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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior VP, Client Solutions & Wealth Partnerships in Santa Monica, CA vacancy
- 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
- 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 seeks a Vice President, Client Solutions (Alternatives & Wealth) to lead client relationships and service delivery for wealth and retirement channels. The role covers both public and private markets, coordinating with internal teams and supporting alternative investments...Suggested
$110k - $175k
...dedicated to providing customized portfolio solutions grounded in research and powered by next... ...worldwide. 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$190k - $235k
...and tailored insurance solutions. Our growing team of... ...OPPORTUNITY We are seeking a Senior Vice President,... ..., deepen existing partnerships, and elevate HUB’s presence... ...in the markets and client communities where growth... ...offices, private wealth managers, estate planning...PartnershipSeniorFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hoursHUB International
Los Angeles, CA2 days ago- ...Banking to generate new treasury management business and maintain client relationships. You will leverage deep product knowledge to... ...dialogues, driving revenue growth, and delivering integrated treasury solutions for complex clients while managing risk and #J-18808-Ljbffr 慨正...Partnership
$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$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$10 per hour
...expertise in driving relevance for clients and delivering impactful... ...you’ll do: Client Partnership: Fully versed in... ...strong relationships with senior clients VP/Director/BM (with exposure... ...offerings to bring the right solutions forward for our clients...PartnershipFull timeVaynerMedia LLC
Los Angeles, CA2 days ago$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 areaOverseasPwC
Los Angeles, CA3 days ago- ...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
- ...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
- ...Angeles seeks a Group Director, Client Advice and Management to lead... ...Management, Strategy, and Partnerships. You will drive client outcomes... ...into business-ready solutions. You will be the authoritative... ...for the group and mentoring senior staff. #J-18808-Ljbffr Omnicom...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
$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- 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
$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- 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
- 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
- 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...
- ...Consumer and Community Banking to build and sustain high-net-worth client relationships across banking, lending, and investments,... ...across lines of business, expand client footprints, and ensure solutions align with clients' goals while following risk and regulatory guidelines...
$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings... ...the entire continuum of wealth clients. Citi Global Wealth at Work is a... ...and oversight of investment solutions, and in providing advice and guidance...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior VP, Client Solutions & Wealth Partnerships. Be the first to apply!
Related searches
- vice president information technology Santa Monica, CA
- vice president real estate development Santa Monica, CA
- vice president research Santa Monica, CA
- vp hr Santa Monica, CA
- vice president healthcare Santa Monica, CA
- vice president product development Santa Monica, CA
- vp internal audit Santa Monica, CA
- vice president business solutions Santa Monica, CA
- vice-president human resources Santa Monica, CA
- vice president transportation Santa Monica, CA