Asset Manager Jobs in Tustin, CA

The Account Executive - New Logo, Enterprise is responsible for managing existing client accounts and driving revenue growth through upselling services. This role requires strong communication skills...

Transform the future of automation by leading the development of innovative testing strategies and frameworks. Collaborate with teams to ensure high-quality deliverables through effective automation p...

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

Accelerate growth by executing engaging field marketing programs that drive pipeline and ROI. Collaborate with sales and lead events to enhance brand presence and client interaction in key markets, en...

Drive the evolution of finance analytics by creating standardized BI reports, dashboards, and AI-driven insights, while leading cross-functional collaboration to ensure cohesive data governance and em...

Engage with cross-functional teams to lead administrative projects, analyze data, and enhance business processes in a collaborative environment. Foster agile methodologies to drive project success and...

Drive a team managing complex global cyber claims while fostering collaboration, analyzing trends, and enhancing client relationships. Elevate claims handling through support, training, and engagement...

Join a team that's dedicated to managing estate and trust tax engagements, leading complex projects, fostering client relationships, and guiding staff development in a supportive, professional environ...

Strategize and lead estate and trust tax engagements, serving as a primary client contact and managing a dynamic team to deliver high-quality results and mentoring opportunities in a supportive, hybri...

The Account Executive (Enterprise - Brands/Retail) will manage an enterprise portfolio, driving retention and growth among existing clients in the corporate sector. This role involves owning the comme...

Join a team that's dedicated to delivering exceptional client service and investment strategies. This role involves managing client relationships while analyzing portfolios and providing tailored fina...

Develop exceptional client relationships by delivering tailored investment strategies and comprehensive service support, leveraging 4-7+ years of experience in wealth management to enhance client enga...

Join a team that's dedicated to enhancing credit investigation processes and improving operational efficiency. Collaborate with stakeholders to analyze data and present solutions, while developing you...

Drive financial success by creating and analyzing financial models, budgets, and reports. Collaborate with teams and stakeholders to support gTLD finance projects and optimize processes, ensuring accu...

Drive revenue growth by building strategic relationships with enterprise banking accounts. Your focus on lead generation, value-driven solutions, and account management will be key to exceeding sales...

Unlock potential by leading comprehensive B2C and B2B marketing initiatives. Collaborate with teams to increase enrollments through data-driven strategies, insightful reporting, and innovative campaig...

Join a team that's driving innovative solutions in the wholesale insurance segment. Lead cross-functional collaborations to enhance operational excellence, streamline processes, and unlock measurable...

Lead the charge in managing complex accounting engagements, delivering insights on capital markets transactions and financial reporting, while driving team development and enhancing client value throu...

Shape the future of finance by establishing efficient accounting and control processes, preparing financial statements, and collaborating with CPAs and vendors to optimize financial performance and re...

Elevate fraud detection and investigation through data-driven analysis and collaboration, engaging across secured lending product lines to identify, document, and escalate fraud patterns while strengt...

Lead the charge in managing a high-performing Service Desk team to enhance technical support delivery for mid-to-large financial institutions, driving issue resolution, process improvement, and client...

Unlock your potential by leading the modernization of a fintech platform. Drive innovation across full-stack development while designing scalable solutions that respect legacy constraints and enhance...

Join a mission-driven team to drive growth within law enforcement and first responder agencies. Utilize your unique background to build relationships, close deals, and expand accounts in a high-perfor...

Join us in guiding manufacturing strategies that enhance production quality and ensure timely delivery. Your leadership will shape our operational success and drive continuous improvement in a dynamic...

Elevate our Workers’ Compensation product strategy through regulatory compliance, effective team management, and system alignment. Collaborate cross-functionally to implement state strategies and ensu...