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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

Senior Client Service Associate

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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.

Client Service Associate

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Beacon Pointe Advisors

Head of Enterprise Data

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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.

YEAR

Edelman Financial Engines LLC

Associate Financial Planner

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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

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.

Specific responsibilities include, but are not limited to: Developing comprehensive financial plans and advanced planning scenarios for high-net-worth clients with complex financial circumstances. Modeling complex compensation arrangements, practice ownership changes, business transitions, equity compensation, 10b5-1 plans, and related tax and estate planning strategies.

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This role will focus on data analysis, process improvement, performance monitoring, resource planning, and strategic support to enhance service delivery and operational scalability.

The successful candidate leads with a digital-first mindset, knows the target audiences well enough to anticipate how allocators, advisors and intermediary firms evaluate managers, and is fluent across the full marketing toolkit: integrated campaigns, paid media, events, content, digital channels and account-based programs. Own the Americas event and sponsorship portfolio, including client conferences, roadshows and industry presence, partnering with the business to design events as integrated campaign moments that generate and advance opportunities, oversee effective execution across vendor strategy, audience development, on-site delivery and post-event measurement.

PIMCO

Head Of Americas Marketing

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Head of Americas Marketing

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FULL_TIME

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

Paychex

Account Executive - Retirement 401(k) Services

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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.

Edelman Financial Engines

To be successful in our equity operations group the fund accountant must enjoy working with numbers, collaborating with other departments, and possess the following attributes: meticulous, intermediate/advanced EXCEL skills, independent initiative-taker, excellent communication skills, and demonstrated leadership is a plus. Additional benefits include pet insurance, tuition reimbursement, flexible spending and health savings account options, and our Fitness Bucks program, which helps cover fitness-related activities, equipment, and wellness purchases.

CWS Apartment Homes

Investor Equity Operations Accountant

Pacific Investment Management Co LLC

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.

Investment Advisor Jobs in Irvine, CA

Senior Client Service Associate Beacon Pointe Advisors LLC

Client Service Associate Beacon Pointe Advisors LLC

Head of Enterprise Data Beacon Pointe Advisors

Associate Financial Planner Edelman Financial Engines LLC

Senior Financial Planner Beacon Pointe Advisors

Practice Management Analyst Beacon Pointe Advisors

Sr. Associate, External Wholesaler New York Life Insurance Co

CFO Regal Executive Search

SVP Managed REITS, Midwest SmartStop Self Storage REIT Inc

Head of Commercial Effectiveness Beacon Pointe Advisors LLC

Head of Enterprise Data Beacon Pointe Advisors LLC

Senior Financial Planner Beacon Pointe Advisors LLC

Practice Management Analyst Beacon Pointe Advisors LLC

Head Of Americas Marketing PIMCO

Head of Americas Marketing PIMCO

Account Executive - Retirement 401(k) Services Paychex

Associate Financial Planner Edelman Financial Engines

Investor Equity Operations Accountant CWS Apartment Homes

Head of Americas Marketing Pacific Investment Management Co LLC

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

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