asset wealth management private wealth management wealth management professional senior analyst los angeles

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships.
 <strong>
  THIS ROLE IS FOR A 2026 START.
  <br/>
  <br/>
 </strong>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 <br/>
 <br/>
 As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, meticulously ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and a relentless pursuit of excellence.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Leverage your interpersonal skills to contribute to a growing business
  </li>
  <li>
   Act as key relationship manager for ultra-high net worth clients
  </li>
  <li>
   Work closely with Private Wealth Advisors and teammates to service our clients
  </li>
  <li>
   Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
  </li>
  <li>
   Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
  </li>
  <li>
   Identify opportunities for wealth advisory services for clients
  </li>
  <li>
   Understand client suitability and risk tolerance
  </li>
  <li>
   Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
  </li>
  <li>
   Work with our middle and back office colleagues to ensure an exceptional client experience
  </li>
  <li>
   Execute, process and reconcile trading and other investment related transactions
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  WHERE WILL YOU MAKE AN IMPACT
  <br/>
  <br/>
 </strong>
 Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.
 <strong>
  This role is in our Los Angeles office.
  <br/>
  <br/>
 </strong>
 <strong>
  Skills &amp; Experience We're Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's Degree Required
  </li>
  <li>
   1-3 years of preferred experience in client service and/or the financial industry
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in client service
  </li>
  <li>
   Self-motivated and able to work in an autonomous, yet collaborative environment
  </li>
  <li>
   Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  </li>
  <li>
   Commitment to excellence and a high level of integrity
  </li>
  <li>
   Interest in Financial Services Industry
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this Los Angeles, California, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
 <br/>
 <br/>
 We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
 <br/>
 <br/>
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.
 <br/>
 <br/>
 Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 <br/>
 <br/>
 Same Posting Description for Internal and External Candidates
</div>


Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles

Bessemer Trust

<div>
 The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer&rsquo;s ultra-high net worth clients from our Los Angeles office. The Administrative Assistant will provide seamless administrative support to the Client Advisory and Office Management Team.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Screen incoming communications and route for action and follow-up.
  </li>
  <li>
   Communicate with both internal and external contacts including significant prospect and client relationships.
  </li>
  <li>
   Draft and proof standard correspondence.
  </li>
  <li>
   Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required.
  </li>
  <li>
   Assist with bookkeeping and accounting for various client transactions.
  </li>
  <li>
   Comprehensive organization of meetings and luncheons as needed.
  </li>
  <li>
   Detailed calendar management and coordination of travel arrangements.
  </li>
  <li>
   Prepare and submit expense reports in a timely manner.
  </li>
  <li>
   Welcome and assist guests visiting the office.
  </li>
  <li>
   Provide general support to the Office Manager as needed.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Client Service
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Handle routine communication with clients and their advisors via telephone, email, and fax.
  </li>
  <li>
   Document written and verbal client interactions in Salesforce.
  </li>
  <li>
   Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
  </li>
  <li>
   File correspondence and other documents in internal databases.
  </li>
  <li>
   Provide general support to the Client Advisory Team as needed.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Account Administration
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
  </li>
  <li>
   Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
  </li>
  <li>
   Process client remittances and bill payments
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree Preferred
  </li>
  <li>
   Excellent oral and written communication skills
  </li>
  <li>
   Adaptable and versatile skill set
  </li>
  <li>
   Strong attention to detail
  </li>
  <li>
   Experience with Salesforce is a plus
  </li>
  <li>
   Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred.
  </li>
  <li>
   Thoughtful interpersonal skills and comfort working within a team
   <br/>
   <br/>
  </li>
 </ul>
 The base salary range for this position is $70,000.00 - $90,000.00 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
 <br/>
 <br/>
 <strong>
  About Bessemer Trust
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  </li>
  <li>
   Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  </li>
  <li>
   Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Key Facts
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  </li>
  <li>
   Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  </li>
  <li>
   To watch a video about Bessemer Trust&rsquo;s history, click here.
  </li>
  <li>
   To learn more about Bessemer Trust, click here.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Our Employee Rewards And Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  </li>
  <li>
   Competitive base salary plus discretionary annual bonus for select positions
  </li>
  <li>
   A 401(k) plan with a generous annual profit-sharing contribution
  </li>
  <li>
   Personalized development and career opportunities, including tuition reimbursement support
  </li>
  <li>
   Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  </li>
  <li>
   Employee assistance (EAP) and wellness programs
  </li>
  <li>
   Hybrid work environment: 60% in office, 40% remote for most positions
  </li>
  <li>
   Paid time off and paid parental leave
  </li>
  <li>
   Employer-paid life insurance and short- and long-term disability coverage
  </li>
  <li>
   Legal services and financial wellness plans at no cost to employees
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
 </em>
</div>


