Senior Investment Strategist UHNW Wealth Management
The Northern Trust Company
Northern Trust in the United States seeks a Senior Investment Officer to lead investment activities for major accounts and oversee the market's investment partners. You will drive high net worth client relationships and oversee investment and compliance risk matters. The ideal candidate has extensive investment experience, leadership, and strong communication to collaborate with RSIO, regional leadership and client service teams. Competitive compensation and benefits are provided. #J-18808-Ljbffr Northern Trust
- Senior Financial Planner page is loaded## Senior Financial... ...its services from managing capital for a single family... ...asset and wealth management firm with approximately... ...an affiliate of Virtus Investment Partners, located in... ...ultra-high-net-worth (UHNW) clients, including tax...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized... ...Century City, CA, you will partner with Wealth Advisors to navigate complex financial... ...and deliver comprehensive wealth management. The ideal candidate has 5-8+ years of experience...Senior
$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets... ...‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated expertise in financial... ..., financial planning expertise, investment skills, and sound judgment. Advanced proficiency...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial... ...strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Senior- TIAA is seeking a Wealth Management Advisor in Los Angeles to deepen relationships with an established client base and grow the practice through... ...maintaining high ethical standards. The role emphasizes investment planning expertise, strong client communication, and a...Senior
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role... ..., reflecting the value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, IncSenior- Citi Wealth at Work is seeking an Investment Counselor Senior Vice President in Los Angeles to serve High Net Worth and Ultra High Net Worth clients with sophisticated investment strategies and private banking services. The role focuses on building trusted advisory relationships...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company... ...for providing clients with direct access to investment opportunities in late-stage private companies,...Senior
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- MFS Investment Management seeks a Senior Regional Consultant - Wealth Management to grow sales across California, Nevada, and Hawaii, partnering with Enterprise RIA firms, Bank Trusts, and Private Banks. You will lead regional strategies, cultivate key relationships, and...SeniorBase plus commission
- ...team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should...Senior
- U.S. Bank seeks a Private Wealth Management professional to manage individual and trust account assets and cultivate client relationships.... ...objectives and drive growth within PWM. The role emphasizes deep investment expertise, strong sales and service skills, and the ability...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...client connections, and learning how to manage and inspire others. Navigating... ...automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...& SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorFull timeH1b$250k
...Full JD: JD1: Senior Wealth Management Advisor_Los Angeles, CA_Full-Time(FTE)_Direct Hire Hi,... ...benefits Industry: Financial Services - Investment Banking Job Category: Sales /... ...-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual clients? # How many years...SeniorFull time- ...Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively... ...advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess exceptional...Senior
$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings together the full power of Citi to... ...at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific...SeniorFull time$150k - $175k
...Wealth Strategist $150,000 - $175,000 Phoenix, AZ Top Wealth Management Firm | Wealth Strategist / Advisor Jobot Pro: Josh Forth A bit about us: We are... ...comprehensive wealth management services—including investment management, tax strategy, estate planning,...Work experience placementWork at officeLocal areaFlexible hours- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver high-quality fiduciary guidance to clients... ...plans and portfolios, leveraging Schwab's suite of investment products and research to meet client goals. The role emphasizes...Senior
$200k - $225k
...Northern Trust, our Wealth Strategist position is a key business... ...executive role.As a senior member of the... ...driven approach to wealth management planning. With the support... ...ultra high net worth(UHNW) individuals,... ...as you cultivate new investment management relationships...Full timeLocal areaFlexible hours$125.4k - $181.88k
...freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital... ...Experience Specialist. While not a people management position, this role will set the tone... ...Represent the 'Personal Strategy' investment strategy; recommend, implement, and review...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities...Senior
- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...Senior
- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...
- Bank of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering... ...coordinate with advisors and specialists to tailor solutions for senior leaders. This role emphasizes technical planning across...Senior
- ...you’ll join a Top 12 program managing over $2.8 billion in client... ...solutions.About the Role:A Senior Wealth Advisor is an experienced financial... ...Private Bankers, and Wealth Strategists. We are part of a community... ...comprehensive planning and investment strategies consistent with...SeniorFull timeImmediate start
- ...innovative thinking meets disciplined investing as we challenge the status... ...what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Sr. Manager, Wealth Advisor, you ’ll manage... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorFull timeWork at office
$148.7k - $175k
Cathay Bank in El Monte, CA, is seeking a VP ALM Officer to lead asset liability management, interest rate risk oversight, and balance sheet analytics. The role partners with Treasury, FP&A, Risk, and Finance to ensure accurate modeling, governance, and clear communication...SeniorFull time- Getty is seeking an experienced senior change management professional to join Getty Digital. This position will involve providing change management expertise for major projects including Unified Visitor Experience and Content and Collaboration in the Cloud initiatives....Senior
- PMO Partners, LLC is seeking an experienced senior change management professional to lead the change management effort within the Digital Roadmap projects, applying expertise in stakeholder engagement, training methods, and communications to drive adoption. This is a three...Senior1 day per week
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