Head of Wealth & Succession | Managing Director
$400kLeah Yosef International
Leah Yosef International, located in Los Angeles, is seeking a Managing Director to drive next-generation succession planning and lead client relationships with ultra-high net worth families. This role offers a competitive compensation package exceeding $400,000, along with significant ownership opportunities in a profitable Multi-Family Office. Candidates should possess extensive experience in wealth management and demonstrate strong leadership capabilities. #J-18808-Ljbffr Leah Yosef International
$400k
...Multi-Family Office in Southern California seeks a Managing Director to solve for next generation succession planning, providing leadership to advisors, with... ...key leadership roles at the firm, including the Head of Wealth and/or CEO as part of a near term succession planning...SuggestedWork at office- ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division. Industry... ...Officer (CEO) for its Wealth Management division. The successful candidate will be responsible for providing strategic leadership...Suggested
- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services... ...search of a VP of Wealth Management to join their team. The successful candidate will be part of a boutique, mission-driven, fee-based...Suggested
- ReNEW Schools is seeking a Men's Varsity Head Volleyball Coach for the 2026-2027 season... ...fingerprint clearance card. The role involves managing equipment requests, ensuring safety at... ...a comprehensive action plan for athlete success. Previous coaching and classroom teaching...Suggested
$110k - $175k
...President, Client Solutions (Alternatives & Wealth) Full-time Department: Client Solutions... ...coordinating with internal stakeholders, managing client activities, staying informed about... ...sharing client insights, feedback, and success stories with internal teams and stakeholders...SuggestedFull timeWork at officeWorldwide$175k - $225k
Wealth Enhancement is seeking an Associate Regional Vice President to drive business development... ...LA/Bay Area. This remote role involves managing relationships with custodial partners and closing client transitions. The successful candidate will have a Bachelor’s degree...Remote job- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals... ...enhancements, contributing to the ongoing evolution and success of the lending business. Coordinate with and...
$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los... ...partner to lawyers, accountants, asset managers and management professionals with deep industry... ...internal partners. Build and manage a successful practice centered on deepening...Full time- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately... ..., client-first advisory platform. The successful candidates will work alongside senior advisors...
- ...Vice President, Customer Success About the Company Forward-thinking B2B SaaS / CRM technology organization Industry... ...customer success strategies that align with the company's overall business objectives. Functions ~ General Management...
- ...Vice President of Customer Success About the Company Top SaaS identity verification solutions provider Industry Computer... ...75 million Categories Cyber Security Identity Management Mobile Security Technology Information Technology...
- ...shareholder value. Position Overview The Managing Director fulfills a key leadership role within... ...growth, responsibility and building wealth for the ideal candidate. Key Responsibilities... ...and effective management; Previous success and proven track record in new business...Bank staff
$164.4k - $285.6k
...Job Description Managing Director, Mid-Corporate Relationship Manager... ...reporting directly into the Head of the Unit. The role includes... ...platform (including TPS, rates, wealth, capital markets and investment... ...innovation ~ Demonstrated success originating and leading complex...Contract workPart timeWork experience placementLocal area- ...Vice President of Customer Success & Services About the Company Global leader in live production technology powering broadcasters... ...outstanding leadership, communication, and stakeholder management skills, as well as strong commercial awareness and an understanding...
- ...Vice President of Customer Success About the Company A high-growth SaaS company focused on customer-centric innovation in commercial... ...with a strong background in customer experience, account management, or a related field, and a proven track record of delivering...
- ...Head of Claims About the Company Growing specialty insurance organization focused... ...and enhancing the claims function. The successful candidate will be responsible for... ...strategic vision to ensure efficient claims management, strong partner oversight, and exceptional...
- ...Head of Studio, Creative Studio About the Company Rapid... ...across all creative outputs. The successful candidate will be responsible... .... This role involves managing the day-to-day operations of... ...Title Founder / Creative Director Functions ~ Design...Seasonal work
- ...Head of Payments About the Company A rapidly growing Vertical... ...ERP SaaS company. The successful candidate will be responsible... ...acquiring to settlement, and managing all aspects of merchant relationships... ...leadership role, such as Director of Payments or VP of Payments...
- ...Head of Acquisition About the Company Fast-growing online gaming business building... ...and executing acquisition strategies, managing media investments, and scaling various channels to drive performance. The successful candidate will be a commercially driven leader...
- ...Head of Revenue About the Company Ambitious private equity firm specializing... ...which is designed for software lifecycle management. This role is pivotal in leading the product... ...pipeline creation to deal closure. The successful candidate will be the first dedicated...
- ...Head of Marketplace About the Company Prominent consumer brand Industry Consumer Services... ...strategy, encompassing sales planning, pricing, inventory management, and promotional activities. The successful candidate will be tasked with driving continuous...
- ...Head of OTC Trading About the Company Globally recognized digital asset liquidity provider Industry Financial Services... ...its institutional and OTC flow business in North America. The successful candidate will be responsible for building and leading the US...Remote work
$300k
...World Trade Center in New York City's Financial District Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery which the private...Full timeAfternoon shift- ...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...
- ...is seeking a Vice President, Client Solutions (Alternatives & Wealth) to lead client relationship efforts across public and private... ...ideal candidate has 8+ years in client services or relationship management within financial services, strong communication skills, and a deep...
- ...Head of Order to Cash About the Company Large organization within... ...The Company is seeking a Senior Director for its Global Order to Cash function. The successful candidate will be responsible... .... Key responsibilities include managing globally distributed teams, partnering...
$164k - $250k
Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor in Southern California. In this key position, you'll help clients achieve their financial goals while providing exceptional service. The expected salary ranges from $164,000 to $250,000 annually...- ...getting started. As revenue-first leader, the VP of Customer Success will own Pearl’s customer base and directly drive NRR. The leader... ...ARR by designing scalable programs using automation, learning management systems, and AI driven tools. Team Leadership and Development...Work at officeRemote workWorldwideFlexible hours
- Overview The Vice President of Customer Success is a customer‑centric, commercially driven leader responsible for accelerating profitable... ...reduced downtime, improved inventory performance, lifecycle management and advanced battery adoption. Lead complex, multi‑year...Temporary workWorldwideFlexible hours
- Clarios, LLC in Glendale, California is seeking a Vice President of Customer Success to drive profitable growth across key aftermarket customers and channels. This role requires a strategic leader responsible for customer partnerships, revenue, and commercial performance...Flexible hours
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