Executive Relationship Director - Ultra High Net Worth
U.S. Bank
A leading financial institution in Los Angeles is seeking a Managing Director in Client Advisory to serve as a primary contact for complex client relationships. Candidates must possess a Bachelor’s degree in finance or related field and extensive experience in financial services, particularly with ultra high net worth clients. The role offers a competitive salary and a comprehensive benefits package, ensuring a fulfilling career path within a dynamic organization. #J-18808-Ljbffr
- ...point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In... ...firm’s largest advisors and clients execute complex liquidity and financing objectives... ...and expand business, deepen existing relationships, and champion the full suite of JP...High net worth
$170k - $350k
...Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank's credit solutions to ultra-high net worth clients and advising on implementation. Job Responsibilities Act as internal sales...High net worthLocal area- ...Private Client strategy in the Western region, focusing on High Net Worth and Ultra High Net Worth clients. The role entails developing... ...budgets with full P&L accountability, and forming exceptional relationships while ensuring the delivery of personalized luxury...High net worth
- ...Downtown Boulder Partnership in Beverly Hills, CA is looking for a Managing Director, Investment Research who will lead the investment platform for ultra-high net worth families. This role requires a strategic thinker with a passion for investments, exceptional analytical...High net worthFull timeWork at office
- ...U.S. Bank Relationship Manager At U.S. Bank, we're on a journey to do our best. Helping... ...contact for a group of moderately to highly complex client relationships. Drives and... .... Expands Ascent's presence in the ultra high net worth market including representation of the...High net worthTemporary work
- Mercer Advisors in Los Angeles is seeking a Relationship Manager I to oversee client experiences for ultra-high-net-worth families. In this role, you will work with Wealth Advisors and specialists to ensure exceptional service and drive client satisfaction while managing...High net worth
$206.72k - $243.2k
...Job Description Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and... ...clients. Expands Ascent's presence in the ultra high net worth market including representation of the...High net worthTemporary workLocal area$160k - $180k
...Director of Private Client Experience Luxury Fashion... ...oversee private client relationships and elevate the brand’s high-touch service strategy.... ...experience supporting ultra-high-net-worth individuals in highly discreet... ...Partner with executive and creative leadership...High net worthFlexible hours$175k - $200k
...Crooked is hiring for an Executive Director to lead Crooked Ideas, a... ...development and growth. Guide high-level strategic planning... ...projects. Cultivate relationships with philanthropic partners... ...especially with foundations, high-net-worth donors, and/or content-...High net worthFull timeWork at officeRelocation$60k - $125k
...Sachs is seeking Wealth Management Professionals in Los Angeles to enhance client relationships and deliver exceptional service. You will act as a relationship manager for ultra-high net-worth clients, oversee asset movements, and collaborate closely with Private Wealth...High net worth- ...California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while promoting a collaborative and innovative culture...High net worth
$120k - $150k
...Executive/Personal Assistant to an Ultra High Net Worth Couple The candidate MUST have 5+ years of direct experience working as an Executive/Personal Assistant... ...gatekeeper, handling inquiries and managing relationships. Organize and prepare documents, presentations,...High net worthLocal areaFlexible hoursShift work$89.25k - $105k
Relationship Manager I, UHNW (Los Angeles, CA) Los Angeles, CA - LA Century City Job Summary Our Regis Group serves ultra‑high‑net‑worth families ($25M+). As the primary relationship manager, you will... ...investors, business owners, executives, creators, and generational...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday$150k - $175k
...California office.As a part of a client relationship team dedicated to serving the... ...to detail; Problem solves effectively High energy and highly self-motivated with... ...world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions...High net worthWork at officeLocal area- ...Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions... ...commercial real estate lending, strong credit judgment, and relationship management skills. This position offers the autonomy to...High net worth
$37.97 - $60.64 per hour
...OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove... ...Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also...High net worthHourly payRemote workFlexible hoursWeekend work$200k - $225k
...are responsible for cultivating new relationships with individuals, families, non-profit... .... This is a client development sales executive role. As a senior member of the Northern... ...client base. You'll work with ultra high net worth(UHNW) individuals, families and...High net worthLocal areaFlexible hours$150k - $175k
...with 750+ clients, serving Silicon Valley tech professionals, high-net-worth individuals, closely held businesses, and international... ...reviewing and signing the book, leading the highest-touch client relationships, driving planning and advisory work, and helping direct the...High net worthFull timeWork at officeRemote work1 day per week- ...Summary Lead and execute the Private Client strategy for the... ...driving sustainable growth with High Net Worth and Ultra High Net Worth clients.... ...and manage key UHNWI relationships at regional level. Drive CRM... ...regional team of Private Client Directors and Managers. Requirements...High net worth
$300k
...Masterworks, LLC. is seeking a Managing Director to launch and manage a private wealth team in Beverly Hills or Silicon Valley... ...in financial advising and a track record of managing high-net-worth relationships. The position offers a competitive compensation structure...High net worth$110k - $215k
...America in Los Angeles is seeking a professional to expand client relationships by identifying opportunities and driving inflows of new... ...ideal candidate will have 7+ years of experience managing high-net-worth client relationships, alongside strong teamwork and interpersonal...High net worth- ...Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal...High net worth
- ...Tax Manager As Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through... ...estate, and gift taxation ~ Proven ability to lead client relationships and manage multiple engagements ~ Excellent communicator...High net worth
$83.92k - $125.88k
...United Cerebral Palsy of Georgia is seeking a Wealth Relationship Manager in Burbank, California. This seasoned professional will deepen relationships with affluent clients, providing tailored financial solutions. Candidates should have 5–8 years of experience and strong...High net worth$136k - $165k
...Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's... ...engagements, supervising staff, and maintaining client relationships. Competitive salary range in California is $136,000 to $165,...High net worth$250k - $350k
Managing Director, Investment Research job at Mozaic, LLC. Beverly... ...which serves several ultra-high net worth client families. Our client... ...listening skills, excellent relationship management skills, strong understanding... ...: Working with the Chief Executive Officer and the Associate...High net worthWork at officeRemote work- ...Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable... ...for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis...High net worthPrivate practiceWork at officeLocal area
$190k - $200k
...well as Fortune 500 companies, major public utilities, and ultra-high net worth individuals. Inter-Con employs over 35,000 security personnel... ...GSOC capabilities. This highly visible role partners with executive leadership, operations teams, and business development...High net worth- ...Ken Stern has been elevated to Co‑Chief Executive Officer alongside Jason Ozur.... ...mergers and acquisitions. Bogart Wealth – Director of Corporate Development Bryce Black was... ...and scale family office solutions for high‑net‑worth clients. Citizens – Head of Platform Transformation...High net worthWork at office
$230k - $250k
...well as Fortune 500 companies, major public utilities, and ultra-high net worth individuals. Inter-Con employs over 35,000 security personnel... ...across a large, complex workforce environment. This executive will oversee payroll operations, benefits strategy, and process...High net worthHourly pay
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