Private Wealth Team COO - Investment Operations Lead
$68k - $120kMorgan Stanley
Morgan Stanley in Beverly Hills is seeking an Investment Consultant – Team Chief Operating Officer to lead coordination for a Financial Advisor/Private Wealth Advisor Team. This senior position involves overseeing team operations, enhancing client relationships, and managing new business initiatives. The ideal candidate should possess a bachelor’s degree, financial industry experience, and relevant licenses. The expected base pay ranges from $68,000 to $120,000 per year, depending on experience and qualifications. #J-18808-Ljbffr Morgan Stanley
$68k - $120k
...Job Description Investment Consultant – Team Chief Operating Officer (COO) Position Summary The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role oversees...PrivateTemporary workWork experience placementLocal area$68k - $120k
...Job Description “Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY: The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this...PrivateFull timeTemporary workWork experience placementLocal area$300k
...Masterworks Advisers is a Registered Investment Adviser that advises... ...for: Launching a private wealth team of 2-4 advisors within your... ...which the private wealth team operates out of, with art by artists... ...rotating through it Leading and attending an event every...PrivateAfternoon shift$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings... ...should be collaborative and team oriented, able to leverage a wide array... ...with wealth planning and private banking services to optimize client...PrivateFull time$159.97k - $188.2k
U.S. Bank is seeking an experienced professional to manage Private Wealth Management client relationships in Beverly Hills, California. This... ...management and client retention. A minimum of 10 years in investment experience is required, along with a Bachelor's degree. Candidates...PrivateFlexible hours$120k - $300k
...West Manhattan West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset...PrivateFull timeLocal areaRemote work- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager... ...Management Type Privately Held About the Role... ...a clear path to future lead advisory roles.... ...collaborative, high-performance team environment....Private
- U.S. Bank in Beverly Hills is seeking a Private Wealth Management expert to manage trust account... ...opportunities for growth within a collaborative team. Candidates should possess a Bachelor’s degree and at least 10 years of investment experience. Skills in finance, sales, and...PrivateWork at office
$70k
The Senior Wealth Advisor is a senior strategic... ...regarding the operations of the business. Provides... ...of financial and investment services to an... ...with the Private Bankers. Conduct... ...clients that will lead to the growth of the... ...and a goal-oriented team player able to work...PrivateFull timeWork at office- ...deepen relationships with influential Private Bank clients, including family offices... ...strategies aligned with global objectives and lead cross-border wealth management initiatives. You will... ...managers, lead cross-functional teams, and drive business development at high...Private
$83.92k - $125.88k
...The Wealth Relationship Mgmt. (Branch) Sr.... ...leadership role within teams. Involved in... ...banking, credit and investment needs and goals to... ...converting referral leads Manage client... ...Regulatory and Compliance operating procedures.... ...Family Group: Private Client Coverage...Full timeWork at office$118k - $170k
Masterworks is looking for a Private Wealth Associate to join their gallery sales team in Beverly Hills, California. This role focuses on engaging ultra-high-net-worth individuals at gallery events, driving sales activities, and collaborating with Senior Advisors towards...Private- ...Managing Director, Private Bank Relationship Manager, you will lead the acquisition,... ...initiatives, mentor senior team members, and... ..., and holistic wealth management Business... ...functional teams (investment, trust, tax,... ...product boundaries Operational Effectiveness &...Private
$118k - $170k
...Masterworks Advisers is a Registered Investment Adviser that advises clients... .... Role Overview As a Private Wealth Associate for Masterworks... ...essential part of our gallery sales team — focused on driving... ...prospects forward. This role operates within a team structure: you...PrivateAfternoon shift- ...Position Overview As the Growth & Operations Lead, you will have unrivaled access to... ...a trusted advisor to the executive team, ensuring that strategic initiatives... ...years of experience in consulting, investment banking, investing, private equity, startups, or technology. Skills...PrivateWork at office
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Los Angeles.... ...providing client service, operational marketing, and... ...relationships, and assist with ongoing wealth planning, supporting... ...requirements and maintaining team culture. #J-18808-Ljbffr JPMorgan...
$65k - $80.2k
...Job Description The Wealth Management Advisor (... ...WMA) position is the investment planning and... ...insurance products lead on the Wealth Management Team. The WMA is responsible... ...Extensive knowledge of private banking products and... ...verification system operated by the U.S. Citizenship...PrivateTemporary workWork experience placementLocal area- ...Senior Wealth Advisor About the Company Respected wealth... ...Services Type Privately Held About the Role... ...a Senior Wealth Advisor to lead its team. The successful candidate will... ...clients with direct access to investment opportunities in late-stage...Private
$400k
...the client base (25M - 500M+ investable assets). Opportunities for increased... ...firm, including the Head of Wealth and/or CEO as part of a near... .... Highlights Develop and lead relationships with ultra-high... ...opportunity in a non-private equity backed, highly profitable...PrivateWork at office- ...looking for a \"Senior Wealth Advisor\" with deep... ...across public and private markets. Responsibilities: Leading client... ...credit and alternative investments sourced directly through... ...credit asset management team to translate the... ..., and comfortable operating with high ownership...PrivateWork at officeRelocation
- 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...Private
- ...Morgan Asset Management is a leading global alternatives... ...market cycles. Our specialized teams manage alternative investment strategies, supported by... ...strategies, including real estate, private equity, credit,... ...products. Review monthly operating results of investments for...Private
- ...worth client relationships. This role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while... ...degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical...Private
- ...highly regarded and established wealth management firm is looking to... ...to join their growing team across key markets in the U.S... ...footprint into the comprehensive private client HNW market. The Wealth... ...tailored financial planning and investment strategies aligned to client...
$100k - $275k
...client retention and satisfaction. With a minimum of 12 years in private banking and financial services, you will drive growth strategies, leverage the bank's resources, and provide comprehensive wealth management solutions. This position offers a salary range of $100,...Private- A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families in Manhattan Beach... ...client relationships, delivering personalized investment solutions, and demonstrating expertise in financial...Private
- J.P. Morgan Chase in Santa Monica seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. The position requires at least 2 years of experience in financial advisory, a passion for client success, and valid financial...Private
$99k - $150.8k
...& Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities... ...the following: o Marketing and selling Private Wealth credit solutions with a goal to... ...benefits eligible. We provide industry-leading benefits, access to paid time off,...PrivateWork at officeFlexible hoursShift workDay shift- A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding...Private
$150k - $200k
...alternative application process. VP Wealth Management Full-Time... ...Wealth Management (KWM) to lead day‑to‑day operations, drive advisor performance,... ...and CUSO management team members. Support hiring, onboarding... .... Strong understanding of investment products, advisory...Full timeContract workWork experience placementWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Team COO - Investment Operations Lead. Be the first to apply!
- team lead data science Beverly Hills, CA
- clinical team leader Beverly Hills, CA
- quality assurance team leader Beverly Hills, CA
- leader Beverly Hills, CA
- member team lead Beverly Hills, CA
- application team lead Beverly Hills, CA
- helpdesk team lead Beverly Hills, CA
- disability team leader Beverly Hills, CA
- team leader full time Beverly Hills, CA
- compliance team leader Beverly Hills, CA