Administrative Assistant

Here to serve

<div><div><div><b>Benefits:</b></div>
<ul><li>Helping Those in Need</li>
<li>Give Back</li>
<li>Improve Our Community</li>
<li>Supporting Cancer Families in the Home</li>
<li>Be Blessed by Blessing Others</li>
<li>Flexible schedule</li>
</ul></div><div><div>This <b>NON-PAID</b> philanthropic board member would be our Board Financial Executive. This position is purely philanthropic and is for an executive who wants to give back and likely has experienced the cancer journey with a friend or loved one. Nonprofit board members give of their time, talent, and treasure. We have a \&quot;working board,\&quot; meaning our board members are involved in our operations, donating an average of 5 hours per week. We do have a donation requirement because our funders (including grant foundations) require that our board be donors to the organization before they will provide grants.<br>
<br>
This financial services board member will have experience in wealth planning, asset management, hedge funds, and investments, and has been actively involved in wealth management and growth.<br>
He/she will want the social impact of serving on a board that changes the trajectory of the lives of families impacted by cancer and wants to help them.<br>
<br>
The ideal board member will come with a wealth of information on how to positively impact people of means who wish to direct their giving to a worthwhile organization. In addition, they will know others in their field with whom they can share our mission and vision to help families with children battling cancer.<br>
</div><div><b>Functions:</b><br>
</div><ul><li>Board of Directors</li>
<li>Finance</li>
</ul><div><b>Skills:</b><br>
</div><ul><li>Financial Planning required</li>
<li>Fundraising required</li>
<li>Financial Services required</li>
<li>Financial Management required</li>
<li>Budgeting required</li>
<li>Budget Management required</li>
</ul>
<div><br>
<b>Description:</b>
</div><ul><li>Understand and be experienced in financial matters. Experience in nonprofit organizations is a plus.</li>
<li>Serve on the finance committee and help with financial issues that may include developing budgets, bookkeeping, development of the IRS 990 once a year</li>
<li>Work with the chief executive and treasurer to ensure that appropriate financial reports are made available to the board on a timely basis</li>
<li>Assist the chief executive and treasurer in preparing the annual budget and presenting the budget to the board for approval</li>
<li>Work with CEO to develop project budgets for grant applications</li>
<li>Help identify major donor prospects</li>
<li>Be a champion for Here to Serve with potential donors</li>
<li>Ensure development and board review of financial policies and procedures</li>
<li>Help with fundraising with people of means who have familiarity with cancer and believe in helping families navigate cancer</li>
</ul>
<div><br>
Board members must be local to the Los Angeles metro. We are actually located in Monrovia, San Gabriel Valley. Most work will be remote, as will be board meetings, which are conducted online.<br>
<br>
<b>Key Experience:</b><br>
Experience in QuickBooks Bookkeeping, Budgeting, Projections, Finance, Fundraising, Lead Prospecting Potential Donors, Reporting, 990 preparations, and Board Financial Reports. <b><i>In the required experience section, where we ask for 5-10 years, this refers to your job experience, not experience as a board member.</i></b><br>
</div><div><b>Functions:</b><br>
</div><ul><li>Board of Directors</li>
<li>Finance</li>
<li>Non-Profit Management</li></ul><br>
<div><br>
</div><div><b>About the Company</b><br>
</div><div>Here to Serve (www.HereToServe.org), a 501 (c) (3) charity, provides coordinated non-medical support programs and resources for the parent(s) with children battling cancer from the point of diagnosis throughout treatment. 60% of the cancer journey happens in the home without coordinated support. Here to Serve fills this healthcare gap.<br>
<br>
A child or young parent&rsquo;s cancer diagnosis is a life-altering &ldquo;journey.&rdquo; For that reason, the care and support of families is required to prevent caregivers from losing their health, home, and job, and from entering bankruptcy. Therefore, we provide non-medical home services to meet the daily living needs of families and caregivers navigating cancer.<br>
<br>
Cancer is not only research and hospitals, but it is also the JOURNEY! Of the billions of dollars donated to cancer, only .001% goes to families with children battling cancer!</div>
</div>
<p>Flexible work from home options available.</p></div>

