Director, Business Management & Strategy for HNW Clients
Consultative Search Group
A prestigious business management firm in Los Angeles is seeking a Director of Business Management to lead service teams. This role encompasses managing workflows, providing financial advice to clients, and participating in key strategic decisions. Ideal candidates have a strong accounting background and 10-15 years of experience, particularly with high-net-worth individuals. The firm offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr Consultative Search Group
$156k - $195k
Regional Director, Private Client - West Office/Location : Based in... ...- in market based on business needs. Compensation... ...Business Development & Strategy In close relation... ...tailored to the UHNWI and HNW market Identify and... ...receivables management Monitor key performance...High net worthFull timeWork at officeLocal area$156k - $195k
LVMH Group is hiring a Regional Director for Private Client to be based in California. This role entails developing and executing tailored strategies for ultra-high-net-worth individuals and managing key relationships while leading a regional team. Candidates should possess...High net worth- A leading executive search firm in Los Angeles is seeking a Business Management Supervisor to manage client relationships in the entertainment industry. The role requires over 5 years of experience, exceptional communication abilities, and proficiency in tools such as Excel...High net worth
$170k - $190k
A recruitment division of a national firm is in search of a Senior Business Manager. This challenging role focuses on tax leadership, client advisory, and support of financial processes for high-net-worth individuals. Ideal candidates will be CPA certified, possess over...High net worthRemote work$80k - $180k
BNY is seeking a Vice President in Client Operations to develop strategic client service initiatives and enhance service delivery. Candidates... ...have 7-12 years of experience and a bachelor's degree in business or finance. The role involves analyzing client feedback,...Suggested- ...partnering with a national wealth management firm to appoint a Wealth... ...for its High Net-Worth Private Client practice in Los Angeles. You’ll deliver bespoke strategies to affluent clients and work within... ...and client service. This business-development focused role emphasizes...High net worthPrivate practice
- ...KPMG is currently seeking a Director to join our KPMG Strategy practice.... ...Strategy projects and oversee client deliverables across M&A, private... ...development and other new business development activities by... ...sound judgment, effectively manage stress and work safely and...H1bLocal area
$100k - $150k
Director, Development Strategy & Operations Location: Los Angeles, California (on-site) Our mission is... ...Place to Work in Los Angeles" by the LA Business Journal 4 years in a row. The... ...organizational, systems-building, and project management skills. We’re seeking someone with...High net worthShift work$121.7k - $148.2k
...advocate for recovery. As the Business Development Manager - Casualty Loss, you will... ...Loss (CCS) lead generation strategy, drive referral activity,... ...sourcing prospects, uncovering client needs, articulating CCS’s... ...of working within a HNW and UHNW planning environment...High net worthRelocationShift work$180k - $225k
...investment and wealth management firm with a... ...to develop holistic strategies to optimize clients’ portfolios while mitigating... ...platforms. Wealth Director Fiduciary Trust International... ...Wealth Director (Business Development Officer)... ...and execution of HNW business development...High net worthWork at officeLocal area$100k - $275k
Dormont Manufacturing Co is seeking a Client Manager in Beverly Hills, California. In this role... ..., deepen relationships, and enhance business development efforts while ensuring client... ...services, you will drive growth strategies, leverage the bank's resources, and provide...$260k - $325k
Position Overview The Market Strategy Director (MSD) is a senior leadership role at HDR’s Water Business Group, responsible for setting... ...supports market development, client engagement, staff development... ...QA/QC programs and risk management on key projects. Facilitate...Full timeTemporary workPart time- ...Personal Lines Operations in California. The role involves leading operational strategies for the Personal Lines organization and providing oversight for high-net-worth entertainment clients. The ideal candidate has over 10 years of experience in insurance operations and...High net worth
- A prominent CPA business management firm in Los Angeles is seeking a Tax and Business Manager to oversee tax functions and provide strategic tax planning for high net worth individuals. The role demands 7-10 years of tax experience, preferably with CPA certification. Responsibilities...High net worthRemote jobFull time
- Capital Group in Los Angeles is seeking a Global Investment Control (GIC) - Private Client Services Associate to administer Mutual Fund, ETF, and SMA activities, support client transactions, ensure compliance and contribute to operational improvements. You will collaborate...
