Senior Investment Strategist — Institutional Clients
MMC
Mercer, a Marsh company, is seeking an Investment Consultant to advise institutional clients on objectives, policy, asset allocation, and manager selection. You will present capital market updates, develop portfolio recommendations, and monitor performance to optimize risk and return. The role supports recruitment of new clients, expands existing relationships, and uses AI-enabled tools to enhance advice and delivery. Collaboration with specialist teams is essential. #J-18808-Ljbffr MMC
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Strategist — Institutional Clients in Los Angeles, CA vacancy
$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have... ...skills. Responsibilities include identifying clients, conducting presentations, and adapting...Senior$115k - $140k
...Senior Financial Planner Although we value experience and skills, we... ...worth individuals, families, and institutions. KAR is an affiliate of Virtus Investment Partners. Based in Century City... ...Opportunity This is a highly visible, client-facing role focused on delivering...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- A leading technology firm in California is seeking a Senior Client Success Manager responsible for driving eCommerce sales growth and client retention. This mid-senior level role requires strong analytical skills, proven problem-solving capabilities, and the ability to...Senior
- 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...Senior
- BNY is seeking a Senior Specialist, Client Operations in Los Angeles, CA to join the team and help shape client service strategies. The role requires in-office presence four days a week and offers exposure to a global financial services environment. You will lead initiatives...SeniorWork at office
- Citi Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high net worth clients in the US. The role requires senior expertise, strong communication, and entrepreneurial drive to grow the client base and cross-sell private banking services...Senior
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...Senior
$115k - $140k
...financial plans, estate reviews, and tax analyses for high‑net‑worth clients. Partner with Wealth Advisors in delivering holistic financial... .... High ethical standards, financial planning expertise, investment skills, and sound judgment. Advanced proficiency with...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. We are seeking an experienced Senior Financial Planner to join our team,... ...and families. In this role, you will assist clients in building, preserving, and growing multigenerational...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...funds, private equity, and other investment-related individuals. Possess comprehensive... ...as sophisticated financial institutions and start‑ups, global public firms...SeniorTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Pasadena, CA5 days ago $149.52k - $175.9k
...Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships... ...for the extension (or non-extension) of credit utilizing key investment thesis and risk-managed decision-making.- Serve as the primary...SeniorFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$170k - $200k
...Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors. The...Senior$100k - $121k
...wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills... ...value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, IncSenior- ...Trust is seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash, and alternative... ...a minimum of 10+ years in portfolio management, strong investment research, and excellent client relationships. #J-18808-Ljbffr...Senior
- BNY is seeking a Senior Specialist, Fund/Client Accounting Manager in Los Angeles, CA. You will lead a team delivering fund and client accounting services within the Integrated Middle Office Solutions group, ensuring accuracy and regulatory compliance across financial...SeniorWork at office
- Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement. Requires a minimum of 3 years in wealth advisory, with...SeniorWork at office
$100k - $125k
...Senior Associate, Asia Pacific Institutional Sales Team CIM Group is a private alternatives asset manager with... ...expertise spans private equity and credit investments across real estate and... ...return spectrum as well as customized client solutions. The Institutional Client...Senior16 hoursInternshipWork at officeLocal area- IEQ Capital in Los Angeles is seeking a motivated Senior Associate to help manage key elements of the client relationship and operational support for the team.... ...communications, with opportunities to contribute to investment-related discussions over time. Ideal candidates...Senior
$141k - $290k
...Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax... ...-worth individuals, privately owned businesses, investment partnerships, estates, and trusts Preferred...SeniorFlexible hoursWeaver
Pasadena, CA4 days ago$68k - $170k
Senior Specialist, Fund/Client Accounting ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth and success... ...financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and...SeniorTemporary workWork at officeWorldwideFlexible hours$108k - $154k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and developing an understanding of their business issues, marketing objectives, and success metrics.Plan for, and achieve, growth goals including but...Senior- ...recognized, award-winning financial institution that has been in continuous... ...world’s most sophisticated clients using leading technology and... ....Major Duties :1. Sells investment management, advisory, and asset... ...organization is encouraged, senior leaders are accessible, and you...SeniorFull timeWork experience placementLocal areaFlexible hours
- ...advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking. You will work with a local team and cross-market platform to deliver a first-class client experience. You will maintain strong client relationships, advise on...SeniorLocal area
- ...day-to-day strategic initiatives and discussions with their client and C\D peers. Actively engage in cracking smart, disruptive,... .... Good enough is no longer enough. Category Experience: This senior strategist will be dedicated to our office’s specialty in complex businesses...SeniorWork at office
TBWA\Chiat\Day
Los Angeles, CA3 days ago $121.9k - $262.1k
...Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy... ...-net-worth and ultra-high-net-worth clients and prospects (generally $15MM net... ..., income tax, gift and estate tax, investment, risk, insurance, and cash flow planning...SeniorBank staffShift workFifth Third
Los Angeles, CA1 day ago- ...family office firm serving high net-worth clients in the sports and entertainment... ...insurance renewals and claims for both institution and individual clients. Delivery of... ...estate planning, assets purchases, and investments. Review cash management to monitor credit...SeniorWork at office
- Horizon Media in Los Angeles is seeking an Integrated Senior Strategist to drive fluid execution of campaigns and maintain day-to-day media... ...collaboration in strategy development, and the ability to translate client objectives into effective media plans across channels. #J-18...Senior
- ...Associate Media Director to join our Client Orchestration team, leading... ...Las Vegas business. This is a senior, client-facing leadership role for experienced media strategists who already operate with ownership, guiding strategy, investment decisions, and teams with...Senior
- Ropes & Gray LLP in Los Angeles is seeking a Senior Billing Coordinator to manage unbilled and billed inventory for a portfolio of top clients and lawyers. You will produce invoices, ensure compliance with client terms and guidelines, and collaborate with partners, secretaries...Senior
$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... ...collaborating with Wealth Advisors to enhance client experiences and financial outcomes. Candidates...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Strategist — Institutional Clients. Be the first to apply!
Related searches
- design strategist Los Angeles, CA
- communications strategist Los Angeles, CA
- senior strategy consultant Los Angeles, CA
- account strategist Los Angeles, CA
- media strategist Los Angeles, CA
- digital strategist Los Angeles, CA
- strategy consultant Los Angeles, CA
- investment strategist Los Angeles, CA
- strategist Los Angeles, CA
- business strategist Los Angeles, CA