Senior Institutional Wealth Strategist for Foundations
$158.01k - $276.46kNorthern Trust Corporation
Northern Trust Corporation, located in Los Angeles, is seeking an experienced professional for an Institutional Sales role. This position involves selling investment management services while maintaining client relationships and ensuring compliance with applicable laws. Applicants should have a minimum of 10 years of relevant experience and strong analytical, communication, and presentation skills. Northern Trust offers a collaborative work culture, and employees are encouraged to grow and explore new ideas. The salary range for this role is $158,010 - $276,460 USD. #J-18808-Ljbffr Northern Trust Corporation
$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills. Responsibilities...Senior- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations... ..., award-winning financial institution that has been in continuous... ...market, focusing on foundations, endowments, and no profit... ...organization is encouraged, senior leaders are accessible, and...SeniorFoundationWork experience placementLocal areaFlexible hours
$115k - $140k
...services to include high-net‑worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under management and a national team of 135...SeniorFoundationPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne... ...Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in... .... We are seeking an experienced Senior Financial Planner to join our team, dedicated...SeniorFoundationPermanent employmentVisa sponsorshipFree visaFlexible hours$126.4k - $267.5k
A leading financial institution is seeking a Credit Advisor to develop custom credit relationships with ultra-high-net-worth clients. This... ...client-facing role requires 10+ years of commercial credit or wealth management credit experience, strong communication skills, and...Senior$85k - $145k
...COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Compliance... ...and practices for Volckerprogram foundations. Functions as an internal consultant... ...Compliance roles, experience with a financial institution such as a broker/dealer and/or...SeniorFoundationRemote work$35 - $40 per hour
...seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide... ...with data visualization tools, and the ability to influence senior leadership on compensation design. A competitive hourly rate of...SeniorHourly pay$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating... ...plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes....Senior- Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate... ...estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong...Senior
- RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong...Senior
- A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...Senior
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SeniorTemporary workFlexible hours$88k - $176k
...Institutional Investment Consulting Senior Associate We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Denver... ..., defined benefit, endowment, foundation, insurance, and the wealth management...SeniorFoundationMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$60k - $125k
...your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...individuals, as well as family offices, foundations and endowments, and corporations and... ...individuals and families, as well as select institutions, including foundations and endowments....SeniorFoundationWork at office$60k - $125k
...your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...individuals, as well as family offices, foundations and endowments, and corporations and... ...individuals and families, as well as select institutions, including foundations and endowments....SeniorFoundationFull timeWork at office$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication...SeniorFull timeWork at office- RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential...SeniorFlexible hours
- ...Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal candidate has 5-8+ years...Senior
$130k - $140k
.... Co‑founder mindset Smiling is contagious. Purpose As a Senior Strategist, Marketing at Invisible Dynamics, you will play a critical role... .... Curate insights and ownable actions to create strong foundations for campaign recommendations, staying current on cultural, marketing...SeniorFoundationWork at officeWork from homeMonday to ThursdayShift workAfternoon shift- Senior Patient Service Rep - Senior Patient Service Rep - The Angeles Clinic & Research Institute / Radiology Oncology Job Description The Senior Patient Service Rep is responsible... ...Employer Cedars-Sinai Medical Care Foundation Job Category Administrative Job Function...SeniorFoundationWork at office
$80.75k - $95k
...criteria methodology here . Job Summary: The Senior Portfolio Consultant I assumes a... ...prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio... ...Abilities: Bachelor’s degree from an accredited institution preferred (preferably Business,...SeniorTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior- ...including accounting, tax, tour management and wealth preservation strategy. We foster a... ...services. We create a financial foundation and path to sustain growth and stability... ...insurance renewals and claims for both institution and individual clients. Delivery of Weekly...SeniorFoundationWork at office
- ...Business Banking Consultant Senior is for you. As a Consultant... ...Community Development Financial Institutions, Non-Profits, and other... ...resources such as JPMorgan Chase Foundation Maintain current business network... ..., Home Lending, Chase Wealth Management, and Merchant and...SeniorFoundationWork experience placementLocal area
$90k - $110k
...Tax Senior / Supervising Senior Associate At GHJ we help our... ...believe that collaboration is the foundation for success. We work as a... ...future clientele with strategic wealth preservation and planning... ...is a member of the American Institute of Certified Public Accountants...SeniorFoundationLocal areaWorldwide- ...Overview Senior Strategist at JM Services and Consulting, LLC. This is a full-time, permanent position with a competitive salary and benefits... ...to businesses of all sizes. Our team of experts has a wealth of experience in various industries and is dedicated to helping...SeniorPermanent employmentFull timeContract workWork at officeRemote work
$65k - $80.2k
...A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...Senior- ...with some of the world's top founders and institutions, including Amazon, Pear VC, Andreessen... ...Opportunity We're looking for a Brand Strategist to lead the strategy practice at Nen.... ...market storytelling, building on the brand foundation Write copy across websites, decks,...FoundationWork at officeRemote workShift work
$100k - $130k
...Senior Digital Marketing Specialist Kayne Anderson Rudnick... ...esteemed investment management and wealth advisory firm. This position... ...high-net-worth individuals, institutional clients, and intermediaries.... ..., endowments, and foundations. Headquartered in Los Angeles...SeniorFoundationFlexible hours- ...A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality and excellence for our clients. About AWM Capital AWM exists to serve...Work at office
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