Nonprofit Board of Directors Financial Services Executive

Virtus Investment Partners, Inc.

<div><p>Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p></p><p>
We are seeking a highly experienced, concept-driven Creative Director/Senior Graphic Designer to lead the evolution and execution of the firm&rsquo;s visual brand across all client-facing and internal communications. This role sits at the intersection of design, marketing, and investment communications, translating complex financial concepts into clear, compelling, and visually sophisticated design.</p><p></p><p>
The ideal candidate brings both hands-on design experience and strategic creative leadership, with the ability to elevate brand expression while supporting a high-performing, detail-oriented marketing organization. This role is critical to ensuring that the firm&rsquo;s visual identity reflects its institutional credibility, intellectual rigor, and high-quality orientation.</p><p></p><p><b>
Key Responsibilities</b></p><p><b>
Creative Leadership &amp; Brand Stewardship</b></p><ul><li><p>
Serve as the steward of the firm&rsquo;s visual identity, ensuring consistency, quality, and differentiation across all touchpoints.</p></li><li><p>
Refine and maintain the brand system (typography, color, imagery, and layout) to support a sophisticated, institutional and UHNW audience.</p></li><li><p>
Establish and enforce design standards, templates, and guidelines across digital and print channels.</p></li></ul><p></p><p><b>
Design Execution &amp; Content Development</b></p><ul><li><p>
Lead the design of high-impact materials, including:</p><ul><li><p>
Investment commentaries, white papers, and thought leadership</p></li><li><p>
Client presentations, pitchbooks, and quarterly reports</p></li><li><p>
Website, email campaigns, and digital experiences</p></li><li><p>
Event and video assets</p></li></ul></li><li><p>
Translate complex investment concepts, data, and narratives into visually clear, engaging, and analytically sound designs.</p></li><li><p>
Develop and oversee data visualization approaches (charts, infographics) that balance precision with clarity.</p></li></ul><p></p><p><b>
Cross-Functional Collaboration</b></p><ul><li><p>
Partner closely with Marketing, Investments, Sales, and Compliance teams to ensure content is both visually compelling and contextually accurate.</p></li><li><p>
Collaborate with content strategists and subject matter experts to shape visual storytelling from concept through delivery.</p></li><li><p>
Provide creative direction and feedback to internal stakeholders and external partners (agencies, freelancers, production vendors).</p></li></ul><p></p><p><b>
Operational Excellence &amp; Production Management</b></p><ul><li><p>
Manage end-to-end creative workflows aligned with quarterly production cycles and campaign timelines.</p></li><li><p>
Support the development and maintenance of scalable design templates and systems (e.g., for presentations, fact sheets, reports).</p></li><li><p>
Ensure all deliverables meet the firm&rsquo;s standards for accuracy, timeliness, and production quality.</p></li></ul><p></p><p><b>
Innovation &amp; Continuous Improvement</b></p><ul><li><p>
Stay current on leading design practices, tools, and trends, with a focus on applicability within investment and professional services contexts.</p></li><li><p>
Introduce enhancements to elevate the firm&rsquo;s visual storytelling, including motion, interactive, and digital-first capabilities.</p></li></ul><p></p><p><b>
Qualifications</b></p><p><b>
Experience &amp; Education</b></p><ul><li><p>
Minimum of 10+ years of progressive experience in graphic design, with a portfolio demonstrating both conceptual strength and technical rigor.</p></li><li><p>
