Financial Advisor Jobs in Santa Cruz, CA

Drive impactful financial analysis in the healthcare sector, enhancing client value through research, modeling, and strategic presentations. Collaborate with senior teams to navigate complex transacti...

Develop and manage country site budgets and contracts for clinical trials, ensuring compliance and effective negotiation. Collaborate with legal and clinical teams while shaping global budgeting proce...

Lead the charge in managing a growing affordable housing portfolio. Collaborate with stakeholders to enhance property performance, ensure compliance, and identify value-add opportunities in a dynamic...

Transform growth in Personal Lines by leading sales teams, driving performance, and fostering a high sales culture. Partner with resources to optimize operations, implement technology, and achieve abo...

Join a team that's dedicated to delivering innovative solutions for employee benefits management. Oversee client accounts, develop strategies, and enhance coverage effectively for clients with 50+ liv...

Elevate client experiences by managing a portfolio of affluent relationships and analyzing financial needs. Drive tailored solutions while collaborating with teams to ensure clients receive optimal ba...

Provide exceptional service to affluent clients by managing their banking relationships, analyzing financial goals, and presenting tailored recommendations. Develop a strong understanding of banking p...

Transform client relationships by managing an affluent banking portfolio. Deliver tailored financial solutions while collaborating with internal teams to ensure excellence in service and compliance wi...

Unlock potential by leading complex underwriting and business development efforts. Manage a profitable portfolio while fostering agency partnerships and driving growth initiatives across Commercial Li...

Manage strategic accounts by developing sales plans and driving product adoption. Collaborate with cross-functional teams to ensure customer satisfaction and growth. Leverage your expertise to analyze...

Join a dynamic team to draft engagement letters, manage partner communications, and support legal onboarding while ensuring compliance. Contribute to the firm's success by handling conflict waivers an...

Drive data-driven decision-making and optimize advertising strategies through insightful analysis and collaboration with cross-functional teams to enhance campaign performance and support business gro...

Champion growth as the Head of Finance, transforming our financial landscape by developing scalable systems, optimizing economics across numerous locations, and creating clarity for strategic decision...

Transform your career by joining a high-growth startup as a pivotal finance leader. Collaborate strategically across teams to enhance financial systems, drive data-informed decisions, and optimize per...

Drive growth in the Financial Services practice through strategic leadership, developing teams, and executing market strategies. Collaborate with stakeholders to enhance service offerings and brand in...

Elevate your career by partnering with experienced professionals to deliver FP&A and accounting solutions that improve processes and drive results for diverse portfolio companies through data-driven i...

Explore opportunities as a Manager-Level Consultant, advising clients on financial strategies, budgeting, forecasting, and reporting to drive informed decision-making and support business growth...

Join a dynamic team to transform finance and operations, driving strategic financial modeling and optimizing internal processes. Collaborate closely across functions to enhance decision-making and man...

Lead the charge in cultivating customer relationships while driving sales growth. Utilize strategic skills to manage complex deals and build a strong sales pipeline, contributing to your career develo...

Play a key role in driving growth through new client acquisition and managing existing relationships in Securities Services Sales, focusing on the Asset Owner segment and collaborating with internal p...

Help us drive residential mortgage sales by building relationships and delivering exceptional customer service. Leverage your expertise to navigate industry trends while enhancing visibility in the ma...

Pioneer innovative strategies to drive new business, build key relationships, and transform enterprise solutions. Seek a dynamic sales professional with a disruptive mindset to excel in a fast-paced S...

Unlock potential by leading a transformative FP&A team focused on AI-driven finance to influence strategic outcomes and budgeting practices while working closely with executives to shape the financial...

Drive financial accuracy by analyzing and reporting complex data for a diverse portfolio, ensuring compliance with accounting policies while collaborating with teams to support effective decision-maki...

The Mid-Market Account Director at OpenAI will manage a portfolio of accounts, developing and executing strategies to drive customer engagement and successful deployment of AI products. This role invo...