UNKNOWN

FEED

Oversees and negotiates the preparation of documentation necessary for the financing agreement • Advises and consults with clients as it relates to Goals Driven Wealth Management • Generates leads through well established relationships with COI's and cultivates a network of additional COI's • As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level • Carries out activities that are large in scope, cross-functional and technically difficult • Role is balanced between high level operational execution and development and execution of strategic direction of business function activities • Responsible for direct interaction with different committees and/or management. • Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary • Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management • Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc.

YEAR

Northern Trust

Sr. Banking Advisor

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As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Banking Advisor

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments.

Corient

Wealth Advisor

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Beacon Pointe Advisors

Senior Client Service Associate

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Client Service Associate

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Financial Engines

Associate Financial Planner

The successful candidate will support the investment management and financial planning needs of high-net-worth individuals and families, take ownership of complex service requests from initiation through completion, and help improve the team's operating processes. We are seeking a Senior Client Service Associate for our Newport Beach, CA office who will deliver a high level of service to clients and serve as a trusted liaison among clients, Wealth Advisors, and custodial partners.

Beacon Pointe Advisors LLC

HiringThing

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.

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Head of Enterprise Data

Edelman Financial Engines LLC

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Senior Financial Planner

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Practice Management Analyst

New York Life Investments is seeking a dynamic and results-driven External Wholesaler to represent our investment solutions-including mutual funds, separately managed accounts (SMAs), ETFs, and Alternatives-to financial advisors across the West Coast, CA, CO, AZ, WA, and OR regions. With over $800 billion in assets under management, NYLIM is a Pensions & Investments Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients.

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.

New York Life Insurance Co

Sr. Associate, External Wholesaler

Director, Financial Planning

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Director, Financial Planning (Woodland Hills)

Selected candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. We are currently seeking an experienced, highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office.

Regal Executive Search

HaleyMarketing

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

Small household program: coordinate fee analysis for Beacon Pointe’s small-household advisory program, partnering with offices to systematically identify smaller households and transition them to the right service model, freeing advisor capacity for the firm’s most valuable relationships. Profitability enhancement: pursue additional opportunities that enhance the profitability of the firm and its offices — including household service-cost (cost-to-serve) analysis, minimum-fee and account-minimum policies, and the pricing of ancillary planning and specialty services.

Head of Commercial Effectiveness

Beacon Pointe is one of the largest independent RIAs in the country, and we are growing quickly – both organically and through the acquisition of advisory firms across the U.S. That growth has made enterprise data a strategic priority: every acquisition brings new systems, new data, and new definitions that must be reconciled into a single trusted view of our clients, accounts, advisors, and business performance. Reporting to the Chief Technology Officer, this leader will build and develop the data engineering and analytics organization, establish trusted enterprise data products and common business definitions, and ensure that data is secure, resilient, traceable, cost effective, and readily usable across advisory, operations, finance, compliance, and technology.

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