Senior Wealth Investment Leader
$236.56k - $414.12kNorthern Trust Corp
Northern Trust Corp is seeking a Sr. Investment Officer in San Diego to manage investment activities for high net worth clients. The role requires over 15 years of investment experience and emphasizes strong leadership and investment management skills. Successful candidates will drive performance, develop investment strategies, and collaborate with clients and teams. The salary ranges from $236,555 to $414,115, complemented by a comprehensive benefits package including retirement plans and health benefits. #J-18808-Ljbffr Northern Trust Corp
$236.56k - $414.12k
Northern Trust is seeking an experienced Portfolio Manager in San Diego, California. The ideal candidate will have over 15 years of investment experience with expertise in managing high net worth portfolios. This role involves developing and executing investment...Senior$189.29k - $331.2k
Northern Trust Corp is actively seeking a Sr. Relationship Advisor in San Diego, California to manage sophisticated wealth management clients. The role involves providing exceptional service, regulatory advice, and fostering client relationships. Ideal candidates will...Senior$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital... .... This role requires a natural leader, someone who can confidently serve as... ...clients Represent the ‘Personal Strategy’ investment strategy; recommend, implement, and...Senior16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- CLUTINGER, WILLIAMS & VERHOYE, INC is seeking a Portfolio Manager/Wealth Advisor in San Diego, California. This role involves managing client portfolios, conducting market research, and developing client relationships within a collaborative team environment. The ideal...Senior
- U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client relationships utilizing a holistic approach... ...advising clients on various financial aspects, including investments and estate planning, while collaborating with specialists for...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients...Senior
- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building... ...preservation, and balance sheet management. You will leverage investments, credit, and banking knowledge to broaden client relationships...Senior
- Affirm is seeking a Senior Manager, Strategic Finance to partner with Product, Growth Analytics, Credit, Revenue and Merchant Pricing to influence strategy and investments for our POS merchant business. You will lead a high‑performing team and drive forecasting, performance...SeniorRemote job
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients...Senior
- A leading nonprofit organization in California is seeking a Senior Community Investment Officer (SCIO) to join their Community Investment Team. This role is crucial for driving the expansion of housing and service solutions for impacted populations. The ideal candidate...Senior
- A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support, a deep planning platform, and a clear path to partnership and equity. Ideal candidates will have 8-10 years...Senior
$165k - $192k
...Manager in San Diego, California, to lead a team of grant writers and enhance service offerings. This role calls for a high-energy leader with extensive experience in talent acquisition and business development. The Grants Manager will drive strategic initiatives, foster...Senior$121.6k - $182.4k
A leading pet retail company in San Diego is looking for a Portfolio Manager to oversee technical initiatives, manage Agile teams, and ensure project delivery. The role requires a Bachelor's degree in Computer Science or related field, along with 7 years of project management...Senior- ...approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work... ...individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals...SeniorImmediate start
- InforCapital, partnership, is looking for a Director of Investments in San Diego, United States. This role involves developing the investment offering for a premier UHNW multi-family office platform, shaping portfolio construction frameworks, and supporting client relationships...SeniorWork at office
$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which...SeniorHourly payContract workFor contractorsWork experience placementRemote work$119k - $156k
...Senior Lead, Enterprise Master Data At Element Biosciences, we are passionate about... ...reporting Partner with business and IT leaders to support system implementations,... ...leadership on data risks, trade-offs, and investments Education and Experience: Bachelor...SeniorFull timeFlexible hours$157k - $235k
Slalom is looking for multiple Client Partners at the Senior Principal level in San Diego, focusing on strategic account growth and delivery excellence. The ideal candidate will have significant consulting experience, strong executive presence, and proven success in client...Senior- ...with a portable client base and a track record of generating new business. The role emphasizes comprehensive client needs assessment, wealth planning, and leveraging the firm’s tools to deliver tailored financial strategies. Candidates should have 5+ years in the field,...Senior
- ...deliver top-tier client experiences. You will identify and close opportunities, collaborate with internal partners, and provide education on wealth management strategies while staying compliant with bank regulations. Travel may be required. #J-18808-Ljbffr Columbia BankSenior
$185k - $215k
...seasoned financial expert to manage high net worth client relationships. You will lead a team focused on client needs and provide expert Wealth Management advice. This role requires over 10 years of wealth management experience and NMLS registration. The offer includes a...Senior$189.29k - $331.2k
Northern Trust, located in San Diego, is seeking a seasoned relationship manager to manage complex wealth management clients. The ideal candidate will have extensive fiduciary knowledge, strong leadership skills, and a proven record of enhancing client relations. With...Senior$249k - $325k
Greenberg Traurig, LLP is looking for a full-time Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range...SeniorFull timePrivate practice$249k - $325k
Greenberg Traurig in San Diego is offering a full-time Associate position within their Private Wealth Services Practice. Ideal candidates should have 4-8 years of sophisticated estate planning experience and are expected to manage complex matters while mentoring junior...SeniorFull timePrivate practice- EP Wealth Advisors, Inc is seeking a Wealth Advisor to provide comprehensive service to an assigned client group and support business development through inbound leads. You will liaise with portfolio management, operations and financial planning to prepare client meetings...SeniorFlexible hours
$90k - $130k
CAPTRUST is hiring a Centralized Wealth Planning Senior Specialist to support wealth management solutions for clients. You will directly collaborate with wealth management teams to enhance financial planning strategies and onboarding processes. This role demands a strong...SeniorWork at office$249k - $325k
Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong...SeniorFull timeWork at office$249k - $325k
GT Restructuring in San Diego is seeking a skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4-8 years...SeniorFull timePrivate practice- A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships...SeniorWork at office
- ...Irvine Company is seeking a Senior Director, Project Management, to lead the San Diego regional team in overseeing property damage repair and reconstruction projects. This role emphasizes operational excellence through project efficiency, quality control, and regulatory...Senior
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