Senior VP, Client Solutions & Wealth Partnerships
Wilshire
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 client reporting and materials.
The position requires a deep understanding of investment products, markets, and regulations, with excellent communication skills to convey complex concepts.
#J-18808-Ljbffr- ...Wilshire Advisors LLC is seeking a Vice President, Client Solutions (Alternatives & Wealth) to lead client relationship efforts across public and private markets. The role collaborates with internal teams to deliver tailored solutions and insightful reporting for wealth...Suggested
- Wilshire is seeking a senior Client Solutions professional in a hybrid role based in the United States. You will manage client relationships across wealth and retirement channels, coordinate with internal teams, and help deliver thought leadership and reporting. You will...Suggested
$110k - $175k
...dedicated to providing customized portfolio solutions grounded in research and powered by next... .... Job Description Wilshire’s Client Solutions team serves as the interface between... ...private markets, with a primary focus on wealth and retirement channels. Responsibilities...SuggestedWork at officeWorldwide- ...Banking to generate new treasury management business and maintain client relationships. You will leverage deep product knowledge to... ..., driving revenue growth, and delivering integrated treasury solutions for complex clients while managing risk and #J-18808-LjbffrPartnership
$190k - $235k
...and tailored insurance solutions. Our growing team of... ...OPPORTUNITY We are seeking a Senior Vice President,... ...business, deepen existing partnerships, and elevate HUB’s... ...bear in the markets and client communities where... ...family offices, private wealth managers, estate planning...PartnershipSeniorTemporary workPrivate practiceWork at officeLocal area$150k - $300k
..., and absolute-return strategies. Our clients access these solutions through our direct proprietary strategies, customized strategic partnerships, and open-architecture programs. Our alternative... ...Sachs Asset Management seeks a senior investing professional to source and...PartnershipSeniorFull timeTemporary workPart timeWork at office- ...Senior Vice President of Strategic Solutions About the Company Trusted provider of verification, credit, risk... ...revenue generation, and strategic partnerships. This senior executive role... ...strategic relationships with major clients, designing and executing comprehensive...PartnershipSenior
$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...Senior$255k - $300k
...California / Los Angeles, California( Client Services / Solutions ) - Sales Engineering /Full Time /... ...of ideas and perspectives at AHEAD. Senior Client Solutions EngineerThe Senior Client... ...and services sales. You will work in partnership with one or more Client Directors to...PartnershipSeniorFull timeWork at office$74.93k - $153k
...services to individual clients and their trusts,... ...concerns, while providing solutions to complex tax issues?... ...Deloitte’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Senior in our Private Wealth... ...individual, fiduciary, partnership, closely-held corporations...PartnershipSeniorPrivate practiceWork at officeLocal area$85k - $125k
...of our communities. The AVP/VP, Client Service Manager is... ...service-related matters. In partnership with Relationship Managers and... ...deposit, treasury management, wealth, and international products... ...provide the best client centric solutions. Exhibit confidence in identifying...PartnershipFull timeFlexible hours$124k - $335k
...opportunity to help our clients meet their tax... ...in the future. As a Senior Manager, you'll work as... ...and discuss potential solutions, even before the stakeholder... ...part of the Asset and Wealth Management team you... ...compliance for financial partnerships Knowledge of...PartnershipSeniorH1bLocal areaOverseas$8k
...#VTeamLife.What you’ll be doing...As a Senior Client Executive - SLED at Verizon, you'll play... ...sales plans to ensure Verizon solutions align with clients’ business challenges... ...media to promote Verizon’s solutions in partnership with reference accounts.Developing relationships...PartnershipSeniorFull timeContract workTemporary workPart timeWork experience placementLocal areaShift work$118.75k - $182k
...financial advice to your clients, then a role as a Business... ...Relationship Manager Senior (BRM) Acquisition banker... ...deposit and cash management solutions and manage business credit... ...referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market...PartnershipSeniorFull timeWork experience placementWork at office- ...program managing over $2.8 billion in client assets. Our advisors average $575,0... ...that values both independence and partnership.The program has a financial... ...-key approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial...PartnershipSeniorFull timeImmediate start
