Global Client Group Associate - RIA Focus
Dimensional Fund Advisors
Dimensional Fund Advisors in Santa Monica seeks an Associate for the Global Client Group (Independent Advisor Group). The role supports Regional Directors and RIAs on the west coast, building complex portfolio analyses and presenting investment insights. You will discuss findings with clients, deliver educational investment webinars, answer ad hoc questions via the Financial Advisor hotline, and help develop marketing materials while expanding knowledge of capital market research. #J-18808-Ljbffr Dimensional Fund Advisors
- Capital Group seeks a Global Investment Control (GIC) - Private Client Services Associate to administer fund distributions and tax-efficient strategies while ensuring strict compliance with client guidelines and regulations. You will manage orders, cash flows, and account...Suggested
- Dimensional Fund Advisors seeks a qualified professional for the Global Client Group (GCG) to manage complex portfolio analyses, support advisor clients, and deliver investment education. The role partners with Sales & Client Service teams to grow business and retain clients...SuggestedWork at officeRemote work
- ...Angeles‑based Technology Group seeks an experienced Associate to deliver advisory services... ...of Technology sector clients. You will support a broad... ...finance transactions with focus on M&A and cross‑border work... ...to the office’s growth and global collaboration. The role offers...SuggestedWork at office
$210k - $250k
...VP/Group Director, Platform Management & Investment Santa Monica, CA - Hybrid Why You’ll... ...up in how we work together and with our clients. It means trusting people to do their jobs... ...made thoughtfully and competitively, with a focus on fairness, internal equity, and market...SuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week$21.75 - $44.5 per hour
...audit, tax, and consulting groups. That's why we... ...Description: The Client Engagement Specialist (... ...Reporting, with a focus on timeliness, accuracy... ...geographic differential associated with the location at which... ...independent member of Crowe Global, one of the largest global...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$175k - $225k
...Co’s LA based Technology Group is looking for an experienced Associate to work closely with a team... ...services to a range of clients across the Technology sector... ...transactions with a focus on M&As and will play a crucial... ...other colleagues globally on international/cross‑border...Work experience placementWork at office$235k - $340k
...opportunities for Finance associates to join the Global Transportation Finance team... ...Global Transportation Finance Group at Vedder has been ranked... ...and domestic transactions focusing on the financing, leasing,... ...as much responsibility and client contact as you are ready to...Contract workSummer workWork at officeLocal areaRemote workFlexible hours3 days per week- ...Client Associate Are you a self-starter with a passion for Sales and Commercial... ...sales team, where the CTL Group's entrepreneurial spirit and... ...drive to succeed, a laser focus on providing a best-in-class... ...diverse talents they bring to our global workforce are directly linked...Work at office
$126.4k - $267.5k
...The Credit Advisor (CA) is a client-facing role responsible for developing... ...quality within the defined Global Wealth and Investment... ...Management Customer and Client Focus Profitability Analysis Influence... ...their line of business and/or group; and the overall success of...Shift workDay shift$175k
About CIM Group: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together... ...To learn more, visit us at Position Purpose: The Associate, Investments role (with a Real Estate Equity focus) is an...16 hoursWork at officeLocal area$80.1k - $128.16k
Private Client Services GIC Associate Responsibilities As a Global Investment Control (GIC) - Private Client Services (PCS)... ...and PowerPoint. You are customer‑focused, action‑oriented, organized, and... ...by federal, state or local law. #J-18808-Ljbffr Capital GroupTemporary workLocal areaFlexible hours$130k
Cmlawfirm is seeking an Experienced Litigation Associate for their Los Angeles office. This position offers the opportunity to take a dynamic role in litigation with a focus on client involvement and case ownership. The ideal candidate will have litigation experience and...Work at office$215k - $250k
