Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Chief Wealth Solutions Architect

Incline Wealth

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position. Mercer Global Advisors, the Denver-headquartered registered investment advisor with $96 billion in assets under management, has hired Melissa Nims, a former Morgan Stanley executive, as its chief solutions officer. She takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position. Nims joins from Morgan Stanley, where she spent the last two decades, most recently as managing director and chief operating officer of investment solutions. In her new role, she’ll lead Mercer’s wealth solutions platform, which includes tax, estate, trust, insurance and business management. She’ll oversee a team of more than 250 professionals; one of her focuses will be to grow that team to 300 by the end of the year. Nims said her team will be adding to the suite of offerings over time, but her immediate focus will be on scaling the wealth solutions organization. That includes plans to grow the team and bring in more experts and partners. “It’ll also be thinking through technology and innovation,” she said. “How do we give them tools to do their jobs even better and to create transparency across not just the wealth solutions organization, but also our advisors and clients, so they can see where we are in the experience?” #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Chief Wealth Solutions Architect in Los Angeles, CA vacancy
  •  ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division. Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Executive Officer (CEO) for... 
    Suggested

    Confidential

    Los Angeles, CA
    1 day ago
  • $300k

     ...Masterworks, LLC. is seeking a Managing Director to launch and manage a private wealth team in Beverly Hills or Silicon Valley. This role includes capital raising, client engagement, and overseeing an art gallery. Candidates should have extensive experience in financial... 
    Suggested

    Masterworks

    Beverly Hills, CA
    12 hours ago
  • $68k - $120k

    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... 
    Suggested

    711 MS Smith Barney, LLC

    Los Angeles, CA
    1 day ago
  • $300k

     ...District. Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery which the private wealth team operates out of, with art by... 
    Suggested
    Afternoon shift

    Masterworks

    Beverly Hills, CA
    2 days ago
  • $300k

     ...Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery which the private wealth team operates out of, with art by artists like Banksy, Basquiat... 
    Suggested
    Afternoon shift

    Masterworks

    Beverly Hills, CA
    12 hours ago
  • $130k - $230k

     ...responsible for expanding Wilshire’s presence within the intermediary wealth channel by developing enterprise relationships with home...  ...The role will focus on driving adoption of Wilshire’s investment solutions, model portfolios, manager research capabilities, outsourced... 
    Work at office
    Home office

    Wilshire Advisors LLC

    Santa Monica, CA
    5 days ago
  •  ...PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international expansion. The ideal candidate will have experience in cross-border wealth advisory and asset allocation, focusing on UHNW... 
    Full time
    Remote work

    InforCapital, partnership

    Los Angeles, CA
    11 hours ago
  •  ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve...  ...end-to-end: identifying opportunities, structuring sophisticated solutions, and ensuring disciplined execution that delivers exceptional client... 

    Chase

    Los Angeles, CA
    5 days ago
  •  ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services...  ...to deliver comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy, and provide... 

    Confidential

    Los Angeles, CA
    1 day ago
  •  ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term...  ...Morgan Chase Wealth Management, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact for Financial... 

    Chase

    Los Angeles, CA
    3 days ago
  •  ...Summary: Kinecta Financial & Insurance Services, LLC (KFIS), the wealth management CUSO of Kinecta Federal Credit Union, is seeking an...  ...of investment products, advisory platforms, insurance solutions, and regulatory requirements. Deep knowledge of financial planning... 
    Contract work
    Work experience placement
    Work at office
    Flexible hours

    Kinecta Federal Credit Union

    El Segundo, CA
    20 days ago
  • $164k - $250k

     ...to enhance client relationships and facilitate financial planning processes. The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role requires exceptional analytical and communication skills to... 

    Wealth Enhancement

    Los Angeles, CA
    4 days ago
  • $175k - $225k

    Wealth Enhancement Group is seeking an Associate Regional Vice President in Los Angeles. This remote position focuses on business development with custodial partners and prospective clients. The ideal candidate will have at least 3 years of sales experience in wealth management... 
    Remote job

    Wealth Enhancement Group

    Los Angeles, CA
    10 hours ago
  • $150k - $175k

     ...ensuring a high-quality service experience. Candidates should have a Bachelor's degree and significant experience in investment or wealth management. The position requires strong analytical, communication, and organizational skills. The compensation package includes an... 