Prior experience in investment management, wealth advisory, or professional services strongly preferred.</p></li><li><p>
Bachelor&rsquo;s degree in Graphic Design, Visual Communications, or related field (or equivalent experience).</p></li></ul><p></p><p><b>
Technical &amp; Design Expertise</b></p><ul><li><p>
Advanced proficiency in Adobe Creative Suite (InDesign, Illustrator, Photoshop).</p></li><li><p>
Strong command of PowerPoint and presentation design within a corporate or client-facing environment.</p></li><li><p>
Experience with platforms such as Seismic, EventCreate, and familiarity with digital design tools (e.g., Canva, Figma).</p></li><li><p>
Deep expertise in typography, layout systems, color theory, and brand systems.</p></li></ul><p></p><p><b>
Core Capabilities</b></p><ul><li><p>
Exceptional ability to translate complex, data-driven content into clear and compelling visual narratives.</p></li><li><p>
Strong understanding of data visualization principles, with attention to accuracy and clarity.</p></li><li><p>
Highly refined aesthetic judgment with a disciplined, editorial mindset.</p></li><li><p>
Proven ability to manage multiple priorities in a deadline-driven environment with precision and attention to detail.</p></li><li><p>
Strong communication skills, with the ability to articulate design rationale to both creative and non-creative stakeholders.</p></li></ul><div></div><p><b>
Preferred Skills</b></p><ul><li><p>
Experience with motion graphics, animation, and video editing.</p></li><li><p>
Familiarity with website design and digital user experience principles.</p></li><li><p>
Experience building scalable design systems and templates within a marketing organization.</p></li></ul><p></p><p>
The starting base salary is $90,000 - $115,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant&rsquo;s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.</p><p></p><p>
We offer a flexible hybrid work environment designed to promote collaboration and work&ndash;life balance, with employees working in the office three days per week and remotely two days per week.</p><p>
At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview:</p><ul><li><p>
Competitive Pay</p></li><li><p>
Medical, Dental, and Vision Insurance (starting day 1)</p></li><li><p>
Life and Disability Insurance</p></li><li><p>
Health Savings Account with a Company Match</p></li><li><p>
Flexible Spending Accounts including Dependent Care</p></li><li><p>
Wellness Program</p></li><li><p>
Tuition Reimbursement</p></li><li><p>
24-Hour Employee Assistance Program</p></li><li><p>
Adoption Assistance</p></li><li><p>
Paid Family Care Time</p></li><li><p>
Paid Volunteer days</p></li></ul><p></p><p><b>
Company Background</b></p><p>
Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with around $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.</p><p></p><p>
We employ a long-term oriented, quality investment strategy across all of our investment disciplines. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.</p><p></p><p><b>
Team Approach</b></p><p>
The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.</p><p></p><p><b>
Culture and Awards</b></p><ul><li><p>
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.</p></li><li><p>
Ranked #3 on Barron&rsquo;s top 100 investment advisors.</p></li><li><p>
Ranked #7 of RIA firms by Forbes in 2024</p></li><li><p>
Wealth for Good Awards &ndash; Best Corporate Social Responsibility program</p></li></ul><p></p><p>
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</p><p>
For additional information on Kayne Anderson Rudnick, please access the firm&rsquo;s web site at www.kayne.com</p><p></p><p><i>
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.</i></p></div><p></p>

