Wealth Management Consultant Jobs in Los Angeles, CA

Create new business opportunities and drive revenue growth by engaging potential clients in the high-growth down-market segment. Leverage consultative selling and strategic prospecting to build lastin...

Develop your estimating expertise in construction while collaborating with top professionals. This pivotal role facilitates project success through precise quotes and strategic stakeholder engagement...

Transform the future of banking by leading innovative software solutions and engineering practices, collaborating with C-suite clients to deliver exceptional business outcomes and drive enterprise-sca...

Join a team that's transforming financial processes by implementing Workday solutions. Engage with clients to optimize performance management, enhance data accuracy, and provide strategic insights in...

Lead the charge in strategic actuarial engagements for health insurance programs, supporting Medicaid agencies and clients nationwide. Utilize extensive experience to provide insights and foster growt...

Transform strategy solutions through AI innovation, enhancing client value delivery and driving modernization. Collaborate with diverse teams to scale tools and improve adoption for lasting impact...

Champion customer success by building strong relationships and maximizing client retention. Collaborate with cross-functional teams to identify growth opportunities and drive adoption of solutions acr...

Shape the future of lending solutions by partnering with advisors to enhance UHNW client experiences, driving growth through strategic engagement and lending expertise within our wealth management eco...

Analyze and optimize credit risk strategies within a dynamic team. Leverage quantitative skills to improve portfolio performance, develop dashboards and complex queries, and drive actionable insights...

Help us provide effective legal counsel across diverse healthcare matters. Collaborate with business leaders to navigate contractual and regulatory landscapes, ensuring compliance and safeguarding com...

Lead and develop a high-performing underwriting team while managing complex risk decisions, ensuring application quality, and coordinating with internal partners to support growth and compliance with...

Lead public sector capital improvement projects ensuring compliance with standards while managing scope, budget, and quality. Collaborate with stakeholders in a client-facing role with growth opportun...

Champion complex account strategies, driving multi-dimensional revenue growth while influencing senior stakeholders and mentoring team members across diverse, high-value client relationships in a dyna...

Analyze data and optimize workforce management processes to enhance customer experience. Collaborate across teams to align operations, implement strategies, and improve efficiency in forecasting and s...

The Vice President of Portfolio Analytics and Monitoring at Oaktree will lead the private credit middle office, focusing on investment operations, data management, and portfolio monitoring. This role...

Elevate the financial strategies for professional sports clients by analyzing complex loan structures and collaborating with relationships managers to deliver tailored solutions, ensuring alignment wi...

Transform the mortgage landscape by delivering exceptional service to affluent clients. Drive business through relationship building, market visibility, and expert knowledge of financial products and...

Lead the charge in modernizing enterprise brokerage commission systems. Drive the strategy, roadmap, and delivery of compensation platforms while collaborating with business and technology partners to...

Join our team to oversee commercial properties, enhance operations, and lead teams. This role requires expertise in property management, financial oversight, and vendor relations, with a focus on tena...

Lead the charge in managing complex fiduciary engagements, overseeing tax compliance and trust accounting for multigenerational family clients while enhancing team capabilities and client relationship...

Manage complex multigenerational family engagements in fiduciary accounting. Oversee trust accounting, tax compliance, and lead a team providing exceptional client service while ensuring adherence to...

Deliver exceptional fiduciary accounting services for private clients, overseeing complex trust structures and distributions while managing client relationships and leading a talented team of accounta...

Empower client trust management through expert tax strategy, hands-on fiduciary oversight, and robust team leadership, ensuring comprehensive compliance and exceptional service delivery for multifacet...

Empower clients to achieve success by managing relationships, driving service improvements, and enhancing business outcomes. Collaborate internally to optimize client experiences, ensuring long-term p...

Tackle financial due diligence and auditing for asset-based lenders. Lead field examinations and provide critical insight on collateral management. Collaborate with teams to enhance processes and ensu...