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Nwafp
Los Angeles, CA, United States
Director Audit and Advisory Services UCLA Job Board Title: Director Audit and Advisory Services UCLA Post Date 1/23/2024 Expiration Date 2/22/2024 Details: Please apply using this link: https://careers-anothersource.icims.com/jobs/101504/director-audit-and-advisory-services-ucla/job?mode=job&iis=SOURCE&iisn=NWAFP Another Source’s client, Univ
Job Source: NwafpCNM LLP
Los Angeles, CA, United States
CNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms. The CNM reputation is built upon a foundation of professional excellence and trusted relat
Job Source: CNM LLPRegal Executive Search
Los Angeles, CA, United States
Senior Manager/ Director - Accounting and Transaction Advisory Services Job Description Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth. As a result, you will have the opportunity to grow your career in a dynamic environment that is a pl
Job Source: Regal Executive SearchCetera Financial Group, Inc.
El Segundo, CA, United States
Job Description The Director of Advisory Sales Enablement works with the Head of Advisory Sales and Business Consulting (ABC), ABC Leadership, and cross functional partners to operationalize best in class sales practices, sales tools and technology, performance management infrastructure, go-to-market execution excellence, decision support, and go-
Job Source: Cetera Financial Group, Inc.Solomon Page
Los Angeles, CA, United States
Our client is looking to fill the role of Managing Director. This position will be remote. Responsibilities: Drive revenue growth for the firm by actively participating in business development initiatives, including cross-functional selling. Collaborate with colleagues across service lines, geographies, and industries to identify and pursue opportu
Job Source: Solomon PageAnkura
Los Angeles, CA, United States
Ankura is a team of excellence founded on innovation and growth. About Ankuras Construction Disputes & Advisory Expert and Advisory Services: Expert Services Our construction dispute resolution professionals provide expert advice and independent professional opinion. We develop practical solutions as well as robust delay and cost/quantum analysi
Job Source: AnkuraLos Angeles County Office of Education
downey, CA, United States
An equal opportunity employer fostering a workforce that embraces and reflects the rich diversity of Los Angeles County Financial Advisory Services Officer $10,368 to $12,845 Monthly Insurance: Your choice of several medical, dental, vision, and life insurance plans To learn more, visit: https://www.lacoe.edu Online applications must be submi
Job Source: Los Angeles County Office of EducationMGO
Los Angeles, CA, United States
Overview: We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of
Job Source: MGO, CA, United States
About the job
Are you ready to lead a team of dynamic advisors in shaping the financial futures of our clients? Willow Creek Wealth Management, nestled in the heart of Northern California, is seeking a visionary Director of Advisory Services to spearhead our mission of empowering individuals and families to achieve their financial goals. As the driving force behind our advisory team, you'll bring not only a wealth of experience in coaching and direct client engagement but also an infectious energy that inspires excellence at every turn. We're looking for someone with a proven track record of leading successful teams and a knack for strategic management.
Do you consider yourself a respected coach? In this executive level role, you will provide leadership, coaching, and expertise to our team of eight talented Wealth Advisors while mentoring and developing our next generation. You will also serve as a key interface between our Operations Team, Advisor Team, and Executive Committee, where you will play an important role in implementing strategic initiatives and overseeing people, processes, and services.
If you are a seasoned financial services professional with a passion for leadership and a drive to excel in a cohesive, team-oriented environment, join us at Willow Creek and let's chart a course to success together.
Job Summary
Lead and manage the advisory team, providing guidance, mentorship, and support to ensure optimal performance and client satisfaction.
Collaborate with senior leadership in strategic planning initiatives to drive the growth and success of the firm.
Oversee the delivery of high-quality investment management and financial planning services to clients.
Stay abreast of industry trends, market developments, and regulatory changes to inform decision-making and enhance service offerings.
Manage the business development process, pipeline oversight, and goals accountability.
Participate in Marketing Committee and Content Review Panel.
Drive the evolution of the client experience.
Lead the talent acquisition process within the Advisor team.
What do we have to offer you?
A fantastic opportunity to lead a talented team and help shape the strategic direction of our organization.
A family friendly workplace which promotes policies and practices that genuinely support employees to thrive at work and at home.
We are committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, and integrity.
A highly flexible hybrid work environment.
A competitive benefits package, including health, dental, and vision insurance, profit sharing plan, 401(k) plan, and the opportunity for equity ownership.
Requirements That Are Important to Us
Exceptional interpersonal, communication and presentation skills, both written and verbal.
6+ years of relevant experience in financial services.
Deep understanding and direct experience with all service offerings.
Bachelor’s degree.
Excellent organization, prioritization, and time management skills.
Please send cover letter and resume to [email protected].
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Director of Advisory Services jobs in , CA, United States
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