Investment Relationship Manager

3 weeks ago


Los Angeles, California, United States Whittier Advisors Full time
Job Title: Investment Relationship Manager

Whittier Advisors, LLC is a rapidly growing investment management firm headquartered in Newport Beach, California. As a key member of our team, you will play a vital role in building and maintaining strong relationships with our high-net-worth clients.

Job Summary

The Investment Relationship Manager is responsible for providing exceptional client service, managing client relationships, and driving business growth. This role requires a highly motivated individual with excellent communication and interpersonal skills, as well as a strong attention to detail.

Key Responsibilities
  • Coordinate client meetings, prepare performance reports, and communicate portfolio positioning and investment outlook
  • Administer client accounts, provide excellent client service, and support client account activity
  • Drive mutual fund growth through expanding institutional and individual relationships, and assist with business development events
  • Manage Salesforce records, cultivate new business development leads, and maintain a proactive approach to client service
Requirements
  • 4-year degree from a recognized University
  • Series 7 & 66 strongly preferred (or desire to obtain)
  • CFP preferred (or desire to obtain)
  • Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint
What We Offer

Whittier Advisors offers a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life insurance, paid time off, and a Wellness Program. Annual bonus, incentive pay, and/or equity may also apply depending upon the role.



  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations.Job SummaryWe are seeking a highly experienced Managing Director to join our team. The selected colleague will...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations.Job SummaryWe are seeking a highly experienced Managing Director to join our team. The selected colleague will...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job DescriptionWe are seeking a highly skilled Institutional Client Relationship Manager to join our team at Virtus Investment Partners. As a key member of our institutional sales and consultant relations teams, you will be responsible for providing exceptional client service and communication to our institutional clients.Key ResponsibilitiesCollaborate with...

  • Relationship Manager

    2 weeks ago


    Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Relationship ManagerAt Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving sales growth.Key...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About the RoleIntrepid Investment Bankers is seeking a highly skilled and experienced Managing Director to join our team. As a key member of our healthcare investment banking practice, you will be responsible for building relationships with referral sources and business owners, identifying and qualifying new prospect leads, and managing client...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. With a unique entrepreneurial culture that values teamwork and transparency, we offer highly motivated...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations.Job SummaryWe are seeking a highly motivated and experienced professional to join our Supply Chain & Logistics...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our team of experienced bankers offers deep industry sector expertise and a unique entrepreneurial culture...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our team of experienced professionals has deep industry sector knowledge and over three decades of...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is a specialty investment bank that provides M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. With a unique entrepreneurial culture that values teamwork and transparency, we offer highly motivated...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersWe are a specialty investment bank providing M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. Our dedicated banking teams have deep industry sector experience and over three decades of expertise.Job SummaryWe are seeking a highly...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job Title: Senior Investment Advisor AssociateWe are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers and outside...

  • Relationship Manager

    3 weeks ago


    Los Angeles, California, United States Whittier Advisors Full time

    Job Title: Relationship ManagerWhittier Advisors, LLC is a rapidly growing investment management firm seeking a highly motivated Relationship Manager to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients.Key Responsibilities:Coordinate client...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job Title: Senior Investment Advisor AssociateWe are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers and outside...


  • Los Angeles, California, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full time

    Job Title: Investment Operations AssociateFamily Office Investment Services, LLC (FOIS) is a leading provider of investment management services to the Broad family and The Broad Foundations. We are seeking an experienced Investment Operations Associate to join our team.About UsFOIS has a strong track record for performance and investment talent, with a deep...


  • Los Angeles, California, United States FAMILY OFFICE INVESTMENT SERVICES, LLC Full time

    Job Title: Investment Operations AssociateFamily Office Investment Services, LLC (FOIS) is a leading provider of investment management services to the Broad family and The Broad Foundations. We are seeking an experienced Investment Operations Associate to join our team.Job SummaryThe Investment Operations Associate will support the investment team in...

  • Relationship Manager

    3 weeks ago


    Los Angeles, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Key ResponsibilitiesFacilitate setting targeted appointments that improve engagement with...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers to achieve our goals.Responsibilities:Act as primary service contact for...


  • Los Angeles, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled CRA Investment Manager to lead our commitment to economic empowerment and growth for underserved individuals, families, and communities. As a key member of our team, you will be responsible for developing and managing all Community Reinvestment Act (CRA) investments, including equity participation in SBIC, other...


  • Los Angeles, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled CRA Investment Manager to lead our commitment to economic empowerment and growth for underserved individuals, families, and communities. As a key member of our team, you will be responsible for developing and managing all Community Reinvestment Act (CRA) investments, including equity participation in SBIC, other...