Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management: Client Experience Lead

Mercer Advisors

Mercer Advisors in Woodland Hills, CA is seeking a Relationship Manager I to elevate client service across the Wealth Management team and partner with Wealth Advisors to ensure precise, consistent delivery of commitments. You will help manage client experiences, support practice management, and contribute to client retention and growth. Growth potential includes advancing to RM II and RM III with increased strategic influence. #J-18808-Ljbffr Mercer Advisors

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management: Client Experience Lead in Los Angeles, CA vacancy
  • MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles...  ...as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes efficient system...  ...should have over 5 years of experience in wealth management or financial services,... 
    Suggested
    Work at office

    MAI Capital Management, LLC.

    Los Angeles, CA
    5 days ago
  •  ...Hills, CA is seeking a Relationship Manager I to elevate service delivery across the Wealth Management team. You will...  ...with Wealth Advisors to implement client commitments with precision and care...  ...firm’s service model and client experience. This role offers a clear path... 
    Suggested

    Mercer-Advisors

    Los Angeles, CA
    1 day ago
  • Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship...  ...This role involves onboarding new clients, leading client meetings, collaborating...  ..., and ensuring exceptional client experiences while growing assets under management... 
    Suggested
    Flexible hours

    Cerity Partners Management LLC

    Los Angeles, CA
    1 day ago
  • IEQ Capital is seeking a Team Lead to centralize client service management within a high-touch wealth management team in Santa Monica. The role supports the Team Manager, mentors Associates and Senior Associates, and coordinates day-to-day operations to optimize service... 
    Suggested

    IEQ Capital

    Santa Monica, CA
    3 days ago
  • A premier fitness studio in Santa Monica seeks a Client Operations Lead to drive studio sales and ensure an exceptional in-studio experience. The role involves leading the studio in the absence of management, supporting hospitality and customer service, and fostering a... 
    Suggested
    Flexible hours

    Barry's

    Santa Monica, CA
    5 days ago
  • A premier fitness establishment in West Hollywood is hiring a Client Operations Lead. This role involves ensuring exceptional client experiences, supporting studio operations, and maintaining high hospitality standards. Candidates should possess strong customer service... 
    Flexible hours

    Barry's

    West Hollywood, CA
    5 days ago
  • Citi in Los Angeles is seeking an AVP Client Experience Associate to drive onboarding, KYC and client request workflows with a focus on...  ...client experience. The ideal candidate has 5-8 years in wealth management or financial services, excellent analytical and interpersonal... 

    Citibank (Switzerland) AG

    Los Angeles, CA
    5 days ago
  •  ...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...  .... Requires 5-7+ years in investment/wealth management and willingness to travel for client #J-18808-Ljbffr... 

    Scsfinancial

    Los Angeles, CA
    1 day ago
  • $170k - $200k

    NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles...  ...ground control team to address client needs and inquiries while providing integrated wealth management solutions. The ideal candidate...  ...and over 10 years of relevant experience. A competitive salary between... 

    NFP Corp

    Los Angeles, CA
    4 days ago
  • Alliance Animal Health in Los Angeles seeks a Veterinary Reception Supervisor to lead the front desk team and manage daily reception operations for exceptional client experiences. The ideal candidate will have prior veterinary reception experience and excellent communication... 

    Alliance Animal Health

    Los Angeles, CA
    5 days ago
  •  ...seeking a passionate Brand Ambassador in Beverly Hills. This role involves maximizing sales and ensuring an exceptional client experience by leading a motivated team. You will be overseeing operations, driving financial performance, and cultivating customer relationships... 

    Prada Group

    Beverly Hills, CA
    4 days ago
  • $75.7k - $92.75k

    Sephora Beverly Hills is hiring an Assistant Store Manager for the Beverly Drive location. You will support store operations, lead a diverse team, and elevate the client experience in a fast-paced retail environment. The role requires on-site availability, including evenings... 
    Afternoon shift

    Sephora SA

    Beverly Hills, CA
    3 days ago
  •  ...Development Officer in Los Angeles, CA to grow wealth management practices. You will drive client acquisition, retention, and revenue...  ...marketing capabilities, and manage lead flow to maximize profitability and client experience. A strong financial background and leadership... 

    Cerity Partners Management LLC

    Los Angeles, CA
    18 hours ago
  • Brighton Jones in Los Angeles seeks an Advisor to manage day-to-day client service teams, providing analytical, operational and administrative support...  ..., implementation and retention of clients. You will lead client meetings, review portfolios, and develop strategies in... 

    Brightonjones

    Los Angeles, CA
    4 days ago
  • District Partners is recruiting for a Client Acquisition Manager to bridge Marketing and Business Development, transforming digital interest into...  ...with high-net-worth individuals. You will research inbound leads, evaluate fit against the ICP, and connect prospects with the... 

