Senior Wealth Advisor & Client Relationship Lead
Lenox Advisors
Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum, including insurance, asset management, and estate planning. You will proactively establish relationships, present customized recommendations, and work with a collaborative team to deliver exceptional client service and grow the #J-18808-Ljbffr Lenox Advisors
- First Bank in San Francisco seeks a Senior Relationship Banker to lead retail sales, acquire and deepen client relationships, and drive branch growth with consultative selling and outbound outreach. You will partner with leadership and internal partners to expand relationships...Senior
- Cathay Bank seeks an AVP/VP, Client Service Manager to establish and manage relationships with commercial clients and deliver exceptional service across banking products... ..., and risk management, with opportunities to lead projects and coach junior team members. #J-18808-Ljbffr...Senior
- Gourjian Law is seeking a senior Managing Attorney to take ownership of the firm’s legal work, client relationships, and the associate team. This role requires confidence, decisiveness, and the ability to operate with full autonomy over matters and client strategy. We value...Senior
- ...supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships across product lines. The role emphasizes compliance, cash handling, and cross-selling, with potential Saturday shifts and a...SeniorShift work
$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior- Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies... ..., financial planning, and strong client relationship development. Hybrid flexibility after 6...SeniorWork at office
- Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years...Senior
$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...SeniorHourly pay- ...Downtown Los Angeles seeks a Sr. Relationship Manager/Business Development Officer to manage a high-revenue client portfolio and deepen profitable... ...Banking, Foreign Exchange, and Wealth Management to tailor financial solutions and lead client dialogues on industry trends...Senior
- A leading law firm is seeking a Senior Client Service Manager in Los Angeles, California, to enhance client service excellence. This newly created role involves managing client relationships, developing strategies, and collaborating with various teams to ensure client...SeniorWork at officeRemote work
- ...Management, LLC. is seeking a Senior Advisory Associate in... ...to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes... ...operational support for advisors. Successful candidates should... ...years of experience in wealth management or financial...SeniorWork at office
- Enterprise Bank & Trust seeks a Senior Vice President, Relationship Manager to lead and grow a commercial banking portfolio... ...relationships, nurture existing clients, and provide financial solutions... ...risk, cross-sell treasury, wealth and other services, and drive profitability...Senior
- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and...SeniorFlexible hours
- ...Angeles, is seeking an experienced Financial Advisor to manage an existing base of mid- to high-net-worth clients. The ideal candidate should have at least 3 years... ...skills, and the ability to deepen client relationships. Compensation starts at $110,000+, with additional...
$115k - $150k
...should have at least 10 years of experience and a Master’s Degree in a relevant field, with a demonstrated ability to manage client relationships and lead project delivery. The position offers a salary range of $115,000 - $150,000 along with generous benefits, including a...Senior- TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning... ...to client education. A strong emphasis is placed on relationship management and embracing digital innovations to better serve...
- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals... ...customer service, making it essential to focus on relationship management and client needs. #J-18808-Ljbffr JPMorgan Chase...
- United Business Bank in Los Angeles seeks a Client Relationship Manager (CRM) III to foster meaningful relationships with clients and the management team. The role involves developing new client relationships, evaluating credit needs, and aligning them with a wide range...Senior
$151.02k - $177.67k
...Bannerbank is seeking a Senior Commercial Relationship Manager in Los Angeles, California. This role drives growth through building relationships with complex commercial clients and actively markets business opportunities across lending sectors. The ideal candidate will...Senior- ...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... ...This position is vital for nurturing long-term client relationships and achieving substantial business results. #J-1880...Senior
- BDO seeks a Core Tax Services Senior Manager in California to advise clients on tax implications, evaluate compliant strategies, and lead complex tax matters. You will direct filing,... ...to mentor staff and maintain client relationships in a dynamic environment. #J-18808-Ljbffr...Senior
- Infillion seeks a Sr. Manager, Client Success to lead retention and revenue growth for Midwest regional clients. You will collaborate with... ...functional teams to manage both self-service and managed service relationships, driving client satisfaction and strategic value. This...Senior
- BMO Financial Group is seeking a senior Relationship Manager in the United States to attract, retain... ...and grow a portfolio of high-net-worth clients through advisory-based sales and... ...development strategy, expanding networks, and leading client reviews with the aim of...
- Cumming Group in Los Angeles is seeking a Sr. Commissioning Manager to verify that systems meet performance criteria and client requirements. You will lead project teams, define scope, manage budgets, and communicate with clients to achieve objectives. The role emphasizes...Senior
- CalPrivate Bank in Beverly Hills, CA, seeks a Sr. Client Service Specialist to deliver advanced client support, manage complex transactions, and act as a liaison among clients, Relationship Managers, and Operations. You will guide teammates on best practices, maintain service...Senior
- Valley Bank in Orange County, CA seeks a Commercial Banking Relationship Manager III to lead business development, manage client relationships, and coordinate cross-functional lending activities. You will assess credit, structure facilities, and ensure timely closings...Senior
- Citigroup Inc. is seeking a strategic Mid-Corp Relationship Manager in Los Angeles. The role focuses on deepening client relationships, leading cross-functional teams, and managing credit risk across complex commercial banking relationships. You will work with product...Senior
- JPMorganChase in Los Angeles is seeking a Private Client Banker to manage a select group of affluent clients, growing their banking relationships with a proactive, advised approach. You will connect customers to specialists and help them access self-service options for...Bank staffFlexible hours
- ...& Trust is seeking a Commercial Banking Relationship Manager to originate, structure, and service... ...commercial loans. You will build strong client relationships, ensure risk controls, and... ...spearheading business development, leading loan processes, and maintaining regulatory...Senior
- U.S. Bank in Los Angeles is seeking Float Relationship Bankers to build relationships with clients by meeting face to face and offering trusted financial guidance. You will assess customers' banking needs, open accounts, and process basic transactions while educating clients...Senior
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