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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Advisor: Strategy & Client Engagement in Beverly Hills, CA vacancy
$150k - $200k
A leading multi-family office in Los Angeles seeks a Vice President, Portfolio Manager to manage client portfolios of equities, fixed income, and alternative assets. The role involves making investment decisions, communicating with clients, and contributing to business...SeniorWork at office$90k - $110k
...theatrical, television & streamer clients. We are looking for... ...for: We are seeking a Senior Social Media Manager, Strategy & Client Partnerships to... ...strategies to drive engagement and cultural impact Develop... ..., please submit: Portfolio or examples of relevant social...SeniorRemote workFlexible hoursShift workThe Refinery
Los Angeles, CA8 days ago$170k - $300k
...Senior Portfolio Advisor Working at Citi is far more than just a job. A career with us means... ...They will be responsible for field and client engagement, acting as a key ambassador for the... ...centralized messaging around CIO Team's strategy, views, and performance with the...SeniorFull timeCiti
Beverly Hills, CA4 days ago$194.23k - $228.5k
...at-all from Day One. Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and... ...trends, early warning signs, and risk mitigation strategies. Ensure compliance with all regulatory guidelines, internal...SeniorTemporary workLocal areaU.S. Bank
Los Angeles, CA1 day ago- ...Portfolio Manager (Senior/Vice President level depending on experience) West... ...ll Do Directly manage client investment portfolios Implement... ...to growth through referral engagement and select business... ...firmwide research, investment strategy, and client engagement....Senior
International Search Consultants
Los Angeles, CA2 days ago $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$190k - $210k
...A portfolio manager is a financial professional responsible for creating and managing investment portfolios for clients, making decisions on what assets to buy and sell to achieve the client... ...and implementing investment strategies based on their individual needs and...SeniorFull timeLocal areaFlexible hoursBank of Hope
Los Angeles, CA1 day ago$72k - $95k
...Senior Investment Advisor Associate (Client Service) Kayne Anderson Rudnick, headquartered in Los Angeles, is... ...Advisor–client meetings and prepare portfolio review materials. Attend... ...Retirement Planning, Tax and Estate strategies, as well as other important services...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hoursKayne Anderson Capital Advisors
Los Angeles, CA4 days ago- ...Senior Portfolio Manager At Disney, we're storytellers. We make the impossible, possible.... ...technology solutions that align to business strategies while enabling enterprise efficiency... ...Develop and foster relationships and engagement models with Enterprise Technology...SeniorWork experience placementWork at office
Disney
Los Angeles, CA3 days ago - JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants should have at least three years of experience in Private Banking or Financial Services, a Bachelor's Degree, and the necessary licenses...Senior
$150k - $175k
Position Summary SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As part of a client relationship team dedicated to serving financial and investment needs, the VP will work with the team to ensure SCS clients continue to receive a world...SeniorWork at officeLocal area- ...Description Consultant will work with client companies to produce analysis... ...work under the direction of Senior Managing Directors who manage the client engagements, but will be responsible for technical... ...to management. Development of strategies that quickly maximize cash flow...SeniorWork at officeFlexible hours
$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 hoursCapital Group
Los Angeles, CA3 days ago$145k - $185k
...for its deep industry knowledge, strong client relationships, and disciplined execution... ...Overview The Vice President, Underwriting Portfolio Manager is responsible for both... ...execution of portfolio risk management strategies Qualifications Required...SeniorWork at officeFirst Citizens Bank
Los Angeles, CA4 days ago$118.2k - $160k
...Description The North America Portfolio Strategy & Planning team is looking for a talented marketing planning manager with a background in... ...across the Amazon and Prime brands. We are looking for a Senior Portfolio Strategy & Planning Manager who thrives at the intersection...SeniorTemporary workInternshipLocal areaFlexible hoursAmazon
Santa Monica, CA2 days ago$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$240k - $300k
...ADVISOR SENIOR - FOREIGN EXCHANGE WHAT IS THE OPPORTUNITY... ...customized FX solutions to clients. This role calls for... ...to execute sales strategies to achieve business objectives... ..., develop, and deepen engagement with select client coverage within the portfolio across middle market,...SeniorRemote workCity National Bank
Los Angeles, CA1 day ago$32.4 - $55.08 per hour
Public Communications and Engagement Senior Manager Reports to the Student Health executive director... ...marketing. Independently manages a portfolio of projects in constituent and media... ...and programs. Oversees social media strategy and analytics, supervises assigned staff...SeniorHourly payWork experience placement$71.87k - $114.8k
ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible... ...day-to-day interaction with clients of the Commercial, Specialty... ...situation. Actively engages in meaningful conversations with... ...by the Relationship Manager strategies for those clients they manage...SeniorImmediate startRemote 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$90k - $100k
...FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The... .... Interact with clients, prospects and colleagues... ...to their investment strategies. Communicate strategic... ...be taken. Client Portfolio Review and Management... ...networking and community engagement Get a more...SeniorRemote workShift workCity National Bank
Los Angeles, CA2 days ago$162k - $324k
...in the office. This is a client-facing, Investment Consulting... ...markets, investment managers, portfolios, and investment performance.... ...internal teams on investment strategy, portfolio management, research... ...with prospective clients and engage with existing clients to grow...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekOliver Wyman
Los Angeles, CA4 days ago- 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...
- 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
$162k - $324k
...in the office. This is a client-facing, Investment Consulting... ...markets, investment managers, portfolios, and investment performance.... ...internal teams on investment strategy, portfolio management, research... ...with prospective clients and engage with existing clients to grow...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMarsh & McLennan
Los Angeles, CA4 days ago- ...Identification 210727868 Job Category Client Advisory Business Unit Asset & Wealth Management... ...as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of... ...regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests,...SeniorFull timeLocal area
$127.63k - $237.01k
*PORTFOLIO MANAGER SR - Asset-Based Lending * The Porfolio Manager... ...of prospects and/or existing client relationships for City National... ...will work closely with senior management and business development... ...networking and community engagement Get a more detailed look at...SeniorRemote workCity National Bank
Los Angeles, CA2 days ago$125.4k - $181.88k
...Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays... ...high net worth clients achieve long-term financial... ...through a highly engaging and strategic approach... ...the ‘Personal Strategy’ investment strategy... ...engage with clients on portfolio, market, and economic...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
Los Angeles, CA1 day ago- Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance... ...focus on timeliness, accuracy, and consistency across the portfolio; monitoring and generating reports on upcoming deadlines...SeniorContract workWork at officeLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Advisor: Strategy & Client Engagement. Be the first to apply!
Related searches
- solution advisor Beverly Hills, CA
- care advisor Beverly Hills, CA
- college advisor Beverly Hills, CA
- innovation advisor Beverly Hills, CA
- remote advisor Beverly Hills, CA
- cultural advisor Beverly Hills, CA
- operations advisor Beverly Hills, CA
- advisor Beverly Hills, CA
- senior game producer Beverly Hills, CA
- senior lead project manager Beverly Hills, CA