Senior Private Wealth Portfolio Manager
Jobtailor
Jobtailor is seeking a seasoned Private Wealth Manager in Los Angeles to manage individual and trust account assets in line with client objectives and firm strategy. You will focus on client retention and portfolio growth, stewarding relationships across the PWM practice. The role requires a bachelor's degree (or equivalent) and 10+ years of investment experience, with a track record of developing and retaining client relationships and delivering high-net-worth service. #J-18808-Ljbffr Jobtailor
- ...Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of... ...building skills, focusing on client retention and portfolio growth. The position offers a hybrid work schedule...SeniorPrivateWork at office3 days per week
$140k - $180k
...investment company in Los Angeles is seeking a Senior Associate in Asset Management to enhance asset performance across a multifamily portfolio. This role involves leading cross-... ...experience in asset management or real estate private equity, with strong financial modeling...SeniorPrivateWork at office- JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking in Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at...SeniorPrivate
- Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities...SeniorPrivate
- ...A leading commercial real estate group is hiring a Senior Assistant Property Manager to support a portfolio of Class A, high‑rise medical office properties (~2... ...more about how we collect, keep, and process your private information, please review Insight Global's Workforce...SeniorPrivateWork at office
$140k - $185k
...Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals,... ...experience in leading and supervising a team of seniors and staff accountants ~ Ability to learn, teach,...SeniorPrivateWork experience placementWork at officeRemote work$88.8k - $165.6k
...collaborating with Relationship Managers to deliver well-structured... ...customers across the U.S. The Portfolio Manager is responsible for... ...Treasury / Capital Markets / Wealth specialists as needed to support... ...companies, family office or private equity sponsors. Prior underwriting...PrivateFull timeContract workPart timeLocal area$60 - $75 per hour
...60 - $75/hour. This role supports fund accounting and financial reporting for private credit funds. Candidates should have 8-10+ years of relevant experience. The ideal candidate will manage full-cycle fund accounting, prepare financial statements, and handle capital activity...SeniorPrivateTemporary work- ...Job Description Job Description Portfolio Manager (Senior/Vice President level depending on experience... ...A highly regarded independent wealth management firm is seeking a Portfolio... ...Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives...SeniorPrivate
- ...support clients on regulatory compliance matters across asset managers, hedge funds, private equity, venture capital, real estate, and banks. You will... ...as the primary day-to-day oversight resource for a large portfolio, help with SEC Advisers Act and other regulator rules,...Private
- A global investment firm is seeking a Manager for Private Equity Accounting to maintain books and records for various private partnerships and accounts. Responsibilities include reconciliation, complex corporate accounting, and financial reporting. Ideal candidates will...SeniorPrivate
$120k - $140k
...independent professional services company specializing in program management, project management, cost management and consulting across the... ...the world. Job Description AMCL is looking to recruit a Senior Asset Management Consultant into the US team . The role will...SeniorFull time- ...Manhattan West Enterprise Company LLC is looking for a Wealth Advisor to join its Private Wealth team in Los Angeles, California. This role will focus on developing and managing client relationships while providing expert financial planning advice. The successful candidate...SeniorPrivate
- ...Senior Fund Accountant – Real Estate Systems Implementation Group (RESIG) We are seeking... ...Implementation Group, the largest real estate private equity fund administrator by funds... ...industry. You will have the flexibility to manage your days in support of our commitment to...SeniorPrivateLocal area
- ...Responsibilities Manages individual and/or trust account assets and investment relationships... ...client account retention to meet Net Portfolio growth objectives of the company.... ...and retaining client relationships for Private Wealth Management (PWM). Requirements Bachelor...PrivateWork experience placement
- ...Senior Portfolio Manager The Senior Portfolio Manager role provides strategic and tactical support for creating and sustaining effective technology business demand and resource management processes across Enterprise Technology. The Portfolio Manager will be responsible...SeniorWork experience placementWork at office
$75k - $150k
...real estate, entertainment and media, private equity and venture capital, and high-tech... ...East West Bank is seeking a Portfolio Manager. Responsibilities Monitor loan... ...credit memoranda for review and approval by Senior Management and credit supervision. Review...Private- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi... ...base in the United States. Manage accounts of high net worth... ...financial strategies with the Private Bankers. Conduct... ...the effects on the investors' portfolios Recommend changes to the...SeniorPrivate
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a... ...manage and grow a diverse client portfolio. A deep understanding of the...SeniorPrivate
$100k - $275k
...America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and managing... .... Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and analytical...SeniorPrivate- ...Senior Fund Accountant At EisnerAmper, we look for individuals who welcome new ideas,... ...Implementation Group (RESIG), the largest real estate private equity fund administrator by funds... .... You will have the flexibility to manage your days in support of our commitment to...SeniorPrivateLocal area
- East West Bank is seeking a Portfolio Manager in Los Angeles to oversee loan underwriting, risk assessment, and client relationship management for commercial lending. The role requires 8+ years in AR and inventory lending, strong credit policy knowledge, and excellent communication...Senior
- City National Bank is seeking a Portfolio Manager III to oversee credit management in the entertainment and sports banking sector, focusing on music. This role involves providing credit recommendations, monitoring portfolio performance, and ensuring compliance with risk...Senior
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays... ...in the United States. Manage accounts of high net worth investors... ...strategies with the Private Bankers. Conduct sophisticated... ...effects on the investors' portfolios Recommend changes to the...SeniorPrivateFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely... ...in the United States. Manage accounts of high net worth investors... ...strategies with the Private Bankers. Conduct sophisticated... ...effects on the investors' portfolios Recommend changes to the...SeniorPrivateFull timeWork at office$160k
...exposure to active investment activity. You will engage with private and institutional investors, identify acquisition and disposition... ...University Salesforce CRM for pipeline and relationship management Access to CoStar, Lexis Nexis, MNET, and Constant Contact Five...Private- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...Senior
- A leading global professional services firm is seeking a candidate with Aladdin expertise to manage and implement investment management solutions. You will lead key projects, collaborate with cross-functional teams, and ensure operational efficiency. The ideal candidate...Senior
- ...this job Are you warm, friendly, and enjoy helping seniors? We are seeking Helpers and caregivers for private, non-medical senior care in Glendale, Arizona. This... ...continue to apply for new jobs in your area, as well as manage your clients, hours, and pay all from our easy-to-...SeniorPrivateFull timeTemporary workPart timeFlexible hours
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...SeniorPrivate
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