Senior Graphic Designer/Creative Lead

The Carlyle Group

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>Client Relationship Manager, RIA (Southwest), Global Wealth
</div></div><div><div>Location:
</div><div>Remote
</div></div><div><div>Line of Business:
</div><div>Investor Relations
</div></div><div><div>Job Function:
</div><div>Investor Relations
</div></div><div><div>Date:
</div><div>Friday, April 10, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><p><b>Position Summary</b></p><p>
The Client Relationship Manager (CRM) is responsible for the distribution of all Carlyle offerings through Family Wealth relationships which include Registered Investment Advisors (&lsquo;RIA&rdquo;) and Multi-Family Offices (&ldquo;MFO&rdquo;). The CRM will conduct business from a regional office located in the Southwest region (SoCal, AZ, UT, CO, NM) and will service the designated region of clients. The CRM is expected to travel within assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of Carlyle's global brand on a local level, the CRM Lead should seek to represent the company through consistent displays of strong values and behavior.</p><p></p><p>
The role will also require the CRM to set regional objectives based on Carlyle Global Wealth initiatives and delegate responsibilities regarding coverage and outreach between a Hybrid Sales Representative and Senior Internal Sales Analysts dedicated to the region. The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.
</p><p></p><p>The ideal candidate will possess strong territory management and leadership skills, have established relationships within the region and a track record of cultivating new relationships and increasing sales.
</p></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><div><p><b>Primary Responsibilities:</b></p><p>
35% of time</p><ul><li> Develop and maintain profitable, productive relationships with RIAs &amp; MFOs in the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance Carlyle's success and market presence.</li></ul><p>
25% of time</p><ul>
<li>Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA &amp; Family Office clients in order to grow assets of Family Wealth business.</li>
</ul><p>10% of time</p><ul>
<li>Develop solid working relationship with territory team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
</li></ul><p>10% of time</p><ul><li> Understand and articulate capital markets, complex product structures, and competitor products. Provide the proper after-sales support to keep LP&rsquo;s informed on their investments.
</li></ul><p>5% of time</p><ul>
<li>Develop solid working relationship with internal partners such as CAIS &amp; iCapital
</li></ul><p>5% of time</p><ul>
<li>Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services</li>
</ul><p>5% of time</p><ul>
<li>Capture field activity and sales related data in Dealcloud CRM System.</li>
</ul><p>5% of time</p><ul>
<li>Effectively manage firm resources, which involve: travel expenses, and entertainment budget.</li><br>
</ul><br>
</div></div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><p></p><div><div><div><div><p><b>Requirements
</b></p><p><b>Education, Licensing &amp; Certificates</b></p><ul><li> College degree required</li><li> FINRA Series 7 and 63 required</li></ul><p></p><p><b>
Professional Experience</b></p><ul><li>
8+ years of experience in an external sales capacity that directly aligns with the specific responsibilities for this position</li><li>
Must have experience working in the family wealth industry with established relationships in the RIA channel</li><li>
Proficiency in Financial Services Sales, Wholesaling, Relationship Management
</li><li>Demonstrated track record of consistently meeting and/or exceeding performance expectations</li><li>
Must have the ability to work in a challenging and collaborative environment.
</li><li>Possess a strong competitive desire.
</li><li>Possess excellent oral and written communication skills.
</li><li>Possess excellent interpersonal and customer service skills.
</li><li>Must have strong relationship building skills.
</li><li>Must be a detail-oriented, well-organized self-starter with high energy and creativity</li></ul><p></p><p><b>
Competencies &amp; Attributes</b></p><ul><li> Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.</li></ul><p></p><p>
Benefits/Compensation</p><p>
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.</p><p></p><p>
The anticipated base salary range for this role is $250,000.
</p><p></p><p>In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.</p><p></p><p>
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.<br>
</p><br>
</div></div></div></div></div><p></p><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $477 billion of assets under management, across 678 investment vehicles as of December 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

