Managing Director, UHNW Investment Advisor
$250kJobleads-US
Citi is seeking an Investment Counselor Principal in Beverly Hills, California, to manage investment relationships with ultra-high net worth clients. Ideal candidates will have over 15 years of experience in investment advice and possess strong analytical skills.
This role offers a competitive salary range from $250,000 to $500,000, along with comprehensive benefits, including medical and dental coverage, retirement plans, and paid time off. Join Citi and make a significant impact in the financial advisory sector.
#J-18808-Ljbffr Jobleads-US$250k
...Overview The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them... ...and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They...SuggestedFull timeLocal area$250k
...implications. Serve as a trusted advisor to clients who frequently... ...Private Bank. Effectively manage client expectations regarding... ...achieve broad financial/investment goals related to the creation... ...Private Banking having covered the UHNW market / Extensive experience...SuggestedFull time$190k - $335k
...Job Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture... ...process Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project...SuggestedWork at office$275k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic... ...Bankers is expanding nationally and seeking to hire experienced Managing Directors throughout our various industry groups. Managing Directors will...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours- ...of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS)... ...exposure to firm leadership and clients. The Managing Director, IB // M&A role at Portage Point represents a unique opportunity...SuggestedInterim roleWork at officeRelocation
$100k - $105k
...Job Description Job Description Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi... ...encourages an entrepreneurial spirit and believes in investing in our staff. Company Description Property Management Associates...Full timeTemporary workWeekend work$255k - $300k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...by integrating financial planning, investment management, business management, tax, estate, insurance... ...Planning - Regis to lead and grow our UHNW-focused estate planning practice. This...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both... .... Asset Management provides individuals, advisors and institutions with strategies and expertise that...Temporary workWork experience placementLocal area
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- ...Bank of America in Los Angeles is seeking a Financial Advisor to deliver comprehensive financial guidance, triage client leads, and refer prospects to partners based on client needs and asset thresholds. You will meet clients to review goals, build a financial plan, and...
$160k - $180k
...as enhance and streamline processes. RESPONSIBILITIES: § Manage day-to-day accounting matters and month-end close process §... ...agreements and loan agreements § Facilitate K-1 preparation with tax advisor § High-level review of CAM reconciliations § Maintain...Work at office- ...applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash...Work at officeShift workWeekend workDay shift
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... .... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate...Remote work$68k - $120k
...Job Description “Investment Consultant – Team Chief Operating Officer (COO)” POSITION... ...serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part... ...for enhancing team capacity, managing the client service model, ensuring the execution...Full timeTemporary workWork experience placementLocal area- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...Work at officeShift workWeekend workDay shift
$110k - $125k
...accounting, excellent Excel skills, and experience with real estate investment platforms. This position offers exposure to complex fund... ...investor income and loss allocations. · Perform investment management fee and waterfall calculations in accordance with governing documents...Full timeWork at office- ...innovation and a customer centric mindset. Reporting to the Region Manager you will be responsible for leading the business development... ...and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce our prospects to our product capabilities...Bank staff
- ...time Location Type Hybrid Department Ventures Managing Director, New Ventures Redesign Health + Cedars-Sinai Digital... ...strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows...Full timeWork at officeLocal area3 days per week
- # Managing Director / PartnerSkyview VenturesManaging DirectorVenture CapitalOn-siteLocationLos Angeles, United StatesDate PostedJune 11,... ...Skyview Capital, seeks a Managing Director or Partner to lead investment activities at its growing VC platform in Los Angeles.**Key...
- ...trust which has allowed both our company and our customers to succeed together. Learn more about the company at Summary: The Managing Director provides strategic and operational leadership for PAFCO, driving sustainable growth, profitability, and operational excellence...
- # Managing Director | El Segundo, CALos Angeles, CaliforniaApply for this positionAt a glance## Opportunity detailsLocation: Los Angeles, CaliforniaCategory: InternalEmployment type: Direct HireWorkplace: HybridJob reference: #61083Published: Aug 21, 2026## About the opportunityWhat...Temporary workFlexible hours
$275k - $325k
...Overview We are seeking an accomplished and highly engaged Managing Director to lead Santa Monica Proper. As the senior executive at the... ...commercially minded, operationally disciplined, and deeply invested in both the guest and employee experience Create a culture...Daily paidLocal area$265k - $295k
...access with property-wide benefits. Position Overview The Managing Director will lead the strategic, operational, and cultural vision for... .... We believe our people are our greatest strength, and we invest deeply in their wellbeing, growth, and sense of belonging....Seasonal workShift work$225k
...days a week The Impact You Will Make We are seeking a Managing Director, Cultural Mobilization to build and lead this new practice.... ...opportunity or ask arises. Develop and steward a network of advisors, partners, and cultural experts spanning entertainment,...For contractorsWork at officeLocal areaShift work3 days per week$139.53k - $172.36k
Job Title:Vice President, Portfolio Manager- Lender FinanceLocation:CityScapeWhat you'll... ...). The Portfolio Manager will work with Directors and MD’s to ensure credit risks are monitored... ...for approval.· Analyze portfolio investment performance for buy/hold/sell recommendations...Full time$86.36k - $101.6k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting...Full timeWork experience placementLocal area- ...take your career to the next level.As an Investment Specialist in the U.S. Private Bank, you... ...experience Ability to multi-task and manage priorities effectively Excellent communication... ...Asset Management provides individuals, advisors and institutions with strategies and...Work at office
- ...GENERAL JOB DESCRIPTION Evoke Advisors, a division of MAI Capital, is seeking an Investment Analyst with excellent... ...insights for Ultra High Net Worth (UHNW) individuals and families. As a... ...standard of accuracy Ability to manage competing priorities and meet deadlines...Work experience placementWork at office
- ...Job Description Job Description Portfolio Manager (Senior/Vice President level depending on experience) West Los Angeles, California... ...is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional...
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