UHNW Wealth Advisory Operations Lead

MAI Capital Management, LLC

  • Los Angeles, CA
  • 4 days ago

    Highlights

    MAI Capital Management is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. Ideal candidates will have over 5 years of experience in wealth management, demonstrating strong background in financial services and operational accountability.

    Numbers & Facts

    LocationLos Angeles, CA

    Description

    MAI Capital Management is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. This role demands a strong focus on organizing client affairs and managing complex workflows effectively.Ideal candidates will have over 5 years of experience in wealth management, demonstrating strong background in financial services and operational accountability. The position offers competitive compensation with additional benefits.#J-18808-Ljbffr

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