Senior Portfolio Strategist for High-Net-Worth Clients
$189.29k - $331.2k001 The Northern Trust Company
001 The Northern Trust Company in Newport Beach seeks an experienced investment manager responsible for overseeing investment activities and managing high net worth personal trusts. The ideal candidate will possess strong decision-making and negotiation skills and hold a CFA or CPWA certification. The role offers a competitive salary range of $189,290 - $331,200, along with a comprehensive benefits package including retirement plans and health benefits. #J-18808-Ljbffr 001 The Northern Trust Company
$30 per hour
...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought... ...nuanced understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide, with...SeniorHigh net worthWork at officeRemote work$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...SeniorHigh net worth- ...an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal candidate will have over 15...SeniorHigh net worth
$33 - $35 per hour
...Senior VIC Client Advisor We are currently seeking a Senior VIC Client Advisor to join our dynamic... ...targets while delivering a refined, highly personalized experience to both... ...Extensive experience servicing high-net worth and demanding clientele. Excellent verbal...SeniorHigh net worthFull timeTemporary workLocal area$189.29k - $331.2k
...producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within... ...investment objectives for specific individual clients. Analyzes and plans the overall investment...SeniorHigh net worthWork experience placementLocal areaVisa sponsorshipWork visa- ...Pointe Advisors as a Senior Financial Planner in our... ...to create and manage client financial plans and to... ...items Analysis of client portfolios using internal... ...competency with eMoney Highly organized and able to... ...endowments, foundations), high-net-worth individuals, and...SeniorHigh net worthWork at office
- ...rolling basis** We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s strategic... ...as the lead advisor for high net worth clients, turning sophisticated tax... ...owner for a dedicated portfolio of high-net-worth clients, managing...SeniorHigh net worthImmediate startRemote work
- ...an experienced Wealth Advisor to enhance client relationships and drive business growth. Responsibilities... ...include identifying and acquiring high-net-worth clients, providing tailored wealth solutions, and conducting regular portfolio reviews. The ideal candidate should have 8...High net worth
- ...a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate should possess a Bachelor...SeniorHigh net worth
- Australia-Employment in Costa Mesa is seeking a Sr. Relationship Manager to build and manage a portfolio of commercial and/or CRE clients. Ideal candidates will have strong customer service and sales skills, alongside extensive experience in credit portfolio management...SeniorFlexible hours
- ...desire to work closely with high net worth individuals and the ability... ...strong communication skills, and client service are essential to... ...enhance product and strategy portfolio based on changes in the... ...other associates. Partner with senior management on key initiatives...High net worthWork at office
$103.33k
A Senior Paid Media Strategist at CTC is a full-funnel expert across both paid search and paid social... ...the lead media strategist for your client portfolio, combining deep Paid Media mastery to... ...and teammates. You hold yourself to a high standard and share your learnings to...SeniorWork at officeFlexible hours$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice... ...within our firm. We serve high net‑worth individuals, families,... ...Supervises associates and senior associates on all projects.... ...with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint...High net worthWork at office- ...Beach seeks a Part-Time Bookkeeper responsible for maintaining financial records and assisting the Account Manager with high-net worth private clients. This hybrid role demands accuracy and attention to detail while managing multiple financial tasks. Ideal candidates...High net worthPart time
- ...Corporation in Costa Mesa, California, seeks a skilled professional to assist with Global Capital Markets trust administration for high-net-worth clients. You will oversee client relationships, help account representatives in revenue activities, and manage client strategies as...High net worth
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...management advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals and families to develop personalized...SeniorHigh net worth
- ...Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have extensive experience in financial services,...SeniorHigh net worth
- Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive... ...management advice and foster long-term client relationships. The ideal candidate will... ...delivering tailored financial strategies to high-net-worth individuals and families, combined with...SeniorHigh net worth
- Beacon Pointe in Newport Beach is looking for a Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate will have a J.D. and a minimum of 10 years' experience in tax and estate planning...High net worthRemote job
$189.29k - $331.2k
...partners, and to provide to our clients and the communities we serve... ...representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity... ...organization is encouraged, senior leaders are accessible, and you...SeniorHigh net worthWork experience placementH1bLocal areaWorldwideFlexible hours$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Aliso Viejo, California to enhance relationships with affluent clients and provide tailored financial solutions. This full-time role demands strong analytical and financial skills, with responsibilities including...SeniorHigh net worthFull time$57.5k - $106.5k
...Law Firms & Professional Services | Private Equity | Ultra‑High‑Net‑Worth Clients Provides professional, knowledgeable cash management advice... ...profitable relationships and expands our share of wallet with a portfolio. Provides subject matter expertise and assistance with...SeniorHigh net worthPart timeLocal area- ...Beacon Pointe, located in Newport Beach, CA, is seeking a Client Service Associate (CSA) to join a talented team dedicated to wealth management and client service for high net worth clients. The successful candidate will ensure excellent client communication and assist...High net worth
$99k - $165k
LPL Financial is looking for a Senior Financial Representative to join our Wealth Advisors Group in Newport Beach, California. In this role, you will provide exceptional investment solutions to clients through virtual and phone channels while maintaining a book of 120,...Senior$26.23 - $43.71 per hour
...Administrator Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator...High net worthHourly payWork experience placementImmediate start- Job Description The Senior Tax Planner is responsible for overseeing our firm’s tax planning... ...and meeting directly with advisors and clients to deliver comprehensive tax planning,... ...(i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe...SeniorHigh net worth
$200k - $350k
SENIOR FAMILY LAW LITIGATION ATTORNEY (PARTNERSHIP TRACK) - ORANGE COUNTY Lead Complex... ...matters in Southern California, including high-net-worth divorce cases, business-owner and... ...motions Negotiate settlements and represent clients in mediation Mentor and supervise junior...SeniorHigh net worthWork from homeFlexible hours$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Costa Mesa, California. In this role, you will manage complex commercial client portfolios, provide credit analysis and recommendations, and serve as a mentor to junior staff. The position requires at...Senior- BMO U.S. is seeking a specialist in customer service and portfolio management for lending services. The role involves managing lending proposals, advising clients, and identifying cross-selling opportunities. The ideal candidate has at least 7 years of relevant experience...Senior
$26.23 - $43.71 per hour
...Manufacturing Co is seeking a qualified individual to assist with Global Capital Markets administration, focusing on servicing high net-worth clients. You will oversee client relationships, resolve issues, and ensure compliance with corporate policies. The role requires...High net worthHourly pay
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