Senior Wealth Advisory Account Manager
Sacbar
Northern Trust in the United States seeks a skilled fiduciary services professional to coordinate account administration for complex client relationships, including fiduciary, investment management, estate settlement, guardianship, and custody accounts. The role emphasizes client communication, issue resolution, and collaboration with Trust Advisors and operations to ensure accurate setup, fees, and ongoing servicing with a focus on compliance and service excellence. #J-18808-Ljbffr Sacbar
- Northern Trust is seeking a skilled professional to support fiduciary and advisory services in a dynamic wealth management environment. You will coordinate complex client accounts, resolve issues, and maintain essential documents and agreements. The role requires strong...Suggested
- MACIAS, GINI & O'CONNELL, LLP. in Los Angeles, CA is seeking a Senior Account Manager (Business Management) to oversee day-to-day financial... ...and media. This hybrid role emphasizes accuracy, proactive advisory work, and strong client service. The ideal candidate has 3+...Senior
- Northern Trust is seeking an Account Manager for WM Advisory in Los Angeles. The role focuses on coordinating account administration for fiduciary and advisory services, resolving client issues, and ensuring accurate fee setups. You will work closely with Trust Advisors...Suggested
- Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, seeks a Senior Wealth Planning Associate to support high-net-worth clients and financial advisors. This role emphasizes comprehensive financial planning, client service excellence, and managing complex...SeniorWork at office
$77.63k - $128.23k
## Account Manager, WM AdvisoryApply: Los Angeles, CA: Full time: Posted Yesterday: R161329**About... ...** As a global leader in innovative wealth management, asset servicing, asset... ...of personal trust, estate, guardian and Advisory services and products, usually acquired...SuggestedFull timeWork experience placementH1bWorldwideFlexible hours- ...communities through industry-focused wealth advisory, digital, audit, tax,... ....We’re selectively adding senior wealth advisors in key markets... ...serves as a relationship manager providing Total Wealth Advisory... ...:Bachelor’s degree in Accounting, Finance, or a related field...SeniorFull timeShift work
- Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide... ...to develop new client opportunities across the wealth management spectrum, including insurance, asset management, and...Senior
- Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive financial planning and tailored advisory solutions. The role emphasizes proactive discovery, profiling, and the delivery...Senior
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team... ...Angeles. This role involves developing and managing client relationships, providing expert... ...will have a strong background in wealth advisory services with a proven ability to handle...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company... ...relationship development and investment advisory. The role requires the ability to identify and...Senior
- ...Account ManagerThe 1000heads Account team is a proud, powerful collective of social media obsessives who are experts in managing clients relationships. You will work closely with a whole host of departmental specialists, from Creative, Insights, Design, and Strategy to...Senior
$90k - $105k
...Description SUMMARY OF ROLE The 1000heads Account team is a proud, powerful collective of... ...media obsessives who are experts in managing clients relationships. You will work... ...with the production of client reviews with senior clients Overseeing and owning the overall...SeniorFull timeWork at office2 days per week- CrossCountry Consulting in California is seeking an experienced Accounting Advisory professional to lead client engagements across public and private companies, including PE-backed portfolios. You will drive close processes, financial reporting, and transformation initiatives...
$160k - $213k
Silicon Valley Bank in Santa Monica is seeking a Corporate Banking Relationship Manager to lead advisory and cross-selling across the commercial platform. This hybrid role requires coordinating with credit, treasury, and client services to grow late-stage client relationships...Senior- ...Senior Enterprise Account ExecutiveBlueCloud is a Snowflake Elite Partner and the 2026 CoCo Catalyst... ...and a 100% Snowflake focus, we combine advisory-led thinking with AI-powered... ...closing complex dealsProven success managing and growing large enterprise accountsExperience...Senior
- A leading advisory firm in Los Angeles is seeking a Partner for their IPO Accounting Advisory role. The ideal candidate will have over 18 years of experience managing IPO processes and a strong background in financial reporting and compliance. Responsibilities include...
$124k - $280k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description & SummaryThe... ...Deals - Capital Markets Accounting Advisory Services - Senior Manager, you will provide strategic guidance on a broad...SeniorFull timeH1b$100k
...and most influential independent wealth and investment management firms in the country. We are seeking a Senior Wealth Planning Associate to join our growing advisory team. This role is ideal for a... ...and industry trends. Coordinate account openings, transfers, and other...SeniorWork at office$225k - $275k
...About Rockefeller Capital Management Rockefeller Capital... ...independent financial advisory services firm.... ...professionals – including wealth planners, tax advisors... ...governance needs. The Senior Wealth Strategist is a... ...officers, attorneys, accountants, insurance professionals...SeniorWork at officeLocal area- ...Description Job Description Title : Senior Wealth Advisor About the Opportunity... ...a highly respected, independent wealth management firm known for its sophisticated, white... ...comfortable working alongside existing advisory teams, para-planners, and client service...SeniorRelocation package
- ...Senior Account ManagerBluewater provides comprehensive and innovative solutions for managing the lifecycle of large format batteries and solar panels. As a startup committed to further developing a circular economy, we innovate in the reuse, recycling, and resale of EV...SeniorLong term contractFull timeWork at office
$107k - $161k
...Senior Account ManagerSnap Inc is a technology company. We believe the camera presents the greatest opportunity to improve the way people... ...and other digital services.We're looking for a Senior Account Manager to join Snap Inc! As a member of the Sales team, you will...SeniorTemporary workLive inLocal area$100k - $110k
...Senior Account ManagerSpotter empowers the world's best Creators with capital, data, and insights to scale their programming into sustainable... .... We are seeking a dynamic and results-driven Senior Account Manager to join our growing Ad Sales team. In this high-impact role,...SeniorWork at officeLocal area$179k - $262k
...Baker Tilly US in Pasadena seeks experienced professionals for their transaction advisory services group. You will conduct due diligence, perform financial analyses, and communicate directly with clients to ensure exceptional service. Candidates should have over 8...Senior$160k - $185k
...recognised globally. The Opportunity As a Senior Account Director, you will lead the Studio's... ...the day-to-day rigour of account management with the broader vision of the studio's... ...project delivery to genuine strategic advisory. Anticipate client needs, challenges...SeniorPermanent employmentContract workSummer workWork at officeWork from homeShift work$150k - $185k
...service creative marketing and strategic advisory services, and builds creator-led brand... ...partners. About The Role: A Senior Account Director is a seasoned agency leader who... ...link between brand and creators/talent managers; define influencer strategy and measurement...Senior$95k - $125k
...Senior Account ManagerOBE is a global marketing agency that brings brands to life through culture-shaping experiences. For more than 30... ...while staying true to our core capabilities.The Senior Account Manager is an integral part of the Account Team, delivering an exceptional...SeniorContract workWork at officeFlexible hoursNight shiftWeekend work2 days per week$100k - $130k
...Zayo serves wireless and wireline carriers, media, tech, content, finance, healthcare and other large enterprises. Our Senior Account Manager will support both existing as well as prospective accounts in need of Zayo fiber infrastructure services. The successful candidate...SeniorFull timeWork experience placementWork at officeLocal areaRemote work$80k - $120k
...Description Summary: GRF is seeking an Account Manager to join our team of dedicated professionals... ...provides comprehensive financial and advisory services across the music, film,... ...financial services organization offering wealth management, family office, and business...Work at officeLocal area$83.41k
...The KPMG Advisory practice is at the forefront of transformation... ...one priority. With a wealth of learning and career... ...currently seeking a Senior Associate,... ...improvements to construction management processes and internal... ...Management, Accounting, or a related field is...SeniorContract workH1bLocal area
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