Client Advisor Jobs in Pasadena, CA

Accelerate progress at key banking enterprises by driving revenue growth through strategic sales initiatives and executive engagement. In this role, you'll build relationships and manage the sales pip...

Lead the charge in financial strategy as a Senior Financial Analyst, driving insights and efficiencies in a dynamic PE-backed software company to enhance business performance and growth through advanc...

Transform the deal-making process by partnering with Sales and Finance to optimize complex transactions. Leverage your enterprise software expertise to shape strategic deals and utilize AI to streamli...

Join our dynamic sales team to drive enterprise pipeline growth through strategic outbound prospecting and effective inbound qualification, collaborating closely with Account Executives to unlock oppo...

Unlock client success by managing relationships, driving retention, and maximizing revenue in a consultative role focused on long-term partnerships and strategic growth for a defined business portfoli...

Help us enhance our security posture by monitoring and investigating breaches, identifying vulnerabilities, and implementing best practices. This role is vital for safeguarding digital assets and supp...

Unlock potential by guiding VA Medical Centers through the transition to Cerner Millennium, enhancing VistA/CPRS functionality, and fostering collaboration in Health Informatics initiatives to deliver...

Support the development and management of alternative credit products, collaborating across teams to ensure successful product launches, client engagement, and strategic growth within a dynamic and fa...

Join a team that's driven to achieve in a fast-paced sales environment. You will manage the full sales cycle and develop strong client relationships, systematically generating leads and exceeding perf...

Tackle diverse internal audits across operational, financial, and compliance sectors while championing risk management and corporate governance, driving efficiency and effectiveness within a global ma...

Lead the charge in transforming enterprise technology to enhance operational efficiency and safety across large organizations. Influence product innovation, drive technical solutions, and foster strat...

Champion the adoption of an innovative AI-powered assay by educating oncologists and health systems. Drive account engagement and utilization while ensuring effective integration into clinical workflo...

Analyze and assess internal controls and governance frameworks. Take ownership of end-to-end audits, risk assessments, and consulting services while leveraging data analytics and AI tools to enhance a...

Analyze and execute internal audits to enhance governance and risk management. Collaborate with management and the Audit Committee to provide insightful assessments and recommendations, leveraging ana...

Shape growth by developing strategic sales initiatives for complex accounts. Collaborate across teams to meet customer needs and drive profitability while optimizing existing relationships and new opp...

Play a key role in driving strategic financial insights to support business decisions, optimize investments, and enhance member experiences. Collaborate across departments to develop models and analys...

Champion business growth by leading high-impact teams and delivering tailored marketing strategies, collaborating with lawyers to enhance client interactions and drive success in pitches, planning, an...

Lead the charge in executing AI product projects through cross-functional collaboration and clear communication. Thrive in a fast-paced, ambiguous environment while maintaining accountability and driv...

Grow your career by managing relationships with affluent customers, providing tailored banking solutions, and collaborating with a dedicated team to deliver exceptional service and support customers...

Join a team that's dedicated to enhancing customer relationships by providing tailored financial advice and solutions. Leverage your expertise to manage a diverse portfolio, fostering trust and satisf...

Grow your career by building lasting relationships with affluent customers, providing tailored financial strategies and solutions. Collaborate with internal partners to meet complex needs, ensure exce...

Elevate customer relationships by providing tailored financial solutions, managing complex needs, and driving growth through proactive engagement while collaborating across teams to ensure a seamless...

Accelerate progress at our National Branch Network by cultivating affluent customer relationships. You'll be the go-to financial partner who delivers integrated solutions while managing a portfolio, e...

Engage affluent clients by managing complex financial needs and relationships. You will provide tailored banking strategies and comprehensive solutions, driving growth in deposits, investments, and lo...

Build lasting relationships with affluent clients by delivering comprehensive financial strategies tailored to their needs. Collaborate with an expert team to enhance customer satisfaction while manag...