UHNW Family Office: Senior Wealth Strategy Lead
Andsimple
Northern Trust's Family Office Solutions group in Los Angeles seeks a Director II to lead relationships with ultra-high-net-worth families as their primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses, and involves expanding client relationships and sourcing new business while incorporating digital #J-18808-Ljbffr Andsimple
$236.56k - $414.12k
Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in...Work at officeSenior- ...seeks an exceptional Tax Partner for Regis, leading tax engagements for ultra-high net worth families. You will drive sophisticated tax strategies, manage client relationships, and mentor... ...‑team coordination to deliver holistic wealth management. The position requires a CPA...Work at office
- ...Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and... ...‑functional product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional service across generations...Senior
- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...management approvals and strategy implementation.Ensure... ...financial advisors, trust officers, and other specialists to deliver... ...Management experience with HNW or UHNW client relationships, or...Work at officeSeniorFull timeWork experience placement
- Netflix is seeking a strategic and creative Social Manager to lead title social strategy across Netflix’s Kids & Family offerings and manage the always-on platform ecosystem. The role requires ownership of programming, coordinating with agency partners, and driving audience...Senior
- ...Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively identify... ...advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess...Senior
- DAFgiving360 Charitable Consulting is seeking a Senior Relationship Director to drive long-term growth, manage advisor and family office relationships, and deliver timely charitable planning education to partners and high-net-worth clients in the U.S. Reporting to the...Work at officeSenior
- A leading law firm is seeking a Senior Client Service Manager in Los Angeles, California, to enhance client... ...managing client relationships, developing strategies, and collaborating with various... ..., allowing for both remote and in-office work. #J-18808-Ljbffr Wilson...Work at officeSeniorRemote work
$105k - $115k
IW Group, a leading multicultural advertising agency in Los Angeles, is seeking a strategic Senior Media Planner to lead media planning and investment... ...integrated media strategies and providing strategic counsel... ...is in place, requiring in-office work at least three days a...Work at officeSenior3 days per week- ...Management, LLC. is seeking a Senior Advisory Associate in Los Angeles... ...as the primary relationship lead for Ultra-High Net Worth... ...over 5 years of experience in wealth management or financial services... ...as proficiency with Microsoft Office and CRM tools. #J-18808-Ljbffr...Work at officeSenior
- Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high‑touch services to ultra... ...ecosystem. The role focuses on translating strategy into execution, managing planning workflows, and maintaining...Work at office
- A leading financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing... ...relationships, coordinating wealth strategies, and preparing critical... ...candidate will have experience with UHNW individuals and possess strong...Work at office
- ...Tax Partner - Regis to lead tax engagements for ultra-high net worth families, focusing on cross-... ...fiduciary and estate tax strategies. You will mentor a UHNW tax team and coordinate with wealth advisors to integrate... ...tax with broader family office services. Based in a...Work at office
- ...role focuses on sourcing top-tier candidates for prestigious family office positions, requiring exceptional judgment and discretion. With... ...possess a strong background in recruitment and a network within the UHNW community, this opportunity offers a rewarding challenge to...Work at office
- ...an experienced Private Banker to join our 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...Senior
- SmithGroup, a leading integrated design firm in Los Angeles, seeks a Senior Sustainability Analyst to lead the IMPACT team in our Los Angeles office. You will oversee performance modeling, certification documentation, and climate risk assessments across healthcare, science...Work at officeSenior
- HSBC’s Los Angeles office is seeking a Senior Credit Advisor to be the go-to expert on credit and risk-based products, supporting Private Banking relationship managers and business heads. You will identify, structure, negotiate, and underwrite new credit opportunities,...Work at officeSenior
$135k - $195.35k
OverviewBaker Tilly is a leading advisory, tax and... ...net-worth individuals, families, family offices, and their related... ...) as a Family Office Senior Manager!Our Family Office... ...affairs, preserve wealth across generations, and... ...business development strategy and execution...Work at officeSeniorFull timeLocal areaWorldwide- ...seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build... ...strong knowledge of Citi Private Bank platforms. You will lead client strategies while ensuring compliance and top-tier service. #J-18...Senior
- ...Financial is seeking a highly motivated Senior Associate, Client Advisor to support senior wealth management professionals in... ...-high-net-worth individuals and families. You will engage in client... ...investment and estate planning strategies in a fast-paced, collaborative environment...Senior
- ...established CPA firm in Los Angeles is seeking an experienced Senior Tax Director to lead a team of tax preparers and manage client communications.... ..., and strong leadership skills. The role requires in-office presence with no remote work options. #J-18808-Ljbffr Gerber...Work at officeSeniorRemote work
$142k - $214k
...enhances your relationships with friends, family, and the world, and Specs Inc., a wholly... ...digital services.We're looking for a Lead, Strategy & Operations to join Snap! As a member of... ...and expect our team members to work in an office 4+ days per week. At Snap, we believe...Work at officeFull timeLive inLocal areaShift work- ...excellent communication skills and the ability to understand complex client needs, ensuring tailored financial solutions to manage and create wealth effectively. Competitive benefits including health coverage and retirement plans are provided. #J-18808-Ljbffr Jobleads-USSenior
$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...individuals, as well as family offices, foundations and endowments,... ...clients and customers, and leading‑edge technology, data and design... ...and deliver customized strategies drawn from our deep investment...Work at officeSenior- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and...SeniorFlexible hours
- ...support position, the Senior Associate assists the Wealth Management Managers... ...goal-powered strategies, optimizing resources... ...We are Aspiriant, a leading, independent, 100%... ...mission to empower families to take control of... ...sedentary work in an office with minimal distractions...Work at officeSenior
$130k - $185k
...combination of transformative strategy, transactions and... .... As such, we bring a wealth of deep sector and supply... ...Responsibilities As a Senior Associate - Consultant... ...commutable distance to your office location for this... ...Summer breaks, Personal/Family Care, and other leaves...Work at officeSeniorWork experience placementSummer holidayFlexible hours- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships... ...years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates will have a track record in...Senior
$250k - $290k
...of transformative strategy, transactions and... ...such, we bring a wealth of deep sector and... ...Responsibilities As a Senior Director with EY-... .... Experience leading and managing in complex... ...distance to your office location for this... ...breaks, Personal/Family Care, and other leaves...Work at officeSeniorWork experience placementSummer holidayFlexible hours$120.32k - $247.72k
...Brand team is looking for a Strategy & Operations Lead to join our S&O Strategic... ...You’ll work directly with senior marketing leadership to identify... ...our working model. In-Office Requirement Statement We recognize... ...(or those of a family member) or any other consideration...Work at officeLocal areaRelocationRelocation package
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