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X&BM in Los Angeles is seeking a Senior Business Manager to lead a select book of high-net-worth clients, acting as the trusted financial advisor for major decisions and confidential management of their wealth. The role is full-time and on-site, reporting to the Director, Business Management, and guiding a team of Account Executives to deliver integrated financial services.
You will own client relationships, shape cash flow and tax posture, oversee real estate and entity transactions, coordinate
X&BM in Los Angeles is seeking a Senior Business Manager to lead a select book of high-net-worth clients, acting as the trusted financial advisor for major decisions and confidential management of their wealth. The role is full-time and on-site, reporting to the Director, Business Management, and guiding a team of Account Executives to deliver integrated financial services.
You will own client relationships, shape cash flow and tax posture, oversee real estate and entity transactions, coordinate