VP, Client Solutions — Wealth & Alternatives
Motive Partners
Wilshire is seeking a senior Client Solutions professional in a hybrid role based in the United States. You will manage client relationships across wealth and retirement channels, coordinate with internal teams, and help deliver thought leadership and reporting. You will analyze market trends and ensure compliant onboarding and filings. You will prepare performance reports and investor materials, support fund launches, and contribute to client satisfaction and growth while leveraging AI-enabled #J-18808-Ljbffr Motive Partners
- Wilshire seeks a Vice President, Client Solutions (Alternatives & Wealth) to lead client relationships and service delivery for wealth and retirement channels. The role covers both public and private markets, coordinating with internal teams and supporting alternative investments...Suggested
- Wilshire Advisors LLC is seeking a Vice President, Client Solutions (Alternatives & Wealth) to lead client relationship efforts across public and private markets. The role collaborates with internal teams to deliver tailored solutions and insightful reporting for wealth...Suggested
$110k - $175k
...providing customized portfolio solutions grounded in research and... .... Job Description Wilshire’s Client Solutions team serves as the... ...markets, with a primary focus on wealth and retirement channels. Responsibilities... ...investors in Wilshire’s alternatives products across hedge funds...SuggestedWork at officeWorldwide- Wilshire is 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...Suggested
- ...Consumer and Community Banking to build and sustain high-net-worth client relationships across banking, lending, and investments,... ...across lines of business, expand client footprints, and ensure solutions align with clients' goals while following risk and regulatory guidelines...Suggested
- ...Banking to generate new treasury management business and maintain client relationships in a localized market. You will leverage deep... ...Product Leadership and Implementation teams to deliver integrated solutions. The role emphasizes prospecting, strategic client dialogues,...
- ...Banking to generate new treasury management business and maintain client relationships. You will leverage deep product knowledge to... ...dialogues, driving revenue growth, and delivering integrated treasury solutions for complex clients while managing risk and #J-18808-Ljbffr 慨正...
- SCS in Los Angeles seeks a Vice President to join its client relationship team, delivering world‑class wealth and investment guidance to ultra‑high‑net‑worth clients. The VP will coordinate with specialists to build tailored financial plans and ensure exceptional service...
$150k - $175k
...Summary SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As part of a client relationship team dedicated to serving... ...; Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable...Work at officeLocal area$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los Angeles office and manage a book of high-net-worth clients. This position requires a minimum of 5 years of experience and a CFP designation. The role focuses on driving revenue growth...Work at office
$159.9k - $213.2k
...First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh... ...connections. Learn more atsvb.com. The Corporate Banking Credit Solutions (CBCS) team provides customized credit and capital solutions...Work at office- Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver best-in-class service to corporate executives... ...to offer private bank capabilities and personalized solutions. The role may involve residential mortgage origination...
$150k - $300k
...Asset Management is one of the world’s leading investors in alternative investments. With over 30 years of experience, we invest... ..., ESG, and absolute-return strategies. Our clients access these solutions through our direct proprietary strategies, customized strategic...Full timeTemporary workPart timeWork at office$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely... ...with the ground control team to address client needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong...$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President... ...entire continuum of wealth clients. Citi Global Wealth at Work... ...and oversight of investment solutions, and in providing advice and... ...knowledge of traditional and alternative investments with wealth planning...Full time- ...Vice President of Wealth Management About the Company Respected... ...The Company is in search of a VP of Wealth Management to join... ...involves nurturing existing client relationships, as well as identifying... ...advice and planning solutions, develop expertise in the firm...
$85k - $125k
...financial future of our communities. The AVP/VP, Client Service Manager is responsible for... ...implementation of all deposit, treasury management, wealth, and international products and services... ...and provide the best client centric solutions. Exhibit confidence in identifying,...Full timeFlexible hours$190k - $235k
...unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across... ...capabilities to bear in the markets and client communities where growth matters most.... ...relationships with family offices, private wealth managers, estate planning attorneys,...Full timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours$10 per hour
...with an expertise in driving relevance for clients and delivering impactful business results... ...strong relationships with senior clients VP/Director/BM (with exposure to CMO / CEO... ...of VaynerX offerings to bring the right solutions forward for our clients Strong foundational...Full time$150k - $175k
...Summary SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As a part of a client relationship team dedicated to... ...coordination; Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise,...Work at officeLocal area$163k - $263.06k
Merkle Schweiz in Los Angeles is looking for a VP of Salesforce Solutions. This pivotal role focuses on pre-sales and leads the solutioning process... ...-sales skills, and the ability to engage with executive clients. This position includes substantial travel and offers a...- Horizon Media in Los Angeles seeks a senior leader to translate client goals into strategic media solutions, driving performance-based planning and guiding a cross-functional Business Solutions team. You will manage key client relationships, oversee revenue and profitability...
$250k - $300k
Select how often (in days) to receive an alert: Job Title: VP, AI Solutions & Product Delivery Department: Technology Location: Santa Monica, CA, US, 90404 Summary of Position Lionsgate is seeking a high-agency, hands-on AI product builder to create and ship internal products...Work at office- ...seeking a seasoned professional in Los Angeles to support key client relationships and coordinate across accounting services. You will... ..., you will address accounting issues and develop robust solutions aligned with BNY's strategic goals, while driving process improvements...
- ...building and maintaining high-net-worth client relationships across banking, lending, and... ...providing targeted advice, developing thoughtful solutions and delivering an exceptional client... ...the full financial possibilities their wealth creates. You will be responsible for...Temporary workWork at officeLocal areaImmediate start
$80k - $180k
Vice President, Client OperationsAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As... ...to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized...Temporary workWorldwideFlexible hours$170k - $223k
...colleagues, striving to make a difference for every client, organization, and community we serve. We... ...and other credit exposures.We are seeking a VP level individual, who will be supporting Growth & Middle Market Credit Solutions transaction origination and credit analysis...Work experience placementWork at officeLocal areaRemote work- First Citizens Bank is seeking a Senior Vice President II for Corporate Banking Credit Solutions in a hybrid role based in Santa Monica, CA. You will lead complex lending transactions, coordinate with internal teams, and deliver tailored credit solutions while maintaining...
$250k - $275k
...meaningful difference to our clients, communities and planet.We have... ...divisions - Global Advisory, Wealth Management, Asset Management... ...and equity market solutions to a broad range of clients.... ...refinancing and equity capital market alternatives, as well as associated internal...Full timeWork experience placementWork at office
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