    District Partners

    Los Angeles, CA
    1 day ago
  •  ...Angeles store. You will guide the team to deliver exceptional client journeys, maximize sales, and uphold Prada standards while fostering...  ...stay ahead of market trends to ensure outstanding customer experiences and growth opportunities for the brand. #J-18808-Ljbffr PRADA

    PRADA

    Los Angeles, CA
    3 days ago
  •  ...seeking to transform traditional wealth management. Our quest is to integrate...  ...and collaboration with our clients. We are an independent,...  ...organizations. The Role The Team Lead role is designed to...  ...designed for those that have experience in: Project management A strong... 

    IEQ Capital

    Santa Monica, CA
    3 days ago
  • Diptyque Paris seeks a Store Manager for the Larchmont boutique to lead the team, drive sales, and deliver an exceptional client experience in a luxury setting. You will oversee operations, staffing, and CRM initiatives, while maintaining Diptyque’s elegant aesthetic.... 
    Weekend work

    Diptyque Paris

    Los Angeles, CA
    1 day ago
  • The Capital Law Firm, P.C. in Los Angeles seeks a Pre-Litigation Manager to oversee Case Managers and staff, ensuring cases progress efficiently and in line with firm standards and client experience goals. Responsibilities include leadership, case oversight, performance... 

    The Capital Law Firm, P.C.

    Los Angeles, CA
    1 day ago
  • SANDRO is seeking a Store Manager for their Westfield Topanga location in Canoga Park, California...  ...leadership skills to create a dynamic, client-centric boutique environment. The...  ...development and exceptional customer experiences, driving sales while ensuring operational... 

    SANDRO

    Los Angeles, CA
    1 day ago
  • $106.2k - $157.2k

     ...Financial Inc. is seeking a full-time Wealth Management Advisor II for our Los Angeles, CA location...  ...to maintain a high-net-worth client base and managing client portfolios. Competitive...  ...between $106,200 to $157,200 based on experience. The ideal candidate will have a... 
    Full time

    Sunflower Financial Inc.

    Los Angeles, CA
    3 days ago
  • The Cigna Group is seeking a Health Engagement Lead Analyst in a senior contributor role. You will partner with Middle Market Account Executives to drive client retention and growth by optimizing value from Cigna's products and services. You will coordinate with internal... 

    Middle East Development Co. Ltd

    Glendale, CA
    3 days ago
  •  ...a seasoned expert with over 15 years of experience in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively...  ...solutions to meet their complex wealth management needs. The ideal candidate will... 

    Citigroup Inc.

    Los Angeles, CA
    1 day ago
  • $200.72k - $301.08k

    Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles...  ...continuum of wealth clients. Citi Global Wealth at Work...  ...lawyers, accountants, asset managers and management...  ...Qualifications 8+ years of related experience Expertise in providing... 
    Full time

    Itlearn360

    Los Angeles, CA
    1 day ago
  • $125.8k - $170.2k

     ...recruiting role. Those with experience as an HR Business Partner to...  ...communication skills, and robust project management capabilities often have the...  ...Executive Talent Lead’s responsibilities include building...  ...your business. Learning your clients’ business, understanding... 
    Local area
    Flexible hours

    Amazon

    Culver City, CA
    3 days ago
  • BMO Financial Group is seeking a senior Wealth Sales & Service professional to manage relationships with high-net-worth clients in the Los Angeles region. The role focuses on advisory...  ...to meet clients' needs. The candidate will lead strategy development, client reviews, and... 

    Hispanic Alliance for Career Enhancement

    Los Angeles, CA
    4 days ago
  •  ...seeking a senior Relationship Manager in the United States to...  ...portfolio of high-net-worth clients through advisory-based sales...  ...maintain exceptional client experiences. The role emphasizes developing...  ...strategy, expanding networks, and leading client reviews with the aim of... 

    BMO U.S.

    Los Angeles, CA
    4 days ago
  • $115k - $135k

     ...A brand experience agency located in New York is seeking a Senior Producer to lead event production and ensure successful program delivery. You will manage all production aspects, maintaining strong client relationships, and oversee project budgets. The ideal candidate... 

    NVE Experience Agency

    Los Angeles, CA
    3 days ago
  •  ...Guest Experience Lead, Contact Center At SSA, we believe our work matters because the people do. For more than 50 years, we've helped...  ...warm, welcoming, and memorable experiences for every guest and client. Responsible for leading Contact Center operations, including... 
    Live out
    Work at office
    Local area
    Flexible hours

    SSA Group, LLC

    Los Angeles, CA
    4 days ago
  •  ...of each shift depends a lot on who is leading it. The Lead Client Services Monitor (LCSM)holds the...  ...improvement. Reporting to the Program Manager or Assistant Program Manager, the LCSM...  ...required Minimum of one (1) year experience as a Client Service Monitor or similar... 
    Full time
    Interim role
    Immediate start
    All shifts
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Hope The Mission

    Gardena, CA
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management: Client Experience Lead. Be the first to apply!