Fiduciary jobs in Los Angeles, California - Page 2Create job alerts

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job Description CHIEF ADVANCEMENT & EXTERNAL AFFAIRS OFFICER ABOUT LOS ANGELES JEWISH HEALTH Los Angeles Jewish Health (LAJH) is the largest nonprofit, single-source provider of comprehensive senior healthcare in the Greater Los Angeles area. Founded in 1912, the organization has provided compassionate, high-quality care to older adults for more than a century. What began as a small neighborhood effort to shelter seniors has grown into a nationally recognized continuum of care serving thousands of individuals annually through residential living, skilled nursing, rehabilitation, memory care, behavioral health, hospice, and community-based services. Rooted in Jewish values and guided by a deep commitment to dignity, compassion, and excellence, Los Angeles Jewish Health serves seniors of all backgrounds while honoring a legacy of trusted care. With multiple campuses, a broad range of services, and a strong tradition of philanthropy and volunteer engagement, the organization is positioned for continued growth and innovation in senior wellness, healthcare delivery, and community impact. ABOUT THE POSITION Reporting to the President & CEO and serving as a core member of the Executive Leadership Team, the Chief Advancement & External Affairs Officer (CAEAO) will lead a fully integrated advancement and external engagement strategy that advances LAJH's long-term sustainability, including a $150M capital campaign, brand leadership, and community impact. This executive will unify philanthropy, marketing, communications, board engagement, government relations, and strategic partnerships under a cohesive growth framework. The CAEAO will elevate LAJH's regional profile, expand diversified revenue streams, and position the organization as a leading voice in aging services and senior healthcare. This is a transformational leadership role requiring strategic vision, executive presence, healthcare fluency, and demonstrated success driving large-scale philanthropic growth within complex and mission-driven systems. This role represents a significant opportunity to transform LAJH's advancement function into a best-in-class, nationally recognized program. ROLES & RESPONSIBILITIES Strategic Leadership • Partner with the CEO to develop and execute a multi-year advancement and external relations strategy aligned with organizational priorities., • Work closely with the Board and the executive team to strengthen and diversify the LAJH philanthropic base., • Establish clear revenue targets, performance metrics, and accountability systems across fundraising channels., • Participate in executive leadership planning, budgeting, and strategic initiatives., • Strengthen forecasting models and reporting tools to monitor performance for philanthropy and communications., • Foster a culture of philanthropy and collaboration across the organization., • Lead and inspire a high-performing advancement and communications team, providing mentorship, professional development, and clear performance expectations., • Foster a respectful, collaborative, hard-working, and accountable culture that emphasizes excellence, creativity, belonging, and tangible results., • Lead the feasibility planning and launch of $150M capital campaign within an anticipated initiated public launch by the end of the year., • Develop campaign case statements, donor engagement strategies, and prospect pipelines., • Personally cultivate, solicit, and steward leadership-level and principal gift prospects., • Partner with the executive leadership team and Board leadership to secure major philanthropic commitments., • Provide strategic oversight and accountability for the $16M annual fundraising goal, setting comprehensive revenue strategies aligned with organizational priorities, defining measurable performance benchmarks, and building a strong culture of accountability., • Oversee diversified revenue streams, including major gifts, mid-level giving, planned giving, and special initiatives., • Identify opportunities across institutional grants, government funding, corporate partnerships, and strategic alliances that support long-term organizational sustainability., • Ensure strong donor lifecycle management, stewardship, and retention strategies., • Utilize data analytics and CRM systems to optimize performance and donor engagement., • Ensure that marketing, communications, and brand messaging support philanthropic growth, donor engagement and the broader visibility of LAJH., • Ensure consistent messaging and brand positioning across all communications platforms., • Lead development of campaign materials, digital content, and donor communications., • Partner with the CEO and communications team to shape external positioning, coordinating messaging, digital outreach, media relations, and campaign communications so they effectively support fundraising while strengthening the organization's overall reputation., • Strengthen board engagement in philanthropy, ensuring active participation in fundraising, donor cultivation, and campaign leadership., • Partner closely with the CEO and Board leadership to shape organizational strategy, align priorities, and support high-impact decision-making across governance and executive functions., • Working with the CEO, ensure compliance with fiduciary duties, bylaws, and 501(c)(3) regulatory requirements, including board orientation, governance education, and external engagement strategies., • Assess board composition and lead recruitment to address skills gaps and advance long-term strategic goals., • Oversee external affairs strategy, including community engagement and government relations., • Represent the organization with public officials and at networking events., • Identify and pursue government funding opportunities aligned with senior care priorities., • Strengthen relationships across philanthropic and healthcare communities., • Strengthen institutional messaging to shape how LAJH is perceived among donors, partners, and the broader healthcare community., • Bachelor's degree in business administration, communications, nonprofit management, or a related field required, advanced degree preferred., • Minimum of ten years of progressive leadership experience in advancement, fundraising, or external growth roles, preferably within a nonprofit, healthcare, or mission-driven organization., • Proven experience leading major capital campaigns, including planning, feasibility and execution., • Demonstrated success in personally securing six and seven-figure philanthropic commitments, with a strong track record in major gifts, institutional fundraising, and revenue growth aligned to strategic objectives., • Proven executive leadership experience, including building and mentoring high-performing development teams, partnering strategically with CEOs and Boards, and influencing cross-functional stakeholders., • Deep expertise in donor cultivation and stewardship strategies, advancement operations, and data-informed fundraising practices, with the ability to translate organizational vision into compelling philanthropic investment opportunities., • Proven track record of overseeing integrated marketing and communications strategies that support revenue growth., • Ability to manage and lead legislative advocacy, regulatory engagement, and coalition-building to advance organizational policy priorities at the local, state, and federal levels., • Proven track record of developing strong connections within a philanthropic community, maintaining a dynamic presence with excellent relationship-building skills, and the ability to engage diverse stakeholders as an innovative and collaborative thought partner. The salary range is $300,000 – $350,000. Benefits include: • Comprehensive health coverage, including medical, dental, and vision plans, • Employer-paid life insurance plus optional disability, accident, and critical illness coverage, • Flexible Spending Accounts (FSA) and retirement savings plan (403(b)) with employer match, • Generous paid time off, holidays, and employee assistance/wellness programs Envision Consulting was retained by Los Angeles Jewish Health to search for its Chief Advancement & External Affairs Officer. Applicants needing accommodation for any part of the application process may contact Envision Consulting at 626.714.7577 to request and arrange for assistance.

