Financial Advisor Jobs in Santa Cruz, CA

Deliver innovative automation solutions for accounting operations, enhancing accuracy and efficiency. Collaborate cross-functionally to modernize workflows and optimize financial processes while ensur...

Champion the growth of client partnerships by driving sales initiatives, nurturing existing customer relationships, and identifying new opportunities within defined territories to exceed revenue goals...

Drive the growth of card personalization through strategic sales and relationship management, leveraging industry expertise and innovative marketing tactics to acquire clients and enhance market prese...

Redefine the landscape of restructuring by leading complex nonjudicial wind-downs and advising executives throughout the lifecycle. Cultivate relationships with stakeholders, mentor team members, and...

Lead complex restructuring projects, managing wind-downs, ABCs, and stakeholder relations from inception to distribution while collaborating with executives and peers to drive strategic decisions and...

Manage complex commercial loan relationships and lead a team of Relationship Managers. Drive new business development while ensuring compliance with regulations. Collaborate across teams to oversee de...

Join a team that's leading in commercial real estate relationships and finance. You will guide professionals in managing complex loans, fostering business growth, and ensuring compliance while collabo...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...

Lead the charge in enhancing technical operations by automating and supporting crucial production processes, diagnosing issues, and collaborating with development teams to optimize system performance...

Help us drive investment excellence by leading due diligence and analysis for hedge fund managers, fostering strong partnerships, and delivering insightful market solutions for clients in a dynamic fi...

Empower healthcare access by leveraging your expertise in Epic Cadence to enhance scheduling efficiencies, improve clinician onboarding, and optimize patient care in a collaborative environment that v...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Engage with our dynamic investment banking team as you manage transactions from origination to closing. Collaborate directly with senior bankers in a fast-paced environment focused on financial techno...

Lead strategic initiatives in a dynamic environment, collaborating with senior leaders to drive impactful business decisions and shape future directions through in-depth analysis and recommendations...

Join a team that's driving strategic corporate finance and transactions. In this pivotal role, you will advise on high-stakes financing deals, collaborate cross-functionally, and execute complex agree...

Champion impactful financial decisions by leading strategic client engagements that drive enterprise value, providing trusted advisory services in M&A, valuation, and corporate transactions for divers...

Lead transformative initiatives at the intersection of finance and technology, driving successful Workday Adaptive Planning implementations and optimizing financial reporting for diverse clients while...

Join a team that's driving innovation in banking by cultivating and managing key relationships with venture-backed companies. Leverage your expertise to deliver tailored credit and treasury solutions...

Unlock potential by leading multi-family project delivery, managing multidisciplinary teams, mentoring junior staff, and overseeing the full project lifecycle from design to construction in a dynamic...

Transform portfolio strategy by connecting product and engineering efforts to long-term financial goals, facilitating trade-off discussions, and creating actionable insights for executive decision-mak...

Champion the future of healthcare finance by leading FP&A for Risk Adjustment. Manage a dynamic team, drive financial insights, and enhance reporting processes to support strategic decision-making at...

Drive business growth in the Southeast by fostering relationships with advisors through effective training, territory management, and strategic sales initiatives. Utilize expertise to enhance asset gr...

Collaborate with clients in wealth management, delivering exceptional service while managing multiple priorities. Bring your proactive mindset and strong communication skills to build lasting relation...

Seeking a strategic team player to enhance portfolio solutions and lead research initiatives, supporting multi-asset investments while collaborating with clients and stakeholders to drive success and...

Tackle operational challenges as the leader of Retirement Operations. Drive strategic initiatives, enhance efficiencies, and lead a large team to align with business goals, ensuring exceptional servic...