Senior Portfolio Advisor: Strategy & Client Engagement
Citi
Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating on business development, and participating in the investment process. The role demands a high degree of adaptability and a commitment to delivering exceptional results in a dynamic environment. Attractive benefits include comprehensive medical coverage and paid time off. #J-18808-Ljbffr Citi
- Role: The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory.... ...They will be responsible for field and client engagement, acting as a key ambassador for the... ...messaging around CIO team’s strategy, views, and performance with the field...Senior
- ...for a full-time Tax Manager to join their CPA firm in Encino, California. This role involves tax preparation, management of client engagements, and supervision of team members, making the ideal candidate essential to the firm's growth. The Tax Manager will require at...SeniorFull time
$65k - $80.2k
...services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's degree and 3-5...Senior- ...Description Job Description Portfolio Manager (Senior/Vice President level... ...You’ll Do Directly manage client investment portfolios Implement... ...to growth through referral engagement and select business... ...firmwide research, investment strategy, and client engagement....Senior
$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...complex investment and estate planning strategies. The ideal candidate is... ...documentation, and reporting within CRM and portfolio systems. Support the preparation of...SeniorWork at officeLocal area$70k - $80k
Zambezi’s media division is seeking a Senior Media Planner to develop and execute client media strategies in Culver City, California. The ideal candidate will own the media workflow, engage directly with clients, and bring 3+ years of experience in integrated media. Job...Senior$234.28k - $398.27k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-... ...learn new ones**“I can succeed as a Senior Manager of Portfolio Architecture, supporting Global Business... ...leader to join our Global Technology Strategy & Architecture (GTSA) organization as...SeniorTemporary workLocal areaFlexible hours$110k - $120k
...Team Bel Air Investment Advisors, an advisory practice... ..., targeting clients with $20 million or more... ...sub‑advisory investment strategies within our open architecture... ...professionals, portfolio managers, fixed income... ...company is looking to add a Senior Client Service/...SeniorPermanent employmentWork at officeLocal areaFlexible hours$240k - $300k
ADVISING SENIOR - FOREIGN EXCHANGE WHAT IS... ...OPPORTUNITY? The Advisor Senior - FX Sales... ...FX solutions to clients. This role calls... ...to execute sales strategies to achieve business... ..., and deepen engagement with select client... ...coverage within the portfolio across middle...SeniorRemote work- ...financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal... ...management and be adept at managing client relationships. Responsibilities include... ...analyzing investment objectives, monitoring portfolios, and collaborating with internal teams...Senior
$109.94k - $186.76k
Northern Trust Corp in Los Angeles is seeking a Financial Advisor to provide client solutions and strategies while ensuring excellent service. The qualified candidate will have over 5 years in the securities industry, strong sales skills, and hold necessary securities...Senior$70k - $200k
Citibank (Switzerland) AG is seeking a Senior Wealth Advisor in Beverly Hills, California, to... ...financial services to ultra high net worth clients. The ideal candidate should have 6-10... ...economic analyses, and developing financial strategies. Competitive salary range is $70,000 -...Senior- BMO is seeking a Portfolio Manager for its Commercial Real Estate group in Los Angeles, California. This key position will involve analyzing lending proposals and managing client portfolios to ensure quality and compliance with bank policies. The ideal candidate will have...Senior
- Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate... ...over 10 years of experience in investment strategies, excellent communication skills, and a...
$44.3k - $73k
...processing teller transactions and collaborating with colleagues to ensure client satisfaction. Applicants should have a high school diploma and customer service experience, and be able to engage effectively with customers. The position offers a competitive salary...Senior- BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...Senior
$140k - $200k
...Benefits Financial/Actuarial Senior Director, you will serve as... ...financial lead for large, complex client assignments. You’ll leverage... ...’ financial/actuarial engagements Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients...SeniorTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth. The position offers a hybrid work schedule requiring in-office attendance 3 or more days per week. Ideal candidates...SeniorWork at office3 days per week
$115k - $140k
...we are seeking a Senior Financial Planner... ...tax planning and strategy to join our growing... ...a highly visible, client-facing role focused... ...Planning and Wealth Advisors to design and... ...structures Tax-efficient portfolio withdrawal and... ...complex, intellectually engaging client situations—...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$72k - $95k
...firm is an affiliate of Virtus Investment Partners. The Senior Investment Advisor Associate (Client Service) will serve as a client‑facing professional... ...Advisors. Coordinate Advisor‑client meetings and prepare portfolio review materials. Attend internal and external...SeniorPermanent employmentWork at officeFlexible hours$90k - $100k
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior... .... Interact with clients, prospects and colleagues... ...to their investment strategies. Communicate... ...should be taken. Client Portfolio Review and Management... ...networking and community engagement INCLUSION AND EQUAL...SeniorRemote workShift work$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital... ...helping high net worth clients achieve long-term... ...Represent the ‘Personal Strategy' investment strategy; recommend... ...and objectives, engaging clients on portfolio and market discussions....Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area- ...corporate, government and institutional clients. We focus on our clients' overall... ...role: Wells Fargo is seeking a Senior Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a... ...and coverage bankers to develop strategies around relationship optimization and...SeniorPermanent employmentFull timeWork experience placementWork at officeLocal area
- ...and responsibilities will be determined based on your unique professional background and expertise. • Flexible Work Arrangements: We support remote work, work-from-home options, and even part-time engagements, allowing you to balance your career with your lifestyle....SeniorPart timeRemote workWork from homeFlexible hours
- ...over 10 years of progressive audit experience in a public accounting firm. Responsibilities include developing audit strategies, overseeing engagements, ensuring compliance, and mentoring staff. The firm offers a competitive salary, comprehensive health insurance, and...Senior
- City National Bank is looking for a Portfolio Manager Associate in Beverly Hills. This role involves collaborating with Senior Portfolio Managers to create investment strategies while managing client portfolios and trade executions as per client mandates. The ideal candidate...
- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...Senior
- A leading financial services company is seeking a Senior in Financial Accounting Advisory in Los Angeles. The ideal candidate will have... ...of audit experience and will act as a key player in developing client relationships. Responsibilities include addressing complex accounting...SeniorFlexible hours
$80k - $95k
Engage PEO is looking for a Senior HR Business Partner to provide strategic HR solutions and ensure client satisfaction in a remote capacity. This critical role involves delivering HR services, advising on compliance, and mentoring HR colleagues. Candidates should have...SeniorRemote job- ...focuses on generating treasury management business and building client relationships, specifically for Healthcare Third Party Payment... ...skills. This position offers the opportunity to shape local market strategies while partnering with various internal teams to develop...SeniorLocal area
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