Senior VP, Wealth & Investment Strategy
$200.72k - $301.08kItlearn360
Itlearn360 is seeking an experienced Investment Counselor to manage and grow investment relationships. The role requires at least 8 years of experience in investment advice, collaborating with internal teams to provide solutions to clients, and ensuring compliance with regulations. This position offers a competitive salary range of $200,720.00 - $301,080.00 and a comprehensive benefits package, including medical, dental, vision coverage, and paid time off. Candidates with advanced degrees such as CFA or MBA are preferred. #J-18808-Ljbffr Itlearn360
- ...Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should have over...Senior
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of... ...managing client relationships. Responsibilities include analyzing investment objectives, monitoring portfolios, and collaborating with...Senior
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience... ...a strong focus on client relationship management and investment analysis. This role offers a competitive salary range...Senior- ...global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over six...Senior
- ...ability to obtain them. This role involves advising clients on wealth management and generating new business while collaborating with... ...proven sales record. Strong organizational skills and knowledge of investment concepts are essential. #J-18808-Ljbffr JPMorgan Chase & Co.Senior
- ...Portfolio Manager (Senior/Vice President level depending on experience... ...highly regarded independent wealth management firm is seeking a... ...to join its collaborative investment team. This is a strategic role... ...research, investment strategy, and client engagement. Portfolio...Senior
$200.72k - $301.08k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing...Senior$150k - $175k
...Summary SCS is seeking a Vice President (“VP”) to join the Los Angeles, California... ...team dedicated to serving financial and investment needs, the VP will work with the team to... ...solutions, and communicate sophisticated wealth management topics in a concise, understandable...SeniorWork at officeLocal area$325k - $400k
...technology companies with equity investments in primary issuances as well... ...section visibility As a Senior Vice President, you will lead... ...Advisors, family offices, wealth institutions and other Qualified... ...team's US capital formation strategy. Longer term, there is scope...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the... ...and presenting estate and tax planning strategies to ultra-high-net-worth clientele, and the...SeniorWork at office
$65k - $80.2k
...financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients.... ...include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's degree and 3...Senior- ...Product Development Business Unit Asset & Wealth Management Locations 270 Park Ave,... ...of $2.4 trillion, is a global leader in investment and wealth management. Its clients... ...platform offering fits the Global Private Bank strategy within a market context Actively...SeniorFull time
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans... ...Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The...Senior
- A leading financial advisory firm in California is searching for a Wealth Manager to develop and implement customized financial strategies for clients. The successful candidate will take the lead on all client interactions and must present complex financial information...Senior
$150k - $200k
Kinecta Federal Credit Union is looking for a Vice President of Wealth Management to oversee operations and drive business growth. In... ...financial advisors. The ideal candidate has a strong background in investment and financial planning, proven leadership skills, and at least...Full time$151.72k - $252.87k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.... ...firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current...SeniorTemporary workWork experience placement- JPMorgan Chase & Co. is seeking an Investment Specialist in Los Angeles, California, to help win new clients and deepen existing relationships... ...experience in Private Banking and a strong understanding of wealth management. A bachelor's degree and Series 7, 66, and Insurance...Senior
- This Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is... ...are currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles... ...dedicated support ecosystem including estate strategy, investment management, client service,...SeniorWork at office
- ...Senior Wealth Advisor SAFE Act Discover your future at Citi. Working at Citi is far more... ...own field and contributes to directional strategy by considering their application in own... ...a wide variety of financial and investment services to an Ultra high net worth client...Senior
- ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic professional... ...that determine approaches and strategies for the area. Provides advice and counsel... ...providing a wide variety of financial and investment services to an Ultra high Net Worth client...SeniorWork at office
- ...Senior Vice President, Strategy and Transformation About the Company Prominent healthcare services provider Industry Hospital & Health Care Type Privately Held About the Role The Company is in search of a Senior Vice President of Strategy and Transformation...Senior
- ...Senior Vice President, Accounting and Finance About the Company Accomplished real estate investment & operating firm Industry Real Estate Type Privately Held About... ...Executive Committee to contribute to firm strategy, and leading the assembly and...Senior
$145k - $185k
...requirements and market conditions. The VP will lead analysis, reporting, and asset... ...execution of portfolio risk management strategies Qualifications Required... ...asset-based lending, corporate lending, or investment banking ~4 years of experience in aviation...SeniorWork at office- ...Senior Vice President, Actuarial & Investment Consulting About the Company Leading provider of insurance & risk management services Industry... ...strategic advice on actuarial, benefit, and investment strategies. A key aspect of the position is the ability to mentor...SeniorRemote work
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...clients on tax planning, compliance, and strategy. These individuals help businesses... ...automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor...SeniorFull timeH1b$151.72k - $252.87k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary... ...firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess the client's...SeniorTemporary workWork experience placementLocal area$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing... ...on tax planning, compliance, and strategy within our Tax practice. You will help...SeniorFull timeH1b$180k - $245k
...creativity and collaboration, and we engage stakeholders in new and creative ways to build brands and reputations. Senior Vice President, Social & Influencer Strategy - Healthcare Weber Shandwick is seeking a Senior Vice President, Social & Influencer Strategy to join...Senior$180.22k - $286.83k
...Senior Vice President, Media Strategy The SVP, Media Strategy and Planning position leads the media strategy and planning function for a large, fashion... ...and Health/Wellness/Comfort reimbursements to help you invest in your future and work/life balance Tuition...SeniorTemporary workFreelanceWork at officeLocal areaFlexible hours$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...that determine approaches and strategies for the area. Provides advice and counsel... ...providing a wide variety of financial and investment services to an Ultra high Net Worth client...SeniorFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior VP, Wealth & Investment Strategy. Be the first to apply!
- vice president sustainability Los Angeles, CA
- vice president estimating Los Angeles, CA
- vice president media Los Angeles, CA
- vice president public policy Los Angeles, CA
- assistant vice president compliance Los Angeles, CA
- vice president manufacturing Los Angeles, CA
- vice president Los Angeles, CA
- vice president process improvement Los Angeles, CA
- vice president business solutions Los Angeles, CA
- vice president corporate communications Los Angeles, CA

