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
- ...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
$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$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$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...SuggestedAfternoon shift$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...SuggestedAfternoon shift$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 officeHome office- ...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 timeRemote work
- ...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...
- ...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...
- ...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...
- ...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 workWork experience placementWork at officeFlexible hours
$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...$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$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...- ...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
- ...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...
$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 workWork experience placement- ...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...
$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$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 workWork experience placementLocal area$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 workWork experience placementLocal area$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 workPart timeLocal areaShift work$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...- ...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
$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 timeContract workImmediate startRelocation packageMonday to Friday- ...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...
$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....$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 officeLocal area- ...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...
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Wealth Solutions Architect. Be the first to apply!
- executive associate Los Angeles, CA
- college president Los Angeles, CA
- credit union executive Los Angeles, CA
- chief dental officer Los Angeles, CA
- chief growth officer Los Angeles, CA
- chief medical officer Los Angeles, CA
- store executive Los Angeles, CA
- executive director of development Los Angeles, CA
- search executive Los Angeles, CA
- assisted living executive director Los Angeles, CA