    SCS

    Los Angeles, CA
    3 days ago
  •  ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive,...  ...broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies Bachelor's degree and Certified... 
    Work at office

    Chase

    Los Angeles, CA
    3 days ago
  •  ...Custom Lending Specialist As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this fast... 

    Chase

    Los Angeles, CA
    5 days ago
  • $68k - $120k

     ...POSITION SUMMARY The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/... 
    Temporary work
    Work experience placement

    Morgan Stanley

    Beverly Hills, CA
    4 days ago
  •  ...Masterworks is looking for a Managing Director to lead a private wealth team in Beverly Hills. This role involves managing financial advisors and facilitating client events at an art gallery showcasing works from renowned artists. Ideal candidates have over 10 years in... 

    Masterworks

    Beverly Hills, CA
    12 hours ago
  • $68k - $120k

     ...Position Summary The Chief of Staff provides exceptional service to our clients and supports Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. This senior service level position manages all business operations and oversees essential... 
    Work experience placement

    711 MS Smith Barney, LLC

    Los Angeles, CA
    11 hours ago
  • $68k - $120k

     ...Description “Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY...  ...for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization...  ..., innovative strategies and leading-edge solutions—and in the ability of capital to work for... 
    Temporary work
    Work experience placement
    Local area

    711 MS Smith Barney, LLC

    Los Angeles, CA
    12 hours ago
  • $68k - $120k

     ...Job Description “Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY: The Team COO is a senior level...  ...serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role oversees... 
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Beverly Hills, CA
    3 days ago
  • $122.4k - $228k

     ...Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship...  ...for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs... 
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

    Los Angeles, CA
    1 day ago
  • $200.72k - $301.08k

    Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and...  ...experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable... 

    Itlearn360

    Los Angeles, CA
    4 days ago
  •  ...business unit to operate autonomously, supported by a central AI Solutions Group, while strategic partnerships with leading data and AI...  ...The Role:  We are seeking a Director or VP Solutions Architect to serve as a hands-on technical leader responsible for translating... 
    Work at office

    TWG Global AI

    Santa Monica, CA
    4 days ago
  • $250k - $310k

     ...Job Description MDstaffers is seeking a qualified Division Chief, Pediatric Pulmonology in Los Angeles, CA . For more information, please apply or call (866) 90-STAFF. Job Description Division Chief needed in Los Angeles, California to lead a Pediatric Pulmonology... 
    Full time
    Contract work
    Immediate start
    Relocation package
    Monday to Friday

    MDstaffers

    Los Angeles, CA
    7 days ago
  •  ...A leading AI technology company is seeking a Solutions Engineer to partner with Private Equity customers. This role involves pre-sales technical support, building customer relationships, and recommending AI solutions for business value. Ideal candidates should have extensive... 

    OpenAI

    Los Angeles, CA
    11 hours ago
  • $68k - $120k

    711 MS Smith Barney, LLC in Los Angeles seeks a Chief of Staff to manage business operations and support Financial Advisors. Responsibilities include overseeing support teams, guiding strategic initiatives, and enhancing client relationships through exceptional service.... 

    711 MS Smith Barney, LLC

    Los Angeles, CA
    11 hours ago
  • $200k

     ...billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We...  ...Position Summary NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book... 
    Work at office
    Local area

    Focus Financial Partners

    Los Angeles, CA
    4 days ago
  •  ...Multi-Asset Specialist Join a collaborative team that empowers advisors with innovative investment solutions and expert guidance. As a Multi-Asset Specialist, you'll play a pivotal role in supporting our advisory business and shaping the future of investment advice... 

    Chase

    Los Angeles, CA
    1 day ago
  • NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have... 
    Work at office

    NorthCoast Asset Management

    Los Angeles, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Chief Wealth Solutions Architect. Be the first to apply!