$139.65k - $256.5k
...security protocols. The Moderation Strategy Operation team ensures that... ...language models (LLM, business model, and fusion model) to improve... ...in Strategy Ops, Product Management, or Business Analysis are also... ...affecting job duties, including client interaction, confidentiality...Temporary workLocal area- MACIAS, GINI & O'CONNELL, LLP. in Los Angeles is seeking a Business Management Tax Manager to oversee tax compliance and accounting for high... ...industry. This role ensures accuracy and supports planning across client engagements. The position requires CPA licensure, strong...High net worth
$71k - $150k
...Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star... ...accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are...High net worthFull timeWork at office$200k - $225k
Northern Trust is seeking a seasoned business development professional in Los Angeles for their wealth management team. The role involves employing a consultative approach to client relationships, focusing on ultra-high net worth individuals and families. The ideal candidate...High net worth- BMO Financial Group in Los Angeles is seeking a senior wealth management professional to lead advisory-based sales and client relationship management for a high-net-worth portfolio. You will coordinate cross-functional experts to craft holistic financial plans and solutions...High net worth
$140k - $210k
Tax and Business Manager for Business Management Firm Tax Manager position available with high... ..., performers, business execs and other clients. President - Owner at Spectrum Search... ...contact regarding tax planning and tax strategies. Prepare and review Corporate, partnership...High net worthFull timeLocal areaWork from homeRelocation- * Originate, structure, and manage direct CRE lending solutions to HNW and UHNW clients.* Serve as the primary CRE lending... ...personal financial statements, business cash flows, tax returns, trusts... ...products, and wealth management strategies applicable to HNW and UHNW...High net worth
$155k - $410k
Specialty/Competency: Corporate and Business Strategy Industry/Sector: Consumer... ...Model Reinvention - Director, you will provide strategic... ...develop recommendations that help clients achieve their goals. Within... ...Apart Leading strategic management and business transformation...Full timeH1b- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California... ...and estate planning documents. Manage estate and trust administration processes... ...clients on high-net-worth estate planning strategies. Oversee multiple projects and coordinate...High net worthWork at office
$175k - $240k
A prestigious business management firm seeks a Director, Business Management to join their dynamic team. Firm is searching for an experienced Director in... ...service team that handles a group of several large clients. The Director role requires deep technical accounting acumen...High net worthTemporary workFlexible hours$170k - $190k
Senior Business Manager at GHJ Search and Staffing GHJ Search and Staffing serves as the recruitment... ...resources needed to better understand client needs, attract higher caliber... ...tax planning, projections, and year‑end strategies for high‑net‑worth clients Research and...High net worthPermanent employmentFull timeTemporary workWork at officeRemote work$120k - $175k
...Summary Position Summary The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial... ...between clients, Managing Directors, Account Managers, and... ...accounting, or financial services for HNW clients? * Select… Do you...High net worthContract workWork experience placementWork at officeLocal area3 days per week- SteelPeak Wealth in Los Angeles is looking for a qualified investment management professional to oversee client portfolios and provide strategic investment insights. The role requires a Bachelor’s degree in finance, trading experience, and strong communication skills. Benefits...High net worth
- KBK Management, LLC in Los Angeles is seeking a Director of Operations to manage tax and business functions. This hands-on role involves leading a team and ensuring excellent service to clients, particularly in the entertainment sector. The ideal candidate will have CPA...
$160k - $180k
About The Role Director of GTM & Business Strategy Own the full product launch lifecycle from concept through post‑launch analysis across all brands in the portfolio. Manage timelines, stakeholder alignment, inventory, packaging and fulfillment to ensure on‑time market...
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