Wealth Management Senior Analyst (Director)

Job overview

The Wealth Management Senior Analyst (Director) role is onsite in Westlake Village, CA. The posting lists a pay range of $100,000–$125,000, with competitive compensation and annual bonus potential also described. One Capital Management provides wealth management services to private clients, endowments, foundations, investment companies, and institutions. The director supports the Wealth Management Group by developing customized financial analyses and strategic solutions, presenting recommendations to clients and intermediaries, and guiding planning research and quality control. The role also mentors junior colleagues and helps address complex client planning needs.

What you'll do

• Develop customized financial analyses and strategic solutions for clients
• present analyses, findings, and recommendations to clients, prospects, and intermediaries
• oversee planning software updates reflecting capital asset projections and tax, legal, and regulatory environments
• produce planning and strategy research
• lead quality control for Wealth Forecasting Analyses
• train and mentor Advisors and Associates
• identify client planning issues and develop tailored analytics.

What we're looking for

Skills & competencies

wealth management

senior analyst

director

one capital management

westlake village ca

$100k–$125k

private clients

financial analysis

wealth planning

emoney

morningstar direct

client presentations

mentoring

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive base salary and annual bonus potential
• health plan eligibility, including options that cover the full premium for employees and eligible dependents
• 401(k) available from the first day
• wellness reimbursement up to $75 per month
• flexible paid time off
• company sponsorship for approved continuing education and professional development.

Why this role

Requires a bachelor’s degree, at least three years of significant wealth-planning experience, mastery of eMoney, PowerPoint, Excel, and Morningstar Direct, and strong analytical, presentation, and leadership skills. Advanced degree is a plus; CPWA, CFP, or CFA designation is strongly preferred. Holistiplan experience is preferred.

About the employer

One Capital Management LLC is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.