Job Description Job Description: The Trust Officer is responsible for supporting and facilitating the growth and ongoing success of Parallel Advisors. This position reports directly to the Trust Director. As a Trust Officer, you will serve as the primary fiduciary lead for a portfolio of complex trust and estate relationships. This role sits at the intersection of sophisticated estate planning, fiduciary governance, and high-touch client service. You will bridge the gap between the legal structure of trusts and the day-to-day execution of fiduciary administration, ensuring that the intentions of grantors are carried out with precision while maintaining the firm’s gold-standard compliance, documentation, and service standards. The Trust Officer acts as the central coordinator among beneficiaries, attorneys, accountants, and investment advisors, ensuring that every trust relationship is administered prudently, transparently, and in accordance with applicable fiduciary law. This position is a hybrid position (in-office 3x/ week) in our Beverly Hills, CA office or our San Francisco, CA office. Responsibilities: Fiduciary Administration: • Lead the onboarding and ongoing administration of diverse trust structures, including: Revocable and Irrevocable Trusts, post-death administration accounts, Charitable Remainder Trusts (CRTs), Grantor Retained Annuity Trusts (GRATs), Dynasty and generation-skipping trusts, • Interpreting trust instruments and amendments, ensuring adherence to fiduciary duties of loyalty, prudence, and impartiality, • Administering trusts in accordance with applicable state law and governing documents, • Overseeing trust account setup, asset transfers, and ongoing recordkeeping, • Ensuring documentation and fiduciary decision-making processes meet regulatory standards, • Act as the primary fiduciary contact for high-net-worth families and beneficiaries, including interpreting trust provisions for beneficiaries and advisors, explaining distribution policies, managing beneficiary requests and expectations, maintaining neutrality among competing beneficiary interests. navigating complex family dynamics with professionalism and discretion, • Evaluate beneficiary distribution requests and fiduciary decisions involving discretionary authority, including reviewing requests related to health, education, maintenance, and support (HEMS), preparing internal discretionary distribution memoranda, presenting recommendations to the Trust Committee, balancing current beneficiary needs with preservation of remainder interests, and ensuring all discretionary decisions are thoroughly documented and defensible, • Partner with external tax and legal professionals to ensure accurate and compliant administration by coordinating trust income tax filings (Form 1041), reviewing beneficiary K-1 allocations, working with CPAs on estimated tax payments and tax elections, collaborating with estate attorneys on trust interpretation and legal matters, and ensuring adherence to California-specific trust and probate code requirements, • Managing trust assets, including conducting annual fiduciary administrative reviews (Reg 9 style), ensuring accounts remain compliant with internal policies and regulatory expectations, maintaining documentation supporting discretionary decisions and fiduciary actions, preparing materials for internal fiduciary committees and audits, and identifying and escalating potential conflicts or litigation risks, • Maintaining exceptional documentation and providing proactive risk management to protect both the Firm and its clients. Qualifications: • Bachelor’s degree required, • 7 - 10+ years of trust administration experience within a trust company, private bakn, or a high-growth RIA with trust services, • Experience administering complex, multi-generational trusts is strongly preferred, • Deep fluency in California Trust & Probate Law, fiduciary standards and discretionary distribution frameworks, federal estate and gift tax rules, trust income taxation, and community property rules and base adjustments, • Strong organizational, analytical, communication, and interpersonal skills, • Strong project management and data analysis skills, • Ability to work effectively in a fast-paced and deadline-oriented environment, • Capability to manage multiple demands and competing priorities, • Salary based upon experience (Salary range $150,000 - $160,000), • Opportunity for discretionary, semi-annual incentive awards (15% of base salary), • Benefits including health care, dental, vision, and 401k plans, • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.