Wealth Management Solutions Specialist

Are you an organized and proactive professional looking to make a difference in the world of wealth management?Wealth Management is seeking a highly skilled Executive Assistant/Office Administrator to join our team. This role is responsible for providing exceptional administrative support, managing daily office operations, and collaborating with colleagues...

Job Overview:We are seeking an experienced Chief Compliance Officer to join our wealth management team in Los Angeles. As a key member of our leadership team, you will be responsible for designing and implementing a best-in-class compliance program that aligns with the Investment Advisers Act of 1940 and other applicable laws.Key Responsibilities:Compliance...

Job Title: Senior Wealth Management SpecialistLocation: San Francisco, CA & Los Angeles, CAOverview:Wealth management specialists at Deutsche Bank focus on developing, managing, and retaining high-value client relationships. They are responsible for acquiring assets through expanding existing relationships and cultivating new ones for the bank. Their primary...

Company OverviewTalentvolt Recruitment Search & Solutions is a leading search firm operating across the globe with a strong focus on wealth management, private equity, and insurance.Salary and BenefitsWe are offering a highly competitive salary in excess of $150,000 per annum, with a generous commission structure that provides significant earning potential....

We are seeking an experienced Private Wealth Relationship Manager to join our team at Bank of America!About the Job:This role involves supporting the Financial Advisor team to further develop and enhance existing client relationships. As a Private Wealth Relationship Manager, you will provide specialized support as a Specialist/Manager in various roles,...

Citi Global Wealth is a unified business that serves the entire continuum of wealth clients, bringing together the full power of Citi to meet their financial needs. Our team offers comprehensive financial and investment advice to affluent and high-net worth individuals, partnering closely with a dedicated Wealth team to deliver traditional and alternative...

About the RoleThis Data Analyst position plays a critical role in supporting our wealth management initiatives by analyzing and modeling data. If you have a strong background in data analysis, data modeling, and financial services, we encourage you to apply.ResponsibilitiesAnalyze and model data to support business goals and objectives.Collaborate with...

Job Summary:We are seeking a highly organized and proactive Executive Administrator to join our team at Wealth Management. As the first point of contact for clients, employees, and vendors, this role is responsible for facilitating the completion of administrative tasks, managing office operations, and providing exceptional support to senior management.The...

About eTek IT Services, Inc.eTek IT Services, Inc. is a leading provider of technology solutions for the wealth management and insurance industries. We help our clients navigate complex challenges and achieve their goals through innovative and effective solutions.

We are seeking a seasoned professional to lead our US Wealth Management Business as Head of US Wealth Management. This is an exceptional opportunity for a highly skilled and experienced individual to drive business growth and develop strategic partnerships in the US market.

Company OverviewEquitable Advisors LLC is a leading wealth management firm with a strong reputation in the industry. We are driven by our mission to help clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.We have a passion for making a positive impact on the futures of individuals and businesses...

We are seeking a highly organized and detail-oriented IT Project Administrator to support a large-scale integration program at CGV Wealth Enterprises.As an IT Project Administrator, you will be responsible for managing issues and risks, ensuring that they are effectively managed and resolved on time and in alignment with program schedule. This role requires...

About the JobeTek IT Services, Inc. is seeking a Lead Solution Architect to develop the end-to-end design and architecture of a high-priority initiative to migrate legacy mainframe print systems to Quadient Inspire and AWS native applications.Key ResponsibilitiesDesign and develop the end-to-end solution architecture for the migration initiative.Lead the...

About UsAt Equitable Advisors LLC, we pride ourselves on being a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives.Our TeamWe value diversity and inclusion, fostering an environment where...

Job DescriptionKayane Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, and committed individual with strong initiative and excellent communication skills for the role of Operations Associate.The company's Investment Operations Department is responsible for overseeing middle and back-office processing...

About Edward JonesWe're a Fortune 500 company that puts people at the center of everything we do. With over 8 million clients and 19,000 financial advisors across the US and Canada, we're committed to delivering exceptional service and building long-term relationships with our clients.SalaryWe offer a competitive salary of $90,000 - $170,000 per year, plus...

About MedPOINT ManagementWe are a leading healthcare provider seeking an experienced Applications Specialist to join our team.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience. We offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan with...

At Venable LLP, we are looking for a highly skilled and organized professional to join our Tax and Wealth Planning practice group as a Practice Group Assistant.SalaryThe estimated annual salary for this position in Los Angeles is between $50,000 and $68,000 per year, depending on qualifications and experience.About the RoleThis role involves providing...

Job Overview:Customer Solutions Center Appeals and Grievances Training Specialist II is responsible for designing, developing, and delivering comprehensive training programs to enhance the skills and knowledge of staff. The role involves working closely with department management to identify training needs and develop curriculum that meets regulatory...

Transforming Wealth Management: A Career Opportunity at Bank of America!About the Role:We are seeking an experienced Private Wealth Relationship Manager to join our team at Bank of America! As a key member of our Wealth Management division, you will play a vital role in helping our clients achieve their financial goals. In this role, you will support the...