Wealth Management Team COO — Investment & Client Strategy
$68k - $120k711 MS Smith Barney, LLC
711 MS Smith Barney, LLC in Los Angeles is seeking an Investment Consultant – Team Chief Operating Officer (COO) to lead and coordinate a Financial Advisor/Private Wealth Advisor Team. This senior role involves overseeing team operations, enhancing business execution, and managing client service strategies. The ideal candidate will have a bachelor’s degree, over 10 years of relevant experience, and necessary licenses. This role offers a base salary between $68,000 and $120,000, aligned with the candidate's experience. #J-18808-Ljbffr 711 MS Smith Barney, LLC
$68k - $120k
...Job Description “Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY... ...Financial Advisor / Private Wealth Advisor Team. As part... ...team capacity, managing the client service model, ensuring... ...client investment strategies, and monitoring FA /...SuggestedTemporary workWork experience placementLocal area$68k - $120k
Overview Job Description “Investment Consultant - Team Chief Operating Officer (COO)” POSITION SUMMARY:... ...Advisor / Private Wealth Advisor Team. As part... ...enhancing team capacity, managing the client service model,... ...implementing client investment strategies, and monitoring FA /...SuggestedTemporary workWork experience placementLocal area- ...services firm seeks a seasoned Wealth Advisor (SVP level) in... ...of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives, monitoring... ...collaborating with internal teams for integrated wealth...Suggested
$200.72k - $301.08k
Itlearn360 is seeking an experienced Investment Counselor to manage and grow investment relationships. The role requires at least 8... ...in investment advice, collaborating with internal teams to provide solutions to clients, and ensuring compliance with regulations. This position...Suggested- ...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 exceptional...Suggested
- ...Inc. is seeking a Vice President to enhance client relationships and lead projects in Los... ...years of experience in digital media account management and strategic media recommendations. Responsibilities include managing teams, maintaining client interactions, and representing...
- ...Vice President, Investment Accounting Controller Team J.P. Morgan Asset Management is a leading global alternatives... ...investment strategies, supported by the extensive... ...to achieve specific client outcomes and provide... ...J.P. Morgan Asset & Wealth Management delivers industry...
- ...Citi Wealth - Lending Advisor - Vice President... ...with us means joining a team of more than 230,000... ...integrated into our client's broader Wealth Management goals. Our Lending Advisors... ..., terms, and strategies aligned with their liquidity, investment, and risk objectives...
$150k - $175k
...California office.As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will... ...Responsibilities Actively manage and oversee the client’s investment... ...and communicate sophisticated wealth management topics in a concise...Work at officeLocal area- ...Vice President, Strategy & Partnerships Come build... ...innovate. Liberty Mutual Investments (LMI) is the... ...capital globally, and has a team of nearly 300... ...capital, LMI has a single client mandate. This gives us... ....S. alternative asset management firms as well as industry...Work experience placementLocal area
$122.4k - $228k
...Family Group: Wealth Sales & Service... ...and relationship management to attract, retain... ...portfolio of prospect and client relationships and... ...and integrated team of subject matter... ...business development strategy, sales targets and... ..., trust and investment disciplines together...Contract workPart timeLocal areaShift work- ...VP, Team Leader, Client & Treasury Management The position of VP, Team Leader, Client & Treasury Management is responsible for the management, development... ...and/or other personnel in the development of a sales strategy for the respective geographic area of responsibility...Work at officeLocal areaWork from home
- ...Financial seeks a Vice President in Los Angeles, California, to manage client investments and ensure premium service. Candidates should have a... ...CFP or CFA, and 5-7+ years of experience in investment or wealth management. The role requires strong analytical, communication...Work at office
$300k
...Managing Director Opportunity At Masterworks Advisers Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest... ...for: Launching a private wealth team of 2-4 advisors within your city...Afternoon shift$200.72k - $301.08k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly... ...establishing, growing, and managing investment relationships.... ...with established clients and with prospective clients... ...should be collaborative and team oriented, able to leverage...$100 per hour
NorthCoast Asset Management is an active investment management firm founded in 1988 and... ...Management is looking for a Wealth Advisor, Vice President to... ...within existing client book Consolidate assets and... ...knowledge for systematic strategies The Wealth Advisor, VP is...Work at officeLocal area- ...Client Advisor The Global Liquidity team is seeking a highly motivated sales... ...into JPMorgan Asset Management (JPMAM) products... ...Investor Services, Investment Banking, Corporate... ...a direct outreach strategy Develop and maintain... ...P. Morgan Asset & Wealth Management...Contract work
$130k - $160k
...Vice President, Investments & Portfolio Management San Francisco RCLCO... ...funds, sovereign wealth funds, and institutional... ..., RFA assists its clients in the implementation... ...their real estate strategy through the allocation... ...Management team, based in either Los...Work experience placementInternshipWork at officeRemote work3 days per week$200k
NorthCoast Asset Management is an active investment management firm founded in 1988 and... ...Management is looking for a Wealth Advisor, Vice President to... ...within existing client book Consolidate assets and... ...knowledge for systematic strategies The Wealth Advisor, VP is...Work at officeLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management... ...within a sophisticated, client-first advisory platform. The successful... ..., high-performance team environment. Travel Percent...
- ...Chief Executive Officer (CEO), Wealth Management About the Company... ...implementation of long-term business strategies, and ensuring the company's... ...to inspire and motivate a team, as well as excellent... ..., and have a clear focus on client satisfaction and regulatory...
- 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...
$150k - $165k
...company seeks a Vice President of Advanced Planning to guide high net worth clients in financial and estate planning. This role combines client engagement with comprehensive planning strategies, emphasizing emotional intelligence and collaborative skills. Requires substantial...Remote job- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers... ...pathway to Wealth Management through... ...integrated client service team to provide clients... ...simple and complex strategies. You will work collaboratively... ...and platforms (investment, insurance,...Work at office
- ...first-class experience to clients within J.P. Morgan's U... ...working alongside a team of talented colleagues... ..., preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit... ...and institutions with strategies and expertise that...Temporary workWork experience placementLocal area
$200k - $225k
...financialsolutions through our Wealth Management, Capital Markets,... ...innovationand investment activity. From breakthrough... ...Investment Banking team is seekingan accomplished... ..., develop meaningful client relationships,and advance... ...to inform transaction strategy and client...Local areaFlexible hours- ...Capital, a leading independent wealth management firm in Los Angeles, is seeking... ...involves collaborating with internal teams to provide tailored financial strategies, ensuring compliance with... ...relationships with international clients. #J-18808-Ljbffr InforCapital,...Remote jobFull time
- ...within JPMorganChase Wealth Management, you will serve as a... ...ultra-high net-worth clients, and Market Leadership... ...help execute credit strategies that reflect clients'... ...education to advisor teams. Collaboration is central... ..., auto financing, investment advice, small business...
- ...Specialist The J.P. Morgan Wealth Management (USWM) business is... ...- our digital investing platform. The combined... ...ultra-high net-worth clients, and Market Leadership... ...and steward credit strategies that reflect clients'... ...consultative guidance—helping teams proactively identify...
- ...executive leadership on growth strategy, budgeting, reporting, and performance management Support financing initiatives, lender... ...controls through an existing team Help strengthen finance... ...still being built Nice to Have Investment banking, M&A, capital markets, corporate...
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