Senior Charitable Advisory & Wealth Consulting Lead
Charles Schwab
DAFgiving360 Charitable Consulting is seeking a Senior Relationship Director to drive long-term growth, manage advisor and family office relationships, and deliver timely charitable planning education to partners and high-net-worth clients in the U.S. Reporting to the Director, you will source new opportunities, partner with Schwab Advisor Services and marketing, and serve as a trusted resource in collaboration with Charles Schwab & Co. to provide exceptional client experiences. #J-18808-Ljbffr Charles Schwab
- A specialized boutique accounting and consulting firm is seeking a Senior Manager/Director for Accounting and Transaction Advisory Services in Los Angeles. This role offers the chance to lead multi-disciplinary teams and tackle complex accounting issues, making a significant...Senior
- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... ...life goals.We’re selectively adding senior wealth advisors in key markets and... ...a book of client relationships, lead client strategy, and delegate work...SeniorFull timeShift work
- MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes... ...should have over 5 years of experience in wealth management or financial services, strong...SeniorWork at office
- ...Solutions group in Los Angeles seeks a Director II to lead relationships with ultra-high-net-worth... ...advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients...SeniorWork at office
- Baker Tilly is seeking a High Net Worth Tax Principal to lead a private wealth practice serving wealthy individuals, families, and private businesses. You will guide complex tax planning and multi-generational strategies while mentoring a team and collaborating with firm...SuggestedPrivate practice
$185k - $300k
...Custom Credit Banker Wealth & Investment... ...of the United States' leading providers of financial... ...relationship management and consultative sales skills. The Custom... ...outreach across CRG, senior Custom Credit team members... ...conducting Investment Advisory business. Compliance...SeniorOngoing contractWork experience placementImmediate start- Certus Recruitment Group is seeking an advisory expert to manage high-value relationships with Ultra High Net Worth individuals. This role... .... The successful candidate will possess strong connections in wealth management and demonstrate a proven track record in managing...
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver high-quality fiduciary guidance to clients. You will manage comprehensive financial plans and portfolios, leveraging Schwab's suite of investment products and research to meet...Senior
- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role emphasizes collaboration with an advisory team to help clients navigate complex financial landscapes. The ideal candidate...Senior
- West Monroe is seeking an experienced Mergers & Transaction Services Advisory Lead, Software & AI, to partner with PE firms, corporate development, and C-suite leaders. You will evaluate software products, AI capabilities, and technology operating models across the deal...Senior
- Baker Tilly US in Santa Monica, CA seeks an experienced professional to join the Transaction Advisory Services group as an Associate/Senior Associate. You will interact with partners, perform data gathering, due diligence, and financial analysis to support buy-side and...Senior
- ...in Los Angeles. This is an exceptional opportunity for a seasoned practitioner to handle sophisticated employment litigation and advisory matters for a diverse client base. JD from top-tier law school and CA Bar in good standing are required, with 9-12 years of labor...Senior
- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized... ...strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and ensuring...SeniorFlexible hours
$258.8k - $304.2k
...impact?Mergers & Transaction Services Advisory Lead, Software & AI West Monroe is seeking a... ...intellectual property. Mentor and develop consultants, architects, and technical leaders... ...presentation skills with the ability to influence senior business and technology leaders....Work at officeLocal areaImmediate startFlexible hours2 days per week- Overview Principal or Senior Principal, Anthropic AI Solutions - AI Systems & Platforms... .... As the Anthropic Partner Solution Lead, you’ll partner with crossfunctional... ...time in a client-facing technical or advisory role at a consulting firm, technology partner, or AI product...SeniorTemporary workWork at officeLocal area
- SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak... ...in the functional areas of accounting, auditing, taxes, or advisory services. Reviews and signs off on tax returns. Involved with...SeniorLocal area
$151k - $302.5k
...a week in the office. Mercer is recruiting for a MercerWell Senior Lead Consultant. At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating exciting and rewarding...SeniorMinimum wageLocal areaRemote workFlexible hours3 days per week1 day per week- ...an experienced Private Banker to join our team in 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...Senior
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorFull timeWork experience placementWork at office
$35.86 - $47.12 per hour
...Audit Associate Or Senior Assurance & Advisory (Japanese Bilingual) Client: Accounting & Consulting Firm Working Location: Los Angeles, California Working style: Hybrid Employment Type: Full-Time (Hourly / Non-Exempt) Salary: $35.86 $47.12 / hour (Overtime...SeniorHourly payFull timeVisa sponsorship- Altruist is seeking an Onboarding Specialist to own the transition of advisory firms onto the Altruist platform — from post-sale handoff through a launched, self-sufficient firm. You will drive discovery, plan execution, and training, ensuring credibility by understanding...3 days per week
- ...nonprofit organization created to increase charitable giving in the U.S. We offer a donor-... ...Our Opportunity DAFgiving360 Charitable Consulting is responsible for long-term sustainable... ...Relationship management experience in the private wealth and/or investment management industries...Senior
$180k - $195k
...is a Top 100 accounting and consulting firm primarily operating in the... ...evolution. The Senior Manager is the liaison between... ...Firm. Senior Managers play a lead role in maintaining client relationships... ...budgets for assigned Assurance and Advisory engagements; responsible for...SeniorWork at officeLocal areaWork from homeNight shift$110k - $350k
...Meaden & Moore Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market... ...Litigation Forensic Advisory Manager, Senior Manager, Director or Executive-... ...involvement, volunteerism, and charitable giving Learn More About Life At...SeniorWork at officeFlexible hours- Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, seeks a Senior Wealth Planning Associate to support high-net-worth clients and financial advisors. This role emphasizes comprehensive financial planning, client service excellence, and managing complex...SeniorWork at office
$130k
...Senior Associate Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals... ...equity, hedge funds, sovereign wealth, family office and corporate clients around...SeniorPart timeWork at officeFlexible hours$70k - $151k
Cross Country Consulting is hiring for an Accounting Advisory role in Los Angeles, CA. The candidate will support clients in various accounting processes, deliver tailored solutions, and collaborate with a dedicated team. Ideal experiences include operational accounting...Senior$183k - $252k
Palo Alto Networks, Inc. is seeking a Senior Consultant for cybersecurity incident response. This senior-level role will lead breach investigations and serve as a hands-on technical leader for Unit 42 clients in various industries. Candidates should have over 10 years of...Senior$155k - $175k
...a Principal, the Assurance Senior Manager, Risk Advisory Services is responsible for... ...stages of internal audit or consulting engagements to include... ...engagement realization, as needed Leads assigned client engagements... ...the chance to grow their wealth over time as their shares...SeniorContract workWork at office- FTI Consulting, Inc. in the United States seeks a Senior Consultant in Corporate Finance to support CFO advisory engagements for Fortune 500 clients. You will collaborate with multiple teams to deliver high-quality financial analyses, build tools and reports, and manage...Senior
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