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
$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- ...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 office
$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- 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...PartnershipSenior
- ...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
$130k - $230k
...customized portfolio solutions grounded in research and... ...the intermediary wealth channel by developing... ...and scalable enterprise partnerships.What you'll do:Develop... ..., and executive-level client engagementsQualifications... ...SalesExperience level: Mid-Senior LevelIndustry:...PartnershipWork at officeWorldwideHome office$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$10 per hour
...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...PartnershipSeniorWork at office$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- ...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
$77k - $214k
...transition. Our team helps our clients design and implement... ...on key issues like wealth management, compliance... ...in the future. As a Senior Associate, You'll Work... ...with innovative solutions Utilizing advanced skills... ...intricacies of partnership structures Proficiency...PartnershipSeniorH1b$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- ...Vice President, Client Partnerships GSTV is looking for VP, Client Partnerships candidates with a demonstrated history of building strategic solutions for client partners while scaling revenue growth... ...experience, 5 of which in a senior sales role. Demonstrated track...PartnershipWork at officeLocal areaImmediate start
- 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
$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$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- TubeScience is seeking a Client Solutions Lead in Los Angeles to own strategic planning and growth for key client partnerships. You will work directly with C-suite and senior executives to shape growth strategies, develop executive-ready recommendations, and align cross...Partnership
$10 per hour
...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...PartnershipSeniorWork experience placementWork at office- ...Senior Business Development Executive JP Morgan... ...services, enabling our clients to attract and retain... ...internal and external partnerships. Key Responsibilities... ...on the Workplace solution. Cultivate and maintain... ...: J.P. Morgan Asset & Wealth Management delivers industry...PartnershipSenior
- ...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
$158k - $217k
Snowflake Partner Solution Lead - West RegionAs a Snowflake Partner... ...the Year, you will act as a senior technical and commercial authority... ..., Slalom leadership, and our clients—bringing deep technical... ...leader for Slalom’s Snowflake partnership, shaping our global Snowflake...PartnershipSeniorTemporary workLocal area- 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
- ...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...
- ...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...
- ...Senior Vice President of Curriculum About the Company Mission-driven provider... ...as a thought leader with clients, partners, and policymakers. Applicants... ...record of thought leadership, strategic partnerships, and needs-based solution design. Extensive experience in an education...PartnershipSenior
- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking...Senior
$78.68k - $160.75k
Position Summary Bring your federal partnership tax experience to a role that... ...technical tax work with technology-enabled solutions. As a Senior, Tax Services in Deloitte Tax LLP’s... ...Solutions practice, you will support clients through complex partnership tax...PartnershipSeniorWork at officeLocal areaVisa sponsorship2 days per week3 days per week$121.9k - $262.1k
...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 &...PartnershipSeniorBank staffShift work
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