Chief Executive Officer (CEO), Wealth Management
Confidential
Chief Executive Officer (CEO), Wealth Management
About the Company
Confidential wealth management operating company division.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Executive Officer (CEO) for its Wealth Management division. The successful candidate will be responsible for providing strategic leadership and vision to the organization, driving the development and implementation of long-term business strategies, and ensuring the company's growth and profitability. The CEO will oversee all operations, including fund management, and will be instrumental in expanding the company's presence in the wealth and crypto markets. This role requires a dynamic individual with a proven track record in the industry, capable of making high-level decisions and representing the company in a professional and ethical manner. Applicants for the CEO position at the company's Wealth Management division should have a degree or MBA in a relevant field and possess a deep understanding of the wealth, crypto, and fund management sectors. The role demands a visionary leader with the ability to inspire and motivate a team, as well as excellent communication and interpersonal skills. The ideal candidate will have a strong background in operations, be adept at managing change, and have a clear focus on client satisfaction and regulatory compliance. A strategic mindset, the ability to identify and capitalize on market opportunities, and a commitment to the company's values and mission are essential.
Travel Percent
Less than 10%
Functions
- CEO/President
$68k - $120k
...POSITION SUMMARY The Chief of Staff provides exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...teams who is responsible for managing all business operations and overseeing... ...with the Business Service Officer (BSO) to oversee such team responsibilities...SuggestedTemporary workWork experience placement$300k
...Managing Director Opportunity At Masterworks Advisers Masterworks Advisers is a Registered Investment Adviser that advises clients... ...Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery...SuggestedAfternoon shift$130k - $230k
...Vice President, Wealth Business Development As part of the Wilshire... ...in the United States with offices worldwide. Job Description... ...offices, model gatekeepers, managed account platforms, CIO... ...support advisor engagement and execution within key distribution relationships...SuggestedWork at officeWorldwideHome office- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and... ...advisors located across 3,500 branches and 20 offices. As an Executive Director, Lending Specialist...Suggested
- ...Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... ...located across 3,500 branches and 20 offices. As a Custom Lending Specialist... ...the firm's largest advisors and clients execute complex liquidity and financing...Suggested
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP... ...role requires travel among branches and offices as needed. The successful candidate will...Work at office
$150k - $200k
Kinecta Federal Credit Union is looking for a Vice President of Wealth Management to oversee operations and drive business growth. In this role, you will lead strategic initiatives and manage a talented team of financial advisors. The ideal candidate has a strong background...Full time- ...Specialist As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and... ...complex liquidity and financing objectives. You will help execute credit strategies that reflect clients' circumstances,...
$150k - $200k
...accommodation or an alternative application process. VP Wealth Management Full-Time Executives El Segundo, CA, US 30+ days ago Requisition ID: 1732... ...person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs...Full timeContract workWork experience placementWork at officeFlexible hours$164k - $250k
...enhance client relationships and facilitate financial planning processes. The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role requires exceptional analytical and communication skills to...$175k - $225k
Wealth Enhancement Group is seeking an Associate Regional Vice President in Los Angeles. This remote position focuses on business development... ...will have at least 3 years of sales experience in wealth management, excellent communication skills, and the ability to build...Remote job$68k - $120k
...Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY... ...Advisor / Private Wealth Advisor Team. As part of the... ...all business operations and execution for the team. The Team COO... ...for enhancing team capacity, managing the client service model, ensuring...Temporary workWork experience placementLocal area$200.72k - $301.08k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing...- ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more than just... ...integrated into our client's broader Wealth Management goals. Our Lending Advisors serve as... ...Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions...
$100 per hour
NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut... ...NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele. No...Work at officeLocal area$100k - $150k
...is an alternative asset management and advisory firm based... ...presence, including an office in Shanghai. In public... ...partners, including sovereign wealth funds, tech founders,... ...formation, and helping execute across every initiative... ...aspiring or existing Chiefs of Staff at financial...Work at officeFlexible hours- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
$124k - $210k
...will partner with regional leadership, advisory programs, and managed solutions to deliver exceptional service to JP Morgan Advisors... ...communication skills ~ Strong organizational skills with ability to execute on multiple objectives in a demanding environment...- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have at...Work at office
- 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
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...
$200k
NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut... ...NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high‑net‑worth clientele. No...Work at officeLocal area- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication...
- ...Chief of Staff, Operations, Marketing, Advertising & eCommerce About... ...of Staff or Chief Operating Officer to work closely with the CEO and Senior Leadership Team. This... ...in the areas of time management, decision-making, and execution. The successful candidate will...
- ...Chief of Staff, Strategy and Operations About the... ...to work closely with the CEO and Founder, playing a pivotal... ..., decision-making, and execution of the Senior Leadership... ...gaps effectively. Hiring Manager Title Chief Executive Officer (CEO) Travel Percent...Remote work
- ...Job Title Job Identification 210752363 Job Category Product Development Business Unit Asset & Wealth Management Locations 270 Park Ave, New York, NY, 10017, US Job Schedule Full time Job Description J.P. Morgan Asset & Wealth Management, with client...Full time
- ...Fairygodboss is seeking an experienced Relationship Manager to manage high-net-worth client relationships in Los Angeles. This role involves developing and maintaining client interactions while providing tailored financial solutions. The ideal candidate will have at least...
$200.72k - $301.08k
Itlearn360 is seeking an experienced Investment Counselor to manage and grow investment relationships. The role requires at least 8 years of experience in investment advice, collaborating with internal teams to provide solutions to clients, and ensuring compliance with...$255k - $270k
...The Office of USC Communications is seeking an Associate Vice President, Executive Communications and Strategic Initiatives (AVP) to provide... ...communications team, manages complex communications initiatives... ...their dependents' health, wealth, and future. These benefits are...Work experience placementWork at officeLocal area- ...Job Description Job Title: Chief of Staff & Operations – MemeHouse... ...Time Reports To: Founder & CEO, MemeHouse About MemeHouse... ...that vision is translated into execution, systems are running smoothly,... ...and resolve conflicts. - Manage handoffs between teams so that...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Executive Officer (CEO), Wealth Management. Be the first to apply!
- associate chief medical officer Los Angeles, CA
- chief scientific officer Los Angeles, CA
- chief academic officer Los Angeles, CA
- president & ceo Los Angeles, CA
- assisted living executive director Los Angeles, CA
- solution executive Los Angeles, CA
- creative executive Los Angeles, CA
- technology executive Los Angeles, CA
- managing director financial services Los Angeles, CA
- executive associate Los Angeles, CA


