Salem Partners Wealth Management
Vice President of Wealth Management
Salem Partners Wealth Management - Los Angeles, California, United States, 90079
Work at Salem Partners Wealth Management
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Want to apply Read all the information about this position below, then hit the apply button. Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Salem Partners Wealth Management Assist in designing client portfolios and implementing sophisticated investment strategies for ultra high net worth clients Provide logistical and analytical support to the CEO and Chief Investment Officer, including: coordinating due diligence materials and investment committee memos,tracking alternative investments, capital calls, distributions, and fund updates, assisting with performance reporting and analytics across portfolios, managing document flow and communications with fund managers, custodians, and service providers Serve as additional point of communication between clients and firm Support internal operations related to portfolio administration and special projects Family Office & Lifestyle Support Serve as a liaison between clients, legal, tax, and insurance professionals Oversight of trust and estate structures in conjunction with legal and tax counsel Coordinate philanthropic activities, including DAFs, foundations, and board commitments Handle confidential matters with discretion and a strong understanding of reputational risk Oversee and coordinate specialized services such as:private aircraft rental, ownership evaluation, and trip logistics, personal security planning, household staff coordination and vetting, kidnap & ransom insurance Qualifications: 5+ years of experience in UHNW wealth management, multi-family office, or private banking Deep familiarity with private client services, including insurance, aviation, trusts, and complex financial arrangements Proven experience working with high-profile or celebrity clients preferred Excellent judgment, discretion, and professionalism under pressure Strong financial acumen and familiarity with investment principles Bachelor’s degree required; advanced degree or CFP/CFA preferred Personal Characteristics: High emotional intelligence with strong interpersonal skills Solutions-oriented, resourceful, and proactive Able to anticipate needs and operate with extreme discretion Strong organizational and follow-through skills in a fast-paced, high-demand environment Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at Salem Partners Wealth Management by 2x Get notified about new Vice President of Wealth Management jobs in
Los Angeles, CA . Culver City, CA $235,000.00-$275,000.00 5 days ago Assistant Vice President, Capital Formation and FP&A (Direct Lending)Regional Director, Wealth and Asset Management Solutions- Southern, CaliforniaPublic Relations Vice President (Cybersecurity, Financial Services)U.S. Private Bank - Private Banker - Vice President or Executive DirectorU.S. Private Bank - Private Banker - Vice President or Executive DirectorU.S. Private Bank - Private Banker - Vice President or Executive DirectorDirector of Philanthropy, BMO Wealth Management Calabasas, CA $110,000.00-$130,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Want to apply Read all the information about this position below, then hit the apply button. Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Salem Partners Wealth Management Assist in designing client portfolios and implementing sophisticated investment strategies for ultra high net worth clients Provide logistical and analytical support to the CEO and Chief Investment Officer, including: coordinating due diligence materials and investment committee memos,tracking alternative investments, capital calls, distributions, and fund updates, assisting with performance reporting and analytics across portfolios, managing document flow and communications with fund managers, custodians, and service providers Serve as additional point of communication between clients and firm Support internal operations related to portfolio administration and special projects Family Office & Lifestyle Support Serve as a liaison between clients, legal, tax, and insurance professionals Oversight of trust and estate structures in conjunction with legal and tax counsel Coordinate philanthropic activities, including DAFs, foundations, and board commitments Handle confidential matters with discretion and a strong understanding of reputational risk Oversee and coordinate specialized services such as:private aircraft rental, ownership evaluation, and trip logistics, personal security planning, household staff coordination and vetting, kidnap & ransom insurance Qualifications: 5+ years of experience in UHNW wealth management, multi-family office, or private banking Deep familiarity with private client services, including insurance, aviation, trusts, and complex financial arrangements Proven experience working with high-profile or celebrity clients preferred Excellent judgment, discretion, and professionalism under pressure Strong financial acumen and familiarity with investment principles Bachelor’s degree required; advanced degree or CFP/CFA preferred Personal Characteristics: High emotional intelligence with strong interpersonal skills Solutions-oriented, resourceful, and proactive Able to anticipate needs and operate with extreme discretion Strong organizational and follow-through skills in a fast-paced, high-demand environment Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at Salem Partners Wealth Management by 2x Get notified about new Vice President of Wealth Management jobs in
Los Angeles, CA . Culver City, CA $235,000.00-$275,000.00 5 days ago Assistant Vice President, Capital Formation and FP&A (Direct Lending)Regional Director, Wealth and Asset Management Solutions- Southern, CaliforniaPublic Relations Vice President (Cybersecurity, Financial Services)U.S. Private Bank - Private Banker - Vice President or Executive DirectorU.S. Private Bank - Private Banker - Vice President or Executive DirectorU.S. Private Bank - Private Banker - Vice President or Executive DirectorDirector of Philanthropy, BMO Wealth Management Calabasas, CA $110,000.00-$130,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr