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In addition to being a dedicated contact for strategy, product training inquiries, and non-technical support for your direct accounts coordinate with other Braze teams including Technical Support, Industry Solutions, and Deliverability Services to ensure your customers receive the support they need simply and seamlessly. Braze was also named a 2025 Best Companies To Work For by U.S. News and World Report, a 2025 America’s Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®, among other accolades.

Braze

Senior CSM, Media and Entertainment

Braze Jobs

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In addition to being a dedicated contact for strategy, product training inquiries, and non-technical support for your direct accounts coordinate with other Braze teams including Technical Support, Industry Solutions, and Deliverability Services to ensure your customers receive the support they need simply and seamlessly. Braze was also named a 2025 Best Companies To Work For by U.S. News and World Report, a 2025 America's Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology by Great Place To Work, among other accolades.

Braze Inc

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Provides consistent communication and updates to ensure high satisfaction and alignment with Company priorities, Advocacy & Demand Generation: Builds advocates within IBD and RIA firms who support the Companys investment offerings. The Senior Vice President (SVP), SmartStop REIT Advisors, supports the growth and maintenance of the Companys relationships across the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) channels.

SmartStop Self Storage REIT Inc

SVP Managed REITS, Midwest

The Family Office Lead will work closely with the IEQ professionals who oversee and manage our clients’ investment portfolios, taking ownership of the broader non-investment workstreams associated with a select group of complex client relationships. This individual will serve as a central point of accountability across initiatives involving clients, internal team members, attorneys, CPAs, tax professionals, insurance advisors, financial institutions, and other third-party providers.

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IEQ Capital

Director, Family Office Lead

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NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox, Inc.

Lead Media Buyer

Workable

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Growth Marketing Strategist

This role exists so our Customer Success Managers can sell with full confidence that once a quote is signed, everything downstream, including ordering, shipping, depot handling, invoicing, and collections, is handled accurately and on time without landing back on their desk. A Treeline business unit focused on managed IT services is looking for an Admin Operations Associate to serve as the operational backbone connecting customer orders, distributor logistics, depot inventory, and billing into one accountable system.

Treeline

Admin Operations Associate (Remote)

Own the digital and AI roadmap for onboarding, including digitization, workflow automation, data-driven reporting, and responsible AI-enabled solutions (such as intelligent document intake, automated status updates, client self-service, and AI-assisted readiness and risk monitoring) that improve implementation transparency, reduce client effort, and increase operational scalability. Wealth Custody & Clearing is seeking a senior leader for Client Onboarding & Implementation to establish, lead, and scale the onboarding and client acclimation function for Registered Investment Advisor firms, their advisors, investment consultants, and operational teams.

State Street Corporation

Onboarding & Client Implementation Lead, Vice President (Wealth Custody And Clearing)

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .

Director, Wealth Management

Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you.

Senior Associate, Wealth Management

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. W e focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

Associate, Wealth Management

Senior Demand Generation Manager

Facilitation and support of business diligence, and collaboration with key internal partners across Human Capital, Marketing, Leadership Team, Legal, Operations, Investment Research, and Finance functions to help prepare for the arrival of teams . Key activities for this function include pipeline and data management, research to source and identify suitable teams and businesses, and participating in sales and diligence calls with advisors.

Senior Associate, Inorganic Growth

This role exists so our Customer Success Managers can sell with full confidence that once a quote is signed, everything downstream, including ordering, shipping, depot handling, invoicing, and collections, is handled accurately and on time without landing back on their desk. You will own the full order-to-cash cycle for hardware, products, and services, from distributor pricing and procurement through invoicing and collections, while working alongside Varsity's AI-driven automation to keep repetitive work fast and error-free.

Investment Advisor Jobs in California

Senior CSM, Media and Entertainment Braze

Senior CSM, Media and Entertainment Braze Inc

SVP Managed REITS, Midwest SmartStop Self Storage REIT Inc

Director, Family Office Lead IEQ Capital

Lead Media Buyer Clients Blackbox, Inc.

Growth Marketing Strategist Clients Blackbox, Inc.

Admin Operations Associate (Remote) Treeline

Onboarding & Client Implementation Lead, Vice President (Wealth Custody And Clearing) State Street Corporation

Director, Wealth Management IEQ Capital

Senior Associate, Wealth Management IEQ Capital

Associate, Wealth Management IEQ Capital

Senior Demand Generation Manager Clients Blackbox, Inc.

Senior Associate, Inorganic Growth IEQ Capital

Admin Operations Associate Varsity Technologies

Senior Paid Media Strategist Clients Blackbox, Inc.

Growth Marketing Manager Clients Blackbox, Inc.

Performance Marketing Strategist Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

Senior Acquisition Marketing Manager Clients Blackbox, Inc.

RIA Marketing Manager Clients Blackbox, Inc.

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