UNKNOWN

FEED

You will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients.

Sikich LLP

Salesforce Account Executive

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Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

NetSuite Consultant (Financials)

OTHER

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.

YEAR

IEQ Capital

Senior Associate, Wealth Management

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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

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Interacting with Associates and Senior Associates to support all aspects of client servicing needs: Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews. The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities.

Team Lead, Wealth Management

Senior Growth Marketing Strategist

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.

Paid Social Manager

Senior Paid Social Manager

Paid Acquisition Lead

Paid Media Lead

Senior Paid Media Strategist

Senior Paid Acquisition Manager

Meta Media Buyer

Performance Marketing Specialist

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

Performance Marketing Strategist

Financial Services Marketing Manager

Performance Marketing Lead

A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). Client (Advisor) Development and Servicing Develops a deep understanding of RIA’s investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects.

Regal Executive Search

Portfolio Manager

HaleyMarketing

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Investment Advisor Jobs in Los Angeles, CA

Salesforce Account Executive Sikich LLP

NetSuite Consultant (Financials) Sikich LLP

Senior Associate, Wealth Management IEQ Capital

Lead Media Buyer Clients Blackbox, Inc.

Team Lead, Wealth Management IEQ Capital

Senior Growth Marketing Strategist Clients Blackbox, Inc.

Paid Social Manager Clients Blackbox, Inc.

Senior Paid Social Manager Clients Blackbox, Inc.

Paid Acquisition Lead Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

Senior Paid Media Strategist Clients Blackbox, Inc.

Senior Paid Acquisition Manager Clients Blackbox, Inc.

Meta Media Buyer Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

Associate, Wealth Management IEQ Capital

Performance Marketing Strategist Clients Blackbox, Inc.

Financial Services Marketing Manager Clients Blackbox, Inc.

Performance Marketing Lead Clients Blackbox, Inc.

Portfolio Manager Regal Executive Search

Senior Associate, Fund Accounting Ares Operations

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