Client Relationship Manager, RIA (Southwest), Global Wealth

B. Riley

<b>BRC Group Holdings, Inc. (Nasdaq:</b> RILY) is a diversified holding company, including financial services, telecom, and retail, and investments in equity, debt and venture capital. Our core financial services platform provides small cap and middle market companies customized end-to-end solutions at every stage of the enterprise life cycle. Our banking business offers comprehensive services in capital markets, sales, trading, research, merchant banking, M&A, and restructuring. Our wealth management business offers wealth management and financial planning services including brokerage, investment management, insurance, and tax preparation. Our telecom businesses provide consumer and business services including traditional, mobile and cloud phone, internet and data, security, and email. Our retail businesses provide mobile computing accessories and home furnishings. BRCGH deploys its capital inside and outside its core financial services platform to generate shareholder value through opportunistic investments.
<br>This is a rare opportunity for a highly motivated early-career professional to work directly for an executive of a leading middle-market investment bank. This is not a traditional entry-level role. You will start in a predominantly administrative capacity — but with a front-row seat to the deals, relationships, and decisions moving through the office of an executive. As you grow into the business, the role will grow with you, evolving from support-oriented work into increasingly technical and substantive responsibilities. For the right person, this is an unparalleled mentorship opportunity and an accelerated path into the world of investment banking. The expected base salary for this position is $65K - $70K annually with eligibility for discretionary bonus.
<br>The role begins with a strong administrative foundation, and as you learn the business, your responsibilities will grow increasingly technical and substantive. As an AI-focused firm, proficiency with Claude and other AI tools is a core expectation of this role.
<br>Duties of this position include, but are not limited to, the following:
<br><ul>
<li>Accompany the Chairman & Co-CEO throughout the business day, capturing meeting notes and action items</li>
<li>Manage and organize priorities, communications, and follow-through on outstanding items</li>
<li>Draft correspondence, briefing materials, and summaries</li>
<li>Coordinate logistics for internal and external meetings, calls, and travel</li>
<li>Conduct research and provide background preparation ahead of meetings and engagements</li>
<li>Assist with special projects across the firm</li>
<li>Act as a reliable, discreet, and proactive extension</li>
<li>Provide strategic feedback and observations directly as you develop familiarity with the business, clients, and firm operations</li>
</ul>
<b>Education, Experience and Skills Required:</b><br>
<ul>
<li>Bachelor's degree required</li>
<li>0–3 years of professional experience; recent graduates are strongly encouraged to apply</li>
<li>Exceptional organizational skills and meticulous attention to detail</li>
<li>Outstanding written and verbal communication skills</li>
<li>High degree of discretion and professionalism — the ability to handle sensitive information with maturity and sound judgment</li>
<li>Proactive, self-starting work style; anticipates needs rather than waiting to be directed</li>
<li>Ability to thrive in a fast-paced, unstructured environment and pivot quickly</li>
<li>Strong interpersonal skills and executive presence</li>
<li>Genuine curiosity about finance, capital markets, and the investment banking business</li>
<li>Genuinely eager to learn — hungry for knowledge, driven to grow, and excited by the opportunity to build a career from the ground up</li>
<li>Ability to multitask, prioritize, and perform under pressure amid tight deadlines; can effectively manage competing demands with a strong sense of urgency and responsiveness</li>
<li>Thrives in a fast-paced, entrepreneurial, high-performance work environment</li>
<li>Proficiency in Microsoft Office suite required</li>
<li>Proficiency with Claude and other AI tools required; candidates who are not yet proficient must demonstrate the ability and drive to get there fast.</li>
</ul>
BRC Group Holdings, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.