...Overview Apollo is a high-growth, global alternative asset manager. In... ..., we seek to provide our clients excess return at every point along... ...to private equity with a focus on three investing strategies:... ...career. Apollo Insurance Solutions Group (ISG) is seeking an...Work at office- Position Overview Apollo is a leading global alternative asset manager with approximately $938 billion of assets under... ...institutions and individuals worldwide. Apollo Insurance Solutions Group (“ISG”) is seeking an Associate to join its Middle Office Operations team in El Segundo....Work at officeWorldwide
- ...of how you deliver exceptional client service. 2-How do you ensure... ...or working in a client-focused environment? We're looking for a Registered Client Associate to: Keep management systems... ...UBS is a leading and truly global wealth manager and the leading...Work at officeFlexible hours
- ...Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career... ...across our audit, tax, and consulting groups. That's why we continuously invest in... ...monitoring status; reporting with a focus on timeliness, accuracy, and consistency...Contract workWork at officeLocal areaShift work
$25 - $44 per hour
...Job Description Provides client service support to multiple Financial Advisors (FA). Supports... ...with a strong work ethic and intense focus on results. Demonstrates a client‑centric... ...contributions of their line of business and/or group, and the overall success of the Company....Hourly paySeasonal workWork at officeShift workDay shift$49.5k - $77k
...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ...the importance of a highly qualified global workforce and plays a critical role... ...Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal...Full timeFlexible hours- A global hospitality investment firm is seeking a Finance Manager. This critical role involves managing financial operations, cash flow... ...insurance benefits, and the chance to drive significant financial insights within a dynamic environment. #J-18808-Ljbffr Altius Search GroupFull time
- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative... ...our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an...
- Investment Group Research Assistant (Hybrid, 4 days onsite- Friday’s remote) (3 open roles) Los Angeles, CA Shift: Hours 7am to 4pm 3... ...learning agility and adaptability Strong service mindset with a focus on responsiveness and teamwork Clear and professional communication...Temporary workRemote workFlexible hoursShift work
- Job Overview A law firm seeks a Global Finance Mid-Level Associate in Century City, CA. The ideal candidate will have at least three years of experience... ...debt funds. Work within a rapidly growing practice group. Requirements Minimum of three years of relevant experience...
- Vedder Price's Global Transportation Finance Group in Los Angeles is seeking Finance associates to join a team of more than 60 lawyers handling aviation, rail, maritime and other equipment asset transactions. Positions are available in Los Angeles, Chicago, Dallas or Miami...Work at officeRemote work
$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and... ...recognize the importance of a highly qualified global workforce and plays a critical role in... ...Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal...Full timeFlexible hours- BCG Attorney Search is seeking a Global Finance Mid-Level Associate in Century City, CA. The ideal candidate must have a Juris Doctor (JD) degree and... ...the opportunity to collaborate with high-profile lenders in a growing practice group. #J-18808-Ljbffr BCG Attorney Search
- Paul Hastings' Global Finance team is seeking Mid‑Level Associates with at least three years of experience to join the firm’s market‑leading practice. Ideal... ...experience is a plus but not required. The group’s clients include high‑profile bank and nonbank lenders such...Work at office
$120k - $150k
Clocktower Group is an alternative asset management and advisory firm... ...disrupters. We also provide global macro research and advisory... ...Capital business line with a focus on Investor Relations . This is... ...fields where communication and client engagement are key. Excellent...Work at office$110k - $175k
...Beach) Rothschild & Co is a leading global financial services group with seven generations of family control... ...makes a meaningful difference to our clients, communities and planet. We have 4,6... ...perspectives are valued. We are focused on the attraction and recruitment, development...Work at officeFlexible hours$186.4k - $252.2k
...Amazon MGM Studios is seeking a Global Head of Risk Management to lead the studio's Financial Risk Management program. This leader owns... ...visibility of the Risk Management team and process to other content groups under Prime Video, and provide high-level guidance as needed....Contract workFor contractorsLocal areaFlexible hoursShift work
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