. The ideal candidate will excel in strategy, capture, and customer engagement, translating complex technologies into operational value. This...- JPMorganChase, a leading bank and wealth manager, seeks an experienced Private Banker to advise families on building, preserving and managing... ...investments, planning, credit and banking to serve current clients and attract new assets. You will work with a local team and...SeniorLocal area
- POSITION: DoD SkillBridge Internship - Senior Growth Strategist LOCATION: El Segundo, CA, Los Angeles Air Force Base (LAAFB) area REQUIRED SECURITY CLEARANCE: Secret POSITION TYPE/STANDARD WORK HOURS: Internship / 40 hours per week / On-Site (local remote) INTERNSHIP...SeniorContract workWork experience placementInternshipWork at officeLocal areaRemote work
- ...Consumer Intelligence & Strategy to translate consumer and market insights into growth strategies and investment priorities. You will lead a multi-year learning agenda, partner with senior leaders, and build AI-enabled capabilities to accelerate decision-making. You will...Senior
- Unilever in the United States is seeking a Senior Brand Manager to lead the Axe Engagement team, driving go-to-market strategy and paid content creation to accelerate growth in-store and online. The role requires cross-functional collaboration with teams such as CMI, Innovation...Senior
- Navigate Search is looking for a dedicated Tax Senior to join their growing boutique CPA firm in Manhattan Beach, California. In this... ...you will work closely with business owners and high-net-worth clients across various industries while having direct exposure to firm...Senior
- United States Digital Space LLC is seeking a Sr. Property Tax Analyst to lead nationwide tax compliance, audits, and appeals. The role supports strategy, savings initiatives, and cross-functional collaboration with accounting and government affairs teams. You will review...Senior
- Full Picture seeks a Senior Account Executive in West Hollywood, hybrid role, to lead strategic communications for talent clients. You’ll guide day-to-day account activities, build strong media relationships, and drive buzz across print, digital, broadcast, and podcasts...Senior
- Apple Inc. in Culver City, California is seeking a Senior Owned Social Strategist to drive culture-forward social strategies for Apple... ...Apple Arcade across owned channels and partner networks. You will lead a team, collaborate with multiple business units, and push bold...Senior
- Baker Tilly is seeking a Risk Advisory Principal to lead and grow our risk advisory practice. You will provide strategic direction, manage client engagements, and drive revenue growth while delivering exceptional service to clients across various industries. The role requires...
- ...learning, and inspiring collective growth. As an inclusive, integrated architecture... .... PRIMARY FUNCTION: Our Senior Laboratory Planner will lead laboratory planning for medium- to large... ...users, research teams and related client team members Detail-oriented,...Senior
- A leading tax services firm in Torrance, California, seeks a Senior-Level Professional to enhance client relationships, manage engagements, and mentor staff. This role requires CPA certification... .... The company offers tremendous career growth opportunities in a family-like work...Senior
$90k - $120k
A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7...- ...Monica is seeking an Associate Director of Client Initiatives to join the Marketing and... ...client insight, segmentation, and strategic growth initiatives that support business... ...elevate the client experience. You will lead priority programs, supervise direct reports...
- IEQ Capital is seeking a Team Lead to centralize client service management within a high-touch wealth management team in Santa Monica. The role supports the Team Manager, mentors Associates and Senior Associates, and coordinates day-to-day operations to optimize service...
- 5011 Disney Streaming Services LLC is seeking a Senior Analyst, Subscriber Growth & Monetization in Santa Monica, CA. This role involves collaboration with regional teams to drive business planning and strategic recommendations for subscriber growth. The ideal candidate...Senior
- Wilshire is seeking a seasoned Client Solutions professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate...Senior
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