Manager - Wealth Management

Regal Executive Search; Los Angeles (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing client relationships, coordinating wealth strategies, and preparing critical materials for client meetings. The ideal candidate will have experience with UHNW individuals and possess strong planning skills, making a significant impact on client engagement and business development.

Qualifications

• Strong knowledge of estate planning and taxation.
• Experience supervising preparation of client meeting materials.

Responsibilities

• Manage daily aspects of client engagements within a team.
• Develop and implement wealth plans collaboratively.
• Prepare meeting materials and coordinate follow-up actions.

Skills

Estate planning

Executive compensation

Taxation

Stock options

Retirement planning

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Law

Bachelor's degree in Economics

Job description

Manager - Wealth Management

Description

We are seeking a talented manager to support Directors on Family Office client service teams. The role involves leading client relationships, managing day-to-day client engagement activities, and supporting the development of comprehensive wealth plans.

You will –

• Manage daily aspects of client engagements within a client service team.
• Develop and implement integrated wealth plans in collaboration with Family Office Services departments.
• Coordinate proactive planning opportunities to enhance client wealth strategies.
• Review clients’ risk management strategies and supervise insurance program development with external vendors.
• Prepare meeting materials, including agendas and investment analyses.
• Draft and send follow-up emails post-meetings, clarifying understandings and next steps.
• Coordinate follow-up actions, ensuring timely completion of tasks involving internal and external resources.
• Respond promptly to client and advisor communications (within 24 hours).
• Participate in business development activities, including building referral networks and prospect meetings.

You must have –

• Strong knowledge of estate planning, executive compensation, taxation, stock options, deferred compensation, and retirement planning.
• Experience supervising the preparation of client meeting materials and follow-up communications.

We want –

• CPA with tax compliance and planning experience with UHNW individuals.
• Certified Financial Planner designation or willingness to pursue after employment start.
• Bachelor’s degree in Accounting, Finance, Law, Economics, or related fields; graduate degree, EA, or CPA highly desirable.

This job posting is active and available.