Investment Advisor Jobs in Studio City, CA

Lead the charge in fiduciary and investment account management and risk administration, ensuring compliance while optimizing client relationships and team collaboration. Utilize your expertise to enha...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Support the Portfolio Management team in executing investment strategies with precision. Collaborate with various departments to enhance portfolio performance and deliver superior client service while...

Contribute to strategic revenue growth by leading public sector sales channels, leveraging policy insights and stakeholder relationships to drive market development and close high-value opportunities...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Engage with high net worth clients to foster relationships, lead a team of diverse financial experts, and navigate complex wealth management issues while delivering tailored solutions and guidance to...

Drive operational excellence by overseeing due diligence processes, managing post-close workflows, and ensuring compliance with lending regulations to uphold loan quality and readiness while mentoring...

Unlock potential by delivering tailored financial planning and benefits optimization for top executives. Collaborate closely with the Executive Planner to enhance client satisfaction and financial out...

Join a team that's driving business growth and client engagement in the Insurance industry. As a key player, you'll develop customized investment strategies and manage complex relationships, contribut...

Lead transformative initiatives in capital markets, optimizing funding strategies and enhancing data analytics. Drive innovative AI solutions and foster collaboration across teams to align investor de...

Transform capital markets by architecting a diversified funding stack and driving adaptive AI capabilities to optimize investor alignment and liquidity. Lead initiatives in structured finance, enhanci...

Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...

Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...

Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...

Unlock your potential by joining a dynamic legal team providing strategic counsel on fiduciary administration and investment management for personal trust services within a national banking environmen...

Develop associates' skills through mentorship and support, enhancing consultative selling practices and fostering growth in financial planning expertise for optimal client experiences...

Champion the development of financial advisors through tailored coaching and mentorship, enhancing their consultative selling skills and deepening client relationships across a dynamic planning cultur...

Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Optimize financial performance by analyzing complex data, developing models, and supporting strategic decision-making. Collaborate with leaders to enhance reporting and forecasting accuracy while guid...

Strategize client engagements in M&A, lead key initiatives, and cultivate relationships to drive success in the middle market investment banking sector. Engage with leadership and deliver high-impact...

Engage in high-stakes project management and strategic business development by leading the creation of compelling RFPs and pitches, collaborating with stakeholders to enhance the firm's market positio...