Senior Specialty Wealth Asset Manager
City National Bank
City National Bank seeks an experienced Senior Specialist to manage a portfolio of Specialty Wealth assets, including real estate and closely held entities, with fiduciary oversight and regulatory compliance. The role involves coordinating with relationship managers, clients, and 3rd party providers to drive asset performance, risk mitigation, and strategic transactions while adhering to policy and governance standards. #J-18808-Ljbffr City National Bank
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management...SeniorRemote work- TIAA is seeking a Wealth Management Advisor in Los Angeles to deepen relationships with an established client base and grow the practice through referrals. You will diagnose clients’ needs and present tailored financial solutions while maintaining high ethical standards...Senior
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Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorFull time$83.92k - $125.88k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager to build and deepen relationships with affluent clients in Los Angeles, California. This role demands strong analytical skills and financial expertise to provide clients with comprehensive financial...Senior- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver high-quality fiduciary guidance to clients. You will manage comprehensive financial plans and portfolios, leveraging Schwab's suite of investment products and research to meet...Senior
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Position Summary Are you a strategic and creative Tax Senior Manager who likes working on complex property tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technologies in order to align the...SeniorWork at officeLocal area- U.S. Bank seeks a Private Wealth Management professional to manage individual and trust account assets and cultivate client relationships. You will align portfolios with client objectives and drive growth within PWM. The role emphasizes deep investment expertise, strong...Senior
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$160k - $250k
...everything they do!CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance... ...of Nexia.We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services...SeniorWork at officeLocal areaRemote workFlexible hours- ...establish relationships with clients, providing comprehensive strategic advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess exceptional relationship selling skills, strong negotiation abilities, and a deep...Senior
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A social impact investment company in Los Angeles is seeking a Senior Associate in Asset Management to enhance asset performance across a multifamily portfolio. This role involves leading cross-functional teams and executing strategies to maximize value and cash flow....SeniorWork at office- A leading global professional services firm is seeking a candidate with Aladdin expertise to manage and implement investment management solutions. You will lead key projects, collaborate with cross-functional teams, and ensure operational efficiency. The ideal candidate...Senior
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...limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!The RoleReal Estate Senior Tax Managers possess a strong technical knowledge in partnership taxation and concepts specific to real estate companies. In addition to...SeniorFull timeWork experience placementH1bLocal areaWork visa- WSH Management seeks a skilled Community Manager to oversee operations for a 94-unit LIHTC complex in California. You will manage rent collection, supervise maintenance, and lead a small team while ensuring compliance with policies and affordable housing programs. Responsibilities...SeniorLive in
- About the job Senior Remote Property Manager Senior Remote Property Manager - Short-Term Rentals Employment Type: Full-Time / Contract Compensation: Competitive Salary + Performance-Based Bonuses About the Opportunity We’re looking for a high-performing Senior Remote...SeniorRemote jobFull timeContract workTemporary work
$169.1k - $236k
...Research and resolve technical tax issues affecting real estate investment platforms and develop practical solutions for clients. Manage engagement economics, staffing, and client relationships across multiple large and complex engagements. Serve as a trusted advisor...SeniorFull timeContract workLocal areaFlexible hours$162.1k - $270.1k
...the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities:Leads the client relationship team and has...SeniorFull timeTemporary workWork experience placement$122.54k - $208.72k
RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATEWHAT IS THE OPPORTUNITY?This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and promoting...SeniorRemote work$174.72k - $288.29k
...Physician Assistant II to assist in surgical procedures and coordinate patient care. The role requires a minimum of 3 years in a surgical specialty and commitment to excellence in patient care. Successful candidates will have strong organizational skills and the ability to work...Senior$111.41k - $189.74k
Overview Sr. Audit Manager - Wealth Management at City National Bank, Los Angeles, CA. This... ...complex wealth‑management audits. The senior auditor assists the director in... ...Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer,...Senior- A leading real estate services firm in Los Angeles is looking for a Transaction Management Director to oversee a team responsible for commercial real estate transactions. The ideal candidate will manage daily activities, mentor staff, and implement strategies aligned with...SeniorRemote job
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- Post Real Estate Group (PREG) seeks an experienced Asset Manager to lead performance analysis and strategic planning across multifamily assets. You will drive financial reviews, budgeting, and capex oversight while coordinating with property management teams to enhance...Senior
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