Investment Advisor Salary at Xyz BETA

LOCATION: SAN FRANCISCO, CA We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients. Your Role and Responsibilities Nature of Role As a Client Associate (CA) you work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm's wealth management clients, with a focus on completing operational tasks for clients. You must be organized, have outstanding attention to detail, excellent computer proficiency and great communication skills. Core Job Responsibilities Develop familiarity with assigned clients and their needs. Respond to client and third-party questions professionally and in a timely manner. Open and close client accounts and complete account maintenance updates. Complete subscription process for new alternative investments. Complete client monetary

Location: San Francisco, California Compensation: $140k-$170k + Bonus Responsibilities: Assist with a wide variety of regulatory, corporate, fund and investment compliance matters across various strategies. Draft, implement, maintain, and test compliance policies and procedures and support the team in implementing these policies and procedures to address new business practices or regulatory changes (e.g., CTA, etc.). Assist with preparation and completion of annual compliance risk assessment and the annual compliance review. Assist with administration of the firm's Code of Ethics, including trade approvals, trade review, affirmation approvals, quarterly transaction reporting and annual attestations. Assist with legal and compliance risk mitigation strategies (e.g., data privacy, MNPI, etc.) across multiple disciplines (e.g., client contracts, operational systems, and compliance). Materially assist in the preparation of regulatory filings (Form ADV, Form PF, Forms 13G, 13H and 13F, Trea

Are you interested in the commercial real estate industry? Would you like to learn more about brokerage, development, and investment? Recognized as a "Top 25" Brokerage Firm by the Business Times, NAI Northern California provides comprehensive brokerage services, such as Apartment Building Sales, Industrial and Office Sales & Leasing and Property Management to help our clients strategically optimize their real estate assets. As an intern you will have an excellent opportunity to gain valuable hands on experience in a fast paced real estate brokerage firm. Full-time placement upon completion of program is available. We are on the leading technological edge of the industry, and have numerous competitive advantages including local and national relationships. We pride ourselves on our track record, culture, and growth. We deliver the best and expect the most of our talented and motivated professionals and staff. Our superior technology, global platform and local and national relationships,

About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm. Cresset is seeking an Associate, Business Management Services with 3+ years of experience managing the administrative and privatebanking needs for high net worth and ultra-high net worth clientele, specifically within our Sport and Entertainment Division. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio ma

Description Acquisition Analyst GID - San Francisco, CA GID, a privately held real estate firm founded in 1960 with over 1,250 employees, has a 30+ year track record managing third-party capital. The firm develops, owns and/or operates a diverse portfolio across over 30 U.S. markets, primarily focused on Multifamily, Industrial, Mixed-Use and Credit. With corporate offices in Atlanta, Boston, Dallas, Dubai, London, New York and San Francisco, GID's private equity and debt verticals are supported by Windsor Communities, a vertically integrated operating platform. DESCRIPTION: This person is responsible for assisting the Executive Vice President of Real Estate Acquisitions and the various Vice Presidents and Associates in the preparation of detailed economic analyses of potential multifamily acquisitions. The Acquisitions Analyst will embrace our company values of accountability, inclusiveness, energizing and courageousness. RESPONSIBILITIES: Underwriting potential acquisition targets ut

Job Description Job Description Specific Responsibilities include: · Review daily cash and position reconciliations and resolve breaks with brokers, traders, prime brokers and fund administrators. · Provide day-to-day operations support for trading. · Review trading allocations amongst accounts. · Prepare and distribute daily trade files to appropriate parties. · Create and report daily P&L estimates. · Assist with monthly and YTD P&L estimates and reconciliations. · Manage collateral accounts and swap settlement. · Assist with the Month End close and review the Administrators’ statements. · Ad hoc projects and analysis as required. Requirements: · Ability to manage multiple tasks with minimal supervision. · Work effectively as part of a team. · Analytical and problem-solving skills. · Able to work with a sense of urgency and meet deadlines. · Strong reliability and attention to detail. · Familiarity with fund operations, accounting and compliance. · Bachelor’s degree preferred. · Work

Position Overview: We are seeking a highly skilled and detail-oriented Legal and Compliance Associate to join our client, a thriving asset management firm. This role involves supporting investment and client service teams on a broad range of regulatory, corporate, fund, and investment compliance matters across multiple strategies and business lines. The ideal candidate will possess a strong compliance background, exceptional organizational skills, and the ability to navigate a fast-paced environment. Key Responsibilities: Regulatory and Compliance Support: Assist in drafting, implementing, maintaining, and testing compliance policies and procedures in response to evolving business practices and regulatory changes. Conduct compliance risk assessments and participate in the annual compliance review process. Administer the firm's Code of Ethics, including trade approvals, transaction reviews, and annual attestations. Regulatory Filings: Prepare and submit regulatory filings, including For

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Central CA Region Danville, California;Brentwood, California; Vallejo, California; Sacramento, California; Oakland, California; Clovis, California; Modesto, California **Job Description:** *******Please Note that this is a sourcing requisition which contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their famili