Associate, Office of the Chairman & Co-CEO

Los Angeles Tourism & Convention Board

<div>
 Job Type
 <br/>
 <br/>
 Full-time
 <br/>
 <br/>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 <strong>
  WHO WE ARE
  <br/>
  <br/>
 </strong>
 The mission of the Los Angeles Tourism &amp; Convention Board (Los Angeles Tourism) is to improve the quality of life for all Angelenos through the economic and community benefits of tourism. Representing over 1,000 local tourism-related businesses, Los Angeles Tourism is a non-profit organization responsible for promoting the City of Angels as one of the world&rsquo;s premier travel destinations through its global brand marketing and sales efforts. Tourism is a cornerstone of Los Angeles County&rsquo;s economy, ranking among its top five employers. The city welcomed an astonishing 50 million visitors fueling over 543,000 tourism-related jobs and driving more than $45 billion in business sales in 2024. Los Angeles Tourism proudly leads initiatives that celebrate and sustain this vibrant industry, including the renowned Dine LA program designed to showcase LA&rsquo;s world-class culinary scene while supporting local restaurants and hospitality professionals. Dine LA has become one of the largest restaurant weeks in the nation&mdash;featuring nearly 450 restaurants across 88 neighborhoods and 33 global cuisines. As of June 2025, LA County is home to more than 180 Michelin-recognized restaurants, with 32 participating in Dine LA Restaurant Week. As one of the world&rsquo;s premier sports capitals, Los Angeles is excited to host eight FIFA World Cup 26&trade; matches &ndash; including the U.S. Men&rsquo;s National Team opening match &ndash; and welcome back the Super Bowl for the ninth time. With headquarters in Los Angeles and offices spanning London, Mumbai, Chengdu, Shanghai, Beijing, Guangzhou, and Sydney, Los Angeles Tourism operates on a truly global stage, sharing the city&rsquo;s dynamic spirit with the world.
 <br/>
 <br/>
 <strong>
  THE OPPORTUNITY
 </strong>
 The Business Intelligence Analyst will have a day-to-day focus on developing, improving, and maintaining our BI tools and databases. This position will play a vital role in data management along with driving actionable insights across the organization. You will be our go to person for training and educating staff on the Domo data experience platform. The ideal candidate will have previous experience with BI tools, the ability to communicate effectively, and will require a strong problem-solving orientation.
 <br/>
 <br/>
 <strong>
  What You Will Do
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Data Analysis and Report Development: Lead data analyst creating reports that drive actionable insights in Domo. This will include blending multiple data sources, blended metrics, creating indices, and increasingly complex models to derive more analytical value from the data. (30%)
  </li>
  <li>
   Data Management: Data management activities include data ingestion, transformation, data quality, taxonomies, developing ETL data pipelines, managing data connections, and leveraging Machine Learning/AI. (30%)
  </li>
  <li>
   Domo Administration: Primary Administrator responsible for managing the Domo environment including connecting to new data sources, maintaining data quality, managing users, cleaning unused reports, troubleshooting reports and formulas. (15%)
  </li>
  <li>
   Project Management: Key role in managing the data partner relations including timeline report delivery, trouble shooting, scoping, etc. Internally, may be required to conduct needs analysis, scope work, and manage data-related projects. (15%)
  </li>
  <li>
   Training and educating staff: As the Domo SME, responsible for training staff and stakeholders on how to use data and Domo which can range from viewing a report to creating programmatic formulas and custom reports. (5%)
  </li>
  <li>
   Perform other duties as assigned (5%)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  SOME OTHER THINGS YOU MAY DO
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Partner with external vendors as needed (i.e., Rove, Simpleview, Visa, STR, etc.)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  WHAT YOU'LL NEED TO SUCCEED
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   A minimum of 3-5 years of relevant experience is required.
  </li>
  <li>
   High school diploma or equivalent.
  </li>
  <li>
   Must be willing to partake in a comprehensive background check including a drug test in accordance with applicable laws.
  </li>
  <li>
   Proficiency with Domo or other Business Intelligence tools (i.e., Tableau, Power BI).
  </li>
  <li>
   Proficiency in SQL and Python programming.
  </li>
  <li>
   Data architecture design and data preparation experience.
  </li>
  <li>
   Self-starter with strong problem-solving abilities and the ability to troubleshoot issues.
  </li>
  <li>
   Ability to communicate a coherent data story to business users.
  </li>
  <li>
   Must be proficient in MS Office (Word, Excel, PowerPoint).
  </li>
  <li>
   Excellent verbal, written, and interpersonal communication skills.
  </li>
  <li>
   Dependable, great attitude, highly motivated and a team player.
  </li>
  <li>
   Possess strong organizational skills and attention to detail.
  </li>
  <li>