- Horizon Media in Los Angeles seeks a senior leader to translate client goals into strategic media solutions, driving performance-based planning and guiding a cross-functional Business Solutions team. You will manage key client relationships, oversee revenue and profitability...Senior
$124k - $335k
...transition. Our team helps our clients design and implement... ...on key issues like wealth management, compliance... ...in the future. As a Senior Manager, You'll Work... ...and discuss potential solutions, even before the stakeholder... ...intricacies of partnership structures Interpreting...PartnershipSeniorH1b- ...financial advisor to work with affluent clients, identifying goals and crafting tailored... ...recommendations, and communicate complex solutions to build lasting client relationships.... ...CFA Level I) and a strong track record in wealth management. Compliance with licensing...Senior
$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...possess a deep passion for client service and the markets,... ...Join a culture where integrity, partnership, and a relentless pursuit of... ...consumer business provides digital solutions for customers to better spend...PartnershipSeniorWork at office- The Recording Academy is seeking a Senior Client Services Manager to lead Official Grammy Awards partners and year-round sponsors. You will manage programs, activations, IP usage, and campaigns, coordinating with internal teams to ensure on-brand delivery. You will oversee...PartnershipSenior
- J.P. Morgan Advisors in Los Angeles seeks a Client Associate to support Financial Advisors delivering wealth management services to ultra-high-net-worth clients.... ...collaborate closely with Advisors to provide personalized solutions and build lasting relationships in a fast-paced,...Senior
- ...and maintaining high-net-worth client relationships across banking,... ..., developing thoughtful solutions and delivering an exceptional... ...financial possibilities their wealth creates. You will be responsible... ...leadsDevelop strong internal partnerships across all lines of business...PartnershipTemporary workWork at officeLocal areaImmediate start
- BMO Financial Group is seeking a senior Wealth Sales & Service professional to manage relationships with high-net-worth clients in the Los Angeles region. The role focuses on advisory... ..., and delivering holistic wealth solutions to meet clients' needs. The candidate will...Senior
- Wilshire Advisors, LLC is seeking an Analyst/Sr. Analyst for the Client Solutions and Alternatives Research teams. The role is hybrid, based out of Santa Monica or Pittsburgh, approximately 60% client solutions and 40% alternatives research, with responsibilities spanning...Senior
$250k - $300k
...days) to receive an alert: Job Title: VP, AI Solutions & Product Delivery Department: Technology... ...to production, building effective partnerships with Engineering, Data, Cybersecurity,... ...organizational judgment to build trust, influence senior stakeholders, and sustain change...PartnershipWork at office- Senior Financial Planner page is loaded## Senior Financial... ...asset and wealth management firm with approximately... ...ultra-high net-worth clients. This individual will... ..., providing tailored solutions that address complex... .... We develop strong partnerships with our clients, offering...PartnershipSeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
- BPM is seeking a Tax Senior to join our Private Client Services (PCS) or Flowthrough practice in Santa Monica. You will deliver high-quality tax... ...compliance and consulting for high-net-worth individuals, partnerships, and closely held businesses. You will own complex...PartnershipSenior
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting... ...income, estate and gift tax and wealth retention strategies, as well as... ...entities owned by business owners (partnership and corporate taxation), is required...PartnershipSeniorWork at office
- ...Banking to grow treasury management business and strengthen client relationships. You will leverage deep product knowledge... ...You will lead strategic client discussions, work with senior stakeholders, and drive solutions across core cash, card, and commerce services while...
$121.9k - $262.1k
...Fifth Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...-net-worth and ultra-high-net-worth clients and prospects (generally $15MM net worth... ...and support execution of strategies in partnership with the broader team. Leadership &...PartnershipSeniorFull timeBank staffShift work
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