   Ability to multi-task and meet multiple deadlines.
  </li>
  <li>
   Ability to communicate effectively across various departments.
  </li>
  <li>
   Ability to work in a changing environment.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  NICE TO HAVES
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree preferred.
  </li>
  <li>
   Tourism experience in any capacity.
  </li>
  <li>
   Report design (i.e., color schemes, etc.).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  COMPENSATION RANGE
 </strong>
 Exact compensation may vary based on skills and experience$80,000 - $100,000 annuallyBonus Eligible
 <br/>
 <br/>
 <strong>
  WHAT'S IN IT FOR YOU
 </strong>
 At Los Angeles Tourism, we believe your best work happens when you have the tools to stay healthy, enjoy the present moment, save for your future, and look forward to coming into work. That&rsquo;s why we&rsquo;re committed to providing a competitive and comprehensive benefits program.
 <br/>
 <br/>
 <ul>
  <li>
   Hybrid work environment
  </li>
  <li>
   Remote Monday and Friday
  </li>
  <li>
   DTLA Tuesday through Thursday
  </li>
  <li>
   Company paid parking in DTLA
  </li>
  <li>
   Early Friday&rsquo;s &ndash; our office closes every Friday at 2:30 pm
  </li>
  <li>
   Work Remotely week of Thanksgiving
  </li>
  <li>
   Holiday Office Closure (December 24th &ndash; January 1st)
  </li>
  <li>
   15 Paid Company Holidays
  </li>
  <li>
   Paid Vacation Time
  </li>
  <li>
   Paid Sick Time
  </li>
  <li>
   Paid Floating Holidays
  </li>
  <li>
   Paid Family Leave
  </li>
  <li>
   Comprehensive health insurance (both PPO and HMO plans available)
  </li>
  <li>
   Dental and vision plans (100% employer paid for some elections)
  </li>
  <li>
   Pet insurance
  </li>
  <li>
   Employer-paid life insurance, AD&amp;D, short-term disability, and long-term disability, Aflac
  </li>
  <li>
   Employee Assistance Program
  </li>
  <li>
   Flexible Spending Account (Healthcare &amp; Dependent Care)
  </li>
  <li>
   401(k) Retirement Savings Plan with up to 6% match that vests immediately
  </li>
  <li>
   401(k) match for qualified student loan payments
  </li>
  <li>
   Employee Referral Program
  </li>
  <li>
   Monthly internet and phone stipend
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Los Angeles Tourism &amp; Convention Board reserves the right to modify the benefit plans and employee services at any time, with or without notice
 </em>
 .
 <br/>
 <br/>
 <strong>
  PHYSICAL REQUIREMENTS &ndash; ESSENTIAL PHYSICAL TASKS
 </strong>
 <em>
  The physical demands are representative of those that must be met by a team member to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential
 </em>
 <em>
  functions.
  <br/>
  <br/>
 </em>
 While performing the duties of this job, the employee is frequently required to stand, walk, move. The employee must occasionally lift, carry, pull, push, transport and/or move up to 25 pounds. Ascends and/or descends stairs. Specific vision abilities required by this job include color vision. Requires prolonged sitting, driving, some bending, some twisting neck and body, some stooping and stretching/reaching (up, down, out), requires grasping, feeling, and detecting, requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, mouse, photocopier, fax machine, telephone, calculator, projector, screen for presentations, and other office equipment on a repetitive basis. Requires normal range of hearing, talking, and eyesight to record, prepare and communicate appropriate reports and information.
 <br/>
 <br/>
 <ul>
  <li>
   Able to carry, lift, roll luggage or equipment for work-related travel.
  </li>
  <li>
   Reliable transportation.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Mandatory Vaccine Requirement:
 </strong>
 Los Angeles Tourism continues to prioritize the health and safety of our workforce. Consistent with that commitment, in light of the substantial and growing body of evidence that vaccinations remain the most effective protection against the spread the COVID-19, we require that members of our team be fully vaccinated as a condition of employment. For individuals with medical conditions or sincerely held religious beliefs that prevent vaccination, the Company will consider requests for reasonable accommodation consistent with our policy and applicable law.
 <br/>
 <br/>
 <strong>
  EEO &amp; DIVERSITY
 </strong>
 Los Angeles Tourism and Convention Board is an equal employment opportunity employer. We pride ourselves on welcoming applicants from all backgrounds regardless of race, color, sex, religion, national origin, ancestry, sexual orientation, age, physical or mental disability, medical condition, pregnancy, gender identity, marital status, military or veteran status or any other basis protected by applicable federal, state, or local laws. We&rsquo;re determined to build a workplace based on inclusive behaviors and equitable systems, where all employees can bring their authentic selves, feel engaged, and share their perspectives as a valued member of Los Angeles Tourism.
</div>


Business Intelligence Analyst

Explore 339+ Asset wealth management private wealth management wealth management professional senior analyst los angeles in Los Angeles this May. Find roles across top companies and apply now to boost your career.